For Referrers

Reliable support for you and the clients you represent.

We understand that when you refer
a client to us, you’re placing your trust
in our expertise, responsiveness and quality of care.

We understand that when you refer a client to us, you’re placing your trust in our expertise, responsiveness and quality of care.

At Unite Professionals, we take that responsibility very seriously.

We work alongside you to deliver the best possible outcomes for your clients, quickly, reliably and with full transparency throughout the process.

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Can I refer to you?

We are trusted by a wide range of professionals across the UK, particularly:

Solicitors

Insurers

NHS teams, statutory services and private healthcare professionals.

How can I refer a client to you?

We aim to make the referral process as smooth as possible. Our Service Level Agreement is to provide an Immediate Needs Assessment 15 working days from the date of appointment.

If you would like to make an enquiry or refer a client, you can complete the online referral form or contact us by phone. To help us get started, we’ll usually need the following details:

Referring parties name, company and contact details

Referrals name, date of birth and contact details

Summary of injury/condition

Any known deadlines or timescales

How to refer to Unite Professionals Case Management

Need support or know someone who does?

Whether you’re looking for a case manager or want to refer someone
in need, we’re here to make the process simple.

Whether you’re looking for a case manager or want to refer someone in need, we’re here to make the process simple.

Find a Case Manager

Enquire Today

Once you’ve submitted an enquiry,
here’s how we work.

Once you’ve submitted an enquiry, here’s how we work.

Enquiry received & acknowledged

We confirm your enquiry and request any additional information we need to make an informed decision about which case manager/s to nominate to the case.

Instruction received & acknowledged

We confirm your instruction to appoint a Unite Professionals Case Manager.

Initial contact

The case manager contacts the client to arrange the assessment and explain next steps.

Immediate Needs Assessment (INA)

A thorough assessment of the clients physical, psychological and socials needs is conducted.

Report Delivery

An Immediate Needs Assessment is delivered within 15 working days of the appointment, including clear recommendations and costings.

Ongoing Case Management

Upon instruction to proceed we will begin to support the client with goal led rehabilitation, planning and regular reporting.

Communication & reporting

We pride ourselves on clear, consistent communication. Referrers are kept updated at each stage of the process, with case reviews, regular reporting and full transparency on progress and outcomes.

Reporting formats

Our reports are structured, detailed and compliant with legal and industry standards. Reports can be tailored to your preferred format and delivered securely via email or your case management system.

Real feedback from our trusted partners.

“Catherine [Williams] has built a great rapport with our client and is doing everything she can within the scope of the Rehabilitations Code, with a challenging insurer.”

Solicitor, July 2025

“Cathy Lambert and her team have provided excellent support to our client with his best interests always at the forefront of their services.”

Solicitor, July 2025

“Client very happy, great communication and support. Very detailed reports and recommendations”

Solicitor, July 2025

Need specialist input for a new case?

We’re here to help.

Find a Case Manager

Enquire Today