If you have a case that is outside of the scope of your practice, or you simply cannot handle the workload, a referral may be in everyone’s best interests. When you refer your personal injury and wrongful death cases to Jackson & Wilson, we will do everything we can to maximize the value of the case. We will also keep you updated each month on the status of your referral. At the conclusion of the case and pursuant to California State Bar Rules, we will promptly pay you the promised attorney to attorney referral fee.
A top lawyer had this to say after referring a case to our firm…
“I referred a complicated medical malpractice case to Jackson & Wilson in my first year of law practice. The firm kept me up-to-date on its status and very promptly paid the referral fee upon settlement of the case. The situation was a win-win-win for everyone! I trust Jackson & Wilson with any and all of my future referrals.”
— Brian Pedigo, Esq.
Referrals are a proven way to increase income without taking on more clients
or raising fees.
Call (800) 661-7044 today to learn more about our attorney referrals.
A Better Approach to Unmanageable Cases
Let’s take a look at the benefit of a referral with a hypothetical example. Let’s say you are an estate planning attorney. A family calls you about a potential wrongful death case. After talking with the potential clients and extending your condolences, you advise them that you are a specialist in estate planning and it would be in their best interest to have an experienced wrongful death lawyer assist them with the case.
You share the name and number of our firm and ask the clients to give us a call to get their questions answered. You take a moment and let your clients know that our firm is experienced in these matters. You let them know that Mitch and Lisa each have more than a quarter of a century of experience helping victims of personal injury and wrongful death and that they have helped thousands of satisfied clients with their personal injury and wrongful death cases.
After ending the call, you have your secretary or assistant contact us and share the name and number of the potential clients. At this point, your office has spent less than 2 minutes on the phone with our staff and the potential clients have been professionally “handed off” to our firm. Your physical involvement with the referral is done and you can get back to your files or family.
Tip: When you are contacted by a potential referral, make sure to ask the referral if it would be alright if we gave them a call. Let them know that we’re in high demand and in court almost every day. Tell them that we return calls between hearings, during lunch, or when we get back to the office. We’ve found that getting your referral’s permission to have us call is a great way to avoid unnecessary phone tag.
What Happens Next?
At this point, an experienced partner from our firm personally calls the potential clients. An almost instant rapport is made over the phone and your referral’s questions are answered. We explain to your referral how there are more than 100 different things we review with every new case. If we feel we can help and bring value to the case, a follow-up complementary office meeting is scheduled. Eventually, your referral formally retains our firm and execute a written retainer agreement and related documents which document the referral and fully comply with State Bar Rules regarding attorney-to-attorney referrals.
In fact, during the initial interview and while going through the retainer agreement, a full disclosure of the referral relationship is discussed in detail. The clients are educated that your referral and that your trust in our firm means the world to us. We explain why the State Bar encourages and approves of attorney-to-attorney referral fees and why we look forward to making a prompt payment to you at the conclusion of the case. We confirm with the clients that the paid referral will come from our attorney contingency fees and will not reduce, in any way, the amount of compensation the clients may eventually receive if the case is resolved in a successful fashion.
The clients understand the entire transparent process and are grateful to have been referred to our firm. They appreciate the fact that we will take very good care of them and make sure their legal rights are protected to the best of our ability.
After being retained, a confirming letter is sent to you acknowledging your referral and future promised payment of the referral fee upon our successful completion of the matter.
We’ll Keep You Updated & Issue Prompt Payment
Each month thereafter and at your direction, an email, fax, letter, or phone call is made to your office advising you of the status of the case. Again, the retainer agreement provides us with specific authority to keep you updated on the status of the case.
Once the case is resolved, a generous referral fee is promptly paid to you with a detailed letter confirming all final disbursements and copies of all applicable documents. Because we respect your prior professional relationship with the referrals, in this final letter we also advise the clients to contact YOU (the original referring attorney) for all future legal questions or needs. We even include your name and contact information in the letter.
It Gets Better – Referral Fees from Future Cases
Even though we instruct referrals, in writing, to contact you for all future legal needs, every now and then your referral will contact us years later with a new personal injury or wrongful death case. This doesn’t happen too often but when it does, this is how we prefer to handle the new case.
When a past referral contacts us with a new personal injury or wrongful death case, we will treat this new case just as if it was another referral from you! Regardless of whether or not you even knew about the subsequent new case, we’ll take the initiative and contact you that we’ve been retained. And once again at the conclusion of the claim or case, we’ll pay you another referral fee just as though this was the first time you referred the client to our firm. Truly a win-win long-term relationship for all of us!
"Mitch and Lisa are true professionals."
- Ray Sanford
"We feel highly confident in referring Jackson & Wilson to others."
- Mr. Chris B
"Mitch is a great mentor and an unbelievably caring friend."
- AJ Richman
"I was very glad that I made the decision to hire Lisa Wilson!"
- Mary Chamley
"Mr. Jackson was genuinely concerned how I was doing and has a gift of being able to put people at ease."
- Abner Rogers
"I am very happy with the service Lisa Wilson provided."
- Jacqueline Solovy
"I am so pleased with the results and if it wasn’t for all of you I wouldn't be where I am today."
- Jessica & Kelsi
"Give Mitch a call, he’ll take care of you!"
- Charles G.
"Lisa went above and beyond to make sure we received a fair settlement."
- John and Shelly F.
"What we truly appreciate is that Jackson and Wilson provided a very personal service and treated us like family."
- Ricardo’s Place
"Having a guide like Mitch through the legal system isn’t just necessary, it’s critical."
- Bryan Kramer
"I would highly recommend Jackson & Wilson to anyone needing legal counsel."
- WJ Bradbury
"We wanted to thank you again for all the hard work on our case!"
- Camille & Cameron
"Mitch Jackson provided a level of service that went far beyond what I expected."
- Christine B.
"Jackson and Wilson have provided the best representation I have ever experienced."
- Nicole Clarida
"Mitch passionately loves what he does, and that is why he excels at it."
- Boyd Johnson
"Jackson & Wilson has always achieved the results we were looking for."
- Betty Farrell