Alt Legal WebinarReferral Revenue Service: The ethics and economics of legal referrals
Alt Legal Team | July 19, 2023
This webinar was recorded on August 10, 2023.
We’ve all been there: a potential client comes to us requesting a service we don’t provide, catches us when we’re completely swamped with other cases, or has a conflict that means we can’t represent them. Rather than saying no outright, the best answer is often to refer them to someone else. Referring out legal work can not only help you strengthen your network and increase the number of clients that come your way, and it can also often lead to better outcomes for your clients. However, many attorneys opt not to refer clients elsewhere because they don’t fully comprehend what they are and aren’t allowed to do.
During this webinar referral ethicist Curt Brown of Overture Law helps you better understand the regulations. He surveys the various frameworks states use to regulate referral fees and helps lawyers gain a working understanding of how to leverage referrals to benefit their clients and grow their practices. In particular, he discusses:
- Common misconceptions when it comes to referral fees
- The ABA Model Rules’ guidance on referrals
- What it means to be “jointly responsible”
- What disclosures are necessary for an ethical fee sharing agreement
- States with unique regulatory frameworks
View recording here (free registration required.)
Download the presentation materials here.
Speaker
Curt Brown
, Co-Founder of Overture
Curt Brown is Co-Founder and Chief of Legal Innovation at Overture, a cutting edge attorney-to-attorney referral platform that allows its users to ethically refer legal matters and share in fees. He’s been named a Rising Star by Super Lawyers, and has been recognized as a California Lawyer of the Year (CLAY Award) by The Daily Journal, and Pro Bono Attorney of the Year by the USC Law School Public Interest Law Fund. In addition to working with Overture, Mr. Brown is a founding partner of the law firm of L&F Brown, P.C. and and Chief Legal Officer of BizCounsel, Inc., which provides subscription legal plans to small and growing businesses.