Referent

Clients interact with AI at an intake link to screen fit, open matters, and prepare engagements for lawyer approval.

Emails, attachments, and context are automatically filed to the correct matter, with flags for lawyer attention.

First drafts of replies, letters, and documents are generated from matter context for lawyer editing and approval.

Court dates, filings, and limitation periods are tracked automatically with reminders before deadlines become urgent.

Time logs and invoices assemble themselves in the background for lawyer review, supporting hourly or flat fee billing.

Payment reminders, client check-ins, and review requests are drafted by AI agents and require lawyer approval before sending.

Every AI action is logged and auditable, with critical steps requiring lawyer sign-off to maintain control and oversight.

Per-firm encrypted and isolated workspaces with AES-256 encryption and TLS 1.2+ ensure client confidentiality and data ownership.