Referent

Referent

AI Lawtech Sp. z O.O.
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About

Cloud-Sync securely and automatically synchronizes Microsoft 365 or Google Workspace data with CRM, ERP, and database systems, helping organizations keep email communication, calendars, contacts, and files connected without complex workflow tools. It works with leading CRM and ERP systems, as well as any database with a REST API, and runs seamlessly in the background so teams can maximize the value of their existing email and collaboration investments. Users sign in with a Microsoft or Google work account, authorize Cloud-Sync through secure OAuth 2.0, and grant permission to read emails and, optionally, update calendars, contacts, and files; passwords are never stored or shared. Once connected, every incoming and outbound email to or from CRM contacts is logged automatically against the correct record, giving colleagues a centralized view of customer correspondence without manual saving.

About

Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CRM-heavy sales and operations teams that need automatic email, calendar, contact, and file synchronization between Microsoft or Google workspaces and business systems

Audience

Referent is best suited for solo lawyers, boutique law firms, modern legal teams, practice managers, legal operations leaders, and larger firms that need AI-native practice management, legal AI agents, client intake automation, matter management, email filing, document organization, calendar syncing, CRM automation, auditable workflows, and lawyer-approved AI actions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cloud-Sync
United States
www.cloud-sync.email/

Company Information

AI Lawtech Sp. z O.O.
United States
referent.law

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Categories

Categories

Integrations

Flexiva
Google Workspace
HubSpot CRM
Infor CRM
Microsoft 365
Microsoft OneDrive
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

Integrations

Flexiva
Google Workspace
HubSpot CRM
Infor CRM
Microsoft 365
Microsoft OneDrive
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM
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