How do I find a trusted accounting firm, law firm or advisor through Socii?

Socii connects decision makers with vetted professional services firms through warm introductions from senior professionals in the network. Join as a Receiver (free), tell us what your business needs, and get matched with the right firm.

What is Socii and how does it work?

Socii is a private referral network for partners, directors and senior leaders across professional services. Find a provider through warm introductions, or list your firm to receive qualified client introductions. Every introduction is tracked, attribution is protected, and referral agreements are formalised upfront via digital MOUs.

How can professional services firms get more clients with Socii?

As a Connector ($149/mo), earn referral fees on every introduction. As a Dealmaker ($299/mo), get your firm listed on the vetted black book where other decision makers find you directly. All plans include referral tracking, digital MOUs, and protected attribution.

How are referral agreements handled on Socii?

Both parties formalise referral terms directly on Socii before any introduction is made via a digital MOU. No separate paperwork needed. You can also upload existing signed agreements to attach to referral records.

socii

The private referral network

The Private Referral Network

Built on trust.
Not algorithms.

You make the intro. You get the credit. You get paid.

Enter the Network See Dealmaker Plan

Refer clients to lenders or brokers? See how it works →

Free to start · 30-day money-back · Cancel anytime

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Tracked Introductions

Protected Attribution

Know Who Owes What

Built on Trust. Not Algorithms.

Relationship Intelligence

Vetted Members Only

No Cold Contact

Tracked Introductions

Protected Attribution

Know Who Owes What

Built on Trust. Not Algorithms.

Relationship Intelligence

Vetted Members Only

No Cold Contact

65%

of new business comes from referrals

3×

higher close rate than any other channel

of those referrals are properly tracked. Until now.

Accounting Firms Law Firms Financial Planners Mortgage Brokers Lenders & Finance Brokers Insurance Brokers Tax Advisors Real Estate Agents Tech Companies Marketing Agencies Recruitment Firms Software Developers PR & Comms Business Consultants Freelancers

How It Works

Three steps.
That's it.

Every intro logged. Every agreement documented. Every fee tracked.

Make the intro.

Connect the right people. Socii logs it. You're on record.

We track it.

Every milestone logged. Everyone knows where things stand.

Collect.

Agreements formalised before anyone is introduced. Socii keeps the record. You collect.

For Advisors & Lenders

Make the intro.
Get paid.

For advisors

Every referral. Properly paid.

You refer clients to lenders, lawyers, and specialists every week. There's usually an agreed fee. It almost never gets tracked.

Log it before you make the intro. Fee documented. Deal tracked. You know exactly when to invoice.

For lenders & brokers

Know every deal in your pipeline.

Your introducers send you deals. Socii tracks who sent what, what was agreed, and where each deal stands.

Get listed on the Black Book. Advisors refer clients directly to you. See how listing works →

Fee agreed first

Before anyone picks up the phone.

Every deal tracked

Intro to close. Nothing falls through.

Full audit trail

Your record. Always there.

Regulated? Disclosure obligations stay with you. Socii gives you the paper trail.

Pricing

Built for
Dealmakers.

You make introductions every week and see nothing for it. Socii changes that. Vetted Black Book launching soon. Founding Dealmakers get listed first.

Socii tracks introductions and provides reports. We do not process, hold, or manage referral fee payments. All payments are settled directly between the parties involved.

Receiver

See what you've been missing.

Free

Always

✓ Receive introductions
✓ Send quick favours
✓ Connection notes & personal details
✓ Agreement reminders & compliance
✕ Earn referral fees
✕ Tracking dashboard
✕ Black Book access
✕ Money-back guarantee

Get Started

Connector

Start getting paid for what you already do.

$149/mo

$119/mo annual

✓ Everything in Receiver
✓ Earn referral fees
✓ Referral tracking dashboard
✓ Connection notes & relationship details
✓ Up to 25 commission deals/month
✓ Referral Fee Ledger
✓ Referral Kit
✕ Black Book access
✓ 30-day money-back

Start 7-day free trial

You don't apply.
You get nominated.

The best in their field. Nominated by a member or chosen by us. No open sign-ups. No cold contact.

Find a Provider

Get introduced to
the right firm.

Need a lender, lawyer, or specialist? We match you through someone who knows both sides. Fee agreed before anyone picks up the phone.

Accounting, legal, financial planning, lending
Introduced by someone who vouches for both sides
Agreement documented before the intro is made
Full visibility from intro to outcome

Get Started

Be Nominated

Get listed.
Receive referrals.

Lender, law firm, tech company, specialist. Get listed. When members need what you do, they come to you.

All industries welcome
Clients referred directly to you by trusted members
Listed as the go-to in your category
Nomination-only. Quality over volume.

Get Started

Members Only

This is not
for everyone.

Small by design. Every member reviewed. No spam. No cold contact. If you're not the right fit, you don't get in. That's what makes it work.

Every applicant reviewed. Most are declined.

Quality over volume. Always.

Your details are never shared without consent.

Leave any time. No questions asked.

Enter the Network

Free to start. No credit card. Upgrade in 30 seconds when you're ready.

FAQs

Questions
answered.

A private network for people who make referrals and want to get paid for them. Log the intro, document the fee, track the deal. Socii does not process or hold payments - you settle directly.

Anyone who makes referrals and wants to get paid for them. Lawyers, accountants, financial planners, lenders, recruiters, tech companies, and more. If you can sign a referral agreement, Socii is built for you.

A nomination-only list of the best in their field. You don't apply - you get nominated or chosen by us. Not a directory. Not a marketplace. You earn your spot.

No. Every applicant is reviewed. We look for decision makers at professional services firms who win through relationships. If that is you, you are in.

Both parties agree the fee before the intro is made. That's your digital agreement. You can also upload an existing one. Socii does not process or hold payments - fees are settled directly between you.

Yes. All paid plans include a 30-day money-back guarantee. Dealmaker and above also include a 60-day Warm Intro Guarantee.

Disclaimer: Socii is a referral tracking and introduction management platform. Socii does not process, hold, transfer, or manage the payment of referral fees between parties. All referral fee payments are settled directly between the parties involved. Socii is not a party to any referral arrangement between members and cannot enforce, guarantee, or be held liable for any referral fee agreement. Socii provides reports and documentation to support these arrangements but is not a party to any financial transaction between members. Our vetted black book is a separate feature to our referral tracking tools.

Built on trust.Not algorithms.

Three steps.That's it.

Make the intro.

We track it.

Collect.

Make the intro.Get paid.

Fee agreed first

Every deal tracked

Full audit trail

Built forDealmakers.

You don't apply.You get nominated.

Get introduced tothe right firm.

Get listed.Receive referrals.

This is notfor everyone.

Questionsanswered.

Built on trust.
Not algorithms.

Three steps.
That's it.

Make the intro.
Get paid.

Built for
Dealmakers.

You don't apply.
You get nominated.

Get introduced to
the right firm.

Get listed.
Receive referrals.

This is not
for everyone.

Questions
answered.