Referrals and warm introductions

Make client introductions easier, without a referral scheme.

Satisfied clients may choose to introduce a friend or family member who wants to speak with a lawyer. PleaseMeet supports personally approved introductions.

When to ask

After a completed matter, when appropriate. Any solicitation or referral process must comply with your jurisdiction's legal-ethics rules. Do not disclose matters or invite clients to share confidential details.

Where to share your link

A neutral follow-up where permitted. PleaseMeet gives you a personal link you can share with someone who has offered to help.

What happens next

The client remains in control of whether to send an introduction. Review the practice's professional obligations before using the workflow. PleaseMeet sends introductions from the introducer's own Gmail when they connect Google, and does not read anyone's email inbox.

No referral form required

The point is a real introduction between people, not a coupon or anonymous lead. A customer can also name someone without connecting Google. The business needs a Google account for sending and booked-meeting tracking. Pricing is per booked meeting, not per seat or subscription; check the current pricing.

Give happy clients a way to introduce you.

Get your link →