Free Mutual Referral Agreement

A mutual referral agreement is a contract between two parties in which each party refers potential clients to the other in exchange for a mutually agreed upon referral fee.

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Suppose you own a flower shop and you know someone who owns a bakery. You and the other business owner decide to create an arrangement where you will refer customers to each other’s store and receive compensation when those referrals turn into sales. Or maybe you are a photographer and you want to set up a similar arrangement with a website designer. Either way, you can achieve your goal through a Mutual Referral Agreement.


By using a Mutual Referral Agreement, you and the other party involved both understand what is expected of one another and how each business can benefit from the arrangement. You do not have to worry about any loopholes or ambiguous terms, and both parties will have recourse for violations of the agreement.

Frequently Asked Questions


A mutual referral agreement is a contract between two parties in which each party refers potential clients to the other in exchange for a mutually agreed upon referral fee. 

The mutual referral agreement incentivizes the parties incvolved to cooperate in order to increase the number of customers each receives. This agreement is best suited for businesses whose clientele logically overlap.

The mutual referral agreement requires the following information:

  • Effective Date: Select the date the agreement will be signed.

  • Governing State: Select which state’s law applies to this agreement.

  • Party Details: Give the name and contact information for both parties entering into the agreement.

  • Qualified Referrals: The mutual referral agreement uses qualified referrals - written recommendations for services executed by one party to bring customers to the other party. Define the time limits the qualified referrals are constrained by.

  • Compensation: The project referral fee will be a percentage of the total revenue received during a period of time after the engagement of the referred client. In this space define what percentage of the revenue the project referral fee will consist of.

  • Dispute Resolution - Select the method of dispute resolution in the event there is a conflict between the parties. You must specify how potential disputes arising from this agreement will be handled. The two options in this agreement are using the court system or arbitration. 

    • Arbitration is an alternative dispute resolution method in which a third party decides a legally binding resolution to the conflict. 


Our propriety form generator will assist you in creating your customized Mutual Referral Agreement within minutes. Answering the questions is not complicated – you only fill in the requested information and we will put it together for you.

Once you complete the questionnaire and place your order, it will be available for immediate download in either PDF or Word document from your secure online account including a step-by-step guide on how to use your document.   


Generally, a mutual referral agreement does not need to be notarized – both parties only need to sign the document to make it legally enforceable. A witness may be helpful if the other party attempts to contest the document, but a notary is not necessary.

Please Note: The use of a notary ensures that no one challenges any signatures later and is a secure way to firmly establish the effectiveness of your document.

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Applicable to all 50 states
Applicable to all 50 states

Our documents are vetted by lawyers and are applicable to all 50 states.