RQ features for referral management
Explore all RQ features: referral tracking, compliance, fee sharing, approval workflows, analytics, Outlook integration, and more.
All RQ Features
RQ brings every part of referral management into one system - from sending introductions to tracking outcomes, managing compliance, and measuring revenue.
- Professional Referrals - Send and receive referrals with structured workflows and consent capture
- Compliance - Built-in FCA, ICAEW DPB, and SRA compliance with audit trails
- Fee Sharing - Track commissions and fee arrangements with auditable records
- Revenue Tracking - Measure referral outcomes and partner ROI
- Relationships - Manage your panel of introducers and track relationship health
- Approval Workflows - Multi-step approval rules by partner, team, or risk level
- Compass - Client discovery tool that surfaces referral opportunities
- Data and Insights - Conversion rates, dashboards, and board-ready reporting
- Client Referrals - Branded refer-a-friend programmes for clients
- Internal Referrals - Cross-team referral tracking within your firm
- Outlook Add-in - Log referrals directly from Microsoft Outlook