A private starting point for professional referrals

One point of entry for a complex family situation

Therapists, psychiatrists, physicians, treatment programs, family-law and defense attorneys, wealth advisors, trustees, family offices, employers, and executive teams can use this pathway. Education consultants and school professionals can also begin here when family needs extend beyond their role.

The purpose is to clarify the request and appropriate next steps. A referral does not establish an engagement, authorize disclosure, or transfer clinical responsibility.

Begin with the referring professional’s information

Use your own name, role, organization, business contact details, preferred contact method, and the broad type of support requested. Do not include a client’s name, diagnosis, records, financial details, employment file, or identifying narrative in this form.

Indicate whether the matter concerns Nashville or Middle Tennessee, another location, or is not yet determined. Relevant urgency can be discussed on the call.

Refer for a defined companion assignment

Families or professionals can inquire about Recovery & Wellness Guides and sober companion services for transport, a transition, daily implementation, or longer support. Use the deployment intake for requested timing and scope; do not include identifying client details. Availability and suitability require confirmation.

Consent comes before case-specific coordination

Before sharing identifiable information, establish who may authorize disclosure, which parties may communicate, the purpose and limits of sharing, and the appropriate channel. The Firm can discuss its services in general before receiving client-specific information.

Information sharing is subject to applicable consent, law, safety duties, professional obligations, and the agreed scope. The referral form is not a medical-record upload or secure clinical messaging service.

Coordinate alongside the treating team

Intervention preparation, family communication, treatment navigation, and agreed follow-through can complement the work of treating professionals. Medical decisions, diagnosis, prescribing, psychotherapy, and clinical care remain with appropriately qualified providers.

Before work begins, clarify the lead contact, responsibilities, relevant clinical input, and how disagreements or changes will be addressed. Referring professionals should not assume that referral alone authorizes ongoing updates.

Agree on an appropriate update plan

Discuss whether the referring professional may receive confirmation of contact, a scope discussion, treatment-transition updates, or closure information. The content, frequency, recipients, and method of communication depend on authorization and the engagement.

Share the minimum necessary information for the agreed purpose. Funding an engagement or introducing a family does not automatically entitle an employer, trustee, advisor, or relative to clinical information.

Urgent referrals and emergency limits

For a time-sensitive, non-emergency inquiry, call 877-FIRM-910 and identify yourself as a referring professional. Discuss timing and the current concern without assuming immediate availability.

The web form is not monitored as an emergency service. For overdose, immediate danger, violence, or a medical emergency, call 911. Call or text 988 for suicide or mental-health crisis support.

Know who is responsible for your family’s plan

The Firm is led by Darren Hobbs, CIP, and Zach Livingston, CIP, CCMI. Initial inquiries are received by The Firm team. Before engaging services, discuss the professional assigned to each part of your case, the limits of the work, and how you will communicate.

First conversation

The team learns the reason for your inquiry and your safe contact preferences. Initial intake is separate from a professional assessment or paid strategy session.

Assessment and strategy

Identify the intervention professional responsible for reviewing the history, risks, previous attempts, and proposed approach. Clinical assessment remains with appropriately qualified clinicians.

Family preparation and intervention

Clarify who prepares participants, who leads the meeting, and who covers changes in timing or circumstances.

Treatment options

Clarify who evaluates placement options, how clinical input is obtained, and how relevant relationships or compensation are disclosed.

After the decision

Agree who coordinates any included follow-through, how updates are shared, and when the engagement ends or requires a new scope.

Ask for these responsibilities to be recorded in the proposal. Compare scope and professional fees or meet the team.

Request a private referral conversation

Provide your professional contact details only. The team will use the contact preferences you specify.