Tools and templates for referral work.
Free calculators, templates, and guides for attorneys who send and receive referrals.
Free tools and templates
Attorney Referral Fee Calculator
Work out a referral fee split in seconds — flat fee, straight percentage, or tiered rates — with worked examples and answers to the questions attorneys ask most.
ExploreReferral Agreement Template
Free downloadable attorney referral agreement template (PDF).
ExploreReferral fee guides
Can attorneys pay referral fees?
The professional-conduct conditions behind a lawyer-to-lawyer fee division, written client consent, and why paying a non-lawyer is a different rule.
ReadAre attorney referral fees taxable income?
How referral fee income is taxed and reported, 1099 rules for payments to attorneys, who reports a split fee, and the records to keep.
ReadStill tracking referrals in a spreadsheet?
How a referral tracking system keeps status, fee terms, and follow-up current — and what a spreadsheet stops doing once you send referrals regularly.
These tools come from the firms using Ethix
Ethix is referral management software for law firms — verified referral certificates, recorded fee terms, live status links your partners open without an account, and reporting on which relationships actually produce retained matters. See pricing or read what referral partners see.