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FOR INSURANCE BROKERS

A solicitor for the businesses you look after

Your clients get a dedicated, regulated solicitor on a fixed monthly fee. It sits alongside the cover you arrange, and it gives them one more reason to stay with you.

tick SRA-regulated solicitors tick Sits alongside your cover tick No cost to set up
4.8 on Google
  • ComplyCube
  • Giles
  • Athona
  • Virgin
  • Kaikaku
  • City Contractors
  • Osmo
  • Global Tech
  • Simply smarter
  • Uptown
  • Vitox
  • LSET
  • Restoreo
  • One
  • Additional
  • Bathlettings
  • Beagle
  • Bio
  • Pantheon Properties
  • Agentric AI

Willem van der Merwe

Co-Founder

Brokers are usually the first to hear about a client's legal problems, and often have nowhere obvious to refer them. Lawyerly was set up to take that work on, alongside brokers rather than around them.

Willem van der Merwe

Co-Founder

WHERE WE FIT

The risks that sit beyond cover

Much of what goes wrong in a small business never reaches an insurance policy. A contract that does not hold. A supplier who stops paying. A hire that becomes a dispute. These matters sit just outside cover, and they usually reach a solicitor only once they have become expensive.

Lawyerly deals with those matters. Your clients get a named solicitor for a fixed monthly fee, so the work is done early rather than after the event. It sits alongside the cover you arrange.

A NEW LINE FOR YOUR BOOK

What this does for your book

The fee is only part of it. The greater value is in what this does for the relationships you already hold.

  • An arrangement that rewards introductions

    You introduce a client, we do the rest, and the introduction is recognised in the form we agree with you. Nothing to build, nothing to underwrite, no product of your own to run.

  • Clients who stay

    A client you sent to a good solicitor has one more reason to renew with you. You remain the person who solved it, and that is worth more than the fee.

  • No cost, no admin

    There is no cost to set up and no admin to handle. We have the conversation, we do the work, and we manage the engagement from start to finish.

  • The responsibility stays with us

    The engagement is between the client and Lawyerly. You give no legal advice and take no part in delivering the service, so the regulatory responsibility sits with a regulated solicitor, not with your brokerage.

  • Nothing that competes with you

    We do legal work and nothing else. We do not arrange insurance or advise on cover, so there is nothing for us to compete on and your client stays your client.

A DIFFERENT JOB

Alongside the cover, not instead of it

Many of your clients will already have a legal helpline bundled with a policy, or legal expenses cover, or both. Both have their place, and this replaces neither. What Lawyerly adds is a solicitor who does the legal work itself, through the year and not only once a claim arises.

The alternatives
No,
When it helps Only once a dispute that the policy covers has crystallised.
No,
What the client gets Cover for legal costs on insured matters, subject to the policy’s terms.
No,
What it covers The disputes and costs defined in the policy.
No,
When it helps When there is a quick question, and only for as long as the call lasts.
No,
What the client gets General guidance over the phone, with nobody acting for them.
No,
What it covers Answers to questions, not legal services.
Yes,
When it helps All year round, with the work done before problems arise.
Yes,
What the client gets A dedicated, regulated solicitor who does the work.
Yes,
What it covers Contracts, employment, IP, corporate, compliance and pre-action disputes.
OUR COMMERCIAL LEGAL SERVICES

What your clients get

Legal support across the business, from one named solicitor.

  • Everyday legal advice

    Unlimited day-to-day advice across the business. Ask as often as you need, without the call ending in an invoice.

  • NDAs & digital terms

    NDAs, website terms, platform terms, and data processing agreements.

  • Commercial contracts

    Drafting, reviewing and negotiating customer, supplier and service agreements.

  • Employment law & HR

    Contracts, policies, grievances, disciplinaries and redundancy support.

  • Shareholder & founder agreements

    Founder and shareholder agreements covering vesting, transfers and exit provisions.

  • Corporate governance

    Articles, directors' service agreements and ongoing corporate housekeeping.

  • Privacy & compliance

    Data protection documentation, compliance frameworks and breach guidance.

  • IP & trade marks

    UK trade mark searches, filings and brand protection. One filing fee included.

  • Commercial leases

    Leases up to three years, including negotiation, break clauses and renewals.

  • Dispute resolution

    Pre-action advice, letters before action and settlement negotiation.

  • Debt recovery

    Letters of demand, recovery strategy and enforcement of payment terms.

  • Proactive legal planning

    Regular legal reviews to surface risk early and align legal work with business priorities.

HOW A REFERRAL WORKS

From introduction to engagement

Four steps, and only the second one is yours. Everything else is handled by us.

We agree the arrangement

Before your first introduction we agree how we will work together and put it in writing: how introductions are recognised, and how the arrangement is disclosed to clients, as the SRA Code requires.

You make the introduction

When one of your clients needs a solicitor, you introduce them to us and step back. That is the whole of your part.

We take the client on

We have the conversation with the client, agree the plan that fits their business and sign them up on the Client Hub. Identity checks take minutes, and they are matched with a named solicitor.

You stay the trusted adviser

The client remains yours. The legal work and the regulatory responsibility sit with us, and the introduction is recognised in the form we agreed.

WORKING TOGETHER

Three ways to work with us

You decide how closely you work with us, and you can change that as it suits you. Some brokers introduce a client now and then. Others make us a standing part of how they look after their book. Either way, the engagement itself is always handled by us, so the regulatory responsibility never sits with you.

  • Refer the occasional client

    When a client needs a solicitor, you make the introduction and we take it from there. We have the conversation, we do the work, and the introduction is recognised in whatever form we have agreed with you. Typically a referral fee.

  • Refer as standard

    You introduce clients as a matter of course, whenever a need arises. Because the relationship is an ongoing one, the arrangement usually reflects that: an ongoing arrangement rather than a fee per client.

  • Build it into your proposition

    For brokers who want to go further, Lawyerly can become part of how you present your offer. A preferred rate for your clients, co-branded materials, or a standing place in your renewal conversations. We design this around how your brokerage works. Typically preferred rates, co-branding, or both.

CLIENT TESTIMONIALS

What business owners say about working with us

4.8 on Google

A fresh approach. Exceptional value.

A fresh approach to legal services. They've guided us through multiple planned and reactive cases for our business. Exceptional turnaround times and great value for money.

Kerry Power Client Relations, Pantheon Property Services
COMMON QUESTIONS

The questions brokers ask us

Straight answers on how an introduction works, what it means for your relationship with the client, and where the responsibility sits.

No. We do legal work and nothing else. We do not arrange insurance, advise on cover or touch anything in your remit, so there is nothing for us to compete on. Your client stays your client, and in practice the relationship usually strengthens, because you are the broker who solved a problem outside the policy.
You are not. You make an introduction, and everything from there is handled by us: the conversation, the engagement and the sign-up. You give no legal advice and take no part in delivering the service, so the responsibility sits with a regulated solicitor, not with your brokerage.
That depends on you, and we mean that genuinely. For some brokers it is a referral fee per client. For others it is an ongoing arrangement, a preferred rate for their clients, or a co-branded proposition. Whatever we agree is put in writing before your first introduction, so both sides know exactly where they stand.
Yes. The SRA Code requires referral arrangements to be disclosed to clients, and we do this as standard. Brokers work under disclosure expectations of their own, so you will recognise the principle: transparency protects the relationship rather than threatening it.
Legal expenses insurance responds when a covered dispute crystallises. Lawyerly works all year, before anything crystallises: the contracts, employment questions and compliance work that policies are not built for. The two sit comfortably together, and a client with both is better protected than a client with either.

Your client's work is done by a named solicitor who is individually regulated by the Solicitors Regulation Authority and bound by its Code of Conduct, and we carry professional indemnity insurance covering their work. Our solicitors are employed, not freelance, so the same person stays in place for your client.

TALK TO US

Let's talk about the businesses you look after

Book a call with Willem, one of our founders. We will look at the kind of clients on your book, how an introduction would work in practice and what form the arrangement should take. Nothing is agreed until it is in writing.

Willem van der Merwe

Co-Founder

Read profile