ReferenceEdge

ReferenceEdge

Point of Reference
Referent

Referent

AI Lawtech Sp. z O.O.
+
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About

Manage your customer reference program more effectively with ReferenceEdge, the only 100% Salesforce-native application on the market. Designed for sales and marketing teams, ReferenceEdge empowers businesses to easily keep track of who is considered a reference, for what use cases, and how often they may be used;. ReferenceEdge lets users search references by filters and keywords; automate reference requests; analyze real-time program metrics; manage and share customer content; and more. ReferenceEdge helps improve sales and marketing efficiency and speed up the "quote to cash" cycle, in order to win more deals.

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

B2B companies with 50 or more salespeople

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 Supported
24/7 Live Support Not Supported
Online Not 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

$14 per user per month
Volume pricing available
Free Version Not Supported
Free Trial Not 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 Supported
In Person Not Supported

Training

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

Company Information

Point of Reference
Founded: 2003
United States
www.point-of-reference.com

Company Information

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

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Categories

Categories

AI Legal Supported

Account Based Marketing Features

Analytics Not Supported
Campaign Personalization Not Supported
Customer Segmentation Not Supported
Engagement Monitoring Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Progress Tracking Supported
Prospecting Tools Supported
Target Account Identification Not Supported

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Supported
Reference Usage Tracking Supported
Reward Distribution Supported
Search Supported

Integrations

Gainsight Supported
Influitive Virtual EventHub Supported
Salesforce Supported
Slack Supported
SlapFive Supported
TechValidate Supported

Integrations

Gainsight Not Supported
Influitive Virtual EventHub Not Supported
Salesforce Not Supported
Slack Not Supported
SlapFive Not Supported
TechValidate Not Supported
Claim ReferenceEdge and update features and information
Claim ReferenceEdge and update features and information
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