RQ
London, United Kingdom
What it is
RQ is a referral management platform for UK professional services firms, helping teams send, track, and measure referrals. Its structured workflows record client consent, delivery, outcomes, timestamps, and approvals. The service describes support for FCA, ICAEW DPB, and SRA requirements, including fee disclosures and audit trails. It can record fee-sharing agreements, apply fixed or percentage fees, calculate amounts from referral outcomes, and track payments. Reporting covers referral volumes, lifecycle status, conversion rates, revenue attribution, relationship performance, and team activity. RQ also centralizes introducer histories and relationship health, while Compass guides client discovery to surface referral opportunities. An Outlook add-in captures referrals from desktop, web, and mobile Outlook, and can be deployed centrally through Microsoft 365. Listed integrations include HubSpot, intelliflo Office, Plannr, Xero, Microsoft 365 and Outlook, Pipedrive, and Zoho CRM; Salesforce and Zapier are marked coming soon. A free Core plan is available to ICAEW member firms; paid-plan pricing is on request. Onboarding typically takes 2–3 weeks and includes configuration, training, Outlook deployment, and dedicated support.
For and against
For
- Structured referral workflows preserve timestamps and approvals.
- Supports FCA, ICAEW DPB, and SRA requirements.
- Tracks fee-sharing agreements and payments.
- Outlook add-in works on desktop, web, and mobile.
- Free Core plan for ICAEW member firms.
Against
- Core is limited to ICAEW member firms.
- Advanced reporting, Compass, fee sharing, and integrations are paid features.
- Plannr requires RQ Professional and an active Plannr subscription.
- Onboarding typically takes 2–3 weeks.
The verdict
RQ brings referral tracking, compliance records, fee sharing, and analytics together for professional services firms. Firms should check plan requirements for specific tools and integrations before choosing it.
Who it suits
RQ is designed for UK accountants, financial advisers, solicitors, corporate finance advisers, and wealth managers. It suits solo practitioners as well as multi-office firms that need to manage referral relationships and fee sharing.
Plans and prices
RQ Core (ICAEW member firms)
ICAEW member firms only · core referral management · advanced reporting, Compass, fee-sharing management, and integrations are paid features
Read 3 Oct 2026 · rq.app
Paid plans
Pricing scales by firm size · contact RQ for pricing
Read 3 Oct 2026 · rq.app
On the record
- Analytics
- RQ reports referral volumes, lifecycle status, conversion rates, revenue attribution, relationship performance, and team activity.rq.app · read 2 Oct 2026
- Compass
- Compass is a structured client discovery tool that identifies client needs and can create referral opportunities; it is a paid add-on.rq.app · read 3 Oct 2026
- Compliance
- RQ supports FCA, ICAEW DPB, and SRA compliance with consent capture, fee disclosures, and audit trails.rq.app · read 3 Oct 2026
- Custom integrations
- RQ says its API supports custom integrations with other systems.rq.app · read 3 Oct 2026
- Email privacy
- RQ says Outlook referral detection happens locally in the browser and email content is not sent to RQ servers until a referral is explicitly submitted.rq.app · read 2 Oct 2026
- Fee sharing
- The platform records fee-sharing agreements, supports fixed or percentage fees, calculates amounts from referral outcomes, and tracks payments.rq.app · read 2 Oct 2026
- Integrations
- The integrations page lists HubSpot, intelliflo Office, Plannr, Xero, Microsoft 365 and Outlook, Pipedrive, and Zoho CRM; Salesforce and Zapier are marked coming soon.rq.app · read 3 Oct 2026
- Intended customers
- RQ is designed for UK professional services firms including accountants, financial advisers, solicitors, corporate finance advisers, and wealth managers.rq.app · read 3 Oct 2026
- Notable plan limit
- The Plannr integration requires an RQ Professional plan and an active Plannr subscription.rq.app · read 3 Oct 2026
- Onboarding and support
- Onboarding typically takes 2–3 weeks and includes account configuration, training, Outlook deployment, and dedicated support from RQ’s team.rq.app · read 2 Oct 2026
- Outlook add-in
- The Microsoft Outlook add-in captures referrals and email context, tracks outcomes, and can be deployed centrally through Microsoft 365 admin.rq.app · read 3 Oct 2026
- Record retention
- RQ says referral compliance records are retained for the required six-year period.rq.app · read 3 Oct 2026
- Referral analytics
- Dashboards measure referral volumes, lifecycle status, conversion rates, revenue attribution, relationship performance, and team activity.rq.app · read 3 Oct 2026
- Referral workflows
- Referrals capture client details, service needs, receiving firm, and client consent, and both firms can track progress through completion.rq.app · read 3 Oct 2026
- Relationship management
- RQ centralises introducer relationships, interaction histories, relationship health, and partner performance.rq.app · read 3 Oct 2026
- Security
- RQ says it is ISO 27001 certified, covering the systems and infrastructure used to deliver the platform, data processing and storage, access controls, incident management, and business continuity.rq.app · read 3 Oct 2026
- Security certification
- RQ says it is ISO 27001:2022 certified.rq.app · read 2 Oct 2026
- Support and onboarding
- RQ says onboarding typically takes two to three weeks and includes configuration, training, Outlook deployment, and dedicated team support.rq.app · read 3 Oct 2026
