Law 365's Microsoft fluent legal experts help Microsoft Partners grow their business through quick, affordable and accessible legal services.

Commercial Legal Services

Our experienced commercial lawyers have got you covered with expert advice, rapid contract review and timely negotiation.

HAPPY 365

Employment services and people development combined to create HAPPY 365 - designed to help you grow a happy workplace.

Top visited contracts and agreements

View our most popular contracts, where we break down legalese, and reveal the FAQs Microsoft Partners are asking us.

Helping Microsoft Partners grow with less risk

Inside the UK's Top Microsoft Partners

Microsoft Partner Insights Front Cover 350 x 483

 

Referral Agreement

Why you need a Referral Agreement

Finding clients can be half the battle. Whether you wish to refer, or be referred by another party, a Referral Agreement should be in place.

Speak to an expert

What is a Referral Agreement?

A Referral Agreement contains the parameters of the partnership between referrer and referee, containing details of referral procedure, standards of etiquette and commission. This agreement has been designed to answer questions and provide both parties with a mutually beneficial deal.

Speak to an expert

Frequently Asked Questions

Q: Do you have to pay a referral fee? 

A: If a company has a Referral Agreement in place with a introducer (someone who makes referrals and introduction between the company and prospective clients) then usually the introducer will want some kind of compensation. This could be a fixed amount or a percentage of the fees for the new project.

Q: At what point to you pay a referral fee?

A:In our Referral Agreement, the introducer can only be paid if a contract has been entered into by the prospective client and the company.

Q: Can an introducer make promises and deals on behalf of a company?

A: No, under our Referral Agreement, the introducer may not make any commitments, representations or warranties on behalf of the company.

Ask our experts a question

Table of contents

View the contents of the Referral Agreement

Sample table of contents

Key facts

Get the key facts for the Referral Agreement

Get the key facts

Contact the Law 365 team about this agreement

For these Microsoft Partners

  • Managed Services Provider
  • ISV, Software, Apps and IP
  • System Integrators Professional Services Consultancy Partners
  • Hosting Partners
  • Licensing Partners

Do you have a legal question for us? 

Whether you're just getting started, need a template package or looking for legal help as an annual subscription, we're here to help with any questions you may have.

Our mission is to help you succeed, with less risk. Book a free no obligations teams call or get in touch.

What are you waiting for? 

Talk to an Expert

This is a 'Forever template'

We will continually update this template with the frequent Microsoft updates such as CSP and other flow down terms, plus we will update the relevant terms to ensure you can claim as many rebates as possible, and get recognised by Microsoft such as CPoR, (Claims Partner of Record) DPoR (Digital Partner of Record), and PAL (Partner Admin Link).

We will also continually update this template as the law changes, for example, GDPR (General Data Protection Regulation) and the effects of Brexit on our laws, as we untangle ourselves from the European Union.