Referral management built for law firms.
Ethix turns referral relationships into tracked and documented business. Your referral partners never need an Ethix account to send or receive a referral, provide an update, or check its status.
14-day free trial · Full-featured · No credit card required
What Ethix looks like day to day
Two screens do most of the work: a reporting view that shows what your referral relationships are actually producing, and a referral list that shows where every open matter stands right now.
The reporting view totals active inbound and outbound referrals, conversion rate, and fees still outstanding, so you can see which relationships produce retained matters and which have gone quiet.
The referral list shows every inbound and outbound referral with the firm, practice area, date sent, and current status — and each row keeps its own timestamped history, certificate, and fee terms.
Your referral partners never need an Ethix account.
They can send you referrals, check live status, and post updates directly into your account — no signup, no login, and no cost to them.
Every year we were losing referrals to poor tracking, gaps in communication, and follow-up. We tried a couple programs but we were stuck in a network and couldn't share referrals with people we knew and trusted unless we did so outside of the program we were paying for. Ethix has solutions for all of these and we now have a solid system paired with our intake department.
Shared with permission. Name and firm withheld at the customer’s request.
Not a marketplace. Your relationships, organized.
Marketplaces
- Match you with strangers you don't know
- Take a cut of your referral fees
- Lock your network inside their platform
Ethix
- Built for the referral partners you already trust
- Flat monthly price — we never touch your fees
- Your relationships stay yours, exportable anytime
One place for every attorney referral your firm sends or receives.
Ethix gives law firms a single place to send, receive, and manage referrals — no matter where they come from. Who sent it, who it's assigned to, what stage it's at, and what happened to it, all in one place.
Every referral generates a verified certificate and a live status link. Your referral partner can submit new referrals and post updates directly into your Ethix account — no Ethix account, no login, and no cost on their end. Nothing gets lost, and no one has to chase down a referral they sent out.
Fee arrangements get documented the way your firm actually agreed to them. We never take a cut. No feature locked behind a paywall. No network to join — just referrals, finally accounted for.
What makes Ethix different.
Never lose a case to a lost email again.
Every referral gets a permanent, timestamped record the moment it's created — proof that holds up if a dispute or a compliance question ever comes up.
Get paid what you're owed.
Fee splits and disclosures live on the referral itself, not scattered across emails and memory. No more chasing down what was agreed to six months ago.
Your network grows every time you refer — even if they haven't signed up yet.
Referral partners get a secure link to check status and post updates. No account. No login. No cost to them. Just visibility.
Stop sending "just checking in" emails.
Automatic status check-ins mean you're never left wondering what happened — and you're never the one sending the awkward follow-up either.
It's not a marketplace. It's your relationships, organized.
Ethix doesn't match you with strangers and doesn't take a cut. It's built for the referral partners you already trust.
Your whole firm, on the same page.
Referral relationships stop living in one person's inbox. Everyone on the team sees who's sending what, and how it's converting.
Grow your network, not just track it.
Tracking your referrals is the baseline. These features go a step further and bring new ones in.
The Referral Card — your shareable business card
Generate a personalized digital card with your name, firm, contact info, and a QR code. Download it and post it on LinkedIn, X, or anywhere else. It comes with a personal link too, so it works just as well in an email signature as it does on social.
Anyone who scans the code or clicks the link can do three things — no Ethix account required on their end:
- Save your contact info straight to their phone
- Submit a referral directly into your Ethix account
- Ask to join your referral network
Every card you share becomes a quiet, always-on way to build new referral relationships — not just a way to manage the ones you already have.
- Upload a headshot and logo, pick from several professional background colors including a dark style, and add a "We Pay Referral Fees" badge if you want one.
- Small, tasteful Ethix branding — your name and firm stay the focus.
- You review every referral submitted through your card. Nothing enters your pipeline without your approval.
Send Ethix a referral, no account needed
Every subscriber gets a personal referral submission link — the same one built into the Referral Card, usable entirely on its own. Put it in an email signature, on your website, or send it directly.
Referrals don't only come from people already using Ethix. A doctor, another attorney, a past client, a friend — anyone can fill out a short form with their info and the client's. You're notified instantly, you review the details, and you decide whether it enters your pipeline. Nothing gets tracked without your say-so.
Referrals from anywhere, not just other attorneys
Real referrals come from doctors, insurance agents, financial advisors, past clients, and personal connections. Ethix tracks and categorizes all of it the same way, in one place.
That's the difference between Ethix and tools built only for attorney-to-attorney referrals: it reflects how referral relationships actually work.
From referral to reporting, in four steps.
Log a referral in seconds
Capture the sender, recipient, client, category, and fee arrangement in one screen.
Your partner gets a live link — no account needed
A verified PDF certificate and live status link are emailed automatically. They can check status and post updates directly into your Ethix account without ever signing up.
Track status, follow-ups, and fees
Automatic update requests keep every referral moving, or send them manually to a filtered list whenever you need to. Attach signed agreements to the record.
See what actually produces business
Reporting shows which relationships drive retained referrals and which have gone dormant.
Bring your existing referrals with you
For members and trial users: switching to Ethix doesn't mean starting from scratch. We provide step-by-step instructions to upload your existing referrals in bulk, so you never have to enter them one by one. You review every record before it goes live, export everything anytime, and your data stays accessible for 30 days if you ever cancel.
Integrates with the tools you use every day
Clio and MyCase integrations are coming soon, and we're working toward more integrations with the tools you use every day. Our goal is simple: mark a referral retained in Ethix, and the matter and contact appear in your practice management system automatically.
Attorney Referral Fee Calculator
Work out a referral fee split in seconds — flat fee, straight percentage, or tiered rates — with worked examples and a downloadable referral agreement template alongside it.
Referral tracking software vs. a referral spreadsheet
What a referral record should hold, and the specific things a spreadsheet stops doing once you send referrals regularly.
Can attorneys pay referral fees?
How ABA Model Rule 1.5(e) treats fee division, what client consent has to look like, and why paying non-lawyers is treated differently.
Are attorney referral fees taxable income?
How referral fees are reported on Form 1099-NEC, where IRS section 6045(f) comes in, and when the fee is deductible.
Questions firms ask before they start
- What does Ethix do?
- Ethix is referral management software for law firms and other professional practices. You log each referral you send or receive, and Ethix creates a permanent, timestamped record with a verified PDF certificate, the agreed fee terms, a live status link for your referral partner, and automatic status check-ins. Reporting then shows which relationships actually produce retained matters.
- Do my referral partners need an Ethix account?
- No. Partners receive a secure link by email that lets them check the current status of a referral and post updates straight into your Ethix account. There is no signup, no login, and no cost to them. Only your own firm needs a subscription.
- How does Ethix document referral fees?
- The fee arrangement — flat fee, percentage, or tiered split — is recorded on the referral itself, along with client disclosure details and any signed agreement you attach. Because everything lives on one record with its own history, you are not reconstructing terms from old emails months later.
- How much does Ethix cost?
- Plans start at $69/month for a single user and run to $499/month for up to 40 users, with Team at $149/month and Growth at $249/month. Every plan includes every feature; plans differ only by number of users. Annual billing is available and every plan starts with a 14-day free trial, no credit card required.
- Is Ethix a referral marketplace or network?
- No. Ethix does not match you with strangers, does not take a percentage of your fees, and does not restrict who you can refer to. It organizes the referral relationships you already have, including partners who are not Ethix customers.
- Can I bring existing referral history into Ethix?
- Yes. You can import your existing referral history so past relationships and outcomes appear in reporting from day one, and you can export your data at any time.
Every plan includes every feature.
Plans differ only by number of users. 14-day free trial. No credit card required.
Solo
- All features included
- Permanent history
- All 30 reports
Team
- All features included
- Permanent history
- All 30 reports
Growth
- All features included
- Permanent history
- All 30 reports
Firm
- All features included
- Permanent history
- All 30 reports
Stop losing track of referrals.
Start a 14-day free trial. Full-featured. No credit card. Import your history and be tracking referrals today.