Your firm’s referral network is bigger than any one person knows.
Every rainmaker in your firm carries their own web of referral partners. A company account puts all of those relationships to work.
Every member gets a personal assistant. The firm gets one clear view of the referrals driving revenue.
White-glove onboarding. Three-seat minimum.
Every member gets the full assistant.
A company account is not a watered-down team edition. Each seat is the complete Premium product.
Your people ask their assistant from the car, and it drafts the intros, logs the referrals, and nudges the follow-ups.
The work happens where your members are
Between meetings, in the inbox, on a video call. The assistant follows the referral wherever it moves and keeps the record straight without anyone filling in a form.
“The person who never updated the CRM is suddenly your best-documented partner.”
- Personal assistant
- Ask anything about partners and referrals, by voice or text, on the phone or at the desk
- Meeting notes
- The assistant joins video calls, captures who met whom, and logs the referrals discussed
- Email & calendar sync
- Referrals and introductions are spotted in the inbox and recorded automatically
- CRM sync
- Clio, HubSpot, and the rest of the stack stay up to date in the background
- Compliance engine
- Every referral fee arrangement checked against the rules of that member’s profession and state
- Daily briefing
- Each member starts the morning knowing which relationships need attention
Who gives, who gets, and what it’s worth.
Owners and admins get a rollup dashboard across every member of the firm.
The rainmakers you already know, the quiet ones sitting on strong networks, and the outside partners your whole firm depends on, all in one report.
- Members
- 14 / 15 seats
- Referrals, year to date
- 212
- Conversion rate
- 68.4%
- Referral revenue
- $3,940,000
“Members see their own book. Owners and admins see the whole firm.”
- Member leaderboard
- Referrals given and received, conversion, and revenue for every member, from 30 days to all time
- Member drilldown
- Open any member and see their referrals and partners in full detail
- Firm-wide reports
- Referral volume and revenue trends rolled up across the whole company
- Compliance rollup
- Fee arrangements, documents, and open alerts counted across every member
When a partner leaves, the referral history stays with the firm.
The relationships your firm runs on stop living in one person’s head or one person’s inbox.
We handle setup. You run without IT.
No implementation project, no IT tickets, no admin manual to learn.
Our team creates the account. Invites fill the seats. Billing takes care of itself.
- Roles
- Owners handle billing and settings, admins manage members and reports, members just work
- Invitations
- Email invites with optional domain restriction, so only your firm’s addresses can join
- Seat billing
- Add a member and the seat prorates automatically. Remove one and the next invoice adjusts
- Billing portal
- Invoices, payment methods, and plan changes managed right from your dashboard
- Ownership transfer
- Hand the account to a new managing partner without a support ticket
- 01Tell us your team size and the plan that fits
- 02We set up your company account and add your owner
- 03Your owner invites members up to your seat count
- 04Centralized billing and roll-up reporting from day one
Built for firms that grow by referral.
Different firms play by different rules. The account adapts to yours.
Whether the referral comes with a fee agreement or a handshake, the firm sees it and the rules are followed.
Law firms
Fee sharing tracked, disclosed, and documented for every attorney
Read moreFinancial advisory firms
Solicitor disclosures and the referral relationships behind them
Read moreNetworking groups
Prove your members are exchanging real business
Read moreEvery referral-driven firm
Accounting, insurance, title, consulting. If referrals drive revenue, it fits
One price per seat. Everything included.
No feature tiers to compare, no add-ons to price out. Every seat carries the full Premium product plus the company layer on top.
- Billing
- Per seat
- Cadence
- Monthly or annual
- Minimum seats
- 3
- Onboarding
- White-glove
Every company account is set up with our team. Contact sales@referralpulse.com to get started.
Ready to see what your firm’s network is actually worth?
We onboard your whole firm, member by member. White-glove setup included.
Talk to our teamWhite-glove onboarding. Three-seat minimum.