✓ Referent
Legal Practice Management Software
AI-native practice management platform that runs intake, filing, and follow-ups for law firms while lawyers approve key actions.
Why we recommend them
Referent is an AI-powered legal CRM and automation platform built for solo lawyers, small firms, and larger practice groups. Its AI agents handle client intake, file emails and documents to the correct matter, track deadlines, and prep billing, while lawyers review and approve every critical step. It integrates with Gmail, Google Calendar, and Google Drive to keep matter records current automatically.
✓Currently in private beta — access is by application, no public pricing listed
✓Connects with Gmail, Calendar, and Drive to auto-file emails and documents into matters
✓Per-firm encrypted workspaces (AES-256 at rest, TLS 1.2+ in transit); client data isn't used to train AI models
What we actually verified
8/10 TrustScore—Money-back guarantee verified
—Free trial available
✓Reachable customer service“…Who we are Data controller: AI Lawtech Sp. z O.O. Contact: [email protected] Website: https://referent.law AI Lawtech Sp. z O.”
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-13 · How we vet →
Common questions about Referent
Is Referent legit and safe to buy from?
Yes — Referent passed the WhatiseBrokering.com vetting checklist (try before you buy, no fine-print returns, a real way to reach them, realistic claims only) before being listed. We remove companies that stop meeting the standard.
Can I try Referent before committing, or get my money back?
Every company in our directory must offer a free trial or, at minimum, a 7-day money-back guarantee from the day your product arrives — with no fine-print return conditions like "unopened" or "original packaging". Referent met this requirement at the time of vetting.
How do I reach Referent if something goes wrong?
Referent publishes a real customer-service contact (phone or email) — that's a listing requirement. If you can't get a response, tell us at [email protected] and we'll review their listing.
Why is Referent listed on WhatiseBrokering.com?
We discovered and vetted Referent ourselves. They don't pay us anything — they're listed purely because they meet the standard.
Had a bad experience with Referent?
This directory only works if every listing keeps earning its place. If Referent didn't live up to the standard — refused a return, unreachable support, misleading claims, anything — tell us. We'll re-review them against our vetting criteria, and if they're not abiding by our rules, we remove the listing. No exceptions, no pay-to-stay.