If you’ve ever found yourself asking:
“Which of our teams refer to each other?”
“What business have we given or received with...?”
“Who do we know at...?”
“Who knows...?”
“Who have we lost touch with?”
“Has anyone followed up with…?”
"Who knows [person]'s LinkedIn address?"
You're not alone.
The problem won't go away on it's own.
We’ve built the solution.
Find out how to track and understand relationships with your work introducers
Promptr monitors your firm’s Outlook activity to show you who knows who, who’s corresponding with whom, who you’re losing touch with, and where your referrals are really coming from.
Try Promptr for 6 months
If it doesn’t bring you value, we’ll refund you
No questions asked.
See who’s introducing who internally (without chasing anyone)
Any of this sound familiar?
“We have zero visibility on who’s introducing who internally”
“We think we have a spreadsheet for this somewhere...”
“We waste hours looking for information we should already know”
“Internal collaboration happens – but no one sees it”
If that stings a bit... we've built the fix.
CRMs don't surface internal introductions
If they did, they'd make a big deal out of it - they’re expensive, and most firms barely use 10% of their features.
Practice Management Systems only show "who referred the matter"
Useful. But they miss the ones that didn’t become work, the slow-burners, and the onward introductions they spark.
Promptr was built specifically for this gap
Captures internal introductions, scores their quality, tracks progress, and gives you a 1-click view of who's actually driving collaboration.
Yes, it has a leaderboard
It gets people talking. When people talk, they log introductions.
We've found that this simple competitive nudge massively increases internal introductions being recorded.
Promptr enables you to turn every introduction, cross-sell, and helping hand into something visible.
No more invisible teamwork.
No more forgotten collaborators.
Recognise the people driving growth – not the loudest.
Celebrate introducers.
Reward collaboration.
Make internal referrals impossible to miss.
The Problem
Most referral relationships aren’t being tracked.
Every week you’re not tracking your referral network, you’re missing opportunities you can’t get back.
Comparing Your Options
CRMs and spreadsheets don’t get used, which means valuable relationships slip through cracks.
The Solution
Promptr tracks your firm’s referral network for you — automatically.
Promptr's Referral Network Tracker connects to your firm’s Outlook (via Microsoft 365 Exchange) and monitors email + meeting activity with your referral network.
It then gives you insights about activity with your network — without anyone needing to lift a finger, or stop doing client work
It quietly builds an introducer map — and tells you when things change.
What you get
Fee-earners:
Weekly summaries and pre-meeting alerts.
Business Development:
Firm-wide summaries and activity gap alerts.
Everyone:
Dashboard to log/look up contacts, referrals, BD notes, and leaderboard.
How setup works
Your IT team:
Connects Promptr to Outlook.
You:
1) Add the domains to track (e.g. @hsbc @barclays if tracking banks).
2) Pick which users to track.
Promptr:
The Tracker software does the rest.
What we don't do
We do not see the content or subject lines of your emails.
Just who emailed who, and when.
Promptr will only track your users you tell us to track WITH the contacts at the domains you choose. Nobody else.
How Promptr's Referral Network Tracker works
Referral Network Tracker Screenshots
Watch a run-through of Promptr's Referral Network Tracker
Quicker Return on Investment – the 80:20 rule
You'll already know that 80% of your profitable turnover and growth comes from 20% of your contacts. It's probably closer to a 90:10 ratio even.
You cross-sell to your best clients, and new leads come from your referral networks. The rest of your database contacts are mostly noise, taking up your focus and time.
Why are CRM systems designed to capture all 100% of your contacts?
Our tracker focuses on those top 10% or 20% of contacts. And the more you spend on a big CRM system to understand your relationships and who knows who, the harder your ROI is.
The answer is to keep your focus on the top 20% of contacts.
Which is why the Promptr Referral Network Tracker enables you to track your team:team cross-selling within key clients, and within your external networks.
For far less of a budget outlay.
Easily track your internal team:team introductions
Repeating work is great. But new work? It comes from referrals. Internal referrals and externally. Promptr doesn’t argue with this – it simply shows you the numbers and enables you to KNOW.
It's the difference between assumption and evidence.
Prove what you think
Most firms say "Referrals matter" and "We're confident we understand our key referrer situation.
But ask a simple question... “Who are our key referrers?” and suddenly you need to email busy partners and cross your fingers for replies to come in.
Promptr doesn’t challenge your beliefs: It turns invisible into visible >> It shows who’s introducing who >> It shows who knows who >> It shows who you’ve lost touch with.
And it does it automatically.
No CRM adoption
No reminders
No extra workload
It's time to stop... missing introductions + invisibility + adoption issues + guessing.
And start to... prove who generates work + turn inbox activity into BD intelligence + reconnect with forgotten introducers.
It's time for you to create a fair and transparent referral culture.
As effortlessly as you possibly can.
Is it time to start tracking your networks?
No CRM faff.
No fuss.
99% automated.
Find your network’s LinkedIn profiles, effortlessly
You’ve got your network. We’ll find their LinkedIn profiles in minutes — no searching, no copy and paste. See who they are, what they do, and what they’re saying — all beyond your inbox.
How Promptr's LinkedIn Profile Finder works
What this means for you
Win more work.
Protect and understand your referral relationships.
Reawaken dormant ones — automatically.
Data proves what you've always known.
Referral networks work.
"Up to 70% of work comes from referrals... But very few firms track who introduced what, or how strong the network is over time"
Source: Law Firm Marketing Club 2024 Survey
"Referred clients convert at 3–5x higher rates"
Source: DemandSage
"Referred clients have a 16% higher lifetime value, 37% higher retention rate, 25% higher profit margins, and are 18% more loyal"
Source: Prefinery & Annex Cloud
"86% revenue increase reported by companies using referral marketing effectively"
Source: DemandSage
"60% of clients are most likely to choose a lawyer based on referrals..."
Source: 2020 Legal Trends Report
Wish you understood your referral network? Now it’s effortless.
Why other systems fail — and Promptr doesn’t
It's about not relying on adoption. Or motivation. It's about prompts and nudges. It's about being effortless.
CRM
Fail because most solicitors aren’t IT whizz-kids — and nobody gets up in the morning thinking, “I want to spend time in a complex database today.”
Spreadsheets
Fail because most Solicitors and Lawyers don't know how to use Excel, and nobody gets anything back without a fair chunk of effort.
PMS
The field on the client record that says 'who referred this client' won't help you easily track your referrers.
If your firm is relying on memory, spreadsheets, or unused CRM systems — you’re already losing referrals and opportunities.
The real problem with CRMs?
Adoption excuses.
If you are looking for (or have) a CRM database, the one key thing they need, is adoption.
Simon McNidder, creator of Promptr, who has won two CRM awards and with 30 years of CRM experience in professional services, has heard all the excuses from 1,000s of CRM users. Such as:
"I don't use our CRM because...
...my contacts aren’t in”
...updating isn’t a £400/hr job”
...I don’t know how to use it”
...it’s too complex”
...nobody else is using it”
Promptr's Referral Network Tracker skips every single excuse — because there's no complicated database. Just Outlook and LinkedIn. The things your lawyers already use.
“Incredibly, law firms STILL have the same problems they’ve had throughout my whole career… I’m biased of course, but this really is the best way to track your relationships. If you’re not impressed, our cast-iron, 6-month money-back guarantee means you’ll get a full refund.” Source: Simon McNidder
What makes Promptr different?
Usable software works.
Effortless software wins.
Without anyone in your firm lifting a finger of effort, Promptr tracks the Outlook email and meeting frequency between the users you tell us to track – with – any contact at the domains you choose to track, so no noise from any other sources. And it suggests their LinkedIn URLs.
Stop aiming for usable. Aim for invisible. Aim for effortless.
Purpose-built for referral tracking in law firms
99% automated – no chasing or nagging about logging or adoption needed
Utilises Outlook – where your lawyers already live
Finds LinkedIn URLs for your referral network
Tracks real relationships – not just contact details
Surfaces risk + opportunity – without extra effort
Works best with firms and teams of 10+ staff
Costs less than a coffee per user/month
No long-winded setup faff. No data entry. Just results. And our guarantee.
Our setup guarantee to you
Works with Outlook – out of the box
Just plug it in and it'll start working straight away.
Try it risk free.
100% 6 month money-back guarantee if you see no results.
No long tie-in periods – stop whenever you want.
Quick setup for your IT team – just connect it to Outlook
Quick setup for BD - you pick which users to track and add the domains to track (e.g. @hsbc @barclays if tracking banks).
The Tracker software does the rest.
Your data is safe
Hosted in the UK, on Microsoft Azure – like your Outlook emails.
Fully encrypted data - at rest and in transfer.
Only tracks your email frequency. It DOES NOT see your email content or subject line.
You stay in control of all access and permissions.
Yes, it has Cyber Essentials+ certification
What people say about us
“...has a knack for keeping it simple for users”
Director at Pinsent Masons LLP
“The system he’s developed just works”
Jo Miners, BD Consultant
“...such a good grasp on how IT can be used to really support the business”
Katie Dignan, Bid Consultant
“What Simon doesn’t know about CRM in professional services isn’t worth knowing”
Emma Massingham, Client Listening Advisor for Legal Sector
"Simon’s input into the CRM strategy makes for one of the most effective I have come across”
Project Manager to Legal
Still on the fence? Are you thinking...
“We don’t have time to set this up"
Setup takes minutes. It works out of the box with Microsoft Outlook – so no messy customisations needed.
“We’ve tried CRMs — staff don’t use them”
Promptr requires no user input. Zero adoption pain. It's 99% automated and works in the background.
"Does it work for small teams?"
Yes. Promptr works with firms and teams of all sizes, but best from 10 people upwards due to the amount of possible relationships.
"Is it secure?"
Your data is encrypted (at rest and in transfer), held on UK Microsoft Azure servers – just like your Outlook. We do not see your email content. You stay in control of all access permissions.
“What if it doesn’t work for us?”
We estimate that the first piece of work you win because of this software will pay for itself many times over. But you can cancel any time if you're not happy, and there is our 6 month 100% money-back guarantee if you're not happy.
“How much will it cost?”
Less than a cup of coffee per user/month. It's a simple monthly subscription based on your firm size and the size of your network tracked.
“Will it be worth the cost?”
Every week you’re not tracking your referral network, you’re missing opportunities you can’t get back. Try Promptr for 6 months. If it doesn’t bring you value, we’ll refund you — no questions asked.
Wish you understood your referral network? Now it’s effortless.
or keep wondering who’s doing what with who.