What is the action called when a client is directed to another professional for assistance?

The action of directing a client to another professional for assistance is commonly referred to as a referral. This process involves recognizing that a client's needs extend beyond the scope of practice or expertise of the individual currently providing services. A referral allows clients to receive specialized help from someone who possesses the appropriate skills, qualifications, or resources to address the specific issues they are facing.

In the context of legal document preparation, for instance, a preparer might recognize when a client’s situation requires legal advice instead of document preparation services. By making a referral, the preparer ensures that the client receives the most effective assistance, which is essential for both the client’s needs and the overall integrity of the service being provided.

Referral is distinguished from delegation, which implies transferring responsibility for a task from one party to another within an organization, and is not typically relevant to directing clients for external assistance. Alternative dispute resolution pertains to methods used to resolve disputes outside of traditional legal proceedings, while consultation involves exchanging ideas or information but does not necessarily include transferring the client to another professional for further assistance.