What is Referent?
Referent is a legal practice management platform that centralizes legal CRM, client intake, matter management, documents, email, calendar and task workflows.AI legal agents automate intake, pre-matter workflows, task creation, document organization and routine operational tasks while routing critical actions for lawyer approval.
Integrations with Gmail, Google Calendar, Google Drive, Outlook and upcoming Microsoft 365 keep correspondence, files and events linked to the correct matter.Automatic email/file linking and searchable matter documents reduce manual data entry for solo, small and midsize law firms.
Audit logs, approval gates and workspace isolation preserve oversight, data ownership and an auditable record of every AI action.Referent standardizes workflows and scales firm operations by delegating administrative work to AI agents so lawyers can focus on client strategy and case work.
Referent user reviews
Based on 1 review, 100.0% of users recommend Referent, rated highly for quality results.
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Referent's key features
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Centralized practice management (CRM, client intake, matter management, documents, email, calendar, tasks)
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AI legal agents for automating intake, pre-matter workflows, task creation, document organization, and routing actions for lawyer approval
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Integrations with Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to link correspondence, files, and events to matters
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Automatic email and file linking plus searchable matter document indexing
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Audit logs, approval gates, and workspace isolation for auditable AI actions and data ownership
Referent use cases
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Automate and standardize client intake using Referent's AI agents to extract data from web forms and emails, create matter records, populate the legal CRM, assign tasks and calendar events, and route approval gates to speed new client onboarding
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Maintain matter-centric document and correspondence organization by automatically linking incoming emails, attachments and calendar entries to the correct matter in Referent, organizing documents into versioned folders, tagging metadata and preserving audit logs for compliance and e-discovery
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Set up configurable legal workflows in Referent to auto-create tasks, orchestrate document review and signing, enforce approval gates and isolate workspaces by team or matter, ensuring role-based access, clear audit trails and faster matter resolution
Who is it for?
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Solo attorneys
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Managing partners
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Legal operations managers
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Intake teams
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Compliance officers
