Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PILOT serves as an AI chief of staff designed specifically for founders, CEOs, and managing directors. It seamlessly integrates with Microsoft 365, leveraging tools like Outlook for email and calendar, as well as Teams for communication, to enhance user productivity. Each day begins with a concise briefing that outlines pending decisions, identifies risks and opportunities gleaned from emails and meetings, lists the day's scheduled meetings, and recommends a key priority for focus. Incoming emails are categorized based on the required actions, equipped with succinct two-line summaries; users can quickly generate reply drafts with a typed or dictated prompt, while emails that require no further action are organized into designated Outlook folders. Prior to meetings, PILOT generates an informative briefing that includes relevant context, unresolved items, key discussion points, and background information about the attendees, ensuring that users are well-prepared. Post-meeting, the tool transforms the recorded session into a summary, detailing decisions made, actionable to-dos, and a draft for follow-ups. Additionally, PILOT monitors responsibilities in both directions and sends reminders if a contact becomes unresponsive. Accessible via a web app and an iPhone application, PILOT supports English, German, and Spanish languages, and necessitates a Microsoft 365 work account for utilization, with access granted solely by invitation. This innovative tool aims to streamline and optimize the workflow of busy executives, providing them with tailored assistance to navigate their daily challenges effectively.
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
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Microsoft 365
No
Microsoft Outlook
No
Microsoft Teams
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
NOVELDO AI GmbH
Founded
2024
Country
Germany
Website
www.noveldo.com
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
No
CRM
No
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
No
Email Management
No
Legal Case Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No