RQ platform overview for professional firms
Explore the RQ platform: referral tracking, compliance tools, and relationship management designed for accountants, advisers, and solicitors.
The RQ Platform
RQ is a referral management platform purpose-built for UK professional services firms. It brings every part of the referral lifecycle into one system — from sending an introduction to tracking its outcome, managing compliance, and measuring revenue impact.
Core capabilities
- Professional referrals — Send and receive referrals between firms with structured workflows, client consent capture, and outcome tracking. Learn more
- Compliance and audit trail — Built-in FCA, ICAEW DPB, and SRA compliance with automatic record-keeping. Learn more
- Fee sharing — Manage and track referral fees and commissions with auditable arrangements. 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. Learn more
- Approval workflows — Configurable multi-step approval rules by partner, team, or risk level. Learn more
- Compass — Structured client discovery tool that surfaces needs and generates referral opportunities. Learn more
- Outlook add-in — Log referrals directly from Microsoft Outlook. Learn more
- Integrations — Connect with HubSpot, Intelliflo, Plannr, Xero, Microsoft 365. Learn more
Built for regulated firms
RQ is ISO 27001:2022 certified and trusted by nearly 1,000 firms. It supports FCA, ICAEW DPB, and SRA compliance requirements, with full audit trails, consent capture, and fee disclosure tracking built in.