Turn informal introductions into structured, trackable referrals that improve client outcomes and create measurable business value.
Conifer turns a referral from a name given on instinct into a structured, evidenced process, while preserving the trusted professional relationships that make referrals work.
A professional captures the client's circumstances, objectives and preferences in a structured referral brief.
Conifer benchmarks trusted contacts and network members alike, helping identify the named professional best suited to the client's needs, specialism, location and style.
Each candidate is ranked with a clear explanation. Existing relationships can be nominated and compared against the same criteria as the wider network.
Client consent, fee disclosure and conflict checks are captured before anything is shared. The introduction moves forward with context, not guesswork.
Status, notes and result sit on one referral record, creating a complete trail from first enquiry to final outcome.
Conifer combines a reviewed professional network with the infrastructure beneath it. When you send, it helps you reach beyond memory and evidence the choice you made. When you receive, it helps you be found for the work you are genuinely best placed to win.
Conifer supports the three things informal referral processes usually lack: a broader view of suitable professionals, a clear rationale for the recommendation, and a tracked record of what happened next.
Conifer helps firms look beyond memory and existing networks by ranking named professionals and teams against the client's circumstances, preferences and constraints. Existing trusted contacts can also be nominated and benchmarked against the wider network.
Every shortlist carries reasoning. The selected recommendation, client consent, fee disclosure and conflict checks sit on the same record, so the firm can show how the decision was made.
Referrals no longer disappear into email, phone calls and memory. Status, follow-up and outcome are visible on both sides, creating a firm-level view of referral activity and value.
Conifer is built for firms that both send and receive professional referrals. A wealth manager may receive a client introduction today, then refer that same client's tax, legal, insurance, currency or property needs tomorrow. Conifer gives both sides of that movement a reviewed network and a single professional process.
Conifer is free to join and free to send. Sending firms pay nothing to join the network or make a referral. Receiving firms pay a success fee only when a referred client engages them.
Placement cannot be bought. Matches are ranked on client fit, not commercial influence.
Conifer is free to join and selective by design. Membership is by application: every firm is reviewed for regulatory standing, quality of practice and fit with the network.