Referent FAQs

What is Referent and who is it for?

Referent is an AI-native legal practice management platform designed for solo lawyers and boutique law firms. It uses AI agents to handle operational tasks like client intake, matter management, email filing, and billing preparation so lawyers can focus on legal work and client relationships rather than administrative data entry.

How does Referent handle client intake?

Referent's AI intake agent manages the entire pre-matter workflow automatically. When a new client inquiry comes in, the system collects relevant context, organizes the details into a structured matter profile, prepares an engagement proposal, and sends a payment link - all without the lawyer manually entering data into forms or templates.

Can Referent integrate with my existing tools?

Yes, Referent connects with Gmail, Google Calendar, and Google Drive. Once connected, the system reads correspondence and files emails to the correct case, syncs hearings and meetings both ways between calendar and matter timeline, and makes Drive documents searchable inside matters. You can disconnect anytime and synced data gets deleted.

How much control do I have over AI agent actions?

Referent operates on a human-in-the-loop model. AI agents handle the operational work but every critical action requires your approval before execution. You review proposed actions through the dashboard and confirm or adjust them, ensuring you stay in control of important decisions without needing to manually handle routine steps.

What does pricing look like?

Referent offers a freemium model - you can start free and upgrade to a paid plan as your firm grows. Specific pricing tiers are available on the website. The platform is designed to deliver ROI primarily through time saved on administrative work rather than per-seat licensing costs.

Is Referent suitable for large law firms?

Referent currently targets solo practitioners and boutique firms. Big Law support is listed as coming soon. Larger firms with complex multi-practice-area structures and enterprise compliance requirements may find the current feature set better suited to smaller operations.

What kind of support and reliability can I expect?

Referent is backed by Google for Startups and the Nvidia Inception program, and has been featured in Associated Press, Business Insider, MarketWatch, and Yahoo Finance. The platform provides standard support channels and regular updates to its AI agent capabilities.

• Create an account on referent.law and connect your Google Workspace (Gmail, Calendar, Drive) during onboarding.
• Set up your firm profile by specifying practice areas, matter types, and approval preferences for AI agent actions.
• Start a matter by telling Referent the client name and case type - the intake agent collects context and prepares the engagement proposal.
• Review and approve key actions through the dashboard: new matter creation, task assignments, document filings, and billing steps.
• Let the system run day-to-day operations - emails land in the right case files automatically, and you check in to approve what matters.