Changelog

Referent ships every week. This is the running record of what changed in the platform: new features, improvements, and fixes, written for the lawyers who use it rather than the engineers who built it.

v1.5.0

Referent now works with Microsoft 365

Connect Google and Microsoft side by side: Outlook email, Outlook calendar, and OneDrive now plug into the same firm workspace as Gmail, Google Calendar, and Drive.

7 new features 3 fixes 24 changes shipped

New

  • Microsoft 365 support across the platform. A firm can now connect a Google workspace and a Microsoft workspace at the same time - no more choosing one ecosystem.
  • Two calendars, one schedule. Google Calendar and Outlook stay in sync together. Pick which calendar an event goes to, and deduplication keeps recurring events from doubling up.
  • Two drives, one search. AI agents now read Google Drive and OneDrive side by side, so every document is reachable from your matters.
  • Agents handle Outlook email. Search, matter filing, and drafting now work the same whether your firm lives in Gmail or Outlook.
  • Threaded email view. The inbox shows full conversations, replies you send stay in the thread, and sending gives clear feedback.
  • Redesigned onboarding with a guided tour. New firms get a cleaner setup flow and a walkthrough of the workspace.

Improved

  • A secure OAuth foundation for connecting Referent to external AI tools.
  • Security hardening across the app: stricter security headers, rate limiting, and automated dependency scanning.

Fixed

  • Recurring Outlook events now keep their series identity when synced.
  • Plus 2 smaller fixes - 24 changes shipped this week in total.
v1.4.0

A dashboard that works your way

A customizable bento dashboard, AI-composed email replies with one-tap intent chips, and a big push toward the iOS App Store.

6 new features 20 fixes 47 changes shipped

New

  • Customizable bento dashboard. Arrange your dashboard the way your practice runs - every user picks and places their own widgets.
  • Reply without leaving Referent. Answer emails from the app with AI-composed drafts, steered by one-tap intent chips (confirm, decline, ask for details, and more).
  • Calmer agent chat. Agent work now collapses into a single tidy activity line instead of a wall of technical steps.
  • Two-factor authentication on mobile. Sign in on your phone with the same 2FA protection as the web app.

Improved

  • The iOS app went through App Store review preparation: nine builds in a week, smoother sign-in, calmer animations, and clearer explanations for every permission the app asks for.

Fixed

  • Stuck AI-compose streams in the inbox now recover on their own.
  • Email sync got more resilient under edge cases.
  • Plus 18 more fixes across the inbox, calendar, and mobile sign-in - 47 changes shipped this week in total.

The Referent mobile app takes shape

The whole workspace rebuilt for your phone: chat, dashboard, matters, tasks, calendar, and inbox, with native Apple sign-in.

11 new features 6 fixes 32 changes shipped

New

  • Referent on your phone. The web workspace rebuilt one-to-one for mobile: chat with your agents, dashboard, records, tasks, calendar, inbox, clients, and matters.
  • Native sign-in. Sign in with Apple and secure mobile sessions, built for the way phones work.
  • Time tracking and taskboard on the go. The same task logic as the web app, shared under the hood so nothing drifts out of sync.

Improved

  • Google Drive import now finishes cleanly even when every file was already up to date.
  • A deep security vulnerability scan pass across the codebase.

Fixed

  • Sign-in polish on mobile: keyboard handling, theme backdrop, and chat scroll behavior.
  • Plus 3 more fixes - 32 changes shipped this week in total.
v1.3

Bring your Google Drive into Referent

Pick the Drive folders that matter, watch Referent import and organize them, and finish setup with a first run that shows exactly how much time you are saving.

11 new features 4 fixes 26 changes shipped

New

  • Google Drive folder import. During setup, pick exactly which Drive folders to bring in - Referent imports them and routes every document through Triage for filing.
  • Watched Drive folders. Add or remove watched folders anytime from the integration settings, so new files in those folders keep flowing into your workspace.
  • A first run worth watching. Onboarding now ends with a live view of your email import running client by client, a progress bar, and a running counter of the time Referent is saving you.
  • Triage tabs. Triage now splits into All, Files, Emails, and Tasks tabs, so you can clear one kind of work at a time.
  • Sharper reading of scanned documents. An upgraded text-recognition engine pulls cleaner text out of scans and PDFs, which means better search and better AI answers.

Improved

  • Large file uploads now stream reliably with a progress bar and a cancel button.
  • Every matter and client from your initial import now gets its wiki page - no gaps in coverage.
  • Voice transcription now understands legal terminology and your firm’s own vocabulary, in both English and Russian.

Fixed

  • The Drive folder picker no longer misbehaves after switching Google accounts.
  • Plus 3 more fixes - 26 changes shipped this week in total.
v1.2

Your first day in Referent, redesigned

A rebuilt onboarding flow gets new firms set up faster, invited teammates land in the workspace in one step, and flat-fee billing arrives for matters and tasks.

15 new features 16 fixes 66 changes shipped

New

  • Redesigned onboarding from the ground up. New firms get a clearer guided setup: connect Gmail, set your default rate and currency, and review what the first inbox scan found before diving in.
  • Flat-fee billing. Matters and tasks can now be billed at a flat fee, not just by the hour.
  • One-step team invitations. Invited teammates get a welcome screen with their email already filled in, set a password, and land signed in to the workspace - no extra hoops.
  • AI suggestions arrive as approvals. When Referent spots likely matters and tasks in your inbox, they now show up in Triage as suggestions you approve or dismiss - you stay in control.
  • A real support form. Reach us from inside the app with your name, a reply-to email, and screenshots attached, and your ticket goes straight to our team.
  • Branded emails from Referent. Sign-in and invitation emails now arrive in a clean, recognizable Referent design.

Improved

  • Client search now looks across every field at once, so one search box finds the right person by name, email, or phone.
  • Document uploads support drag and drop, show a clear “Processing” status, and files uploaded straight to a matter skip Triage entirely.
  • Matters, clients, and tasks now link directly to their wiki pages.

Fixed

  • Blocked Google sign-ins now show a clear “account not found” message instead of failing silently.
  • The inbox now opens on your Clients filter by default, keeping client email front and center.
  • Plus 14 more fixes - 66 changes shipped this week in total.
v1.1

Referent hits 1.0: sign in with Google, passkeys, and real-time everything

The platform shipped its first numbered releases this week, v1.0.1 through v1.1.1: new ways to sign in, a dashboard built for lawyers, and real-time sync across email, files, and calendar.

26 new features 13 fixes 71 changes shipped

New

  • Sign in your way. Sign in with Google, protect your account with two-factor authentication, or skip passwords entirely with passkeys - Face ID and Touch ID included.
  • A dashboard built for lawyers. Your key stats, today’s schedule, and recent activity, all in one cockpit view when you open Referent.
  • Real-time sync everywhere. New emails, changed files, and calendar updates now land in Referent moments after they happen in Google - no more waiting on the next refresh.
  • A dedicated triage queue. Inbox decisions get their own queue, and a redesigned decision pane explains the reasoning behind each suggestion. The firm wiki also flags contradicting information for you to resolve.
  • A complete activity log. Every change to clients, matters, tasks, time entries, and approvals is recorded, so you always have a full audit trail.
  • Tell the assistant how it did. React with a thumbs up or down on any answer, and type /support in chat to send a request straight to our team.

Improved

  • Email import now shows honest progress, detects mailing lists, fetches faster, and previews the full email.
  • Quick search now finds clients, matters, and notes even from partial names.
  • Disconnecting Google now fully removes your indexed data, and reconnecting takes one click.

Fixed

  • A sign-in redirect issue with Google accounts, resolved the same day it appeared.
  • Plus 12 more fixes - 71 changes shipped this week in total.

Your AI assistant can now work your whole practice

Our biggest week yet, 101 changes: the assistant learns to manage clients, matters, tasks, calendar, documents, and time entries, and billing arrives with hourly rates and cost totals.

39 new features 30 fixes 101 changes shipped

New

  • The assistant works across everything. Ask in plain English and it can look up, create, and update clients, matters, tasks, notes, time entries, and calendar events - and search your documents, including files in Google Drive.
  • Billing foundations. Set hourly rates per matter, override the rate on individual time entries, and see time cost totals on every matter and client.
  • Smarter email intake. Search your email by meaning, not just keywords, import clients from email with the legal matter scope extracted automatically, and keep multiple email addresses on one client.
  • Tasks open as full pages. A redesigned task detail view, plus board cards you can edit right on the board: priority, assignee, due date, matter, and client.
  • Two-way Google Calendar sync. Changes flow in both directions, and event colors come along too.

Improved

  • Error monitoring and session diagnostics behind the scenes, so problems get caught and fixed before you notice them.
  • Interface polish across the app: a searchable matter picker with client avatars, cleaner scrollbars, and more consistent hover and cursor behavior.

Fixed

  • Chat now renders your messages with proper formatting, including lists.
  • Google connection problems now show you the real error instead of failing silently.
  • Task deadline chips on the calendar are now clickable.
  • Plus 27 more fixes - 101 changes shipped this week in total.

Built-in time tracking is here

Start a timer from anywhere, review your week on a timesheet, and let Referent handle the details: pause and resume, idle detection, and rounding rules made for legal billing.

13 new features 5 fixes 22 changes shipped

New

  • A timer that follows you around. Start, pause, and resume from the header on any page, and glance at the running time right in your browser tab.
  • Timesheet and Time entries views. Review your week at a glance, add entries manually, edit them, or update many entries at once.
  • Timers built for legal billing. Idle detection, time rounding, tenth-of-an-hour quick picks, non-billable reasons, and an alert when a timer has been running suspiciously long.
  • Time lives on the task. Pick a task when you start any timer, log entries straight from the task page, and see all time and attachments on a task in tidy collapsible sections.
  • Global command search. One shortcut to search and jump anywhere in your workspace.
  • Light theme. Prefer a brighter workspace? Flip the switch.

Improved

  • Calendar events now sync in real time.
  • The matter picker shows client avatars, so the right matter is easier to spot.

Fixed

  • Start, end, and duration fields on a time entry now interact predictably.
  • Search results for wiki pages now open in the right section.
  • Plus 3 more fixes - 22 changes shipped this week in total.

The calendar arrives

A full calendar lands in Referent: Month, Week, and Day views, two-way Google Calendar sync, task deadlines on the grid, and recurring events - plus comments, mentions, and attachments on tasks.

20 new features 17 fixes 40 changes shipped

New

  • A full calendar, built in. Month, Week, and Day views show your events and task deadlines side by side, color-coded by matter, with a live now-line and multi-day event spans.
  • Two-way Google Calendar sync. Connect in seconds and changes flow both directions - create, edit, or delete an event in Referent and it lands in Google Calendar, complete with an optional Meet link and a linked task.
  • Task deadlines on your schedule. Deadlines mirror to Google Calendar automatically, and each task has explicit add-to-calendar and remove controls when you want manual say.
  • Recurring events and drag-to-reschedule. Set up repeating events, drag any event to a new time, search the calendar, and cancel with a soft-cancel that keeps the event visible (struck through) until you restore it.
  • Comments, mentions, and attachments on tasks. A rich-text editor, a dedicated comments view, @mentions to loop in colleagues, and file attachments turn every task into a place your team can actually work.
  • Redesigned filter and display panel. A streamlined drill-down filter for the Taskboard, plus display preferences and filters that are now saved per person, per firm.

Improved

  • Overdue tasks now carry a clear indicator, and new dashboard widgets surface what needs attention first.
  • The Knowledge section is now called Records - a clearer name for where your firm’s information lives.
  • Matters and tasks gained a first version of category labels, laying the ground for better organization and reporting.

Fixed

  • Month view got a thorough polish: event chips align cleanly and a “+N more” popover shows busy days in full.
  • The first board column no longer gets clipped when the Taskboard scrolls.
  • Plus 15 more fixes - 40 changes shipped this week in total.

Meet the Taskboard

Task management arrives: a drag-and-drop board for every matter, a global Taskboard for the whole firm, filters with quick presets, and columns you can shape around your own workflow.

11 new features 0 fixes 13 changes shipped

New

  • A real task board, built for legal work. Drag and drop tasks between columns, or flip to a list view when you want a flat picture - your choice, per matter.
  • One Taskboard for the whole firm. A new global Taskboard tab gathers tasks from every matter in one place, and each task carries a matter picker so it always lands where it belongs.
  • Columns that match your workflow. Rename, add, remove, and reorder board columns right on the board, backed by proper workflow states under the hood.
  • Task details without losing your place. Click a task and a side sheet slides in with the full detail view, or pop it out into a dialog - and quick-add lets you capture a task inline without opening anything.
  • Filters and quick presets. Filter the board per matter, and one-click presets jump you straight to the views you use most.
  • An early look at AI assignees. Task detail now previews assigning work to an AI agent, including a manual-trigger option - a first glimpse of where the Taskboard is headed.

Improved

  • Smoother lists everywhere: loading skeletons, polished rows, and board reordering that feels instant.
  • The client import review page got a cleaner, easier-to-scan layout.
  • Connecting the same Gmail account twice is now prevented, keeping your firm’s email connections tidy.

Fixed

  • Nothing to report, a clean feature week - 13 changes shipped this week in total.

Hello from the build log

The changelog begins: guided onboarding for new firms, an inbox that hides the noise for you, and duplicate-document detection working behind the scenes.

3 new features 4 fixes 23 changes shipped

Referent has been in the works long before this page existed - the team had been building the core platform for months. From this point on, the changelog records what ships every week.

New

  • Guided onboarding for new firms. Setting up your workspace is now a step-by-step flow instead of a blank screen, so your firm is ready to work in minutes.
  • An inbox that hides the noise. Newsletters, notifications, and other low-value mail now get tucked away automatically, with a visible count so nothing disappears silently.
  • Duplicate documents, detected automatically. When the same file arrives twice, Referent now recognizes it and keeps your document library clean - no more sorting through copies.

Improved

  • A cleaner, more compact inbox layout that puts your email front and center.
  • Groundwork for smart filing suggestions that will route incoming email to the right matter.

Fixed

  • Linking a Telegram account that already belongs to another firm is now blocked with a clear message.
  • Duplicate-document records now repair themselves if the underlying file goes missing.
  • Plus 2 more fixes - 23 changes shipped this week in total.