" If using the courtesy title "Esquire" feels stuffy to you, "Attorney at Law" also conveys the same level of honor and respect. Instead of placing it after the attorney's name, use two lines with "Attorney at Law" directly underneath the attorney's full name.
Let’s face it, the client called you for a reason. Even if it is a case which you do not handle but you know someone who does, you want the client to be pleased. If you refer a client to a lawyer and the client has complaints about that lawyer, it will reflect poorly on you.
Try "Attorney at Law" as an alternative to "Esquire. " If using the courtesy title "Esquire" feels stuffy to you, "Attorney at Law" also conveys the same level of honor and respect. Instead of placing it after the attorney's name, use two lines with "Attorney at Law" directly underneath the attorney's full name.
Most organizations maintain websites that list the names and titles of key employees. Take the time to review any additional titles that may pertain to the lawyer you're addressing. For example, an environmental agency could list an attorney's title as, "John Smith, Esquire, Regulation Specialist."
If you refer a client to a lawyer where you will be receiving a portion of the fee, make sure that lawyer gets written consent from the client. If the referring lawyer does not provide you a copy of the retainer agreement, ask for a copy. There is another reason you should want a copy of the retainer agreement.
If you refer a client to a lawyer and the client has complaints about that lawyer, it will reflect poorly on you. Develop a list of lawyers in different practice areas who are reliable and competent. There are many lawyers in all different specialty areas. You should be able to find someone you can recommend. If the lawyer you refer clients to reflects poorly on you, find a new referring attorney.
The law is so specialized these days , it is impossible to handle every client who calls you. Know when to decline a case and refer it to a colleague who does handle that area of law. To accept a case outside of your comfort zone is asking for problems.
We all get calls from clients who ask if we handle cases in areas outside our expertise. This article will address things you should keep in mind when making a referral to another lawyer.
First, it is easy to make a mistake handling an unfamiliar area of the law. At best, it will make you look bad, at worst, it may end up being a malpractice claim. Second, handling a matter which you know nothing about will end up being a source of stress.
The Rules of Professional Conduct require you to disclose that you are paying a referral fee as well as have the client consent. Some clients will feel that they are paying too much because the referring attorney is taking a cut from the fee charged. The public already thinks lawyers are greedy: don’t give them more reason to think so.
Generally, you'll address an attorney just as you would anyone else. However, you'll typically use a more formal title, such as "Esquire," if you're writing to an attorney in their professional capacity. When in doubt, err on the side of formality. You can always ask the attorney how they prefer to be addressed.
If the attorney has more than one degree, list the abbreviations after their name in order from highest to lowest. For example, if John Justice has a JD and an MBA, you would list his name as "John Justice, JD, MBA.". Tip: Even though JD stands for "Juris Doctorate," a JD is not a doctoral degree.
Tip: "Esquire" is a courtesy title that only has significance in the legal field. Don't use it at all when addressing an attorney socially, either in writing or in person.
For example, if you were addressing a wedding invitation to John Justice, who is an attorney, and his wife Jane, you would use "Mr. and Ms. John and Jane Justice" or "Mr. and Mrs. John Justice."
Try "Attorney at Law" as an alternative to "Esquire. " If using the courtesy title "Esquire" feels stuffy to you, "Attorney at Law" also conveys the same level of honor and respect. Instead of placing it after the attorney's name, use two lines with "Attorney at Law" directly underneath the attorney's full name.
Add "JD" after an attorney's name in an academic setting. Even if the attorney is licensed to practice law , if they're writing an article in a law journal or working as a law professor, you'll typically use "JD" instead of "Esquire.".
If you use "Attorney at Law," you should add "Mr." or "Ms." before the attorney's first name.
Even for those who do ask for referrals, the typical request goes something like this: "If you hear of anyone who needs my services, I hope you'll keep me in mind."
Referrals are such an effective business development strategy because they make it easier to build the trust that is so critical in selling an intangible like legal services.
1. A clear statement describing who you are looking for as clients.
And yet, most lawyers don't actively seek referrals, leaving them with a vast, untapped marketing goldmine. Most lawyers assume that if a satisfied client or good friend hears of someone who needs their services, the client or friend will mention them. This happens less often than you would like.
There’s one last step in giving or getting a referral: Write it down. When someone sends you a client, or when you send a referral, record the details in your list or database of referral sources. Do this whether or not the referral works out. Make it easy on yourself and record it contemporaneously instead of trying to recreate all your referrals for the year. It’s part of keeping your network alive.
Under Model Rule 5.4 (a), you can’t share fees with a non-lawyer, ever. But if a lawyer referred the client, you are allowed to share fees if you follow Model Rule 1.5 (e), or your jurisdiction’s equivalent. The total fee has to be reasonable, the fee-sharing has to be proportional to the work involved or both lawyers have to be responsible for the representation, and the client has to agree — in writing — to the arrangement, including the fee split.
Your client, not you, should decide whether to contact someone about his matter. And remember, if you’re referring him to another lawyer, that lawyer can’t call him first. That being said, always ask the client if he wants you to call the person you’re referring him to, to let her know he might be calling — and assure him you won’t discuss his legal matter with her. Giving your referral source a heads-up does double duty — it lets her know that you’re thinking of her, even if your client doesn’t call, and it can ease your client’s concern about calling someone he doesn’t know.
It is common for attorneys to refer business to other lawyers, and when this happens the referring attorney may receive a lawyer referral fee in return . How attorney lawyer referral fees are arranged can be complex but must always fall within the rules governing lawyers. Here are some examples of when there may be a referral agreement between attorneys:
There are some attorneys who completely shy away from lawyer referral fees because they don’t want to get in trouble. In many cases the inclination to avoid trouble is a good one especially if there is a lack of understanding about what is allowed and what isn’t. First let’s take a look at the rules regulating lawyer referral fees ...
Here are some examples of when there may be a referral agreement between attorneys: Example 1: An experienced attorney decides to pass on taking on a case that really doesn’t require her high skill level. She decides to refer the case to a new attorney who has his own small law firm. If there is an attorney referral fee agreement between them, ...
Example 2: A new attorney doesn’t have the capacity to take on a new case because she doesn’t have enough experience. She decides to refer the case to a more experienced law firm. If there is an attorney referral agreement between her and the law firm, the law firm will pay an attorney referral fee to the referring attorney. ...
A solo-practitioner is slammed with work so he decided to refer some of his cases to another small law firm. He agrees to handle certain aspects of the case while the other attorney files all the required paperwork. The client agrees to the arrangement and all associated fees. The attorney referral agreement is in writing.
When the ABA Model Rules state that you must refer to a competent attorney, they are making your responsible for the behavior of any attorney you refer a case to. This means that if the attorney makes huge mistakes, you could be sued for malpractice.
And with an intuitive legal practice management software like Smokeball, you can even keep track of your referral sources. To learn more, schedule a free demo today!
A good lawyer recommendation letter should also contain any memberships and participation in legal organizations. For example, the letter can mention if the candidate has served on the board of their local bar association, and how devoted she was in the position.
Reference Letter. As with any reference letter, a lawyer recommendation letter should express the candidate’s work ethic, abilities and good character.
The letter should be very professional, because this will reflect on the candidate’s character. The first sentence of the letter should state its purpose. ​ ​. The letter should highlight the candidate’s reliability and honesty.
For example, the writer may have been the candidate’s professor in college or law school and seen that the candidate was an excellent student. The candidate may have worked at the same law firm as the writer, and the writer may have been a senior partner and overseen the cases on which the candidate was working.
Name of Candidate has a strong sense of community and has taken at least two pro bono cases each year to help people who would have otherwise not been able to afford legal counsel. She served as pro bono legal counsel for a group of people who did not want to be forced out of their homes to make way for a parking lot for the nearby mall. She won the case.