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.
Client Referrals — Frequently Asked Questions
What are client referrals in RQ?
Client referrals in RQ allow your existing clients to introduce their friends, family, or contacts to your firm through a secure, branded experience. How it works: Your firm generates a unique referral link for clients. Clients share the link with people they want to introduce. The referred contact submits their details through a simple form. Your team receives the referral. Key benefits: • Attribution – Always know which client made the introduction • Tracking – Follow each referral through its lifecycle • Client engagement – Give clients a professional way to recommend your services Client referral programmes are especially valuable for firms looking to grow through word-of-mouth in a structured, measurable way.
Are client referrals tracked like professional ones?
Yes. Client referrals follow the same lifecycle, tracking, and reporting structure as professional referrals, giving you complete visibility.
Can client referrals be branded?
Yes. Referral links can be customised and branded to reflect your firm, providing a professional experience for your clients.
Can firms control how client referrals work?
Yes. Firms control messaging, permissions, and who receives referrals, ensuring client referrals align with your brand and processes.