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Introducer referral tracking for professional firms

Introducer referral tracking logs every client introduction against the professional who sent it and follows it through to an outcome. It confirms receipt to the introducer and, where the client has agreed, sends short updates as the case moves forward.

An example of how the studio would build it. No live services are connected.

From an introduction to an introducer who knows where things stand.

  1. Step 01

    Referral submitted

    The introducer uses a referral form to send the client’s details, the service needed and confirmation that the client agreed to the introduction.

  2. Step 02

    Referral logged

    Create an item on the Monday.com referrals board, linked to the introducer and assigned to the right adviser.

  3. Step 03

    Receipt confirmed

    Email the introducer to confirm the referral arrived and who will be in touch with their client.

  4. Step 04

    Stages tracked

    As the adviser moves the case through contacted, meeting held and instructed, the board records each date.

  5. Step 05

    Progress shared

    Send the introducer a short update at each stage the client agreed to share, with no case details beyond that.

The result

Introducers can see their clients are in good hands, so they keep sending them.

Updates only go out when the client’s consent to share is recorded, and they never include advice, figures or documents. An adviser can pause updates on any case.

Before we connect it.

Where this is useful

Useful for mortgage brokers, solicitors, accountants, financial planners and surveyors who rely on referrals from other firms and lose track of who sent what. A sensible first version logs referrals and sends receipts, with progress updates added once the consent wording is agreed.

What we need to connect

  1. 01A referral form for introducers that records the client’s details, the service needed and confirmation that the client agreed to be introduced.
  2. 02A Monday.com board with stages that match how your cases progress, and an adviser assigned to each type of work.
  3. 03Consent wording agreed with whoever handles compliance, setting out what can be shared with introducers and at which stages.

What needs careful handling

Introducers sometimes refer clients by email or phone instead of the form, so advisers can add those referrals to the board by hand and the same updates follow. A client can withdraw consent to sharing at any time, so the record holds that preference and updates stop the moment it changes. If the same client is referred twice, the referral is matched by the client’s email address and the introducer is told it is already in hand.

Questions people ask.

What can we safely tell an introducer?

Only what the client has agreed to, which is usually that contact has been made and whether the work went ahead. Regulated firms should check the wording with their compliance adviser before any updates go out.

Can this work out referral fees?

It can record which referrals completed, which makes any agreed fees easier to work out. Paying and disclosing those fees stays with your team and must follow the rules for your profession.

Enquiry received → Adviser notified
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