Referent

Prepare legal practice workflows with lawyer approval at key steps

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Meet Referent

Referent is practice management software for law firms that uses AI agents to prepare operational work. It brings client intake, matters, email, drafting, deadlines, and billing into a shared workspace. Lawyers can describe an intended change through chat, review proposed work, and approve important actions before they proceed.

Connected inboxes and documents supply matter context for draft replies, engagement agreements, and follow-ups. The platform also describes time capture, invoice preparation, and an MCP connection for working through compatible assistants. Access is offered through an application process, and some integrations remain on the roadmap. Lawyers remain responsible for checking documents, deadlines, and decisions; the product's approval records and role controls support that review rather than replacing professional judgment.

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Product details

Status
In beta
Listed

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