Why FirmLinks
More for your clients, without adding staff.
Clients want one firm to call. FirmLinks puts partner firms behind the services you don't provide, so you can say yes to every request and stay your client's first and only call.
Free to join. No card required.
Why it matters now
Clients want one firm to call. No firm can provide every service.
The first call keeps the client
The firm a client calls first is the firm that keeps them. Clients would rather not start over with a new firm each time a question comes up.
Competition is rising
Compliance work is becoming a commodity, AI is speeding that up, and consolidation is reshaping the market.
Finding a partner still runs on phone calls
Nobody can see who offers what. The client waits, and sometimes takes the engagement elsewhere.
FirmLinks makes partner firms part of what you offer.
Offer every service your clients need
Say yes to every request
Partner firms fill the gaps in your services, so you can offer more services than your own team provides, without adding staff.
Be your client's first and only call
Meet the need. Keep the client.
When you can meet your clients' needs through your network, they have no reason to look anywhere else.
Secure the right partners quickly
The right partner in days, not weeks
See which firms in your network provide each service, best match first. Invite one or more and award the engagement, often within days, depending on the partner's availability and the size of the engagement.
Add services without adding staff
Offer a new service before you hire for it
Adding a service line used to mean hiring for it. Offer it through a partner firm when a client asks, and decide later whether to build it in-house.
Bring the firms you already work with
Work with firms you know and trust
Specialty engagements and referrals go to firms you've chosen, rather than to whoever your client finds on their own.
- Firms you already work with. Invite them by their web address. They join free.
- Your alliance or group. Every member firm, ready when a client needs them.
- Firms open to new partners. Reach further when nobody you know provides the service.
- See how firms work with others. After each engagement, firms are asked whether they'd invite each other again. The answers become a green, yellow or red collaboration score.
Your client, your terms
Partner with a firm, or refer the client
When a client needs a service you don't provide, you choose how it's delivered.
Partner
Another firm works with you to deliver the service
You stay the lead firm, and you set the partner's role. It can meet your client alongside you, or work in the background so your client only ever deals with you. The partner bills you or the client, as you agree.
Refer
Refer your client to another firm
When a service sits well outside what you do, refer the client. The other firm works with the client directly and pays you a referral fee on the terms it shows up front.
Either way, you're in control. It's your client.
New business from other firms
Grow your revenue as a partner to other firms
Other firms' clients need what you do. Join free, list the services and expertise you provide, and put spare capacity to work as a partner on their engagements or on clients they refer to you.
- Free to join, with invitations to engagements appropriate for your firm
- Accepting invitations and working on engagements is free
Offer every service your clients need.
Setup takes ten to fifteen minutes. Pick your service lines, and let AI read your website to suggest your services.