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.
What is a professional referral in RQ?
Category: Introducer Referrals
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.