Conflicts
When a conflict check fails, speed and discretion matter. You cannot share the details that created the conflict, so the referral needs to be based on matter type, jurisdiction and urgency alone. A structured Request Introduction lets you send exactly that to a lawyer whose B2B ID shows they take the matter, without narrating the conflict.
Wrong practice area
This is the most frequent reason and the best opportunity. The client trusts you; they will trust the lawyer you send them to. Refer to a lawyer whose B2B ID describes that matter type specifically, in the client's jurisdiction and, ideally, industry. Tell the client why you chose them.
Wrong jurisdiction
A client's problem is in a state or country where you are not admitted. Search by jurisdiction and matter type, look at the relationships described on candidate B2B IDs, and decide whether you want to stay involved as co-counsel or hand the matter over. Say which in the request.
No capacity
The hardest to admit and the easiest to refer. Refer to a lawyer with the same matter focus who has stated they are looking for that work. Keep the client informed and, if appropriate, offer to remain available. Lawyers who refer out for capacity honestly are the ones colleagues refer to when they are the ones who are full.
What every good referral has in common
The client's consent to be introduced. Only the context the client has agreed to share. A clear statement of whether you expect to stay involved. And a closed loop afterwards. Where any arrangement about fees is contemplated, it is governed by your jurisdiction's rules and is between the lawyers and the client. 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.