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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cloud-Sync offers a secure and automatic way to synchronize data from Microsoft 365 or Google Workspace with CRM, ERP, and database systems, enabling organizations to maintain continuous connectivity between email communications, calendars, contacts, and files while eliminating the need for complicated workflow tools. This solution is compatible with a variety of leading CRM and ERP platforms, as well as any database that utilizes a REST API, functioning effortlessly in the background to help teams enhance the utility of their current email and collaboration resources. By signing in with a Microsoft or Google work account, users can authorize Cloud-Sync via the secure OAuth 2.0 protocol, allowing it to access emails and, if desired, update calendars, contacts, and files—all while ensuring that passwords remain protected and never shared. Once established, Cloud-Sync automatically logs each incoming and outgoing email related to CRM contacts against the appropriate records, thus providing colleagues with a unified perspective on customer interactions without the need for manual entries. This streamlined approach not only reduces the administrative burden but also promotes better collaboration within teams.

Description

Referent is an AI-native legal practice management platform that helps law firms automate routine operations across clients, matters, tasks, documents, email, and calendars. The platform uses legal AI agents to handle work that would normally require manual data entry, CRM updates, follow-ups, filing, and coordination. Referent can run pre-matter workflows by collecting context, organizing inquiry details, preparing proposals, and sending payment links. Its integrations with Gmail, Google Calendar, and Google Drive allow the system to file emails, sync meetings, make documents searchable, and connect firm communications to the right matter. Lawyers can use natural language or voice commands to move matters through stages, draft engagement agreements, create tasks, schedule meetings, and prepare client updates. Referent keeps lawyers in control by requiring approval for critical actions before they happen. The platform also supports workspace import so firms can bring over clients, matters, tasks, files, emails, and related records from existing tools. Referent emphasizes data ownership, confidentiality, customer isolation, no AI training on firm data, no selling of client information, access controls, deletion controls, and auditable AI actions. Referent helps law firms become AI-native by letting agents handle routine operations while lawyers focus on clients, relationships, strategy, and growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Flexiva Yes 
Google Workspace Yes 
HubSpot CRM Yes 
Infor CRM Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Oracle Cloud Infrastructure Yes 
Platformix Yes 
Salesforce Yes 
Workday HCM Yes 

Integrations

Flexiva No 
Google Workspace No 
HubSpot CRM No 
Infor CRM No 
Microsoft 365 No 
Microsoft OneDrive No 
Oracle Cloud Infrastructure No 
Platformix No 
Salesforce No 
Workday HCM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cloud-Sync

Country

United States

Website

www.cloud-sync.email/

Vendor Details

Company Name

AI Lawtech Sp. z O.O.

Country

United States

Website

referent.law

Product Features

Product Features

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

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