SmartPeer for family solicitors

The referrals you already make

Family solicitors hand clients the most consequential financial documents of their lives — consent orders, pension sharing orders, settlement agreements — and then, properly, step back. What the client does next with the settlement, the pension credit and the will that still names their ex-spouse is outside the retainer but inside their need.

A name scribbled at the final meeting serves nobody, least of all your file. A consented, tracked, documented introduction to regulated advice is better client care and better evidence — and it recognises your firm for introductions you already make for nothing.

Four referral moments you saw this month

The pension sharing order

Implementation practically requires regulated advice — and introducing it early, at valuation stage, avoids the consent-order delays every family department knows too well.

Decree absolute

Divorce doesn't revoke a will — it reads the ex-spouse as having died, which is rarely what anyone intends. Every concluded matter needs a new will and updated beneficiaries.

The settlement lump sum

A house bought out, a pension offset, maintenance capitalised: first-time sums needing a plan, held by a client at their most financially vulnerable.

The single-income household

Post-separation, one income now carries the children. Life cover and income protection naming the right people is urgent, unglamorous and almost always missing.

How SmartPeer works for your profession

The SRA permits referral arrangements with client disclosure — the ban you're thinking of is personal-injury specific. SmartPeer's process is built for sensitive files: your client consents online in their own time, every step is recorded, the disclosure letter writes itself, and your commission statement reconciles. Your file reviewer will prefer it to a phone number on an attendance note.

What your firm gets

Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
Client consent captured online before any contact — GDPR built in, not bolted on
A disclosure letter generated automatically for every referral, on your letterhead
Live tracking from introduction to completion — no more black-hole referrals
A commission statement that reconciles: every introduction, every payment, every period
No fees, ever — SmartPeer earns a share only when your referral completes