Promptr

Promptr enables you to track your referral network — automatically

•  If you’ve ever found yourself asking:
• “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…?”

Then you're not alone.

Most referral relationships aren’t being tracked. And every week you’re not tracking your referral network, you’re missing opportunities you can’t get back.

 We’ve built the solution

Promptr connects to your firm’s Outlook (via Microsoft 365 Exchange) and monitors email + meeting activity with your referral network 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.

How it works

• Your IT installs and connects to Outlook (firm-wide or team only)
• You add the domains you want to track (e.g. @hsbc @barclays @natwest if you're tracking banks)
• Promptr does the rest

What you get

• Fee-earners: weekly and pre-meeting alerts
• Business Development: firmwide summaries and activity gap alerts
• Everyone: dashboard to log/look up contacts, referrals and BD notes

Why other systems fail — and Promptr doesn’t

It's about NOT relying on adoption and motivation. It's about prompts and being effortless.

Big CRM databases...

Fail because most solicitors aren’t IT whizz-kids - nobody gets up in the morning and thinks “I want to use a complex database today.” And all you keep hearing is "I don't use our CRM because..."

Spreadsheets...

Fail because usage falls off and nobody gets anything back without a fair chunk of effort.

PMS Databases...

You are no doubt already using one in your firm, but the field on the client record that says 'who referred this client' won't help you manage your referrers.

What makes Promptr different?

• Purpose-built for referral tracking in law firms
• 100% automated – no logging, chasing, or nagging needed
• Utilises Outlook (out of the box) – where your lawyers already live
• Tracks real relationships – not just contact details
• Surfaces risk + opportunity – without extra effort
• Works best from 10 staff upwards
• Costs less than a coffee per user/month

Win more work. Protect and understand your referral relationships. Reawaken dormant ones — automatically.