Referent
AI agents handle routine tasks, lawyers approve key steps.
At a glance
Starts at
$29 per month
Price as published by the vendor, September 2026.
Free tier
No
Platforms
Web, macOS, Windows
Best for
Solo and small law firms
Not for
Law firms with complex integrations
3.9 out of 5
Scored by a Toolio reviewer 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
Automated WorkflowsAI agents handle intake, drafting, and follow-ups automatically.
Integrated CommunicationMatters are updated with every email received from clients.
Audit TrailsEvery action is logged for review and audit purposes.
✕Where it falls short
Manual Approval NeededLawyers must approve all critical steps before they are executed.
High Initial SetupRequires significant initial configuration to integrate with existing systems.
Limited Customization OptionsCustom integrations and workflows may incur additional costs or be restricted.
Key features
AI AutomationAutomates routine tasks like intake, drafting, follow-ups, and more.
Integrated CRMCombines client management with matter tracking in one platform.
Billing IntegrationHandles billing automatically based on time spent or flat fee rates.
Built-In AI AgentsAI agents handle routine firm operations.