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 details
- Company
- AI LAWTECH sp. z o.o.
- Jurisdiction
- Poland
- Built for
- Businesses and teams
- Data residency
- European Economic Area (EEA), with limited US processing for text-to-speech functions
Referent tech specs
- Works with
- OpenAI / GPT Anthropic / Claude Google / Gemini Perplexity
- Integrations
- Google Workspace
Referent pricing
FreemiumReferent offers a free plan with paid upgrades available.
Verify on the official pricing page.
View plansReferent'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
Referent user reviews
Based on 1 review, 100% of users recommend Referent, rated highly for quality results.
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Who is Referent 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
Referent FAQ
Is Referent free?
Partly. Referent has a free plan with usage limits, and paid plans unlock the full feature set.
Is Referent safe to use?
Referent is operated by AI LAWTECH sp. z o.o., registered in Poland.
What are the best alternatives to Referent?
The closest alternatives to Referent are Clio Duo, AI Lawyer, Streamline AI, ChatLaw and Harvey AI. You can compare them side by side in the alternatives section further down this page.
What does Referent do with my data?
Referent states that customer content is not used to train its models. Its privacy policy states that personal data is not sold or shared for marketing purposes. Customer data is held in European Economic Area (EEA), with limited US processing for text-to-speech functions.
Who made Referent?
Referent is built and operated by AI LAWTECH sp. z o.o., a company registered in Poland.
Which AI models does Referent use?
Referent is built on OpenAI / GPT, Anthropic / Claude, Google / Gemini and Perplexity. Which models you can reach may depend on your plan.
What does Referent integrate with?
Referent connects with Google Workspace.
Compliance, privacy and billing terms are as stated in each product's own published documentation and have not been independently verified by TopAI.tools.
