Introducing your clients to trusted professionals at the right time is invaluable for them and for your business.

Every good firm understands this, yet most struggle to track, manage, and grow professional referrals, and any processes they have cobbled together are often inefficient, inaccurate, or carry compliance risks.

We’ve spoken with firms nationwide who know referrals are happening all the time but have little visibility or control. They see the potential but lack the right tools to manage referrals effectively.

For these firms, RQ serves as a compliance and referral management lifeline - providing the structure, expertise, and oversight to manage referrals far more effectively. By doing so, they reduce risk and unlock the full potential of this essential activity.
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A fundamental shift: RQ 2.0

Until now, getting started with RQ meant multiple steps, slowing teams before they saw real value. Today, we’re removing that friction with two major upgrades, allowing new users to benefit from day one.

It’s such a significant leap forward that we’re calling it RQ 2.0. With this release, RQ now delivers referral management that’s truly 10x better - faster, smarter, and simpler.
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The New Way

RQ 2.0 is the quickest route to transform your referral management, letting you refer to anyone using only their email address right from sign-up - and by providing instant data insights on historical referrals, tighter compliance, and firm-wide visibility on this activity.

• Refer to anyone instantly with just an email
• Upload past data to gain instant insights
• Share access to historical referral activity with partners
• Track referral invites

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Send referrals to anybody with just their email

Before, you could only refer within RQ if both firms had signed up and agreed to terms. 

Now, you can simply enter an email, send a referral, and trigger an invite. The recipient sees an optimised, redacted referral page, confirming they have referrals waiting.

• Removes friction and delays
• Generates more sign-ups from your network with referral landing pages
• Lets you build your network gradually

‍The outcome? Save time and start sending compliant, tracked referrals immediately.
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Get instant insights on past referrals

Before, your referral data hid in spreadsheets, offering no real insights or value. 

Now, you can drag and drop your historical referral activity into RQ to unlock trends and take immediate action with partners.

• See all past referrals at a glance
• Identify gaps and opportunities
• Automate invites for firms with shared clients

The outcome? Gain a clear, actionable view of referral performance across your firm.

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Track your network onboarding

Before, you had no straightforward way to see who’d been invited or how many had joined RQ. We've had a lot of feedback from users requesting this one.

Now, you have a dedicated dashboard to track invites, monitor sign-ups, and gauge your network’s adoption.

• Measure onboarding progress
• Encourage more referrals and collaborations
• Quickly spot any bottlenecks

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Why all this matters

We’ve eliminated the hurdles that slowed firms down. Nobody wants to wait days to refer, or understand their firm's referral activity. RQ now lets you do it all instantly.

This isn’t just a simple update; it’s a transformative shift in how RQ works and we want you to know exactly how it helps. Ready to learn more about the change? Book a call with our team and we’ll walk you through it, or sign up and start referring today.