Referent

What is Referent?

Referent brings AI agents into legal practice management. It helps law firms turn routine operations - CRM, intake, matters, emails, tasks, deadlines, follow-ups, and billing prep - into AI-native workflows, with lawyers approving critical actions.

Key features

• AI-native legal practice management
• AI agents for routine operational workflows
• Client intake, matters, documents, tasks, and deadlines
• Email workflows, time tracking, and billing preparation
• Lawyer-controlled approvals for critical actions

Use cases

• Organize and qualify new client inquiries
• Manage matters, documents, tasks, and deadlines
• Keep legal work and client communication in one workspace
• Prepare time entries and billing workflows
• Reduce repetitive admin work in solo and small law firms