The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
Microsoft 365 & Outlook — Frequently Asked Questions
What is the RQ Outlook app?
The RQ Outlook app is a Microsoft Outlook add-in that brings referral capabilities directly into your email workflow. Key features: • Quick referral capture – Create a referral in two clicks without leaving your inbox • Email detection – RQ identifies potential referral opportunities in your correspondence • Contact lookup – Search your RQ network while composing emails • Compliance prompts – Get reminded about consent and disclosure requirements • Status updates – Check on referral progress without switching applications Why use the Outlook app: Most referral conversations happen over email, yet the valuable information in those emails often gets lost. The RQ Outlook app ensures that referral opportunities are captured and tracked properly, even for busy professionals who live in their inbox. The app is available for Outlook desktop, web, and mobile, making it easy to capture referrals from anywhere.
How does it work?
Users can log a referral from an email or forward an existing thread. RQ captures the context automatically.
Does it require behaviour change?
No. RQ is designed to fit into existing email habits without requiring behaviour change.
Can it be centrally deployed?
Yes. IT teams can deploy the Outlook add-in centrally across the organisation.
Does it create audit trails?
Yes. The Outlook app automatically logs emails, timestamps, and actions, creating complete audit trails for every referral.
Who is the Microsoft 365 / Outlook integration for?
For any professional firm using Microsoft 365 and Outlook who wants to create and track referrals directly from their email workflow without switching applications.
Is there a cost for the Outlook integration?
The Outlook add-in is included with all RQ plans. Individual users can install it themselves, or IT teams can deploy it firm-wide through Microsoft 365 admin.
What does the Outlook integration do?
The Outlook integration allows you to create referrals directly from emails, capture conversation context automatically, track referral activity alongside your inbox, and maintain full audit trails for compliance.
How do I install the Outlook add-in?
Individual users can install the RQ add-in from the Microsoft add-in store within Outlook. For firm-wide deployment, IT administrators can deploy the add-in centrally through the Microsoft 365 admin centre.
Is the Outlook integration secure?
Yes. All data is encrypted, and the integration follows Microsoft security standards. RQ is designed for regulated firms handling sensitive client information.