Ready to leave the
spreadsheet era behind?
Referent is in private beta for boutique law firms. Apply for access and a personal onboarding call.
Leaving your practice software?
Start here.
Two guides for every platform we get asked about. One gets your matters, contacts, and billing out cleanly. The other shows what MCP access exists for it today, so your AI apps can reach your data whether you switch or stay.
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Clio
Two exports (Manage and Grow), one afternoon, and a clear list of what stays behind.
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MyCase
A one-click full backup plus two spreadsheets. Check what each actually contains.
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Smokeball
Contacts and matters come out through Reports. Documents and email need their own plan.
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PracticePanther
Everything exports from reports and lists. Keep the IDs and the date ranges.
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CosmoLex
Export the full page range, not the current page, and keep the books separate.
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Filevine
Build reports around projects and contacts, mind the 30,000-row limit, and export the whole report.
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CARET Legal
Three separate exits: core data, accounting, and documents per matter.
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Rocket Matter
Contacts from Settings, matters from the Matters list, everything else through Advanced Search.
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LEAP
Matters, cards, and balances come out of Reports as CSV. Documents export per matter.
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Actionstep
One Data Export Report produces a CSV per data source. Pick them all.
Already decided? See Referent head-to-head against each of these, or read how the Referent MCP server works.