Referent
verifiedAPI
Referent is an AI-native practice management system where agents automate client intake, matter management, email filing, and billing while requiring lawyer approval for critical actions.
What it does
Referent is an AI-native practice management system where agents automate client intake, matter management, email filing, and billing while requiring lawyer approval for critical actions.
Core features
AI client intake with proposal generation
Automatic email and file routing to matters
Voice commands for matter updates
Automated deadline tracking
Billing preparation automation
Google Workspace integration (Gmail, Calendar, Drive)
AES-256 at rest, TLS 1.2+ in transit
Audit logging of all AI actions
Per-firm encrypted workspaces