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Referent

Freemium#15 of 34 in Legal CRM Software

Referent: A free AI-assisted CRM for solo lawyers and small firms, with billing preparation rather than full billing. Ranked #15 of 34 in Legal CRM Software by our editors (7.3/10); pricing: Free plan; best for small firms wanting a free AI-assisted CRM.

7.3/10Editor score

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At a glance

Editor score
7.3 / 10
Pricing
Free plan
Best for
Small firms wanting a free AI-assisted CRM
Free plan
Yes
Intake forms
Yes
Facts checked
20 Sep 2026

Where it wins
- Free plan includes AI usage with no credit card required
- AI intake turns inquiries into qualified matters
- Web, iOS, and Android access with productivity-tool integrations
Where it doesn't
- Billing features focus on preparation rather than complete billing workflows
- Integrations center on Google and Microsoft productivity tools
- SOC 2 and ISO 27001 are still in preparation

Our verdict on Referent

Referent is an AI-native legal practice management platform and CRM for solo lawyers and small law firms. It brings leads, client and matter records, tasks, documents, deadlines, email, calendar data, time tracking, and billing preparation into one workspace. Its AI client intake captures and qualifies inquiries before turning them into matters, while embeddable multilingual forms support client-facing intake. Web, iOS, and Android access gives firms a choice of working environments.

The free plan is the clearest entry point. It includes AI usage and does not require a credit card, while the core workflow covers intake, matter records, automatic filing of email, calendar events, and documents, follow-ups, deadline tracking, time tracking, audit trails, and billing preparation. AI-drafted replies and follow-ups require lawyer approval, and client-facing or high-risk actions retain lawyer oversight. This combination makes Referent suited to firms seeking structured intake and administrative assistance without starting with a paid subscription.

Referent fits best where Google and Microsoft productivity tools are already central: integrations include Gmail, Google Calendar, Google Drive, Outlook, and OneDrive. Its agents can organize correspondence, documents, and calendar information around matters, while deadline synchronization and audit trails add workflow visibility. The product is less suitable for firms seeking a complete billing system or a broad integration ecosystem. Firms should also consider its security posture carefully because SOC 2 and ISO 27001 are described as in preparation rather than certified. Choose Referent for free AI-assisted intake and matter coordination; consider an alternative when full billing depth, wider integrations, or completed certifications are priorities.

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Referent pricing

Plans Free planFreemium A usable free plan; paid tiers unlock the limits above. Prices checked 20 Sep 2026.

See plans on referent.law

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Referent fact sheet

Free plan	Yes
Paid from	Not verified
Intake forms	Yes
Lead pipeline	Not verified
Referral tracking	Not verified
Consultation booking	Not verified
Lead capacity	Not verified
Mobile app	Yes
Email and SMS	Not verified
Deployment	Cloud, Mobile
Platforms	Web, iOS, Android
Compliance & security	2FA
Support	Email, Tickets
Built for	Solo, Small business (editorial estimate)
Integrations	5 integrations: Gmail, Google Calendar, Google Drive, Outlook, OneDrive
Pricing	Free plan (source)
Website	referent.law
Facts checked	20 Sep 2026

Referent integrations

Referent lists 5 integrations on its own site.

Gmail
Google Calendar
Google Drive
Outlook
OneDrive

Alternatives to Referent

See all Referent alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Referent for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Referent is listed in our Legal CRM Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update