When a mutual acquaintance refers a client, maintaining confidentiality is crucial for building trust and professional integrity. Here are some strategies:

• Set clear boundaries: Clearly communicate confidentiality policies to the client and referrer.

• Use secure communication channels: Opt for encrypted emails or secure messaging apps to exchange sensitive information.

• Document everything: Keep detailed records of all communications to ensure transparency and accountability.

How do you handle confidentiality in client referrals? Share your strategies.