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 relationship management in RQ?
Category: Relationships
RQ provides a central hub for managing all the relationships involved in your referral activity. What you can manage: • Partner firms – Other professional firms you exchange referrals with • Introducers – Individuals who send you client introductions • Contacts – Key people at each organisation • Referral history – Complete record of activity with each relationship Key features: • Relationship profiles – See everything about a firm or contact in one place • Activity tracking – Monitor referral volumes, outcomes, and trends for each relationship • Commercial arrangements – Record fee-sharing agreements and track payments • Status visibility – Know which relationships are active and which need attention Why centralised relationship management matters: Most firms have referral relationships scattered across individual partners' contacts and email inboxes. RQ brings all this information together, making it visible to the firm rather than locked in individuals' heads. This is especially important for succession planning, partner transitions, and ensuring that valuable relationships are maintained even when key people leave.