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.
How long does it take to set up RQ?
Category: Getting Started
Setting up RQ is straightforward. Most firms can create an account, add their team members, and start creating referrals within a few hours. The basic setup — adding your firm details, inviting colleagues, and configuring your referral categories — takes less than a day for most teams. Full onboarding, including setting up your referral panel (the firms you refer to and receive referrals from), configuring fee-sharing arrangements, and connecting integrations like Outlook or HubSpot, typically takes one to two weeks. This is not because the system is complex, but because it involves decisions about your referral process — who your partners are, what your commercial terms look like, and how you want approvals to work. RQ provides onboarding support to help with this. Every firm gets access to training materials and a dedicated onboarding session to walk through the setup. For firms with more complex requirements — such as multiple offices, large referral panels, or custom approval workflows — the onboarding team can provide additional support. The goal is to get your firm to a point where referrals are being created, tracked, and managed in RQ as part of your normal workflow. Most firms reach this point within the first two weeks. There are no lengthy implementation projects, no IT department involvement required, and no data migration needed to get started.