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Referent
Referent (referent.law) is AI-native legal practice management software for U.S. solo and small law firms. Legal AI agents handle the operational work - client intake, matter setup, email routing, task tracking, deadlines, and billing prep - while the lawyer approves every critical action.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-26T06:46:10.692Z. Cached copy · Source on referent.law
# Referent
> Referent (referent.law) is AI-native legal practice management software for U.S. solo and small law firms. Legal AI agents handle the operational work - client intake, matter setup, email routing, task tracking, deadlines, and billing prep - while the lawyer approves every critical action.
Referent combines two layers: a legal CRM (clients, matters, tasks, documents, billing) and an AI execution layer with voice commands and agents that move routine work forward. It connects to Google tools (Gmail, Calendar, Drive) and keeps every email, file, and note linked to the right matter automatically.
Key principles:
- AI prepares, the lawyer approves. Client-facing and high-risk actions always require lawyer sign-off.
- Referent never trains AI models on a firm's data, never sells client information, and keeps every firm's workspace isolated and encrypted.
- Every AI action is logged and auditable.
- Referent is distinct from AI drafting and research tools (Harvey, Legora, ChatGPT): those are task-level AI you invoke to produce a document; Referent is the AI-native operating layer that runs the firm's routine continuously and waits for lawyer approval. AI-assisted helps you do the work; AI-native runs the firm around it.
Referent is currently invitation-only, opening in cohorts of 20 firms with white-glove onboarding.
## Pages
- [Home](https://referent.law/): product overview, before/after comparison, FAQ, data-privacy commitments
- [About](https://referent.law/about/): the team behind Referent - AI Lawtech Sp. z o.o. (Poland, EU), makers of AI Lawyer, in legal tech since 2022; engineering leadership from Viber and Playtika, practicing attorneys as advisors; backed by Google for Startups and NVIDIA Inception
- [Security](https://referent.law/security/): AES-256 at rest, TLS 1.2+ in transit, per-firm encrypted workspaces, US/EU data residency on Google Cloud, zero-retention no-training AI agreements (OpenAI, Anthropic), lawyer approval gate, full audit trail, SOC 2 and ISO 27001 in preparation
- [Request Access](https://referent.law/apply): the Founding Firms Program manifesto and a 7-step admission application (about 3 minutes, reviewed by hand). Includes FAQs on selectivity, replacing staff, using Clio/MyCase/Smokeball, and how Referent differs from Harvey and Legora.
- [Privacy Policy](https://referent.law/privacy-policy): how firm data is collected, used, and protected; states Referent never trains AI models on client data and complies with the Google API Services User Data Policy (Limited Use) for Gmail, Calendar, and Drive data
- [Terms of Use](https://referent.law/terms-of-use): terms governing the Referent platform
## Product and category pages
- [Legal CRM](https://referent.law/legal-crm/): what legal CRM software is and how Referent runs intake, follow-ups, and client records with AI agents
- [AI Agents for Law Firms](https://referent.law/ai-agents-for-law-firms/): what AI agents are in a law-firm context, which operational
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