Confirm both sides want it
Before introducing a client to another lawyer, confirm the lawyer wants the matter type and has capacity, and confirm the client wants to be introduced. A double opt-in introduction respects both sides. It also avoids sharing a client's situation with someone who will decline.
On B2B.ID, sending a Request Introduction does exactly this: the receiving lawyer sees the context and your B2B ID and accepts before anyone's details move.
Give the context that matters
Say why this lawyer, for this matter, now. Practice area, jurisdiction, urgency, the industry involved and anything that affects fit — a conflict already checked, a deadline, a budget range if you know it. Leave out anything the client has not agreed to share.
With B2B IDs on both sides, most of the background is already visible. Your note only needs the specifics.
Say what you expect, if anything
Be clear about whether you want to stay involved: co-counsel, a local-counsel role, an update when it concludes, or nothing at all. Ambiguity here causes more friction than any other part of a referral.
If any arrangement about fees is contemplated, it is governed by the rules of your jurisdiction and is between the lawyers and the client. B2B.ID takes no part in it. Lawyers are responsible for complying with the professional-conduct rules and other requirements applicable to their jurisdiction and matter. Nothing in this guide is legal or ethics advice.
Close the loop
Tell the person who introduced you what happened, even briefly. Lawyers who close the loop get introduced again. On B2B.ID, the relationship you build from a completed introduction can be described on both B2B IDs, so it becomes visible proof rather than a private memory.