Referent

Referent

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Introduction
AI-native legal practice management software for law firms, automating operations with AI agents while lawyers approve key actions.
Listed on
July 27, 2026

What is Referent?

Referent is an AI-native practice management software designed for solo lawyers and law firms. It uses specialized AI agents to handle operational tasks such as client intake, matter management, email filing, drafting, deadlines, billing, and follow-ups. Lawyers retain control by approving every critical step, ensuring nothing is sent, filed, or billed without their sign-off.

How to use Referent?

  • To use Referent, apply for private beta access on their website. Once onboarded, connect your inbox and set up your workspace. Use the intake link to let clients interact with your AI for screening and matter opening. Manage matters, review pre-drafted documents, approve actions, and monitor deadlines and billing through the dashboard or chat interface.

Core features of Referent

  • AI client intake with screening and matter opening
  • Automatic email filing to the right matter
  • Pre-drafted replies, letters, and documents
  • Deadline tracking for court dates, filings, and limitation periods
  • Automated billing with time logs and invoice assembly
  • Follow-up drafting and sending with approval
  • Voice commands for hands-free matter updates
  • Enterprise-grade security with encrypted, isolated workspaces

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