Referent
Referent is AI-native practice-management software for law firms. Agents handle routine operations while lawyers approve important actions.
About Referent
Referent is AI-native practice-management software for solo lawyers and small law firms. Its agents work from the firm’s client, matter, email and document context to coordinate routine operations, while the lawyer remains responsible for reviewing and approving consequential work.
The platform covers intake, matter administration, email filing, first drafts, deadline tracking, billing preparation and client follow-ups. Firms can connect tools such as Gmail, Calendar and Drive, or use Referent’s MCP server from compatible AI applications; permissions, approvals and an audit trail apply to those workflows. Referent also offers iOS and Android apps for reviewing agent work and matters on the go.
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Who is using Referent?
Key Features
- Uses firm and matter context to prepare routine legal-administration work.
- Captures client inquiries and prepares intake and engagement work for review.
- Organizes email, attachments, tasks and deadlines around matters.
- Drafts replies and documents for lawyer review and approval.
- Tracks time and prepares invoices for review.
- Connects to compatible AI apps through an MCP server and offers iOS and Android apps.
Use Cases
- Triage new client inquiries and prepare matter-intake materials.
- File email and attachments to the appropriate client matter.
- Prepare first drafts of client communications and legal documents.
- Track deadlines and surface reminders across active matters.
- Collect time and prepare invoices and client follow-ups for lawyer approval.
Other Features
- Mobile App
- API