The operating system for introducer-led growth

Introducer Referrals — Frequently Asked Questions

What is a professional referral in RQ?

A professional referral in RQ is a structured introduction between two firms where a client is being passed for a specific service or need. Each professional referral captures: • The parties involved – Who is making the introduction and who is receiving it • The client details – Who is being referred and what their need is • Consent and disclosures – Documented proof that appropriate permissions were obtained • Service requirements – What the client needs help with • Status tracking – Where the referral is in the lifecycle (Introduced, Engaged, Completed) Unlike informal email introductions, professional referrals in RQ create a permanent, auditable record. This is essential for firms with regulatory obligations, such as those holding DPB licences from ICAEW, who need to demonstrate proper conduct and record-keeping. Professional referrals also enable revenue tracking and fee-sharing arrangements, so you can measure the commercial value of your referral relationships.

How do I create a referral?

Referrals can be created in a few clicks in the RQ app, directly from Outlook using the add-in, or by forwarding an existing email thread to RQ. No new workflow is required.

Do both firms need to be on RQ?

No. Referrals can be sent to firms not yet on RQ. RQ creates an empty profile, allowing activity to be tracked before the firm joins.

Can referrals be created from existing emails?

Yes. Users can forward an email conversation to RQ. The referral is logged automatically with the relevant people, content, and timestamps captured.

Can referrals be internal as well as external?

Yes. RQ supports cross-firm, intra-group, and team-to-team referrals, making it flexible for all types of introductions.

What information is captured?

Client details, introducer and recipient firms, service type, consent status, disclosures, timestamps, notes, lifecycle status, and outcomes.