Referent
AI agents handle routine tasks, lawyers approve key steps.
At a glance
3.9 out of 5
Scored by Alex after real useOur verdict
Referent streamlines firm operations with AI automation but requires manual approval for critical actions. Best suited for those comfortable with some level of oversight.
✓What it does well
✕Where it falls short
Key features
Questions about Referent
What does Referent do for law firms?
Referent runs AI agents that handle routine law firm tasks such as intake, drafting and follow-ups, while lawyers approve key steps. It updates matters with every email received from clients, combines client management with matter tracking, and logs every action for review and audit purposes.
How much does Referent cost?
The Referent Solo Plan costs $29 per month per user and includes AI agents and automated workflows. There is no free tier. The reviewer adds that custom integrations and workflows may incur additional costs or be restricted.
Does Referent need lawyer approval for its actions?
Yes. Lawyers must approve all critical steps before Referent executes them, which the reviewer lists as a shortcoming. The verdict says it is best suited to firms comfortable with some level of oversight, and every action is logged in an audit trail.
Who is Referent best for?
Referent is best for solo and small law firms, according to Toolio, and is not for law firms with complex integrations. The reviewer notes it needs significant initial configuration to integrate with existing systems. It runs on the web, macOS and Windows.
Can Referent handle billing?
Referent includes billing integration that handles billing automatically, based either on time spent or on flat fee rates. That sits alongside an integrated CRM for client management and matter tracking. Toolio scores Referent 3.9 out of 5, rated by Alex after real use on 3 Oct 2026.