A better match,
in both directions.
Conifer is referral infrastructure for regulated professionals. Behind every introduction sits a matching engine that reads an enquiry against the firms best placed to serve it, then ranks them by suitability with the reasoning attached. Every firm is matched both ways: as the right home for an enquiry, and as the source of one.
One profile. Matched in both directions.
A firm on Conifer is never only a sender or only a receiver. The same structured profile that lets you be discovered for a well-matched enquiry also lets you send one out with confidence. The engine runs identically in each direction, so the reasoning behind an introduction you receive is the same reasoning behind one you make.
An enquiry from elsewhere in the network reaches you only when your profile is a strong fit for it. You see why before you accept.
An enquiry you raise is scored against the whole network, so the firm you introduce your client to is chosen on suitability, not proximity.
From an enquiry to a reasoned shortlist.
Matching is not a directory search and it is not a postcode lookup. Each enquiry runs through a layered pipeline. Firms that cannot serve the enquiry are removed first. The rest are scored on the things that actually matter for that enquiry, then ranked with the reasoning kept alongside.
Hard filters
Non-negotiables are applied first. Anything that makes a firm unable to act is removed before scoring begins.
Dimension scoring
Each remaining firm is scored across many signals drawn from both the enquiry and the firm's own profile, every one on its own scale.
Weighting
Signals are weighted by how much they matter for this enquiry. What is decisive for one client is barely relevant for another.
Aggregation
The weighted signals resolve into a single suitability score between 0 and 100 for every firm still in contention.
Tiering
Scores are banded into clear tiers, from excellent through to filtered, so a referrer can read the strength of a match at a glance.
Ranking
The result is an ordered shortlist, each entry carrying its score and a signal-by-signal breakdown of why it landed where it did.
Some things rule a firm out. Everything else is a question of degree.
Hard filters remove
A handful of factors are pass or fail. If a firm is not authorised for the work, does not cover the jurisdiction, lacks a required capability, or is not taking on new clients, it is removed before scoring. These protect the client, and they are never traded off against a strong score elsewhere.
Weighted signals rank
Everything that survives the filters is a matter of degree, not a yes or no. Each firm earns a graded score on every relevant signal, and those grades combine into the suitability ranking. A firm is rarely perfect on all of them, and it does not need to be.
Tailored to each profession.
There is no single checklist. The engine reads the signals that matter for the work in hand, and those differ by profession. A wealth match turns on risk mandate and the shape of a client's wealth. A legal match turns on practice area and whether a matter is contentious. Select a profession to see how the same themes carry different signals.
Suitability and risk
Expertise and specialism
Commercial and fee fit
Practical and logistical
Personal fit and rapport
Non-negotiables
The exact signals are set per profession and grow as the network does. New fields added to a profile become new signals the engine can read, without changing how matching works underneath.
Every match arrives with its reasoning.
A referrer never sees a bare name. Each candidate carries a suitability score, a tier, and a breakdown showing where the fit is strong and where it is only partial. The decision to introduce stays with the professional. The engine makes that decision a well-informed one.
Private client
inherited wealth balanced risk multi-jurisdiction trust in place income and growth fee-awareScored against every firm in scope. Three shown.
Illustrative. Firm names are fictional and scores are for demonstration.
Every referral teaches the engine.
A match is made
The engine produces a ranked shortlist and a referrer acts on it.
The outcome is recorded
Whether an introduction progressed, and whether a different firm would have fit better, is captured against the record.
Corrections are fed back
When a reviewer judges that another firm should have ranked higher, that correction is logged with its reason.
The weights adjust
Accumulated corrections retrain how signals are weighted, so the next shortlist reflects what good matches have actually looked like. Each profession learns on its own.
Ranked on suitability. Nothing else.
No pay-to-rank
A firm cannot buy a higher position. There are no sponsored placements and no commercial arrangement that moves a result. Placement is earned on the match.
Fully explainable
Every recommendation carries a signal-by-signal breakdown. A referrer can see exactly why one firm ranked above another before introducing a client.
The same rules for all
Every firm is profiled to the same standard and scored against the same criteria. The engine treats a household name and a boutique identically.
Make every introduction a considered one.
Conifer is open to regulated professional firms by application. Join a network where the next referral is matched on suitability and recorded on a single defensible record.
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