Referent

Referent

AI Lawtech Sp. z O.O.
YouWinLaw

YouWinLaw

YouWin-Law
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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.

About

Easily create and assembly Documents and Emails. Integrate with Word, Outlook, Excel and PowerPoint, Be organized with your documents (Drag & Drop). All Contact Information at your fingertips. Smart and fast Time / Expense capture. Reduce time spent on Billing. In the Knowledge Base you will find articles about general topics, technical FAQs, Upgrades, Workgroup / Network editions, the latest maintenance releases, and much more! You can also perform a search for specific topics. View quick tutorials about the different YouWinLaw Features. This tab (menu) provides access to all commands and functions relating to Clients / Cases / Files / Projects. The Clients / Cases / Files / Projects are organized in an Explorer view (tree structure). The number of levels (hierarchy) is unlimited! Just enter addresses once and use them as Client / Matter / Case / File / Project related addresses, as links in the Client Relation Manager, for documents, and mailings.

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

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

Audience

Law firms looking for a solution to create and assembly documents and emails

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

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$199.00/one-time
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

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

Company Information

YouWin-Law
youwinlaw.jitc.co.za/

Alternatives

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CMPOnline
Legal Sale Pro

Legal Sale Pro

Legal Soft
August

August

August Law
LegalSale Pro

LegalSale Pro

LegalSoft

Categories

Categories

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Integrations

No info available.

Integrations

No info available.
Claim Referent and update features and information
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