Referent

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Poland HQFounded 2023

Overview

About Referent

Referent is AI-native legal practice management software built for solo practitioners and small law firms. It brings client intake, matter management, emails, documents, tasks, deadlines, time tracking, and billing preparation into one workspace.

Unlike traditional practice management systems that mainly store information, Referent is designed to help move routine work forward. AI agents can organize matters, file emails and documents, track deadlines, prepare follow-ups, capture time, and assemble billing-ready information. Client-facing and higher-risk actions remain subject to lawyer review and approval.

Referent integrates with Gmail, Google Calendar, and Google Drive to keep communications, meetings, files, and matter information connected. The platform also supports role-based access controls, secure workspaces, audit trails, and mobile access through iOS and Android apps.

At a glance

Software information

Industries served, licensing and the support Referent provides.

Industries

  • Law-practice
  • Legal-services

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free version

Support

  • Email
  • Support daysMondayTuesdayWednesdayThursdayFridaySaturdaySundaySupport time09:00 to 18:00 (ECT)

Training

  • Documentation
Languages (1)
English
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Capabilities

Referent features

The full feature set, grouped by module.

Law Practice Management

  • Billing & Invoicing
  • Calendar Management
  • Document Management
  • Email Management
  • Legal Case Management
  • Time Tracking
  • AI Features

Legal Case Management

  • Billing & Invoicing
  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management
  • Email Management
  • Task Management
  • AI Features

AI Automation Tools

  • Compliance & Audit Trails
  • Context-Aware Automation
  • Human-in-the-Loop Controls
  • Natural Language Processing
  • Security & Data Encryption
  • Third-Party Integrations
  • Workflow Monitoring & Logs

Generative AI

  • Compliance, Security and Privacy
  • Integration and Deployment
  • Text Generation
  • AI Features

Plans

Referent pricing

Free Version
Yes
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Referent offers a free plan with no credit card required. The Premium plan is $250 per month or $2,500 per year, with AI usage included.
Free$0 / month
  • AI-native legal practice management
  • Client and matter management
  • AI usage included
Premium Monthly$250 / month
  • Full practice management workspace
  • AI agents and workflow automation
  • Time tracking billing calendar and document management
Premium Annual$2500 / year

Works with

Integrations

Referent connects with the tools your team already uses.

Media

Screenshots & video