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 RQ?
Category: General
RQ is referral infrastructure for professional services. It helps firms make, manage, and track referrals in a compliant, auditable, and measurable way. **What problem does RQ solve?** Professional services firms have always exchanged referrals – accountants introducing clients to solicitors, financial advisers connecting with mortgage brokers, and so on. But these introductions typically happen through emails, phone calls, and informal conversations. That creates problems: - No clear record of who introduced whom, and when - Difficulty proving consent was obtained for introductions - No visibility into whether referrals convert to new business - Impossible to measure the commercial value of referral relationships - Compliance gaps that concern regulators like the FCA **How RQ works** RQ provides a centralised system where you can send, receive, and track every referral. When you make an introduction, RQ captures all the relevant details: who the client is, what services they need, which firm you are introducing them to, and confirmation that the client has consented to their details being shared. The receiving firm gets a notification with full context about the referral. They can accept, update progress, and close the loop when the work is complete. Both parties have visibility throughout. **Key capabilities** **Professional referrals:** Receive referrals? Transform this channel, distribute more effectively with partners, and track the results better. Typically send? Connect with other firms to exchange client introductions with full audit trails, and cases tracked end to end. **Client referrals:** Enable your existing clients to introduce friends through secure, branded links. **Compliance built-in:** Automated consent flows, due diligence, and complete audit trails. **Revenue tracking:** Link referrals to actual outcomes and calculate ROI. **Integrations:** Connect with Outlook, HubSpot, Intelliflo, Plannr, and other tools your team already uses. **Who uses RQ?** RQ is purpose-built for professional services firms including accountants, financial advisers, solicitors, corporate finance advisers, and wealth managers. Whether you are a solo practitioner or a large multi-office firm, RQ scales to fit your needs.