# RQ — Referral Management for Professional Services > RQ is the operating system for introducer-led growth. One platform for regulated firms to manage introducer relationships, referral workflows, and fee sharing — with central visibility and built-in governance. ## Company - Name: RQ (RQ App Ltd) - Website: https://rq.app - Industry: B2B SaaS — Professional Services Technology - Founded: 2021, London, UK - Founder: Johnny Ridd (CEO) - Security: ISO 27001:2022 certified (https://www.tempoaudits.com/rqratings-iso27001) - Regulatory partnerships: ICAEW Business Partner - Target audience: UK regulated professional services firms - Trusted by: Nearly 1,000 firms across the UK ## What RQ Does RQ helps professional firms (accountants, solicitors, financial advisers, corporate finance) send, manage, and track referrals with built-in compliance, clear tracking, and real visibility across the firm. It replaces spreadsheets, emails, and ad-hoc processes with a structured, auditable system for managing introducer relationships. ## Key Features 1. **Professional Referrals** — Send and receive referrals between firms with structured workflows, consent capture, and outcome tracking 2. **Compliance & Audit Trail** — Built-in FCA, ICAEW DPB, and SRA compliance with automatic record-keeping for every referral 3. **Fee Sharing** — Manage and track referral fees and commissions with transparent, auditable arrangements 4. **Revenue Tracking** — Measure referral outcomes and revenue attribution by partner, source, and time period 5. **Relationship Management** — Centralise your panel of introducers, track relationship health, and identify top-performing partnerships 6. **Approval Workflows** — Configurable multi-step approval rules by partner, team, or risk level 7. **Compass** — Structured client discovery tool that surfaces needs and generates referral opportunities 8. **Client Refer-a-Friend** — Launch branded client referral programmes with tracking and rewards 9. **Internal Referrals** — Track cross-team and inter-office referrals within your firm 10. **Outlook Add-in** — Log referrals directly from Microsoft Outlook without switching apps 11. **Integrations** — HubSpot, Intelliflo, Plannr, Xero, Pipedrive, Zoho, Microsoft 365 ## Target Industries - **Accountancy Firms** — ICAEW, ACCA, and ICAS members needing DPB-compliant referral tracking - **Financial Advisers** — IFAs, wealth managers, and financial planners needing FCA-compliant referral management - **Law Firms** — Solicitors needing SRA-compliant referral oversight - **Corporate Finance** — M&A advisers tracking deal referrals across complex introducer networks - **Mortgage Brokers** — Mortgage and protection advisers tracking professional introductions - **Estate Agents** — Tracking referrals to conveyancers, mortgage brokers, and financial advisers ## Compliance RQ helps firms meet: - **FCA** referral fee regulations, Consumer Duty, inducement disclosure rules - **ICAEW DPB** obligations for accountants referring clients to regulated financial services - **SRA** requirements for law firms on referral documentation and oversight - Full audit trails with timestamps, approvals, consent records, and disclosures ## Pricing - Professional plan from £250/month (based on adviser count) - Enterprise plans for larger firms and networks - Free trial available ## Customer Evidence - Centurion (financial planning): saves 30 hours/month - Cheetham Jackson (IFA): manages 90+ partner relationships - Nordens (top-100 accountancy): 33 partner relationships, 32 staff - MAP Accountants, Dua & Co, Vintage Wealth — see https://rq.app/customers ## Key Pages - https://rq.app/ — Homepage - https://rq.app/platform — Platform overview - https://rq.app/pricing — Pricing plans - https://rq.app/demo — Book a demo - https://rq.app/features/referrals — Professional referrals - https://rq.app/features/compliance — Compliance features - https://rq.app/features/fee-sharing — Fee sharing - https://rq.app/features/data-insights — Analytics and reporting - https://rq.app/features/compass — Client discovery tool - https://rq.app/features/approval-workflows — Approval workflows - https://rq.app/features/outlook-app — Outlook add-in - https://rq.app/industry/accountants — For accountants - https://rq.app/industry/financial-planning — For financial planners - https://rq.app/industry/solicitors — For solicitors - https://rq.app/industry/corporate-finance — For corporate finance - https://rq.app/fca-referral-compliance — FCA compliance guide - https://rq.app/icaew/dpb-compliance — DPB compliance guide - https://rq.app/resources/faqs — FAQs (100+ questions) - https://rq.app/customers — Customer stories - https://rq.app/integrations — Integration directory - https://rq.app/blog — Industry insights ## For More Detail - Full content: https://rq.app/llms-full.txt - FAQs: https://rq.app/resources/faqs - Sitemap: https://rq.app/sitemap.xml ## Contact - Sales: https://rq.app/demo - General: https://rq.app/contact - Sign up: https://refer.rq.app/sign-up ## Last Updated February 2026