Your organisation needs structure and process around referrals.

But for advisers on the ground, sending a referral still needs to feel as easy as writing an email. So we rebuilt the Outlook add-in to make that possible.

The recent updates to our Outlook add-in remove 80% of the friction from sending a referral. It’s faster, cleaner, and built for speed.

Just:

1. Add your client’s details
2. Enter the recipient’s email
3. If they’re on your panel, select the service and hit send
   (and if they're not, we'll send them an invite)

That’s it — a compliant, trackable referral made in seconds, without leaving your inbox.
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Why this matters

Referrals happen quickly — often in the middle of client conversations or over email. If the process feels clunky or slow, advisers will bypass it. That’s when things get lost, go untracked, or fall short of compliance.

By making referrals feel as simple as sending an email, we remove that friction. Your team stays in flow, and your firm still captures the data, visibility, and control it needs.

‍Every referral made through Outlook is now structured, compliant, and audit-ready by default — with no extra steps. It means better oversight, less admin, and stronger outcomes for clients.
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What’s next

This is just the start. Soon, the RQ add-in will do more than send referrals...

We’ll share more soon — but trust us, it’s a game-changer.