Referent - The AI-native OS for modern law firms

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Referent is AI-native legal practice management software. Legal AI agents handle the operational work while lawyers focus on clients and growth.

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Hi Product Hunt, George here, founder of Referent. Almost four years ago, we launched AI Lawyer. Today it ranks #1 organically on Google for "AI lawyer" and has become the leading legal AI product for consumers. Tens of thousands of lawyers have used it, and their feedback kept pointing to the same gap. Legal tech had plenty of research and drafting tools. Legal CRM and legal practice management software were still stuck in the pre-AI era. So we built Referent, an AI-native legal CRM and legal practice management platform for solo and small law firms. We recently opened 20 spots for a closed beta. We received more than 450 applications in less than three weeks. That made the decision easy: we opened the beta to everyone. Lawyers and AI builders, we'd love your feedback. Try Referent: Thanks to Rohan for hunting us and to the Product Hunt community for taking a look. Our team has worked hard to get Referent into yours hands.

Sounds promising. Do you have an affiliate program? PM me, we have a huge network of legal contacts

 Thanks, I sent the details via DM.

The program is live:

Nice alternative to Legora, especially considering the price

 Thanks, we're a different layer than Legora. They do research and drafting. We run the operations around that work: intake, matters, deadline tracking, follow-ups.

We use Attio, and everyone's emails are integrated into the CRM. I can't imagine how lawyers, with their professional distortions, can give AI permission to read emails 💀 In any case, good luck with the PH, the product looks great, lawyers should check it out.

Looks cool. Will send it my lawyer friends, good luck

Does Referent provide visibility into which tasks are consuming the most time across matters?

 Time logs are linked to cases and clients, so you can see what you spent your time on. Voice input is also available: you can describe what you did after a call instead of entering that information later.

Can Referent learn a firm's preferred workflows, templates, and document style over time?

 Yes. It’s all based on the firm’s memory: the longer your firm works within this system, the more it learns, how you run a matter, what your documents look like, and how you phrase things. You provide your own templates, and agents draft from your matters, so the draft already reflects the client and the case.

Could firms also track workflows save the most staff time after adoption?

 Not in terms of numbers. All agent actions are recorded in the activity log, so you can see what was done, but we don’t convert that into hours saved. However, I should add that before working on the project, we conducted research, and the answer was the same across the board: case intake, email management, data entry, and meeting deadlines.

The biggest question for me would be privacy and permissions especially when multiple people work on sensitive matters. How granular are the access control between lawyers staff and individual matters?

Love that this bundles intake, deadlines, and billing prep instead of making firms stitch together 5 different tools. How's it handling conflict-of-interest checks when a firm brings on a new client?

 Runs during intake. The agent asks for the parties before the matter opens, and any matches come back on the card you approve.

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