Attorneys and CPAs
Be easier for the right professional to refer.
Keep professional referral preferences and follow-up context organized while preserving clear boundaries around client information.
No card required. $29/month to continue Pro. Otherwise, stay on Free.
Sound familiar?
The conversation was good. Then life happened.
A professional you met at an association lunch asks whether you know someone for a particular kind of work. You probably do. But was that attorney still taking those matters? Did the CPA want that size of business? You do not want to send a client into a conversation that was never a fit.
What slips away with the follow-up
A poor introduction costs the client's time and can weaken confidence in your judgment. At the same time, partners may miss good opportunities to refer you if they only remember your profession. Clear, current relationship context makes your recommendation more useful.
Put it into practice
A better next step
Clarify the work each partner wants
Ask about broad practice focus, current capacity, and situations to redirect. Keep the conversation at the level appropriate for a professional networking record.
Share a useful description
Provide an approved public guide or service overview through your QR offer. Give partners language they can use to explain when a conversation with you may help.
Introduce with permission
Check willingness on both sides without placing sensitive client facts in the introduction. Let your firm's normal intake process handle the next stage.
Where ConnectQR fits
Keep the context. Make the connection.
ConnectQR provides private partner notes, follow-up preparation, and double-opt-in introductions. It helps organize the relationship around a referral while client records, professional checks, and engagement decisions remain in your established practice workflow.
A message you can adapt
Give them a reason to reply.
Are you currently open to introductions from small-business owners looking for support in this area? If so, I can check whether the person I have in mind would like to contact your office.
Illustrative wording. Replace it with the details and promises from your own conversation.
Draft my own follow-up ↗