Referent

Referent transforms the administrative backbone of a law firm by automating the workflows that consume billable hours. From the first client inquiry to ongoing matter management, the platform handles intake, document filing, and deadline tracking with AI agents that understand the context of each case. Lawyers gain hours back every week by removing repetitive manual work that traditionally falls on attorneys and staff. The AI client intake workflow guides prospective clients through pre-matter conversations, organizes the details into structured records, drafts engagement proposals, and generates payment links ready for lawyer review and approval. Once a matter is opened, matter-aware AI agents keep files, tasks, and communications aligned by automatically filing incoming emails and documents into the right case while flagging critical steps that require attorney judgment. Referent integrates directly with the tools law firms already rely on, including Gmail, Google Calendar, Google Drive, and Outlook, so correspondence and files remain searchable within a single workspace. A system of action built for mobility lets lawyers manage their practice by voice and approve AI-prepared tasks, follow-ups, and deadlines from iOS and Android apps, keeping work moving from anywhere. Security is foundational to the platform. Each firm operates within its own encrypted workspace protected by AES-256 encryption at rest, TLS 1.2+ in transit, and role-based access controls. Referent never trains AI models on client data, preserving confidentiality and ethical obligations. White-glove onboarding and migration services import existing clients, matters, tasks, and files so firms launch with a fully populated workspace rather than starting from scratch.