Get a personal demo

Get a personal demo - Referent

50,000+ lawyers use our company's products

AI that knows your cases and handles the work.

Referent is a modern law firm OS. AI uses your case context to handle routine work, from intake to getting paid.

AI prepares. You approve every critical step.

Team backed by: Google for Startups Nvidia Inception Program

50,000+ lawyers use our company's products

AI that knows your cases and handles the work.

Referent is a modern law firm OS. AI uses your case context to handle routine work, from intake to getting paid.

AI prepares. You approve every critical step.

Team backed by: Google for Startups Nvidia Inception Program

Your firm already has the information. You keep doing the work of connecting it.

A client sends an update. You find the case, save the attachment, update a task, and work out who needs to hear about it. Later, you open the same email again to remember what happened.

That work fills the gaps between calls and follows you home. It also holds the firm together. You need the right information in the right place before you can make a decision.

Referent brings your clients, emails, documents, and tasks into one case context. Its AI uses that context to organize information and prepare the next steps. A follow-up can draw on the case history. A task can stay connected to the client and the email that prompted it.

AI prepares. You approve every critical step.

You keep the legal judgment and the client relationship. Referent handles the routine around them, from the first inquiry through billing. Your team can review the prepared work and decide what happens next.

Bring the task you are tired of doing by hand to a demo. We'll show you how Referent approaches it, what information it needs, and where you approve the work. If it fits, your personal manager helps you set up the first workflow.

From the founder

I built Referent because I kept seeing lawyers spend their time piecing together information their firm already had. Software should carry more of that work. My goal is to give lawyers a system that understands the case, prepares the routine, and puts the decisions in their hands.

George Zaletski

Founder & CEO, Referent

What changes when AI has the case context

Client information

Keep the case together

Bring client emails and documents into the case
Keep tasks connected to the work they belong to
Give AI the information it needs to prepare the next step

Daily work

Have the work prepared

Prepare follow-ups using the case history
Turn client requests into proposed tasks
Review and edit the work before approving it

Your judgment

Stay in control

See what AI prepared for the case
Decide what happens next
AI prepares. You approve every critical step.

Your case context in the AI apps you use

Connect a compatible app such as Claude or ChatGPT to Referent through MCP. Ask about your clients, matters, and documents from that app, using the information in your workspace. We can show you the connection and its approval controls on the demo.

We'll help you get started

Start with one workflow

Choose a task you repeat often. Your personal manager helps you connect the relevant tools and set up the workflow with you.
A direct line to the team

You have a person to ask when something is unclear. Your manager brings your questions and feedback to the team building Referent.
Bring your team along

Work out who reviews the prepared work and who approves it. Add colleagues to the process as you are ready.
Plan your imports

Show us the systems you use today. We help you understand what can move over and what setup is involved.
Review before you approve

See how Referent uses the case information and review its proposed work. AI prepares. You approve every critical step.

Make the demo about your work

Bring a task you repeat

Following up with new inquiries
Filing client emails and documents
Keeping tasks and case updates current
Preparing billing and payment reminders

Leave with a clearer plan

See which steps AI can prepare
Understand what you need to connect
See where you review and approve
Discuss the setup for your firm

From demo to your first workflow

Tell us about your firm

Fill in the short form. It takes less than a minute. Then choose a time for your demo.
See the work in Referent

In about 20 minutes, see how AI uses case context, prepares routine work, and asks for your approval. Bring your questions.
Choose where to start

If Referent fits your practice, your personal manager helps you connect your tools and set up your first workflow.

Before you book

What will I see on the demo?

A walkthrough of how Referent uses case information to prepare routine work. Tell us what takes up your day, and we'll focus on a relevant workflow, such as organizing client emails, preparing follow-ups, or billing. You'll also see how you review and approve the work.

What does "AI that knows your cases" mean?

Referent brings your client records, emails, documents, and tasks into a shared case context. Its AI uses that information when preparing work for that case. You connect the relevant tools and information during setup.

What work can Referent handle?

Referent covers client intake, matters, email, documents, tasks, and billing. AI helps organize case information and prepare work such as client follow-ups and task updates. On the demo, we can show the steps that match your practice and explain where your input is needed.

Will AI act without my approval?

AI prepares. You approve every critical step. You can review and edit the prepared work before approving it. The demo includes the approval flow so you can see where you stay in control.

I already use Clio, MyCase, or another practice management tool. Can I still book?

Yes. Tell us which tools you use and what you want to improve. We'll walk through what Referent can connect to, what data can be imported, and what would need a separate migration. The options depend on your current tools and their export or API access.

Can I use Referent with ChatGPT or Claude?

Referent has an MCP server that lets compatible AI apps work with your workspace. You can ask about your clients, matters, and documents from a connected app. We can show this on the demo and explain the access and approval controls.

Do I need to prepare anything or share client files?

Bring one example of a repetitive task and the names of the tools you use. You do not need to send client files to request a demo. We can discuss data access and confidentiality before you connect anything.

Is Referent suitable for a solo practice?

Yes. Solo attorneys and law firm teams can use Referent. The demo starts with how your practice works today, including which tasks you handle yourself and which you share with staff.

Will someone help me set it up?

Yes. Your personal manager helps you connect your tools and set up your first workflows. We can discuss imports and the work involved before you decide how to get started.

Does booking a demo start a subscription?

No. This form requests a demo. You can ask about the current plans, trial terms, and setup options on the call before deciding whether to subscribe.

What happens after I send the form?

You'll get a booking link to choose a time for your demo. We'll focus the conversation on your firm's work and leave time for your questions. The form takes less than a minute; the demo takes about 20 minutes.

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.

Get a personal demo

Choose a time after the form

About 20 minutes

Your questions answered

Get a personal demo - Referent

Start with one workflow

A direct line to the team

Bring your team along

Plan your imports

Review before you approve

Tell us about your firm

See the work in Referent

Choose where to start