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Apply for Exclusive Access - Referent

50,000+ lawyers use our company's products

AI that knows your cases and handles the work.

Referent is AI practice management for modern law firms. It handles your admin from intake to paid invoice and gives you back up to 15 hours a week.

AI prepares. You approve every critical step.

Team backed by: Google for Startups Nvidia Inception Program OpenAI Select Partner

50,000+ lawyers use our company's products

AI that knows your cases and handles the work.

Referent is AI practice management for modern law firms. It handles your admin from intake to paid invoice and gives you back up to 15 hours a week.

AI prepares. You approve every critical step.

Team backed by: Google for Startups Nvidia Inception Program OpenAI Select Partner

Your day is full of small jobs that each take 5 to 15 minutes. Log a new inquiry. Open the case. File the documents a client sent. Update the record. Send a reminder. Chase an invoice.

None of them is hard. Together they eat the hours you meant to spend on legal work.

Referent is an AI-native operating system for law firms. Clients, cases, emails, documents, deadlines and invoices live in one place, and AI runs the routine across all of them.

Set up a workflow once. A new inquiry becomes a client and a case. A signed document lands in the right file. A missing form or an overdue invoice gets a reminder ready to send.

AI prepares. You approve every critical step.

Ask about any case from Claude or ChatGPT, and Referent answers from your firm's own data.

We are inviting small and boutique law firms to Exclusive Access. We set it up with you and start with the jobs that eat most of your week.

From the founder

Lawyers lose hours to dozens of 5 to 15 minute jobs a day: logging inquiries, filing documents, updating cases, sending reminders, chasing invoices. We built Referent to run that routine for them. You review what the AI prepares before approving it.

George Zaletski

Founder & CEO, Referent

Three ways to run a firm

Finding client information

Email and spreadsheets

You search separate files and emails for client details
You copy new information into your records
You keep track of who needs a reply

Keeping records

Traditional legal CRM

Client records and tasks are stored in one place
Your team keeps those records up to date
Available email and AI features depend on your software

AI runs the routine

Referent

AI-native: workflows run the routine across the whole firm
From first inquiry to paid invoice
You approve every critical step

Keep using your preferred AI

Ask about any case from Claude or ChatGPT, and Referent answers from your firm's own data. On the call, we will show you which connections to your AI tools are available.

What you get in Exclusive Access

Help setting up your firm

We help you connect your tools and set up your first workflows, starting with the jobs that eat most of your week.
Talk directly to our team

Ask us questions, report a problem or tell us what would make Referent more useful for your practice.
Invite other lawyers

Once your firm is using Referent, you can invite other lawyers to try Referent.
Help choose what we build next

Meet the team and other Exclusive Access firms to discuss what is working, what is missing and which tasks you want help with next.
Review the work before approving it

Check what the AI prepared, from a new case to an invoice reminder, edit it and approve it before anything goes to a client. AI prepares. You approve every critical step.

Who this is for

This is built for

Owners and managing partners of US small and boutique law firms
People who choose software for their firm
Teams that handle intake, cases, documents, deadlines, client reminders and billing
Lawyers who want AI to run their daily admin work
Teams willing to try the product with our help and give feedback

How it works

Apply

Leave your name, email, practice area and firm size. It takes less than a minute.
See the product

On the call, we show you how Referent runs intake, cases, documents, deadlines, reminders and billing, and talk about the jobs your team needs help with.
Set up your firm

If Exclusive Access fits your needs, we help you connect your tools and set up your first workflows.
Try it on your work

Review the cases, reminders and invoices Referent prepares. Tell us what helps and what needs changing.
Invite a colleague

Once your firm is using Referent, you can invite other lawyers to try it.

Questions

Who is Exclusive Access for?

Owners and managing partners of US small and boutique law firms, in any practice area.

What happens after I apply?

You can book a call right after you apply, or we email you to arrange one. We will show you the product, ask about the tasks your team spends time on and explain how Exclusive Access works.

Will this replace my team?

No. Referent runs the routine around your team: intake, case records, documents, deadlines, reminders and billing. Your lawyers still make the legal decisions and approve the work.

What if we already use practice management software?

Tell us which software you use. On the call, we will explain what Referent can connect to and whether any data would need to be moved.

Can we keep using Claude or ChatGPT?

Yes. Keep using them, and ask about any case from them: Referent answers from your firm's own data. We will explain which connections to your AI tools are available on the call.

Do I need an invite code?

No. You can apply without one.

What can Referent help with?

Referent runs the routine work of a law firm through workflows: intake, client and case records, documents, deadlines, client reminders and invoices. You can also ask about any case from Claude or ChatGPT. AI prepares the work, and you approve every critical step.

See what Referent can take
off your desk

Bring a task you repeat every day. See how AI can prepare the work using your case context, and where you stay in control.

Apply for Exclusive Access

Takes less than a minute

Personal onboarding

Your questions answered

Exclusive Access · 2 of 20 spots remaining

The current cohort closes November 11.

Apply for Exclusive Access.

Tell us about your firm and we’ll show you what Referent can take off your desk.

Name

Work email

Firm name

Firm size

Are you a legal professional?

Practice area

Apply for Exclusive Access - Referent

Apply for Exclusive Access.

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