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Referent
Legal
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Referent

An AI-native legal practice management software with AI agents that handle routine work, client intake, automated records updates, and legal CRM management for law firms and solo practices.

Rating
0
Reviews
8
Upvotes
about 2 months ago
Listed
Legal
Legal Assistant
CRM
AI Agents
Automation
Practice Management
Workflow Automation
Tool information
Provider
Referent
Platforms
Web
Languages
English
Added to directory
about 2 months ago
Last updated
18 days ago
Rating
Not available
Pricing
Contact

About Referent

What the tool does and who it's for

Referent is an AI-native legal practice management software designed to streamline workflows in law firms and solo legal practices. AI agents handle routine work and drive end-to-end automation of firm operations, managing operational tasks so legal professionals can focus more on clients and growth opportunities. The platform features a legal CRM to manage leads, client intake, legal matters, tasks, and calendars all in one place. It conducts pre-matter workflows, collects relevant information, organizes details, and prepares proposals. Additionally, it integrates automatically with Gmail, Google Calendar, and Google Drive to sync correspondence, meetings, hearings, and make Drive documents searchable, linking data directly to the correct legal matter without manual input.

Key capabilities

End-to-end automation of firm operations driven by autonomous AI agents.
Comprehensive legal CRM to manage leads, client intake, legal matters, tasks, and calendars in one unified place.
AI-driven client intake that handles pre-matter workflows, information collection, detail organization, and proposal preparation.
Automatic integration with Google Workspace tools including Gmail, Google Calendar, and Google Drive.
Intelligent document management that reads correspondence, syncs meetings/hearings, and makes Drive documents searchable.
Autonomous data updates that link emails, files, notes, and call contexts to the correct legal matter without manual input.
Human-in-the-loop control system ensuring important activities always require user approval before proceeding.

Pricing

Contact — plans below

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  • AI Agent automation
  • Legal CRM capabilities
  • AI client intake workflows
  • Google Workspace integration (Gmail, Calendar, Drive)
  • Automated record syncing and organization

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