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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.
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
Pricing
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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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