Occasionally I come across a client in need of services I cannot provide for a number of reasons like:

• My schedule is full.

• The client lives too far from my service area.

• I don’t offer the service the client needs.

• The client needs legal advice (I can‘t offer it).

• I don’t have the specific knowledge/experience necessary to help the client.

• The client needs someone who can speak his or her language (I only speak English & Spanish).

• I am unable to help the client for some other reason.

When this happens I have to let the client go elsewhere on his or her own with no direction whatsoever. That client may never come back again for anything else since I couldn’t offer any assistance or guidance. Here is where you come in: if I can’t offer the client the service he or she needs, and you can, I will refer him or her to you, period. I don’t even expect a thank you note from you (although that would be nice). All I want is for the client to feel reassured by providing him or her help needed - and that’s good for my business.

On the other hand, if you get a client that you can’t help for whatever reason, and you feel that I or someone else in my list can, you can refer him or her to me if you like - that will be good for your business also. If for any reason I am personally unable to help him or her, either, I will check my list to find someone who can. Sometimes even an attorney’s particular area of specialization is not the one sought by a particular client. Another attorney in my list with the desired area of specialization could benefit from the free referral.

You can also start building a list as I am which can help satisfy your client’s needs and help yourself at the same time by becoming a center where you can refer clients to other professionals within the legal industry. I do not recommend making the professionals that you recommend visible in your website because you do not want to inadvertently send them customers you can help but only those to whom you cannot provide the necessary assistance.

Note - this is NOT an equal exchange of clients (one for one) and no gratuity or commissions are to be exchanged among members in my list. I want to keep this "exchange" guilt free by referring to another list member a client without necessarily expecting another client in return or vice versa. This is simply a way for all in my list to benefit by generating more business for free from other members who simply cannot help a client in an specific situation instead of losing that client to another professional outside of my list which will not reciprocate with us. The list is private and will be kept private. It will not be published or displayed in my website or any other website.

If you are interested in joining my list, just send me your name (or company name), title, qualifications, services you can provide, service area you are willing to serve and website, if any (you can find all this about my company in this website). For the benefit of all involved, only notaries public, paralegals and attorneys from the following areas can be accepted in my list: Dade, Broward, Palm Beach and Monroe Counties.

Disclaimer:

I can’t offer any guarantees about any of the services offered by any of the members in my list. I accept their information as is and each one of these members (including me) is responsible for the delivery/quality of their services.