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. In 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 webinar recording here (free registration required.)
