About This Site
AI-native practice management for solo and small law firms. 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.
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Key Features AI
Core Features
Unified workspace — clients, matters, tasks, and documents in one place
AI-powered inbox that turns client emails into ready-to-work matters
Matter-aware calendar with two-way Google sync and conflict checks
Built-in time tracker inside each matter (billable, rates, rounding)
AI agents run the routine — the lawyer approves every client-facing action
Advantages
Automates repetitive legal operations instead of just storing records
Keeps emails, files, tasks, and deadlines linked to the right matter automatically
Requires lawyer approval for high-risk or client-facing actions
Integrates with Gmail, Google Calendar, and Google Drive
Offers isolated, encrypted workspaces and an audit trail
Built specifically for solo and small law firms
缺点：Access is private beta only, so it is not broadly available
缺点：Public pricing is not shown
缺点：Currently centered on Google Workspace integrations
缺点：Outlook and Microsoft 365 are listed as coming soon
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