Attorney Referral Agreement
Covers referral fees and responsibilities when one attorney refers a client to another attorney or firm.
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Identifies the referred client and matter, confirms that the receiving attorney may accept or decline representation, and limits the agreement to the described legal matter.
States the referral fee percentage, payment trigger, timing of payment, and that payment is limited to fees actually received and permitted by law.
Allocates responsibilities between the referring and receiving attorney, including client communication, matter handling, supervision, trust accounting, and any joint responsibility requirements.
Requires informed written client consent and compliance with applicable rules of professional conduct governing fee sharing, conflicts, competence, and client disclosures.
Protects confidential client information and privileged materials exchanged in connection with the referral, subject to client authorization and professional obligations.
Requires appropriate conflict checks, clarifies responsibility for professional conduct and malpractice exposure, and allocates risk for breaches of the agreement or ethics obligations.
Allows termination if representation is declined, withdrawn, or ethically prohibited, while preserving any referral fee rights that are validly earned and permitted by applicable rules.
Establishes governing law, venue, and a process for resolving disputes between attorneys, while preserving duties owed to the client and regulatory obligations.
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Frequently asked questions
What is an attorney referral agreement?
Are attorney referral fees always enforceable?
Does the client need to sign or approve the referral arrangement?
What responsibilities should be assigned in the agreement?
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