A firm invited you to collaborate on referrals
A free way for anyone receiving or sending referrals through an Ethix-subscribed firm to stay informed and involved — no subscription required, ever.
Log in or register for your guest portal
Use the same link below to sign in to an existing guest account or to register from a firm invitation. All you need is an email and password — verification keeps sensitive referral and fee data protected.
What you can do as a guest
Guests get a secure, read-and-update view of the referrals a firm shares — without subscribing to Ethix.
See exactly where a referral stands without needing to email and ask — every referral shared with you, its current status, and the agreed fee terms, all in one place.
Actively working a referred case? Post updates directly to the referring firm's record. Referred a case out? Request an update from the firm handling it — no email thread required.
Each referral has a Referral Certificate — a permanent, timestamped, verifiable PDF record with its own ID. Save it for your files or share it when needed.
Get every detail of a referral in one document — useful for your own records or when a partner asks for specifics.
Manage your own notification preferences — choose what you're alerted about and how often.
Receiving, tracking, and responding to referrals is genuinely free. No credit card, no trial, no catch. Only the firm using Ethix pays for its subscription.
How guest access works
A firm sends you a guest invite by email with a secure link to create your account.
Create a free guest account in seconds. Email verification keeps sensitive referral and fee data protected.
One login aggregates every referral tied to your email, across every law firm using Ethix — no more digging through old emails for separate links.
Run your own referrals the same way
If you like the visibility you get as a guest, you can send your own referrals through Ethix and unlock full reporting. A 14-day free trial is available with no credit card required — and it's free for your partners, with no account required on their side.
Free tools you can use right now
Common questions
- Do I have to pay to use the guest portal?
- No — guest access is free forever. Receiving, tracking, and responding to referrals never requires a credit card, trial, or subscription. Only the firm that invited you pays for its Ethix subscription.
- Do I need an account to see a referral update?
- Not always. A firm can still send you a live status link that works without an account. The optional guest account gives you a permanent dashboard aggregating every referral tied to your email — across every firm using Ethix.
- What can I see in the guest portal?
- You see only the referrals a firm has shared with you: status, fee terms, certificate ID, and any updates. You can post or request updates, download a Referral Certificate or full Referral Summary, and manage your notification preferences. You do not see the firm's other matters or clients.
- Who is the guest portal for?
- Any professional — attorney, physician, financial advisor, or other referral source — who sends or receives referrals through a firm using Ethix and wants visibility into that relationship without becoming a paying subscriber.
- Is my information secure?
- Yes. Guest accounts require email verification to keep sensitive referral and fee data protected. Ethix stores only client initials and identifiers, not full case files, and all communication uses encrypted connections.
- What if I want to send my own referrals through Ethix?
- You can subscribe and unlock full reporting with a 14-day free trial — no credit card required. Your guest access stays free either way.