Referent

AI for Lawyers & Law Firms – Run your practice through chat. AI agents handle the work; aI

Referent is AI-native legal practice management software. AI agents handle intake, matters, email filing, drafting, deadlines, billing and follow-ups. The lawyer reviews and approves every critical action. Built for solo and small law firms in the US.

12 alternatives to Referent

Ranked by how well each tool replaces Referent: shared features, audience, price and popularity.

Relaw
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MyCase
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Vendasta
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Litify
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Affinity
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CaseFox
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Realeflow
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AppColl
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Law Ruler
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Key facts

Starts at: —
Free plan: No
Free trial: Yes
Open source: No
Founded: 2022
Headquarters: Poland

What it does

AI agent
Approval workflows
Audit trail
Automation
Billing
Chat
Client portal
Contact management
Custom fields
Data exports
Deadline tracking
Document management
Email sync
Encryption
File uploads inbox integration gmail google calendar google drive outlook microsoft 365 soon ios android apps mcp server integration with chatgpt claude perplexity hermes gemini openclaw role based access control sso on roadmap voice commands mobile apps ios and android google cloud platform hosting us and eu data residency iso 27001 in preparation soc 2 in preparation gdpr compliance program underway penetration testing zero retention no training agreements with ai model providers per firm encrypted isolated workspaces aes 256 encryption at rest tls 1 2 plus in transit encrypted backups delete means delete approval queue for client facing actions full audit trail of agent actions import from existing tools mcp server for connecting ai assistants to firm data

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