Referent

Referent is an AI-native practice management platform for law firms that combines a legal CRM with AI agents to run intake, email filing, task creation, and matter updates while you approve key actions. It connects to Gmail, Google Calendar, and Google Drive to link correspondence, events, and documents to the right matter automatically. Firms use Referent to standardize workflows, keep a clean record of clients, matters, tasks, and billing, and scale without extra back office. Every agent action is logged and auditable, data stays private to your workspace, and no client data is used to train models.