Referent is AI-native practice management software built for solo and small law firm environments. Rather than functioning as a standalone AI chat tool, the platform pairs a legal CRM with AI agents that act on a firm's live matter data.
Key Features and Functions include:
AI Client Intake
Referent runs pre-matter workflows automatically, collecting context from inquiries, organizing details, preparing proposals, and sending payment links without manual entry.
Legal CRM and Matter Management
The platform centralizes clients, matters, tasks, documents, and billing information in a single workspace, allowing firms to track matter status, deadlines, and related files from one interface.
AI Agents for Routine Operations
Agents update matter records, create tasks, route work, and file emails and documents to the correct matter automatically, based on the firm's existing context rather than requiring users to re-enter information into a chat interface.
Approval-Based Workflow
Client-facing or high-risk actions prepared by AI agents are staged for lawyer review rather than executed automatically; the lawyer approves, edits, or rejects each action before it takes effect.
Audit Trail
A logged record tracks what each AI agent did, when, and under whose approval, intended to support firms' compliance and oversight needs.
Loading...