RQ — Referral Management Platform for Professional Services
RQ is the referral management platform for accountants, IFAs and professional services firms. Track every referral, automate payments and grow your network.
What is RQ?
RQ is a referral management platform for UK professional services firms. It helps accountants, financial advisers, solicitors, and other regulated professionals send, manage, and track referrals - with built-in compliance, real-time tracking, and revenue visibility across the firm. RQ replaces spreadsheets and email-based referral processes with a structured, auditable system.
Founded in 2021 and based in London, RQ is ISO 27001 certified and trusted by nearly 1,000 firms across the UK. The platform is purpose-built for regulated industries, supporting FCA, ICAEW DPB, and SRA compliance requirements out of the box.
Key Features
- Professional Referrals - Send and receive referrals between firms with structured workflows, consent capture, and outcome tracking. Learn more
- Compliance & Audit Trail - Built-in FCA, ICAEW DPB, and SRA compliance with automatic record-keeping for every referral. Learn more
- Fee Sharing - Manage and track referral fees with transparent arrangements and auditable payment records. Learn more
- Revenue Tracking - Measure referral outcomes and revenue attribution by partner, source, and time period. Learn more
- Relationship Management - Centralise your panel of introducers and track relationship health over time. Learn more
- Approval Workflows - Configurable approval processes for referrals by partner, team, or risk level. Learn more
- Compass - Structured client discovery tool that surfaces needs and generates referral opportunities. Learn more
- Integrations - Connect with HubSpot, Intelliflo, Plannr, Xero, Microsoft 365, and Outlook. Learn more
Who uses RQ?
- Accountancy firms (ICAEW, ACCA, ICAS members)
- Financial advisers and wealth managers (IFAs)
- Law firms and solicitors
- Corporate finance advisers
- Mortgage and protection advisers
- Estate agents
Why firms choose RQ
- Compliance built in - Consent capture, fee disclosure, and audit trails are automatic, not an afterthought
- Real visibility - See every referral across your firm in one dashboard, not scattered across inboxes
- Measurable results - Track conversion rates, revenue attribution, and partner ROI with clear data
- Works where you work - Log referrals directly from Outlook without changing how your team operates
- ISO 27001 certified - Enterprise-grade security for firms handling sensitive client information
Customer results
- Centurion (financial planning) - Saves 30 hours per month managing referrals. Read the story
- Cheetham Jackson (IFA) - Manages 90+ introducer relationships with full compliance visibility. Read the story
- Nordens (top-100 accountancy) - Tracks referrals across 33 partner relationships and 32 staff. Read the story