About Socii

Your introductions
make other firms money.

Socii is a private referral network for partners, directors and senior leaders across professional services. Track introductions. Formalise referral agreements. Get paid.

Private & VettedWarm Introductions OnlyNo Cold OutreachFree to Start
65%
of new business comes from referrals
3×
higher close rate from warm referrals vs any other channel
0%
of those referrals are properly tracked. Until now.
How It Works

Two ways to use Socii.
Both work together.

Get More Clients

Clients come to you.

Get listed on the Vetted Black Book. Receive warm introductions from decision makers who know both sides. Every lead pre-qualified. Every agreement formalised upfront.

  • Listed on the Vetted Black Book (Dealmaker plan)
  • Introductions from senior leaders who vouch for both sides
  • Referral agreements formalised before first contact
  • Full tracking from introduction to outcome
Earn on Your Network

Stop working
for free.

You already make introductions. Socii makes sure you get paid for them. Log referrals. Formalise agreements. Download reports showing who owes what.

  • Lock in your credit the moment you make the intro
  • Formalise referral agreements before anyone is introduced
  • Store connection details, preferences and notes
  • Track every referral from intro to outcome
  • Download reports showing what is owed and by whom
  • 25 deals/month (Connector) or 75 (Dealmaker)
The Process

Three steps.
That is it.

01

Make the intro.

Introduce a client to the right firm. Terms agreed via digital MOU. Your credit is locked in.

02

We track it.

Every milestone logged. No chasing. No awkward check-ins. Full visibility from intro to outcome.

03

Collect.

Download reports. See who owes what. Settle directly. Socii documents everything. You collect.

Who It's For

Built for the people who
sign the agreements.

Partners. Directors. CEOs. Senior leaders at professional services firms who have authority to enter referral agreements and professional obligations to manage.

Accounting Firms
Partners grow their practice through warm referrals. No cold calls. Every agreement documented.
Law Firms
Senior partners receive pre-qualified introductions. Both sides vouched for. Agreements formalised upfront.
Financial Planners
Practice principals build a qualified pipeline through a vetted network. Every agreement compliant.
Mortgage Brokers
Brokerage directors track every referral. Agreements formalised before introductions. Obligations met.
Business Consultants
Formalise referral relationships between firms. Earn fees for the intros you already make for free.
Insurance Brokers
Warm leads from senior professionals who understand your clients. Professional obligations covered.
Tax Advisors
Get found by businesses through a network of decision makers. Not directories. Not cold outreach.
Real Estate Agents
Track referrals across your network. Your firm gets credited for every introduction. Every time.
Our Vetted Black Book

You don't apply.
You get nominated.

The best in their field. Recognised.

Nomination-only. You are either nominated by an existing member or hand-selected by our team. Not a directory. An earned recognition.

Founding Dealmakers listed first. Only 50 spots. When they are gone, they are gone.

  • Nomination-only. You cannot buy your way in.
  • Recognised as the best in your field
  • Every intro from a member who knows both sides
  • Founding members get priority listing
  • Requires Dealmaker plan or above
Pricing

Simple plans.
No hidden fees.

Free to start. Upgrade when you are ready. All paid plans include a 30-day money-back guarantee.

Receiver
Free
Always
  • Receive introductions
  • Send quick favours
  • Earn referral fees
  • Tracking dashboard
  • Listed on black book
Get Started
Connector
$149/mo
$119/mo annual
  • Earn referral fees
  • Tracking dashboard
  • 25 commission deals/mo
  • 30-day money-back
  • Listed on black book
Get Started
Most Popular
Dealmaker
$299/mo
$239/mo annual
  • Listed on black book
  • 75 commission deals/mo
  • 60-day Warm Intro Guarantee
  • Event invitations
Become a Founding Dealmaker
Referral Engine
Bespoke
Talk to us
  • White-label branding
  • Team seats
  • API integration
  • Custom templates
  • 200+ commission deals/mo
Contact Us
Join the Network

Stop making introductions
for free.

Join free. Or become a Founding Dealmaker and get listed on the Vetted Black Book at launch. Limited spots.

Enter the Network

Free to start. No credit card required.

About the Company

Operated by Socii Book Pty Ltd, Australia. Every referral agreement earned, tracked and documented.

For enquiries: hello@sociibook.com

Socii vs the Alternatives

High signal. No noise. Not LinkedIn. Not a directory. No cold DMs. No spam. No connection requests from strangers. Private, vetted, decision makers only. Every agreement formalised. Every introduction tracked.

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.