Law firm referral tracking and compliance

Help law firms track client and professional referrals with SRA-compliant oversight. Full visibility over which relationships drive new client instructions.

Solicitors Referral Management

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