Referral management for law firms

Referral Management for Solicitors

For law firms, professional referrals drive a significant proportion of quality work — from accountants sending corporate clients, to estate agents referring conveyancing, to financial advisers introducing high-net-worth individuals. Managing these relationships professionally is essential for sustainable practice growth.

Compliance

SRA regulations, client consent, due diligence records

Opportunities

Law firms that build a structured referral strategy gain significant advantages:

• Identify your highest-value introducers: Understand which relationships consistently send you quality instructions and deserve priority attention
• Create SRA-compliant workflows: Build documentation and consent processes that satisfy regulatory requirements automatically
• Track matter outcomes: See which introductions convert to instructions and which referral sources deliver the best work
• Strengthen professional networks: Keep referral partners informed on progress (with appropriate consent) to build lasting relationships
• Balance the referral exchange: Ensure you're providing value back to your introducers, not just receiving

Common Pain Points

• Scattered introductions: Referrals happen over email with no central record — you can't see what's been sent, to whom, or what happened next
• Compliance risk: SRA regulations, client consent, due diligence records — it's hard to prove you're doing it right without a proper system
• No visibility of value: You're making introductions that generate revenue for partners, but you can't track the commercial value or prove ROI
• Relationship leakage: Good relationships go cold because there's no systematic follow-up or visibility
• Fee-sharing complexity: Managing commissions and splits manually leads to errors and disputes

Key Referral Partners

• Accountants
• Estate agents
• Financial advisers
• Mortgage brokers
• Surveyors