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Description
Archivar is a specialized case-management and AI intake platform tailored for the legal industry.
This innovative solution assists law firms in overseeing communications with potential clients from the initial phone interaction through scheduling consultations and following up on intake.
The features offered by Archivar include:
- AI-driven phone answering
- Management of missed calls
- Intake services during non-business hours
- Conversations in both English and Spanish
- Collection of information from prospective clients
- Workflows for lead qualification
- Scheduling of consultations
- Summaries of calls
- Maintenance of intake records
- Case-management process workflows
By streamlining the intake experience, Archivar enables law firms to minimize redundant administrative tasks for their attorneys and support teams.
Instead of replacing the critical judgment of attorneys, Archivar enhances the operational aspects of the client experience, ensuring firms effectively gather information and guide qualified prospective clients to the next appropriate action.
Ultimately, this platform not only improves efficiency but also promotes a more organized approach to client management within the legal sector.
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
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Integrations
No details available.
Integrations
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Pricing Details
$84/month
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
Archivar
Founded
2026
Country
United States
Website
archivar.ai
Vendor Details
Company Name
AI Lawtech Sp. z O.O.
Country
United States
Website
referent.law
Product Features
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
