Legal: referral relationship
A lawyer proposes a referral relationship with accountants or other advisers who serve the same clients.
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Subject lines
- Referrals between our firms(used in the template)
- When your clients need an employment lawyer
- Referrals between our firms
The email
Email 1 · day 1
Referrals between our firms
Hi {{first_name}}, I'm an employment lawyer, and many of my clients are small businesses that also rely on an accountant for payroll and contractor questions. When your clients have an employment issue that needs a lawyer, it would be good for you to have someone you trust to point them to. Would you be open to a short call to get to know each other's work? {{sender_first_name}}
{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for an employment lawyer writing to accounting firms.
When to use it
When you'd like to build referral relationships with professionals who serve the same clients.
Why it works
- Professionals like to have trusted names to recommend.
- It's peer-to-peer, not solicitation of the public.
- It's specific about the kind of client you can help.
How to adapt it
- Check your jurisdiction's rules on referral arrangements and fees before proposing one.
Compliance caution
Lawyers' professional conduct rules on solicitation and referrals vary by jurisdiction. In the US, ABA Model Rule 7.3 generally prohibits live person-to-person solicitation when a significant motive is the lawyer's financial gain; state rules on written solicitation and referral fees differ. Check your bar's rules before sending. This is general information, not legal advice.
Sources: ABA: guidance on live person-to-person solicitation (Formal Opinion 501) (as of 8 November 2026).
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