A durable way to grow inside a firm is to be the partner others want to send work to. When a real estate client signs an agreement to buy a competitor, run conflicts, then introduce your M&A partner, give them credit in front of the client and let them own the matter. Partners remember who fed them, and a client served by several partners depends less on any one of them.
Cross-selling is not a sure thing. In a small 2025 survey of nearly 100 law firm marketing and business development leaders by the Legal Marketing Association and Above the Law, cross-selling ranked third on the list of most important business development tactics and also third on the list of least useful ones. Coaching lawyers on business development ranked first. Our read of the split: cross-referrals work when the introduced partner is strong and the credit is fair, and stall when either is in doubt.
Settle credit before the pitch. The Attorney at Work consultant suggests weighing the strength of the original relationship, how much work the second lawyer put into winning the client, and whether the client would have hired the firm but for that lawyer's expertise. Agree on the split in writing before the meeting, while everyone is still generous.
The same habit works outside the firm with accountants, bankers and brokers who serve your target companies. Refer your clients to them when it serves the client. Do not pay them for referrals: ABA Model Rule 7.2(b) allows nominal thank-you gifts, and reciprocal referral agreements only if they are not exclusive and the client is told about them. Do not direct them to pitch you to a particular company on your behalf either: ABA Formal Opinion 501 explains when a lawyer can be responsible for live solicitation by others, and the others it names include bankers and accountants.