Referent AI Practice

Referent is an AI-native practice management platform built specifically for law firms. It replaces the manual drudgery of legacy legal software with autonomous AI agents that handle operations—letting lawyers focus on clients, strategy, and growth.

What Referent Does

Referent connects to your existing tools (Gmail, Google Calendar, Google Drive, Outlook) and uses voice commands or simple instructions to manage matters, tasks, emails, and documents. Legal AI agents automatically link correspondence to the right case file, sync hearings, and keep your CRM organized. You approve every critical step before it happens.

Key Features

• Voice-Powered Practice: Run your firm by voice—just tell Referent what needs to happen and its AI handles the rest.

• AI Client Intake: Automatically collects context, prepares proposals, and sends payment links before a matter starts.

• Smart Matter Management: Every email, file, note, and call is automatically linked to the correct matter.

• Automatic CRM Updates: Legal AI agents update records, create tasks, and route work without manual entry.

• Human-in-the-Loop: You stay in control—critical actions require your approval, and every AI action is logged and auditable.

• Data Privacy by Design: Your firm’s data is never used to train AI models, never sold, and is isolated to your workspace. Disconnect integrations anytime.

Who It's For

Referent serves solo practitioners, boutique firms, and large practices. Solo lawyers can operate like a modern firm with AI handling routine work. Boutique firms can standardize workflows and scale without adding headcount. Big Law can deploy an AI operations layer that is fully auditable and lawyer-approved.

Why It Stands Out

Backed by Google for Startups and Nvidia Inception, Referent is built by a team with deep legal tech experience. It respects client confidentiality—never training on your data, never sharing across customers, and letting you delete data permanently. It’s ready on day one, importing existing clients, matters, tasks, and files from your current tools.