Referent

What it does

Referent is an AI-native practice management system where agents automate client intake, matter management, email filing, and billing while requiring lawyer approval for critical actions.

Core features

• ✦AI client intake with proposal generation
• ✦Automatic email and file routing to matters
• ✦Voice commands for matter updates
• ✦Automated deadline tracking
• ✦Billing preparation automation
• ✦Google Workspace integration (Gmail, Calendar, Drive)
• ✦AES-256 at rest, TLS 1.2+ in transit
• ✦Audit logging of all AI actions
• ✦Per-firm encrypted workspaces