Companies·Firms·Groups

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.

Set up your company See what every seat includes

Set up in minutes. Two-seat minimum.

+40%

referral revenue lift, per member

rollup view of the whole firm

100

seats before you need a sales call

01 — Every seat

Every member gets the full assistant.

A company account is not a watered-down team edition. Each seat is the complete Professional 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

02 — The firm view

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.

A firm dashboard, at a glance

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.

Organization reports — 150 referrals, 64% conversion, $6,549,000 in revenue across the firm last year — The whole firm, one number line — referrals, conversion, revenue

Member leaderboard — referrals given and received, conversion rate, revenue, and partner count for every member — The member leaderboard — who gives, who gets, and what it’s worth

03 — Administration

Set up in minutes, run without IT.

No implementation project, no onboarding call required, no admin manual.

Checkout 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 handled self-serve
Ownership transfer: Hand the account to a new managing partner without a support ticket

How it starts

01Choose your company name and number of seats
02Complete payment through the secure checkout
03Your company account is created automatically
04Invite members up to your seat count

04 — Who it serves

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

Financial advisory firms

Solicitor disclosures and the referral relationships behind them

Networking groups

Prove your members are exchanging real business

Every referral-driven firm

Accounting, insurance, title, consulting. If referrals drive revenue, it fits

05 — Pricing

One price per seat. Everything included.

No feature tiers to compare, no add-ons to price out. Every seat carries the full Professional product plus the company layer on top.

Configure your plan

Billing: Per seat
Cadence: Monthly or annual
Minimum seats: 2
Self-serve, up to: 100 seats

Need more than 100 seats or custom terms? Contact support@referralpulse.ai

06 — Begin

Ready to see what your firm’s network is actually worth?

Checkout to invites in minutes. No sales call required.

Set up your company

Set up in minutes. Two-seat minimum.

Companies·Firms·Groups

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.

Set up your company See what every seat includes

Set up in minutes. Two-seat minimum.

+40%

referral revenue lift, per member

rollup view of the whole firm

100

seats before you need a sales call

01 — Every seat

Every member gets the full assistant.

A company account is not a watered-down team edition. Each seat is the complete Professional 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

02 — The firm view

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.

A firm dashboard, at a glance

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.

03 — Administration

Set up in minutes, run without IT.

No implementation project, no onboarding call required, no admin manual.

Checkout 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 handled self-serve
Ownership transfer: Hand the account to a new managing partner without a support ticket

How it starts

01Choose your company name and number of seats
02Complete payment through the secure checkout
03Your company account is created automatically
04Invite members up to your seat count

04 — Who it serves

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.

Every referral-driven firm

Accounting, insurance, title, consulting. If referrals drive revenue, it fits

05 — Pricing

One price per seat. Everything included.

No feature tiers to compare, no add-ons to price out. Every seat carries the full Professional product plus the company layer on top.

Configure your plan

Billing: Per seat
Cadence: Monthly or annual
Minimum seats: 2
Self-serve, up to: 100 seats

Need more than 100 seats or custom terms? Contact support@referralpulse.ai

06 — Begin

Ready to see what your firm’s network is actually worth?

Checkout to invites in minutes. No sales call required.

Set up your company

Set up in minutes. Two-seat minimum.