Referent

Referent

AI Lawtech Sp. z O.O.
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About

Create a Group for an entire organization or create separate Groups for specific areas within the organization. If you work with multiple organizations, create Groups for each one. Manage your organization's assets from one app on any desktop or mobile device. Contacts connect to matters for easy lookup and conflict checking. Matter Contact records are stored in the Matter record so you can view all Contacts related to a Matter in one place. Calendars are connected to Matters through calendar events. View all events associated with a Matter in the Matters app without switching between calendars to save time managing court dates and scheduling. Tasks can be connected to Matters to better manage deadlines and limitation dates. Completed Tasks are removed from your todo list, but a complete record of the Task is stored in the Matter record.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Legal Case Management platform for companies

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

GoMatters
Founded: 2009
United States
www.gomatters.com

Company Information

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

Alternatives

MatterSuite

MatterSuite

CaseFox

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LawToolBox

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LawToolBox.com
Rocket Matter

Rocket Matter

ProfitSolv
August

August

August Law

Categories

Categories

AI Legal Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Not Supported
Conflict Management Supported
Contract Management Not Supported
CRM Supported
Document Management Supported
Email Management Not Supported
Legal Case Management Supported
Task Management Not Supported
Time Tracking Supported
Trust Accounting Supported

Legal Case Management Features

Billing Management Not Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Not Supported
Court Management Supported
Discovery Management Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Not Supported
Law Firms Not Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Integrations

No info available.

Integrations

No info available.
Claim GoMatters and update features and information
Claim GoMatters and update features and information
Claim Referent and update features and information
Claim Referent and update features and information