Referent
Referent is Legal AI for law firm operations and practice management. It helps lawyers manage CRM, intake, matters, emails, deadlines, documents, follow-ups, and billing prep in one AI-native system, so any law firm can move from manual workflows to AI-native operations.
Screenshots
About Referent
Referent is Legal AI for law firm operations and practice management. It helps lawyers manage CRM, intake, matters, emails, deadlines, documents, follow-ups, and billing prep in one AI-native system, so any law firm can move from manual workflows to AI-native operations.
Key Features:
- Feature 1: AI-Native Legal Practice Management: Manage legal CRM, client intake, matters, documents, deadlines, tasks, emails, follow-ups, and billing preparation in one system built for modern law firms.
- Feature 2: Legal AI Agents with Lawyer Approval: Turn routine law firm operations into AI-native workflows while keeping lawyers in control through approval gates, staged client-facing actions, and audit trails.
Main Use Cases:
- Use Case 1: Centralize client intake, matter management, email workflows, deadline tracking, document coordination, follow-ups, and billing prep to reduce manual administrative work.
- Use Case 2: Give AI assistants and agent platforms structured access to firm context - including CRM records, matters, tasks, documents, calendars, and communications—while preserving lawyer oversight for critical actions.
Use Cases
Key Features:
- Feature 1: AI-Native Legal Practice Management: Manage legal CRM, client intake, matters, documents, deadlines, tasks, emails, follow-ups, and billing preparation in one system built for modern law firms.
- Feature 2: Legal AI Agents with Lawyer Approval: Turn routine law firm operations into AI-native workflows while keeping lawyers in control through approval gates, staged client-facing actions, and audit trails.
Main Use Cases:
- Use Case 1: Centralize client intake, matter management, email workflows, deadline tracking, document coordination, follow-ups, and billing prep to reduce manual administrative work.
- Use Case 2: Give AI assistants and agent platforms structured access to firm context - including CRM records, matters, tasks, documents, calendars, and communications—while preserving lawyer oversight for critical actions.
Similar Tools
View all →Diligen
Diligen provides instant insight into contracts by identifying key provisions, generating contract summaries, and aiding teams in managing reviews through machine learning-powered analysis.
Rradar
Rradar is a law firm that melds professional legal expertise with technology to assist individuals in managing their risks proactively, aiding in the running of better businesses and minimizing legal risk
Cortical
Cortical.io's SemanticPro is an intelligent document processing solution aimed at unlocking the value of unstructured text through an innovative approach to natural language understanding.
Juro
Juro is a contract automation platform that streamlines the contract lifecycle by simplifying contract creation, approval, and management.
Nalan
Nalanda Technology delivers measurable business benefits to law firms by automating routine search, discovery, and analytical tasks, saving time and resources which allows for more focus on client-value work.
Westlaw Edge
Westlaw Edge facilitates efficient and confident legal research through the use of trusted content, proprietary editorial enhancements, and advanced technology
Claim
Claim is a simple platform that helps you join class action settlements from companies that may have misled you as a customer. On average, customers are owed over $345 in settlements each year. Just select the brands you’ve purchased from that are in a settlement, and Claim will handle the filing for you.
Smokeball
Smokeball is a legal practice management software that enhances law firm operations with its advanced legal features, aiming to eliminate administrative tasks and allow focus on high-value work
Law Support
Law Support offers the Law App Legal Software, designed to streamline law firm processes and automate tasks such as document management, trust accounting, and case management, thereby enhancing efficiency, reducing costs, and saving time for law firms.
Smith.ai
Smith.ai is a customer engagement platform that combines AI and human agents to manage business calls, chats, and texts, allowing businesses to focus on their work while ensuring their customers are taken care of.