Referral Agreement

Bahman Eslamboly

Form reviewed by Bahman Eslamboly, Attorney at FindLegalForms

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This Referral Agreement is written confirmation that an attorney has referred a potential client to another law firm or attorney and the attorney referring the client will receive a percentage of any attorney fees. This agreement sets out the specifics of the arrangement including the name of the potential client and the percentage of attorney fees payable to both parties. It is crucial that this type of arrangement be memorialized in writing. A written Referral Agreement will prove invaluable in the event of disputes or disagreements regarding the division of attorney fees.

This Referral Agreement includes the following:
  • Attorney Information: Sets out the attorney who is referring the potential client and the attorney to whom the client is referred;
  • Retainer Agreement: If the attorney accepts the referral, a retainer agreement between the potential client and referral attorney will be executed;
  • Attorney Fees: Sets out the percentage of attorney fees payable to referring attorney and the attorney who accepted the referral;
  • Signatures: This referral agreement must be signed by the referring attorney, attorney who accepted the referral and the client(s).

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Referral Agreement

Product Details

Product Referral Agreement
Country United States
Pages 3
Dimensions Designed for Letter Size (8.5" x 11")
Printer compatibility Designed to print on all ink-jet and laser printers
Editable Yes (.doc, .wpd and .rtf)
Format Microsoft Word
Adobe PDF
WordPerfect
Rich Text Format
Platform Windows Compatible
Mac Compatible
Linux Compatible
Availability In Stock. Instant Download
Usage Unlimited number of prints
Category Attorney-Adverse Party & Attorney-Attorney Correspondece
Product number #28071
Download time Less than 1 minute (approx.)
Document Access Via secret online address
Email with download links
Email with attachment upon request
Refund Policy 60 days, no-questions asked, 100% money back guarantee

Frequently Asked Questions

A Referral Agreement is a legal document that outlines the terms under which one attorney refers a potential client to another attorney or law firm. It specifies the percentage of attorney fees that will be shared between the referring attorney and the attorney who accepts the referral.

Having a written Referral Agreement is crucial as it provides clear documentation of the arrangement between attorneys. This can help prevent disputes regarding fee division and ensures that both parties are aware of their rights and obligations.

A Referral Agreement should include details such as the names of the attorneys involved, the potential client's information, the percentage of fees to be shared, and the signatures of all parties. This ensures that the agreement is legally binding and enforceable.

Yes, a Referral Agreement can be modified if both parties agree to the changes. It is advisable to document any modifications in writing to maintain clarity and prevent future misunderstandings.

In the event of a dispute, the written Referral Agreement serves as a key piece of evidence in resolving the issue. It is recommended to seek legal counsel to address any disagreements and to explore options for mediation or arbitration.

Is This Form Right For You?

Use This Form If:

  • Attorneys may need this Referral Agreement when they identify a potential client whose case is better suited for another attorney or law firm. By formalizing the referral, they ensure that they receive a fair share of any fees generated from the referred client's case.
  • In situations where an attorney collaborates with another firm, this agreement is essential to outline the financial arrangements. It protects both parties by clearly defining the percentage of fees that will be shared, thereby minimizing the risk of disputes over compensation.
  • For legal professionals who frequently refer clients, having a standardized Referral Agreement streamlines the process. This ensures that all referrals are documented consistently, which can enhance professional relationships and maintain accountability.
  • When an attorney is approached by a client seeking specialized legal services, this agreement allows for a smooth transition of the client to another attorney. It provides assurance to the referring attorney that they will be compensated for their role in the client's legal journey.
  • In cases where a client may have multiple legal issues, a Referral Agreement can facilitate the referral to different attorneys for various specialties. This ensures that each attorney involved is recognized for their contribution and entitled to their respective fees.

Do Not Use If:

  • – This form is not appropriate when the referring attorney does not expect to receive any fees for the referral. If the referral is made purely out of goodwill without any financial expectation, a formal agreement may not be necessary.
  • – In situations where the referred client has already established a relationship with the receiving attorney, a Referral Agreement may not be needed. This document is intended for new referrals where the referring attorney expects compensation.
  • – If the attorneys involved are part of the same firm or partnership, a Referral Agreement may be redundant. Internal arrangements regarding fee sharing should be governed by the firm's policies rather than a separate agreement.
  • – This form should not be used if the referral involves unethical practices or if the attorneys are not in compliance with legal ethics. Any agreement that encourages unethical behavior is not valid and could lead to legal consequences.
  • – In cases where the referral is for pro bono work, a Referral Agreement may not be suitable. Pro bono cases typically do not involve fee sharing, and therefore, a formal agreement may not be necessary.

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