✓ Referent
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
5.6/10 TrustScore—Money-back guarantee verified
—Free trial available
✓Reachable customer service[email protected]
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-13 · How we vet →
Straight referral — we earn nothing from this link.
Common questions about Referent
Is Referent legit and safe to buy from?
Yes — Referent passed the WhatiseBrokering.com vetting checklist (a real way to reach them, realistic claims only — and, as a service business, standing behind the work they do) before being listed. We remove companies that stop meeting the standard.
Does Referent stand behind their work?
Referent is a service business, so a free trial or product return policy doesn't apply. What we verified instead is the strongest trust signal for a service company: a real, reachable human when something needs fixing. Ask them directly about the warranty on their work — reputable providers like Referent back what they do. If they ever don't, report it below and we'll re-review the listing.
How do I reach Referent if something goes wrong?
Referent publishes a real customer-service contact (phone or email) — that's a listing requirement. During vetting we found [email protected] published on their site. 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.
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