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ease
features
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support

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Description

Systematize and monitor essential matter information while ensuring that it is accessible from a centralized hub. Facilitate the availability of matter and contact details for documents and enable the transmission of matter schedule updates to Outlook. MatterLink stands out as a comprehensive and adaptable solution for matter management. As an integral part of the BEC CoreRelate Suite, MatterLink is fully integrated with Docket Enterprise, Schedule Express, LegalBar, and Assemble-It. Tailored to function as a client and matter database within Microsoft Office, MatterLink grants immediate and convenient access to vital matter information precisely when users require it, particularly during their use of Microsoft Word and Outlook. By streamlining the organization and centralization of matter information, MatterLink enhances efficiency. Furthermore, with its user-friendly data entry features, MatterLink also provides exceptional integration capabilities and import tools, allowing for the straightforward transfer of existing matter data from platforms such as Word, Outlook, Excel, Billing, or manual systems directly into MatterLink. This functionality not only saves time but also improves the accuracy of data management across the board.

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

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

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

BEC Legal Systems

Founded

1943

Country

United States

Website

www.beclegal.com/solutions/matter-contact-management/matterlink/

Vendor Details

Company Name

AI Lawtech Sp. z O.O.

Country

United States

Website

referent.law

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records 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

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