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Description
CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Adobe Acrobat Sign
Yes
Case Status
Yes
Conga Contracts
Yes
Docusign
Yes
Dropbox
Yes
Gmail
Yes
Google Drive
Yes
Microsoft Outlook
Yes
RingCentral Automatic Call Recording
Yes
Salesforce Agentforce 360 Platform
Yes
Integrations
Adobe Acrobat Sign
No
Case Status
No
Conga Contracts
No
Docusign
No
Dropbox
No
Gmail
No
Google Drive
No
Microsoft Outlook
No
RingCentral Automatic Call Recording
No
Salesforce Agentforce 360 Platform
No
Pricing Details
$75.00/month/user
Lite: $75 per user per month
Standard: $85 per user per month
Premium: $120 per user per month
Standard: $85 per user per month
Premium: $120 per user per month
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CoCounselor
Founded
2011
Country
United States
Website
cocounselor.com
Vendor Details
Company Name
AI Lawtech Sp. z O.O.
Country
United States
Website
referent.law
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Calendar
Case Defined Timekeepers
No
Completion Tracking
No
Conflict Management
No
Multi-Office
No
Reminders
No
Rules-Based Scheduling
No
Staff Calendar
No
Status Tracking
No
Task Management
No
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
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
