Request Introduction
Use it when you want to connect two parties: a client to a lawyer, a lawyer to a professional, or a colleague to a colleague. You are the bridge. Include why the introduction makes sense and what the introduced party needs — matter type, jurisdiction, industry, urgency — with only the context that has been agreed. When accepted, the introduced parties can proceed with each other's B2B IDs in hand.
Request Meeting
Use it when you want to talk with the other party yourself: to evaluate co-counsel, discuss a matter you might refer, explore a working relationship or meet a potential client who has discovered your B2B ID. State the purpose and a proposed format. A meeting request with a clear reason is accepted far more readily than an open-ended 'let's connect'.
Request Partnership
Use it when you want an ongoing relationship: a referral relationship with an adjacent practice, a local-counsel arrangement, a co-counsel relationship for a matter type, or a professional partnership with an accountant, adviser or other firm that serves your clients. Describe what each side would send or do. When accepted, the relationship can be described on both B2B IDs and becomes visible proof.
What every request should include
A specific purpose, the minimum context needed to evaluate it, and what you expect to happen if it is accepted. Leave out confidential facts and anything the client has not agreed to share. Your B2B ID does the rest. 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.