The Group Portal
A single view of referral activity, revenue, and team performance for firms with multiple teams or offices using RQ.
The Group Portal
A single view of referral activity, revenue, and team performance for firms with multiple teams or offices using RQ.
As larger firms roll out RQ across different teams, locations, and service lines, the need for central oversight grows. Things get missed, activity is hard to compare, and it becomes difficult to see the full picture.
The Group Portal brings everything together, giving you one place to manage your organisation, monitor activity, and understand referral performance across the business.
Built for firms with multiple teams
The Group Portal is for firms with multiple teams using RQ. With it, you can:
- View all internal and external referral data in one place
- Track activity across every team
- See revenue generation and pipeline
- Create and manage teams
- Assign admins and control access
- Export firm-wide data and reporting
It gives larger organisations a clear view of everything happening across the business.
The Group Portal includes four sections:
- Referrals - all referral activity across your organisation
- Revenue - revenue generation and pipeline value
- Stats - performance metrics and trends
- Team Management - create teams, assign admins, and control access
Why this matters
As firms grow, so do their referral networks, and with that comes complexity. Without structure, it is hard to get a clear picture. Which teams are performing? Where are the gaps? Where could you be doing more?
The Group Portal gives your leadership team the clarity and control it needs. You can see exactly who is referring where, which teams are active, and where to focus next.
Get started
If you are part of a larger firm and want access to the Group Portal, get in touch with your account manager or contact us at [email protected].