Referent turns a law firm’s emails, files, calendars, tasks, clients, and matters into one AI-native workspace. Lawyers can issue voice commands, connect Gmail, Google Calendar, and Google Drive, and let legal AI agents prepare intake, file correspondence, update records, track deadlines, draft follow-ups, and prep billing, with every critical action staged for lawyer approval and logged.
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What is Referent?
Referent is practice management software for law firms built around legal AI agents. It combines a legal CRM for clients, matters, tasks, documents, deadlines, and billing with an execution layer that performs routine operations. Users can run the practice by voice, import existing clients and files, and connect Gmail, Google Calendar, and Google Drive. Agents handle pre-matter intake, organize inquiry details, prepare proposals, send payment links, file emails and documents to the right matter, create tasks, draft follow-ups, track deadlines, and prepare billing. Critical actions are staged for lawyer review, every AI action is logged, and firm data is kept in isolated encrypted workspaces.
Who will use Referent?
- Solo lawyers
- Boutique and small law firms
- Law firm owners seeking to reduce back-office work
- Lawyers managing client intake, matters, deadlines, and billing
- Legal teams that want auditable AI-assisted operations
- Practice managers and staff responsible for matter organization
How to use the Referent?
- Step1: Apply for the private beta through the Referent website.
- Step2: Complete white-glove onboarding and bring existing clients, matters, tasks, and files into the workspace.
- Step3: Connect selected Google services such as Gmail, Google Calendar, and Google Drive.
- Step4: Review imported clients, matters, emails, documents, and files before confirming the workspace setup.
- Step5: Use voice commands or the workspace to tell Referent what needs to happen for a matter.
- Step6: Let legal AI agents run intake, create tasks, file correspondence, draft follow-ups, track deadlines, and prepare billing work.
- Step7: Review, edit, approve, or reject every critical client-facing or high-risk action before it happens.
- Step8: Monitor logged AI activity, manage role-based access, and disconnect integrations when needed.
Platform
- Web
Referent's Core Features & Benefits
The Core Features
- Legal CRM for clients, matters, tasks, documents, deadlines, and billing
- Legal AI agents for routine firm operations
- Voice commands for matter updates and operational requests
- AI client intake that collects context, organizes details, prepares proposals, and sends payment links
- Automatic email, file, note, and call-context linking to the right matter
- Gmail, Google Calendar, and Google Drive integrations
- Matter record updates, task creation, and work routing by AI agents
- Deadline tracking and reminder creation
- Follow-up drafting and billing preparation
- Lawyer approval workflow for critical actions
- Audit logs for AI actions
- Per-firm encrypted and isolated workspaces
The Benefits
- Reduces manual data entry in legal CRM workflows
- Keeps matters, emails, files, and deadlines organized in one workspace
- Lets lawyers run operations hands-free with voice commands
- Maintains lawyer control over client-facing and high-risk actions
- Helps solo and small firms handle more matters without adding back-office overhead
- Makes firm documents searchable inside related matters
- Improves accountability with logged and auditable AI actions
- Protects client confidentiality with encryption and isolated workspaces
- Prepares a practice for AI-native operations in days through onboarding
Referent's Main Use Cases & Applications
- Client intake and pre-matter workflow automation
- Creating and updating matter records
- Filing emails and documents to the right matter
- Drafting follow-up emails for lawyer approval
- Scheduling meetings and syncing calendar events
- Tracking deadlines and creating reminders
- Preparing engagement agreements and proposals
- Sending payment links during intake
- Billing preparation without last-minute timesheet scrambling
- Importing clients, matters, tasks, and files from existing tools
Referent's Pros & Cons
The Pros
Built specifically for law firm operations rather than generic chat
Combines legal CRM records with AI agents that execute routine work
Voice command support for hands-free matter updates
Lawyer approval required for critical actions
Automatic linking of emails, files, notes, and calls to matters
Google Workspace integrations are available
Data is not used to train AI models according to the website
Per-firm encrypted, isolated workspaces with AES-256 at rest and TLS 1.2+ in transit
The Cons
Available as a private beta for selected lawyers and law firms
Public pricing is not listed
Outlook and Microsoft 365 integrations are marked as coming soon
Requires granting access to selected Google services for full workflow automation
SOC 2 and ISO 27001 are listed as in preparation, not completed
FAQs of Referent
Referent Company Information
How to install?
Referent Reviews
5/5
Referent's Main Competitors and alternatives?
Clio
MyCase
PracticePanther
Smokeball
Filevine
Lawmatics
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