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.