Do I need to share confidential client information to refer a matter?

No. Describe the need at the level required to find the right counsel — practice area, jurisdiction, industry, scope. Confidential detail belongs in the conversation after the introduction, under your own process and rules.

What about referral fees?

B2B.ID makes no promise about referral fees and does not require any fee arrangement. Whether and how lawyers may share fees depends on the professional-conduct rules of their jurisdiction and the facts of the engagement. Lawyers are responsible for complying with the professional-conduct rules and other requirements applicable to their jurisdiction and matter.

How do I know the lawyer I refer to is any good?

You evaluate their B2B ID — identity, practice areas, representative work, external evidence, relationships and verified elements where supported — and you can request a meeting before introducing a client. B2B.ID does not vet or certify lawyers.

Can I refer to a lawyer who isn't on B2B.ID yet?

You can always refer however you like outside the platform. On B2B.ID, the receiving lawyer needs a B2B ID so the introduction carries context; inviting them takes a minute.

Refer a matter

When you're not the right lawyer, find someone who is.

A client comes to you with a need outside your practice, your jurisdiction or your capacity. Refer the matter to a lawyer whose expertise, location or experience better fits what the client needs — after reading their B2B ID, not just their name.

Create Your B2B ID & Start Referring Matters See How It Works

Evaluate before you refer
Introduce with context
Keep the relationship

Find co-counsel

Commercial litigationTexasLocal counsel · co-counsel

AW
Alvarez & Whitfield PLLC
Law Firm · 9 lawyers
Commercial LitigationLocal Counsel Houston, TX Energy, Manufacturing
Available for co-counsel · Local counsel in S.D. Tex.
View B2B IDRequest Meeting
NL
Northbridge Litigation Group
Boutique · 6 lawyers
Commercial LitigationAppellate Dallas, TX Financial Services, Real Estate
Referral relationship with 3 NY firms · Appellate capacity
View B2B IDRequest Meeting
OK
Okafor Law
Solo practitioner
Commercial Litigation Austin, TX Technology
Additional capacity this quarter · Publishes case notes
View B2B IDRequest Meeting

Demonstration search results — illustrative firms, not real listings

Why refer through B2B.ID

Your client's next lawyer reflects on you.

Search by what the client needs

Practice area, jurisdiction, industry, matter type and experience — not a name you half-remember.

Read the B2B ID first

Identity, representative work, proof and relationships, so you can stand behind the introduction.

Confirm they take it

Referral fit is declared: matter types, client sizes and what they don't take. No wasted introductions.

Make a structured introduction

Both the client and the receiving lawyer get context they can act on.

Cover any jurisdiction

Find counsel in states, districts and countries where you aren't admitted.

Your process, your rules

Conflicts, consents and any terms remain with you under your professional-conduct rules.

What the introduction carries

Context for the client. Context for the lawyer.

Business / client need
A company or individual needs counsel outside the lawyer's practice, jurisdiction or capacity.
Lawyer A
The lawyer they already trust.
Referral / introduction
A structured introduction through B2B.ID.
Lawyer B — relevant expertise
Practice area, industry, jurisdiction and experience that fit.
Matter / professional relationship
The client is represented; the lawyers build a lasting relationship.

What B2B.ID adds at each step

Identity — who each lawyer and firm actually is
Expertise context — practice areas, industries, jurisdictions, experience
Relationship context — who already works with whom
Structured request — introduction, meeting or partnership
Introduction — made with the right context on both sides
Matter / opportunity context — what is needed and why

How referring a matter works

Four steps, all with context.

Common reasons to refer

Outside your practice area
Jurisdiction mismatch
Conflict of interest
No capacity right now
Specialist expertise required
Matter size or type doesn't fit

Create Your B2B ID & Start Referring Matters

1
Describe the need
Practice area, jurisdiction, industry and urgency — without confidential detail.
2
Review candidate B2B IDs
Compare expertise, representative experience, relationships and proof side by side.
3
Make the introduction
A structured introduction the client and the receiving lawyer can both act on immediately.
4
Keep the relationship
The lawyer you referred to now knows what you do and what you take — the start of a two-way referral relationship.

Questions

Common questions

Also on B2B.ID

Related ways lawyers do business here

Referral relationshipsTurn one-off referrals into relationships that send work back.Find lawyers & law firmsSearch by what matters, then view the B2B ID.Co-counselShare the matter instead of handing it off.

B2B.ID for Lawyers & Law Firms

Refer with confidence.

Create your B2B ID, find the right lawyer for the matter, and make introductions you're glad to stand behind.