Private beta · Now accepting applications

Less chasing.
More closing.

Referent handles the coordination work that quietly eats your billable hours — client intake, follow-ups, matter status, document requests — so your lawyers can focus on the law.

4–6 hrs

per lawyer per week lost to intake and status coordination

~$90k

annual cost of a dedicated legal ops hire at small-firm rates

Zero ops hire

needed when the coordination layer runs itself

How it works

Three things your firm spends too much time on

01

Intake that starts itself

A new matter request triggers conflict checks, intake questionnaires, and engagement letter workflows automatically. By the time a lawyer opens the file, it's ready. No one at your firm had to touch it first.

02

Follow-ups that run on schedule

Referent tracks outstanding items — client documents, signatures, outstanding invoices — and sends follow-ups on a cadence you define. You stop being the reminder service. Clients get a consistent experience; you get your time back.

03

Status everyone can see

Real-time visibility into every open matter — what's due, what's blocked, who owns what — without a weekly status call or inbox archaeology. Your team moves faster because the information is already there.

Who it's for

Built for firms that run lean — by design

Referent is for practices that don't want to hire a dedicated operations person, but are tired of lawyers doing operations work.

Litigation · 2–10 lawyers

Small litigation firms

Can't justify a full-time ops hire, but losing partner time to intake coordination, client chasers, and status emails every week. Referent gives you the ops coverage without the headcount.

Estate planning · Solo to small team

Estate planning practices

Intake volume fluctuates, client communication is repetitive, and the same document requests go out for every matter. Referent automates the template work so nothing falls through between engagements.

Immigration · High case volume

Immigration attorneys

Dozens of concurrent cases, repetitive status questions, hard deadlines, and constant document collection. Referent surfaces what's behind and handles the client-facing follow-through so cases don't stall.

Personal injury · High volume, long timelines

Personal injury firms

Long case timelines, frequent client check-ins, and settlement coordination across multiple parties. Referent tracks every open loop so your team isn't the bottleneck and no case goes quiet by accident.

Early access

Get in before we open up

Referent is in private beta. We're working closely with a small number of firms to get the product right. Add your email and we'll reach out when a spot opens.

No spam. We'll only reach out when your spot is ready.