# Socii

> Socii is a referral fee tracking and agreement platform. Professionals log introductions before making them, document fee agreements, and track deals from intro to settlement. Socii does not process or hold payments — fees are settled directly between the parties.

## What Socii does

Socii replaces email chains and handshake deals with:
- A digital record of every referral introduction, logged before the intro is made
- Fee agreements documented upfront — no handshake deals
- Milestone tracking from introduction to deal close
- A full audit trail for regulated professionals

## Who it is for

### Advisors who refer clients out
Lawyers, accountants, and financial planners who introduce clients to lenders, brokers, or specialists. They agree a fee before making the intro. Socii tracks the deal to settlement.

### Lenders and finance brokers
Capital providers and finance brokers who receive client referrals from professional introducers. Socii gives their introducer panel a single place to log introductions, track milestones, and hold agreements — no spreadsheets, no lost emails.

### Any business that refers clients
Tech companies, marketing agencies, recruiters, software developers, PR firms, consultants, and freelancers who refer clients to each other and want to track and get paid for those referrals.

## Key features

- Fee agreed before the intro is made
- Every deal tracked from introduction to settlement
- Full audit trail — every introduction and agreement recorded
- Vetted Black Book: nomination-only listing to receive inbound client referrals
- Compliance paper trail (disclosure obligations remain with the professional, not Socii)

## Compliance note

For regulated professionals: Socii documents referral agreements and tracks outcomes. Disclosure obligations to clients remain with the professional. Socii provides the paper trail that makes compliance easier.

## Pricing (AUD)

- Receiver — Free. Receive introductions. Cannot earn referral fees.
- Connector — $149/month ($119/month annual). Earn referral fees, tracking dashboard, up to 25 deals/month.
- Dealmaker — $299/month ($239/month annual). Black Book access, up to 75 deals/month, 60-day Warm Intro Guarantee, nomination credits.
- Referral Engine — Bespoke. Teams, white-label, API, 200+ deals/month.

All paid plans include a 30-day money-back guarantee.

## How it works

1. Make the intro — connect the right people, Socii logs it, you're on record
2. Track it — every milestone logged, everyone knows where things stand
3. Get paid — fee was agreed before the intro, Socii holds the record, you settle directly

## The Vetted Black Book

An invitation-only list of trusted providers across all industries. Listed members receive inbound client referrals from network members. You don't apply — you get nominated by a member or chosen by the Socii team. Open to all industries: finance, law, tech, marketing, professional services and more.

## What Socii does not do

- Socii does not process, hold, transfer, or manage referral fee payments
- Socii is not a party to any referral arrangement between members
- Socii cannot enforce, guarantee, or be held liable for any referral fee agreement
- Socii does not handle disclosure obligations on behalf of regulated professionals

## Company

- Socii Book Pty Ltd (ACN 690 364 731)
- Australia
- https://sociibook.com
- hello@sociibook.com

## Links

- Homepage: https://sociibook.com
- About: https://sociibook.com/about
- Terms: https://sociibook.com/terms
- Privacy: https://sociibook.com/privacy