When you join RQ, we want you making referrals and capturing value in minutes — not months. So we’ve made it easier than ever to get started from day one.

New and existing users will now see a brand new homepage on RQ, designed to help you complete key setup actions quickly and clearly. And once you start inviting partners, a new relationship onboarding tracker will help you keep everything moving.
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Get moving faster

Whether you're new to RQ or rolling it out to more of your firm, the new homepage helps you complete the key steps to get set up — and start making referrals straight away.

Connect your email

We recommend connecting your inbox to send RQ messages (referrals, invites, Compass invites) from your own inbox — not @rq.app. It’s smoother for clients and builds trust.

Add RQ to Outlook

RQ now works where you already do. With our free Outlook add-in, your team can make referrals directly from their inbox — no extra tabs, even less effort than drafting an email. Soon, it’ll also detect referrals made outside RQ and flag anything non-compliant.

Upload and share your data

Easily drag and drop historic referral data into RQ. Our upload wizard helps clean, map, and structure it — turning old data into something you can actually use. Then, share insights with partners (even if they’re not on RQ).

Other key steps include:

• Inviting your team and network
• Exploring Compass to identify client needs
• Making your first referral to test the flow

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Track your onboarding progress

Many firms asked us for better visibility over which partners they’ve invited, who has engaged with RQ, what steps were complete, and what needed chasing.

Now, the relationship onboarding tracker gives you full clarity.

• Monitor onboarding step by step
• Nudge firms and partners to take action
• See clearly what you need to do next
  
  

“This is exactly what we needed – a proper way to track who’s in, who’s active, and what’s left to do. Thanks RQ team for adding!”

– Fraser M, UK accounting firm

Log back into your account to see these changes live. Reach out to us at hello@rq.app or connect via the chat feature in RQ for more information.