MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Referent and how does it work?
Referent is AI-native legal practice management software for solo practitioners and small law firms. It brings clients, matters, documents, tasks, calendars, time tracking, billing workflows, and AI-powered operations into one workspace. Unlike traditional practice management systems that mainly store information, Referent helps move routine work forward. AI agents can organize matter information, assist with intake, file emails and documents, prepare follow-ups, and support recurring workflows. Lawyers remain in control of important actions. Client-facing and higher-risk steps can stay subject to review and approval. Referent also includes matter-aware scheduling, task management, firm-wide search, time capture, mobile access, and integrations with common productivity tools. It is designed to reduce repetitive administrative work without forcing firms to replace the way they already practice.
Read moreWhat is Convos and how does it work?
Convos is an AI receptionist and intake hub for law firms. It answers inbound calls, texts, and web forms 24/7 in English and Spanish, follows approved intake scripts, qualifies new leads, books consultations or callbacks, and routes urgent matters to live staff when configured. Every interaction is organized in the Convos Hub with transcripts, recordings, summaries, statuses, urgency, source, and next steps so firms can follow up faster and reduce missed opportunities. Convos is designed for intake, scheduling, routing, and follow-up support; firms remain in control of scripts, review, escalation rules, and legal decisions.
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