I am clerking with a law firm this summer and was wondering whether it would appropriate to refer potential clients to the firm?
My mother works as a personal banker and one of her clients needs a living trust drawn up and asked my mom for a reference to an attorney since she's new in the area. My mom asked me about it. I know we have attorneys who handle such cases where I work, but was not sure if it would be appropriate to refer the client to the firm or talk to an attorney in the firm about it? What do you think?