Referent

Referent is ranked #1 of 33 in legal CRM software on The Geeks Club. It runs on Android, iOS, Web. There is a free plan. A free trial is offered.

Referent plans and pricing

All plans

Free Free no credit card · AI usage included referent.law · 1 Oct 2026

Compared on legal CRM software

Free plan: Yes
Intake forms: Yes
Mobile app: Yes

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Referent

Product: Referent is AI-native practice management software for law firms.
AI operations: AI agents handle intake, matters, email, deadlines, billing preparation, and follow-ups while lawyers approve critical actions.
Client intake: Its intake workflow screens inquiries, opens matters, and prepares engagement materials for lawyer approval.
Matter email: Referent files emails, attachments, and context to the appropriate matter after inbox connection.
Voice control: Users can operate the practice by voice and have agents perform the resulting work.
Approval model: Client-facing or high-risk actions require explicit lawyer approval, and every action is recorded in an audit trail.
Integrations: The platform works with Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365; Outlook and Microsoft 365 are marked Soon on the homepage.
AI app connectivity: Referent provides an MCP server that works with ChatGPT, Claude, Perplexity, Hermes, Gemini, OpenClaw, and other MCP-compatible apps.
Mobile apps: Referent offers iPhone and Android apps for reviewing agent work, approving actions, and checking matters.
Encryption and hosting: Data is hosted on Google Cloud Platform with US and EU regional residency, AES-256 encryption at rest, TLS 1.2+ in transit, encrypted backups, and per-firm workspace isolation.
AI data use: Referent says it does not train AI models on client or matter data and uses zero-retention, no-training agreements with its model providers.
Certifications: SOC 2 and ISO 27001 are in preparation rather than certified.
Data deletion: Customers can export their data, and Referent says deleted data is removed without shadow copies or training archives.
Audience and limits: Referent is aimed at solo and small law firms, is in private beta or invitation-only access, and is not an accounting system.
Price from: Free

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Where it ranks on The Geeks Club

Best Legal CRM Software in 2026#1 of 33

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Sources

referent.law· checked 1 Oct 2026
referent.law/ai-agents-for-law-firms/· checked 1 Oct 2026
referent.law/security/· checked 1 Oct 2026
referent.law/best/legal-practice-management-software· checked 1 Oct 2026
referent.law/about/· checked 1 Oct 2026