Lawyer Referral Agreement Template

(1) the service is proportional to the services provided by each lawyer or lawyer assumes co-responsibility for representation; Through recommendations through the Clio Referral Network, you can help potential customers find better customization if you are at capacity or if you are in conflict. By making recommendations, you`ll also get recommendations in return – which means more future cases, potential income and growth for your practice. Make sure in your agreement that the lawyer in question is reliable and competent. Note that if you fire an incompetent lawyer, you could be prosecuted for misconduct. Therefore, it is important that you expel someone you trust to handle the client`s case. In particular, Rule 7.2 (b) (4) (i) provides that removal agreements must not be exclusive, and Rule 5.4 prohibits lawyers from sharing fees with non-lawyers. Depending on the jurisdiction, there may be strict rules on how you can win and revoke transactions between law firms – and how you compensate each other with justified transfer fees. ABA rules generally prohibit lawyers from paying others for recommendations, unless these payments are consistent with the exceptions to Rule 7.2 (b). Assuming you practice in a jurisdiction that authorizes transfer fees, there is a reasonable way to reach an agreement – and non-compliance with the rules can have a negative impact on your practice and reputation.

Keep in mind that failure to comply with the above requirements can lead to an ethical violation that allows for a fee to be obtained in court. Even if one of the lawyers does not meet the requirements, they will not be allowed to collect a fee related to the agreement. Non-lawyers in your network can also be valuable sources for getting new clients. But it is important to take into account the rules on exclusivity and agreements. If the rules for paying for lawyers` removal fees are too tiring (or if your jurisdiction does not allow recommendations from paid lawyers), you may also want to consider making and obtaining free recommendations, as this is always useful for building relationships and creating new business flows for your business. It is also important to ask local regulators about specific rules for establishing referral agreements in your jurisdiction, as these may vary depending on your practice. If you don`t know the rules in your area, you may unknowingly accept or pay an unauthorized referral fee. For example: the Attorney`s reference agreement is common in legal areas. They allow lawyers and paralegals to share or collaborate in a particular case. Therefore, if you are looking for a professionally developed attorney reference agreement, please download our free templates.

Each recommendation agreement usually contains a response to requests and references to the decision forms sent to you. It contains information from you who gave your consent to the parties who gave you the recommendation. Here are some steps to take to establish your proposed recommendation agreement: A lawyer`s recommendation agreement allows a lawyer from another law firm to work with or take a case in exchange for a fee.