Playbook

How do you sell to
legal businesses?

Law is regulated, confidential and built on partnership. A managing partner, a compliance officer and a chambers clerk each hold a different part of the buying decision, and every one of them will ask what happens to client information. Know which kind of firm you are approaching, then open with that.

Updated 25 October 2026 18 minute read By the Adapt Leads team

The playbookYou run a secure document scanning and storage service and want more high street solicitors' firms as clients.
Step 1Build the list
Solicitors & LegalLancashireLimited companyNamed director
The count updates as you filter.
Marlbeck Law LtdAnita Rowley, director
Phone and email
Harkness Pell Solicitors LLPTwo members named
Phone
Briarmoor Law LtdTom Ashdown, director
Email checked
Step 2Check the context
Registered office change
Marlbeck Law Ltd moved its registered office9 days ago, from the official register
Why it mattersA registered office change updates the company’s correspondence address. It does not confirm a move of working offices. Check the firm’s current information before referring to its premises or archive arrangements.
Step 3Write the first email
Fromsam@tarnfield-archive.co.uk
SubjectWhere do your closed files go?

Hi Anita,

We scan and store closed files for solicitors’ firms under written confidentiality and access arrangements.

When a matter closes, who decides how long the paper file is kept and where it sits in the meantime?

Sam

Waiting for your OKSends in working hours from your own mailbox
Step 4Follow up on LinkedIn
AR
Anita RowleyDirector at Marlbeck Law
  1. View their profile
  2. Read relevant posts
  3. Review an invitation Waits for your OK
Illustrative profileYou choose the next step
Step 5Ring the practice manager
Today's callsAsk for the practice manager
01632 960418 Landline
Before callingAsk who manages closed files and the firm’s archive arrangements.
Opening questionHi, it's Sam from Tarnfield Archive. A quick one: when a matter closes, who looks after where the paper file is stored?
InterestedCall backNot nowWrong number
Step 6Agree a trial
New leadContactedTrial agreedRegular supplier
Marlbeck Law Ltd
Trial on one batch of closed filesCaller Console
If old files take up office space and staff time, offer a small trial with clear terms on confidentiality, then talk about the wider arrangement.
Sample businesses
In short
  1. 01

    Legal is several markets. A high street firm, a commercial practice, a set of barristers' chambers and a licensed conveyancer each buy differently, so pick the one you serve first.

  2. 02

    Confidentiality comes before price. Under the SRA's Code for Firms a firm stays accountable when work is done through others, so expect questions about how you protect client information.

  3. 03

    The UK book separates solicitors, barristers and chambers, and other legal services. Each record shows its legal form and the people we can name.

  4. 04

    Sole practitioners and small partnerships are common. Sole traders count as individuals under PECR, so check the label on each record before you write.

Selling to this sector

Who sells to legal businesses?

A law firm is an office, a regulated business and a store of confidential papers, and suppliers reach it from each side. Software firms sell case management, document automation and time recording. Printers, couriers and storage companies serve the paper side. Insurers, banks and brokers serve the money side, from professional indemnity cover to client account services.

Other suppliers sell to what the firm does for clients. Property search providers, expert witnesses, process servers, court copy and transcription services, translators, medical report agencies and barristers' own marketing all depend on a steady flow of instructions from solicitors. Recruiters and training providers sell to the people side.

Chambers have their own shopping list, built around the clerks' room: practice management systems, diary tools, fee billing, websites, events and shared office services. Whatever you offer, the first task is to name the kind of legal business you want. A conveyancing boutique and a litigation boutique will not answer the same question in the same way.

Case management softwareDocument storage and scanningLegal cashiering and bookkeepingInsurance and financeSearch and expert servicesTranscription and translationRecruitment and trainingMarketing and websites
Some of the firms that sell to legal businesses.
Buying decisions

Why are law firms hard to sell to?

The decision is shared and cautious. Partners own the firm, so a purchase that touches client files, money or systems can need agreement from more than one of them. Many partners are fee earners first and managers second, so they delegate buying to a practice manager and then want a say when risk is involved.

A partner or practice manager has client work and operational responsibilities to fit around supplier reviews. Keep the enquiry specific to the service you provide and ask who assesses it. Explain what a review or demonstration would involve so the firm can decide whether to allocate time to it.

Regulation shapes what can be bought. The SRA says a firm remains accountable for compliance where its work is carried out through others, which includes people it contracts with. A supplier who cannot explain where client information goes, who can see it and what happens if something goes wrong may be dropped at the first check.

Small firm

A partner decides

  1. You approach the partner
  2. Partner asks the practice manager
  3. Short trial on one matter type
  4. Added to the routine

Quick when the problem is clear, because the owner is also the buyer.

Larger practice

Management checks it

  1. You approach the practice manager
  2. Finance and IT review it
  3. Compliance officers look at risk
  4. Partners approve

Be ready with written answers on data, insurance and confidentiality before anyone asks.

Barristers' chambers

The clerks' room leads

  1. You approach the senior clerk or director
  2. Clerks test it on their own work
  3. Chambers management agrees
  4. Members adopt it

Tenants are self-employed, so something that changes how they all work usually needs wider agreement.

A simplified picture. How a particular firm buys varies, so ask.
How the sector works

How is the legal sector put together?

Solicitors' firms range from one-solicitor practices to large international firms. The Solicitors Regulation Authority (SRA) regulates solicitors and law firms in England and Wales, and says its work covers firms of every size. Law Society of England and Wales is the representative body. High street firms often mix conveyancing, wills, family and criminal work, while regional and commercial firms usually specialise by client type or sector.

Law reference books on a shelf, with a legal dictionary in the centre

Barristers are mostly self-employed and work from chambers. In England and Wales, the Bar Standards Board regulates barristers and the Bar Council represents them. Scotland and Northern Ireland have separate professional and regulatory arrangements. A chambers is a group of self-employed barristers who share costs, with clerks to take instructions and manage diaries, and often a chambers director or practice manager for the business side. Some chambers have formed limited companies for these services, though most remain unincorporated associations.

Other legal services in England and Wales have their own regulators. The Council for Licensed Conveyancers regulates licensed conveyancers and their firms. CILEx Regulation covers chartered legal executives and firms it authorises. Costs lawyers sit under the Costs Lawyer Standards Board, which acts for the Association of Costs Lawyers. The Legal Services Board oversees these approved regulators. Writing a will can be done by a regulated lawyer or by someone else, so ask whether and by whom a will writer is regulated.

In-house legal teams are a small, separate audience: lawyers employed inside companies, charities and councils who buy tools and outside advice rather than running a practice. Identify the employer’s purchasing process when approaching an in-house team. What sits under every one of these groups is a legal form, which decides how you may approach it under PECR, the UK's rules for electronic marketing.

Limited company or LLP

Counts as a corporate subscriber

You can send a relevant business email without asking first, as long as you say who you are and give an easy way to opt out.

Sole trader or partnership

Counts as an individual

A cold marketing email needs their consent first. Partnerships in Scotland are the exception: they count as corporate subscribers.

A plain summary of the ICO's guidance, not legal advice. Read our full guide to companies, sole traders and PECR.
Companies and sole traders

Does the list include limited companies and sole traders?

Yes, both. Many solicitors' firms are limited companies or LLPs, and so are many conveyancing and other legal services businesses. But the SRA says it regulates firms from single-solicitor practices to large international ones, and chambers are mostly unincorporated groups of self-employed barristers. All sit in the same legal sectors as the larger firms.

The two ask for different handling. A company or LLP has directors or members and a registered address you can check, so the list can show who runs it and when that changed. A sole practitioner or self-employed barrister is the one decision maker, may trade under a firm or chambers name, and usually answers their own phone. Each record shows the legal form we hold.

To work with only one kind, filter for it. A document or software supplier may focus on companies with several fee earners. A local service may suit a sole practitioner nearby. Individual barristers and some sole traders are not on the Companies House register, so there is no census to match. Treat the list as a strong start, and ask how they buy.

Time and cost

What happens if you pitch the wrong legal buyer?

An unsupported claim about confidentiality or compliance can prevent a supplier review from progressing. Give the firm evidence of how your service handles records, access and incidents, and ask what its reviewers need. Responsibility for assessing the arrangement stays with the firm, so avoid promising that a purchase will make it compliant.

Shared chambers services may be assessed by the senior clerk or chambers director with members involved, while a solicitor’s firm may use a practice manager and partners. Check who owns the particular process before preparing a trial. That avoids sending terms or technical material to someone who cannot review the service.

01

Promising compliance

You are not their regulator and cannot give legal advice. Say what your service does and what evidence you hold, and leave their compliance duties to them.

02

Sending a barrister what the clerks buy

Clerks take instructions, manage diaries and often handle fee billing. Start with the senior clerk or chambers director, and name the task, not the technology.

03

Emailing a sole practitioner as if they were a company

A solicitor who practises alone and is a sole trader counts as an individual under PECR. Check the legal form on the record before you write.

Three common mistakes, and what to do instead.
Who to talk to

Who decides what a legal business buys?

It depends on what you sell. Anything that changes how the firm earns or how risk is handled starts with the managing partner or the members. Anything that touches daily running starts with the practice manager. Anything about client money or compliance involves the people the SRA requires every authorised firm to name.

Company records in the UK book list directors and, for LLPs, their members, with the main contact marked where we can tell. Practice managers and finance managers are often not on the register, so use a partner to open the door and then ask who looks after the area you serve.

Solicitors' firms and LLPs

Managing partner or senior partner

What they care about
Profit per partner, reputation, hiring and keeping the firm's risks under control.
Open with
A specific cost, time or risk problem in the firm, with a short way to test it.
Small and mid-size firms

Practice manager or office manager

What they care about
Running costs, suppliers, staff, premises and keeping the office working day to day.
Open with
A task that eats the week, priced plainly, with terms they can show the partners.
Every SRA-authorised firm

COLP or COFA

What they care about
Under the Code for Firms, taking reasonable steps to make sure the firm follows its authorisation and the SRA Accounts Rules, and reporting serious breaches.
Open with
Plain written answers on data, access and records. Do not tell them what their duties are.
Mid-size and larger firms

Finance or accounts manager

What they care about
Billing, client account handling, supplier invoices and audit trail.
Open with
How your invoices, reports and records fit their month end.
Larger firms; small firms often use an outside provider

IT manager or IT supplier

What they care about
Security, uptime, integrations and who has access to what.
Open with
Technical detail up front: where data sits, who can see it and how access is removed.
Barristers' chambers

Senior clerk or chambers director

What they care about
Taking instructions, allocating work, diaries, billing and the chambers' running costs.
Open with
One task that saves the clerks' room time, with an offer to test on a small set of work.
Build the list

How do you find legal businesses in the UK?

Start with the kind of legal business, then place. In the UK book choose Solicitors & Legal for solicitors' firms and conveyancers, Barristers & Chambers for barristers and their chambers, or Patent Agents & Other Legal Services for patent and trade mark agents, will writers, paralegal businesses and other legal activities. Then add the towns or counties where you can serve firms.

Filter for the information available, such as a named director or LLP member, business phone or checked email. Compare company details with the firm’s website and relevant professional register. An address change does not show an archiving need. Searching is free on every plan before you reveal contacts.

The search, step by stepIllustration
1Kind of businessSolicitors & LegalBarristers & Chambers Or Patent Agents & Other Legal Services
2PlaceLancashireGreater Manchester Or the postcode areas you cover
3Legal formLimited company Sole traders and most partnerships need consent before a cold email
4Who runs itNamed director LLPs may name members instead; chambers may have no directors at all
5How to reach themBusiness phoneChecked email
6Changes to researchNew director in the last 90 days Confirm what changed; a filing does not establish a buying need
The count updates at every step, and searching is free on every plan.

To sharpen it further, use SIC codes. Solicitors register under 69102, barristers at law under 69101, and other legal activities under 69109. Many firms list more than one code, and regulated law firms may not all be registered companies, so search by sector first and then narrow by code.

Find legal businesses in the area you serve

Choose your kind of legal business and your area. Searching is free on every plan.

Search legal businesses free
What to say

What should you say to a legal business?

Describe the service precisely and ask how the relevant process is handled. For archiving, you can ask who manages closed files and retention decisions. Have a clear account of storage, access, return and destruction available for the firm’s review. A first enquiry does not require confidential details about particular clients or cases.

Good reasons to get in touch are concrete: a change at the business, a task that fills the practice manager's week, or a step that clerks repeat many times a day. Below are three angles for three different readers. Pick the one that matches the person in front of you.

If the firm describes difficulty retrieving stored files, ask how requests are handled and where delays arise. Explore the staff time and effect on responding to a request. Then ask what a useful archive service would need to improve, alongside confidentiality and retention requirements, before discussing a controlled trial.

01

A question about confidentiality

For partners and practice managers: ask how client information is handled in one process you serve, and offer a written summary of your own arrangements.

02

A task that eats the week

For practice and finance managers: name one repeated chore, such as archiving closed files, and offer a small trial.

03

A clerks' room time saver

For senior clerks: ask who chases a step in the diary or billing process, and offer to test on a small set of work.

Fromsam@tarnfield-archive.co.uk
SubjectWhere do your closed files go?

Hi Anita,

We scan and store closed files for solicitors’ firms under written confidentiality and access arrangements.

We scan and store closed client files for small firms, under written terms on who can see them and how they are returned or destroyed. When a matter closes, who decides how long the paper file is kept?

If it helps, I can send a one-page summary of how we handle confidentiality and a price for a single batch.

Sam

Waiting for your OKSends in working hours from your own mailbox
The callAsk for the practice manager
01632 960418 Landline
Before callingAsk who manages closed files and the firm’s archive arrangements.
Opening questionHi, it's Sam from Tarnfield Archive. A quick one: when a matter closes, who looks after where the paper file is stored?
A sample message and call. Adapt drafts the first message from what we hold about each business, and nothing is sent until you approve it.
Know the difference

High street firm, commercial practice or chambers: what changes?

The same service needs a different approach for each kind of legal buyer. The columns below show how the three usually differ. Firms vary, so use it to shape your first question rather than as a rule.

High street or small firmRegional or commercial firmBarristers' chambers
Who decidesA partner, often with the practice managerManaging partner and management team, with department headsSenior clerk or chambers director, with chambers management
How the route worksDirect to the firmDirect, sometimes through a procurement or panel processDirect to chambers; members may also choose their own tools
SpeedQuick when the problem is clearSlower, with several people reviewingModerate; wider agreement needed for anything shared
What they will ask forPrice, references and a plain explanationSecurity, insurance, contract terms and written answers on dataFit with the clerks' workflow and a small test
Who ultimately paysThe firm, from running costsThe firm, sometimes recharged to a clientChambers, often shared among members as a cost
Best first contactA partner or the practice managerThe practice manager or finance leadThe senior clerk

Before you approach a legal business

  • Professional indemnity and public liability certificates ready to send
  • A short written summary of how you handle confidential information
  • Where client or case data is stored, and who at your company can see it
  • How access is removed when someone leaves, and how data is returned or deleted
  • Any recognised security certification you hold, such as Cyber Essentials
  • A clear price list or a worked quote for a small batch
  • References from firms or chambers you already serve
  • Who a firm should contact at your company if something goes wrong
Questions

Questions people ask about selling to legal businesses

Is there a database of solicitors and law firms in the UK?

Yes. The UK book holds solicitors, barristers and chambers, and other legal services under their own sectors. Search by place and by what we hold, at no cost, then reveal only the contacts you choose.

Who regulates solicitors?

The Solicitors Regulation Authority regulates solicitors and law firms in England and Wales. It is independent of the Law Society, which represents solicitors. This page gives no legal advice.

What are a COLP and a COFA?

They are compliance officers that an SRA-authorised firm must name. The COLP takes reasonable steps to ensure the firm complies with its authorisation. The COFA does the same for the SRA Accounts Rules, which cover client money.

Who buys for a barristers' chambers?

Clerks take instructions and manage diaries, and a chambers director or practice manager often runs the business side. Members are self-employed, so a shared system usually needs wider agreement in chambers.

What is Lexcel and do suppliers need it?

Lexcel is the Law Society's quality mark for legal practices. Suppliers do not need it. A firm with a legal aid contract must hold it or the Legal Aid Agency's Specialist Quality Mark, so ask what your client's own standards expect of you.

How do I get on a law firm's supplier list?

Most small firms have no formal list and buy through a partner or practice manager. Larger firms may run a supplier check. Ask who looks after your category, and be ready with insurance and confidentiality answers.

Can I email solicitors without consent?

You can send a relevant business email to a limited company or LLP without consent if you say who you are and offer an easy way to opt out. Sole traders and most partnerships count as individuals and need consent first.

Can I get a list of legal businesses that are sole traders?

Yes. The UK book includes sole traders and small partnerships as well as limited companies, and each record shows the legal form we hold. Filter by sector and legal form, and read the rules on emailing individuals before you write.

Do law firms worry about client confidentiality when they buy?

Yes. The SRA says firms that outsource should consider whether their arrangements adequately protect clients' confidential information, and that a firm remains accountable where work is done through others. Expect questions about data and access.

Can I search by SIC code?

Yes. Records carry the SIC 2007 codes from the register: solicitors, barristers at law and other legal activities each have their own. Many firms list more than one, so search by sector first and then narrow.

Are conveyancers and will writers in the same list?

Conveyancers who are solicitors sit under Solicitors & Legal. Licensed conveyancers are regulated by the Council for Licensed Conveyancers. Will writers and similar businesses fall under Patent Agents & Other Legal Services where we can tell.

Do I pay to search?

No. Searching and filtering cost nothing on any plan. Only revealing a contact you have not seen before uses your allowance.

Further reading

Sources for this guide

For marketing rules, see the ICO’s business-to-business marketing guidance. Sector codes can be checked in the Companies House SIC list.

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