The library · Law firms · Enquiries and follow-up
Approach a referral partner
Accountants, financial advisers, estate agents and other law firms refer steadily when they trust the firm to look after their client.
The prompt
I work in marketing at a law firm. Help me approach a business that could refer clients to us. Context: Accountants, financial advisers, estate agents and other law firms refer steadily when they trust the firm to look after their client. Before you start, ask me for anything missing from this list: - Who they are and who they serve - What we could do for their clients - What we can offer in return and what we cannot Then: 1. Open with what their clients need. 2. Suggest one small way to start. 3. Keep it under 120 words. Give me: - The first message - A follow-up - Three talking points for a call Rules: - Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source. - Give general legal information only. Never write anything that reads as advice on a person's own situation, and never suggest an outcome is likely or guaranteed. - Write in plain English, in our voice if I have given you a sample. - Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check. Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or the partner who approves marketing should see: - How any referral arrangement or fee must be disclosed to clients - What we can and cannot offer in return - That client information is shared only with consent
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- How any referral arrangement or fee must be disclosed to clients
- What we can and cannot offer in return
- That client information is shared only with consent
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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