Referent

About Referent

Deep Dive with Clara AI

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.

Screenshots & Videos

Pricing

Free Trial Not Available
Starts at $250.0. Offers Free-forever plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

Medium Business
Small Business
Individuals

API Support

Available

Modes of Support

Online

Referent Features

Show Feature Explanation

Show Missing Features

Legal Practice Management Features

Task & Workflow Automation

Client & Contact Management

Case & Matter Management

Calendar & Deadline Management

Reporting & Analytics

Time Tracking & Billing

Document Management

Ability to store and manage various information and documents in electronic format.

Trust Accounting

Workflow Automation Features

Business Process Automation

Allows automatic handling of business processes

Third-party Integration

Offers synchronization with third-party applications

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Workflow Configuration

Configures flow of work in a systematic manner

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Client Onboarding Features

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Dashboard

A digital insight of reports and other workings on a single screen

Document Management

Ability to store and manage various information and documents in electronic format.

Client Communication Tools

Offers support through chat, email, or in-app messaging throughout the process.

Workflow Builder

Empowers teams to design precise, step-by-step workflows with clarity and ease.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Management Features

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Assembly

Helps in creating a document on an automated basis

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Legal Case Management Features

Calendar & Deadline Tracking

Case & Matter Management

Task & Workflow Management

Reporting & Analytics

Time Tracking & Billing

Document Management

Ability to store and manage various information and documents in electronic format.

Client Communication Management

Legal Billing Features

Reporting & Analytics

Time Tracking & Billing

LEDES Billing Support

Trust Accounting

Invoice Generation

Compliance & Audit Tracking

Payment Processing

Helps to manage automated transactions across various online channels

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Referent Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Free Free

Free plan with no credit card required. Includes core legal practice management capabilities and AI usage.

Start Free Trial

Premium $250.00 $250.00 per month

Full access to Referent's AI-native legal practice management platform, including AI agents, client and matter management, tasks, calendars, documents, time tracking, billing workflows, and integrations.

Start Free Trial

Screenshots of Vendor Pricing Page

Learn more about Referent Pricing

Referent Alternatives

View All Referent Alternatives

98% 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

CARET Legal Legal Practice Management Software read more

4.6 217 user ratings

Visit Website

91% 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

Law Ruler Software Legal Practice Management and Intake Software read more

4.7 6 user ratings

Visit Website

90% 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

LEAP Legal Practice Productivity Solution read more

3.9 41 user ratings

Visit Website

89% 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

NextChapter Online Bankruptcy Software for Lawyers | NextChapter read more

5 25 user ratings

Visit Website

86% 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

ServeManager Process Server Software - ServeManager read more

3 1 user ratings

Visit Website

85% 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

CaseManager Case Manager Software Suite read more

4 2 user ratings

Visit Website

85% 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

Needles Needles » Case Management Software read more

Visit Website

85% 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

Skala Streamlining Legal Success for Startups and Entrepreneurs Worldwide read more

Visit Website

84% 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

libra AI-powered case alerts & research for your legal practice read more

Visit Website

82% 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

MerusCase MerusCase - Technology for Attorneys read more

4.8 10 user ratings

Visit Website

Referent Reviews

Do You Use Referent?

Be The First One To Review!

Write a Review

Videos on Referent

Referent - AI-Nat...

Referent Screenshots

Referent Calendar...

Referent Practice...

Referent Task and...

Referent Landing ...

Referent Time Tra...

Referent FAQs

What is Referent?

Referent is AI-native legal practice management software for solo and small law firms. It combines clients, matters, tasks, documents, calendars, time tracking, billing workflows, and AI-powered operations in one workspace.

Who is Referent designed for?

Referent is designed primarily for solo practitioners, boutique firms, and small law firms that want to reduce repetitive administrative work while keeping lawyers in control of important actions.

How does Referent use AI?

Referent uses AI agents to help organize matter information, support client intake, file emails and documents, prepare follow-ups, and move routine workflows forward. Lawyers can retain review and approval control over important actions.

What integrations does Referent support?

Referent supports Google Workspace and Microsoft 365 services, including email, calendars, and cloud storage. It also offers IMAP email connectivity, Telegram integration, AI assistant connectivity through MCP, and API access.

Does Referent have mobile apps?

Yes. Referent is available as a web application and also offers dedicated mobile apps for iOS and Android.

How much does Referent cost?

Referent offers a free plan. Premium costs $250 per seat when billed monthly or $2,500 per seat when billed annually.

What is Referent used for?

Referent is Legal Practice Management Software. Referent offers the following functionalities: