Referent
What Is Referent?
Referent is an AI-powered practice management platform for law firms.
It helps legal teams manage client intake, follow-ups, matters, tasks, communication, and operational workflows in one place. Legal AI agents prepare routine administrative work, organize next steps, and help teams reduce manual coordination across emails, calendars, documents, and client matters.
Unlike standalone AI chatbots, Referent is designed around the daily operations of a legal practice. Lawyers and authorized team members remain in control by reviewing and approving important actions before they are completed.
Referent is built for solo lawyers, boutique law firms, and growing legal teams that want to save time, improve client follow-up, and run their practice with clearer workflows.
Referent Features
- Client Intake: Manage client intake from a single platform.
- Follow-Ups: Organize and manage client follow-ups.
- Matter Management: Manage legal matters throughout the practice.
- Task Management: Organize tasks and next steps.
- Communication Management: Keep client communication organized.
- Operational Workflows: Manage legal practice workflows in one place.
- AI Administrative Support: AI agents prepare routine administrative work and organize next steps.
- Human Review & Approval: Lawyers and authorized team members review and approve important actions before they are completed.
Referent Use Cases
- Managing Client Intake: Capture and organize new client inquiries.
- Tracking Legal Matters: Keep legal matters organized throughout their lifecycle.
- Managing Client Follow-Ups: Ensure follow-up activities remain organized.
- Coordinating Legal Tasks: Organize tasks and next steps across the team.
- Streamlining Administrative Work: Use AI to prepare routine administrative work.
- Reducing Manual Coordination: Minimize manual work across emails, calendars, documents, and client matters.
- Improving Law Firm Workflows: Centralize daily operational workflows.
- Supporting Legal Teams: Help solo lawyers, boutique firms, and growing legal teams save time while maintaining human oversight.
Referent Pricing
Pricing Type: Freemium
Starts from: $149/month
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