Referent Core Features

Voice-Operated Practice Management

Forget manual data entry. Tell Referent what needs to happen and its Legal AI handles the rest, from matter creation to document filing.

AI Client Intake

Referent automates the pre-matter workflow: it collects context, organizes details, prepares proposals, and sends payment links without manual intervention.

Google Data Integration

Connect Gmail, Google Calendar, and Google Drive. Referent reads correspondence, files emails to the right case, syncs hearings both ways, and makes Drive documents searchable inside matters.

Automated CRM Management

Legal AI agents update matter records, create tasks, route work, and keep the CRM organized without touching the interface.

Intelligent Email and File Linking

Every email, file, note, and call is automatically linked to the correct matter, eliminating the need to manually file documents.

Human-in-the-Loop Approval

Referent handles the work but every critical action requires lawyer approval before execution, keeping control where it belongs.

• Solo practitioners: Offload client intake, email filing, and task tracking to AI agents while focusing on billable work.
• Boutique law firms: Standardize workflows across the team with automated matter management and CRM updates.
• Growing practices: Scale operations without proportional administrative hires by automating routine legal operations.
• Google Workspace law firms: Eliminate manual cross-app data entry by connecting existing Gmail, Calendar, and Drive workflows.
• New client heavy firms: Stream high-volume pre-matter intake with automated context collection and proposal generation.