SmartPeer
For professionals

SmartPeer for solicitors

Probate, property, divorce, business sales — every matter ends with a financial question someone else should answer.

The referrals you already make

Solicitors handle life's structural moments, and each one leaves clients holding decisions outside your retainer: what to do with the estate proceeds, the settlement, the sale price. The matter closes; the money questions are just beginning.

Sending clients out with a name on a card serves nobody — least of all your file, which shows no record of where a vulnerable client was sent or why. A tracked, consented referral does.

Four referral moments you saw this month

Probate distributions

Beneficiaries receiving five- and six-figure sums, often for the first time. An introduction to regulated advice is arguably part of doing the job well.

Completion day

Buyers need protection and updated wills the week they exchange. Conveyancing files are full of clients at exactly this moment.

Post-settlement

Divorce settlements convert a shared plan into two blank ones. Pension sharing orders alone justify the adviser conversation.

The business seller

Your client just exchanged on the sale of their company. The proceeds conversation should have started months ago — the next best time is today.

How SmartPeer works for your profession

SmartPeer introductions are evidenced, consent-based and documented — with disclosure letters generated for every referral, an audit trail your file reviewer will actually like, and a commission statement that reconciles. Refer for financial advice and estate planning through one tracked route.

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
Insights

Guides written for solicitors

All articles →
The client questions solicitors hear most — and where to send each one 21 June 2026 The client questions solicitors hear most — and where to send each one Solicitors hear financial questions the moment a matter concludes. A guide to the ones that recur, … Referral fees for solicitors: what the rules actually say 16 May 2026 Referral fees for solicitors: what the rules actually say Solicitors can pay and receive referral fees in most work. LASPO bans them in personal injury; the … Referral fees for family solicitors: staying inside the SRA rules 11 May 2026 Referral fees for family solicitors: staying inside the SRA rules Referral fees are permitted in family law, but only when the arrangement is disclosed and documente… How solicitors can offer financial-advice referrals without becoming regulated 30 March 2026 How solicitors can offer financial-advice referrals without becoming regulated Solicitors meet clients at exactly the moments financial advice matters — probate, divorce, busines… How family solicitors turn matter closure into tracked, evidenced referrals 3 March 2026 How family solicitors turn matter closure into tracked, evidenced referrals A step-by-step look at how a tracked referral works for a family law practice: consent recorded, di… Pension sharing orders: why family solicitors should introduce advice early 2 March 2026 Pension sharing orders: why family solicitors should introduce advice early Pension sharing orders routinely stall at valuation and implementation because regulated advice arr… A referral income guide for solicitors: from introduction to commission statement 26 January 2026 A referral income guide for solicitors: from introduction to commission statement Solicitors encounter clients at exactly the moments regulated financial advice matters most. This g…

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