Initial Contact with the Referred Client:

Use an Intake Form on your website as it will cut down on the amount of time you spend qualifying potential clients and eliminate those whose cases you do not wish to handle.

Introduce Yourself and Your Firm: Provide a brief overview of your background, expertise, and how you can assist the client.
Discuss the Referral: Mention the referrer’s name (if appropriate and if confidentiality allows) to build trust and rapport.

Gather Information:
Understand the Client’s Needs: Ask detailed questions to understand the client’s legal issues and goals.   Collect Relevant Documents: Request any documents that will help you assess the case or issue.

Conflict Check:

   – Ensure No Conflicts of Interest: Perform a conflict check to ensure there are no potential conflicts with current or past clients.

Set Expectations:

Explain the Process: Outline the steps involved in handling the case, including timelines and possible outcomes.
Discuss Fees: Be transparent about your fees, billing practices, and any potential costs.

Engagement Agreement:

Formalize the Relationship: Once the client agrees to proceed, prepare and have them sign an engagement letter or contract outlining the scope of work and terms of representation.

Maintain Communication:

Regular Updates: Keep the client informed about the progress of their case. Regular communication helps build trust and manage expectations.  Be Accessible: Make yourself available to answer any questions or concerns the client may have.

Work with the Referrer:

Provide Updates: If appropriate and with the client’s consent, keep the referrer informed about the progress of the case. Respect Confidentiality: Ensure that any information shared with the referrer complies with client confidentiality and privacy laws.

Follow-Up After Resolution:

Post-Resolution Contact: Once the matter is resolved, follow up with the client to ensure they are satisfied with the outcome and your services. Thank the Referrer Again: Express gratitude to the referrer and let them know the case has been resolved (without breaching client confidentiality).

Maintain Relationships:

Client Relationship Management: Keep in touch with the client for future needs. A satisfied client can lead to further referrals. Nurture Referral Sources: Maintain and nurture relationships with your referral sources. Regularly update them about your practice and any new services you may offer.

By handling referrals professionally and thoughtfully, you can build strong relationships with both clients and referrers, enhancing your reputation and growing your practice.