Record every outbound or inbound referral Marcana makes or receives. All four referral scenarios are supported. Logging here creates the audit trail and triggers the referral log entry.
Select notice type, complete the fields, and generate the correct Marcana disclosure language. Notices are pre-addressed and ready to send directly from this tool.
All referrals logged this session. For permanent records, copy entries to your client files or CRM. Connect Formspree to auto-email each entry to a dedicated Marcana inbox.
Internal reference for fee structures, scenarios, and disclosure requirements. Apply these standards consistently across all referral activity.
| Scenario | Fee | Disclosure | Payment |
|---|---|---|---|
| External Partner → Marcana | 10% of first paid engagement | Single notice to prospect | Within 15 days of first payment |
| Existing Client → Existing Client (vendor/service) | $150–$250 flat acknowledgment | Dual notice — both parties required | Within 15 days of referred client's first vendor payment |
| Existing Client → New Prospect (Marcana advisory) | 10% of first paid Marcana engagement | Single notice to incoming prospect | Within 15 days of first payment |
| Marcana Team → New Prospect (outbound) | No fee — internal business development | Not required | N/A |
| Cross-Client Advisory Sub-engagement | Not permitted without conflict waiver | Separate conflict waiver required | N/A |
Disclosure is always required before contact is made. No Marcana team member may make introductions between two active clients without the dual-client disclosure being sent and acknowledged first. Log the referral here, generate the notice, send it, confirm acknowledgment, then proceed.