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Description
Experience the comprehensive solution that empowers your law firm with the freedom and control it needs. Manage case details, journal entries, and time tracking seamlessly within Outlook and Teams. Oversee invoicing and maintain financial health using Microsoft’s robust ERP system. Hold client meetings on Teams, securely share essential documents, and engage in private chats with your colleagues while accessing all necessary case files directly from Teams. Whether you're in a courtroom or a serene countryside location, you can keep all your case materials at hand, even without an internet connection. Work offline on critical documents during your retreat, and effortlessly synchronize your updates upon your return. The limitations of remote desktop software often hinder productivity and complicate collaboration with your team, which can be quite frustrating. Thankfully, those days of remote desktop constraints are behind us. Instead, embrace a new era of efficiency and collaboration in your legal practice.
Description
Referent is an AI-native legal practice management platform that helps law firms automate routine operations across clients, matters, tasks, documents, email, and calendars. The platform uses legal AI agents to handle work that would normally require manual data entry, CRM updates, follow-ups, filing, and coordination. Referent can run pre-matter workflows by collecting context, organizing inquiry details, preparing proposals, and sending payment links. Its integrations with Gmail, Google Calendar, and Google Drive allow the system to file emails, sync meetings, make documents searchable, and connect firm communications to the right matter. Lawyers can use natural language or voice commands to move matters through stages, draft engagement agreements, create tasks, schedule meetings, and prepare client updates. Referent keeps lawyers in control by requiring approval for critical actions before they happen. The platform also supports workspace import so firms can bring over clients, matters, tasks, files, emails, and related records from existing tools. Referent emphasizes data ownership, confidentiality, customer isolation, no AI training on firm data, no selling of client information, access controls, deletion controls, and auditable AI actions. Referent helps law firms become AI-native by letting agents handle routine operations while lawyers focus on clients, relationships, strategy, and growth.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Integrations
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Abakion
Founded
2000
Country
Denmark
Website
abakion.com/legal/
Vendor Details
Company Name
AI Lawtech Sp. z O.O.
Country
United States
Website
referent.law
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting