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Referent

Referent acts as an automated operations layer for law firms, handling routine tasks like intake and email filing while you keep final approval. It keeps your practice organized by connecting directly to your Google workspace.

About Referent

Who It's For

Referent is built for solo lawyers and small to mid-sized law firms. It is designed for legal professionals who want to spend more time practicing law and less time on repetitive office tasks. If you feel like your day is filled with data entry, scheduling, and filing emails, this tool is for you.

What You Get

Referent acts as an automated assistant that lives inside your practice. It connects to your Google email, calendar, and files to keep everything organized in one place. It handles intake, tracks deadlines, and routes important documents to the right case. You get a system that moves your work forward automatically without losing control.

How It Works

Referent uses AI agents to manage your daily tasks. You can give it instructions by voice, and it takes care of the heavy lifting. The AI prepares drafts, creates tasks, and organizes data, but you stay in charge. Every important action requires your approval before it happens. This way, you benefit from speed and scale while your personal legal judgment stays at the center of every decision.

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Features & Capabilities

๐Ÿค– AI Execution & Automation

Legal AI Agents

Automated agents that handle routine legal operations like intake, task routing, deadline tracking, and document filing.

Smart Matter Management

Automatically organizes emails, files, notes, and call context into the correct client matter records.

Voice-Activated Operations

Allows lawyers to command the AI to perform tasks and manage practice workflows using natural language voice input.

Human-in-the-Loop Approval

Ensures every client-facing or high-risk action is staged for lawyer verification and sign-off before execution.

๐Ÿ”— Integration & Data Sync

Google Workspace Integration

Syncs Gmail correspondence, Google Calendar hearings, and Google Drive documents directly into relevant legal matter files.

Unified Legal CRM

A centralized dashboard that maintains a live state of all clients, matters, documents, and billing status in one system.

๐Ÿ”’ Privacy & Data Stewardship

Zero-Training Privacy

Strict policy against training AI models on firm data or selling client information to third parties.

Isolated Workspaces

Ensures all firm data is held in secure, encrypted, and isolated environments to prevent cross-customer data leakage.

Comprehensive Audit Trails

Maintains detailed logs of every AI action for compliance, transparency, and accountability purposes.

Screenshots

See Referent in action

Use Cases

Automating Legal Client Intake and Pre-Matter Workflow

Legal practices often struggle with manual, repetitive intake tasks that consume valuable attorney time. Referent's AI automates the collection of client context, organization of details, generation of proposals, and distribution of payment links, allowing lawyers to focus on strategy while the system handles the administrative setup.

Legal ServicesFor: Solo Lawyers and Boutique Firms

Centralizing Matter Management and Documentation

Lawyers frequently waste time switching between email, calendar, and document storage tools to keep case files updated. Referent synchronizes Gmail, Google Calendar, and Google Drive to automatically route emails and files to the correct matter, ensuring all case-relevant information is indexed, searchable, and audit-ready.

Legal ServicesFor: Lawyers and Legal Operations Staff

Scaling Firm Operations through AI-Native Workflows

Big Law and growing firms face operational bottlenecks when attempting to increase caseloads without adding proportional staff. Referent acts as an operational layer that tracks deadlines, manages tasks, and prepares administrative documents, providing the leverage needed to handle more matters while maintaining professional oversight via a mandatory approval workflow.

Legal ServicesFor: Go-to-Market Leaders and Big Law Management

Specifications

Deployment
Browser
Cloud
Target Audience
Individual
Startup
Business
Enterprise
Complexity
No-code

Integrations

Gmail
Google Calendar
Google Drive

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