Refer a client
Make an introduction without handing over the relationship.
Use this short form when your client has agreed that you may introduce them to Aubrey. We will establish what they need, explain scope and cost before substantive work begins, and respect the professional relationship already in place.
Short introduction form
Refer a client to Aubrey.
Please give us enough information to understand the broad nature of the matter. You do not need to send confidential documents at this stage. If the client has not yet agreed to their details being shared, use the "Speak to Aubrey first" route instead.
