Who refers legal work
Other attorneys, accountants, financial advisors, real estate agents, insurance agents, and therapists often meet people who need legal help.
Write thoughtful introductions
AI can help draft short introduction emails explaining your practice areas, the clients you serve, and how you communicate with referring professionals.
Offer value
- Share helpful resources for their clients
- Offer to speak at their events
- Refer matters to them when appropriate
- Keep them updated, with client permission
Stay in touch
AI can help plan regular check-ins and write updates. Relationships grow through consistent contact.
Follow ethical rules
Lawyers must follow rules on referral arrangements and fee sharing. Check your jurisdiction's rules before making any referral agreements.
Thank referral sources
Thank people who refer clients, while respecting confidentiality. AI can help write appropriate thank-you notes.
Track referrals
Record where clients come from so you know which relationships are most valuable.
Long-term growth
A strong referral network can provide steady business over many years.
Be specific about who you help
Referral sources refer more often when they clearly understand which situations are a good fit for your firm. AI can help you write a short, plain-language description of the matters you handle and the ones you don't. Sharing this makes it easier for partners to send the right people your way and avoids awkward referrals that you have to turn down.
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AI Business Growth configures ChatGPT, Claude, and simple automations for service businesses, then trains your team to use them. Start with a free evaluation, or see how we approach AI for law firms.
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