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Referent streamlines law firm workflows with AI-driven client intake, task management, and billing.
Referent is an AI-powered practice management platform built for modern law firms. It combines client intake, CRM, matter management, task coordination, document organization, communication, and billing workflows in one workspace.
Referent’s legal AI agents take care of repetitive operational work such as following up with leads, organizing client information, preparing routine communications, tracking next steps, and keeping matters moving forward. Lawyers and legal teams remain in control by reviewing and approving key actions, while spending less time on administration and more time serving clients, building relationships, and growing their practice.