Existing Client Referrals

Connecting Existing Clients with KKOS Lawyers

Direct Referrals to Legal Assistants (Existing Clients Only)

1. See the corresponding Legal Assistant for the Attorney the Client has been working with in the Client Services Team section below the Referral Form.
2. Connect the client to their Legal Assistant via phone or via email using this template:

Body:

Hello again {client name},

Thank you for your time over the phone earlier. I appreciate it. Per our conversation, I would like to connect you with your Legal Assistant {associate name}. They will be best equipped to assist you. I have CC’d them here to continue your correspondence.

{Associate name}, {client name} ({client phone number}) is interested in learning more about {service}. They have worked with {Attorney} previously. When you are available, would you please reach out to them? If I’ve missed any notes from our conversation, please reply here to share with {associate name}.

Their biggest priority is {list key priority/priorities} and their timeline on this is {timeline}.

Thank you.

** Note: If the client is unable or unwilling to share the name of their Attorney, connect them with the Client Services Director for assistance via email using the template provided above. **

OR

All Sales Leads

Complete the referral form below to connect a new or existing Client with KKOS Lawyers
Note: This form will route the client to the proper Team depending on Client Status

Client Services Team