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features
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support

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Description

PILOT serves as an AI chief of staff designed specifically for founders, CEOs, and managing directors. It seamlessly integrates with Microsoft 365, leveraging tools like Outlook for email and calendar, as well as Teams for communication, to enhance user productivity. Each day begins with a concise briefing that outlines pending decisions, identifies risks and opportunities gleaned from emails and meetings, lists the day's scheduled meetings, and recommends a key priority for focus. Incoming emails are categorized based on the required actions, equipped with succinct two-line summaries; users can quickly generate reply drafts with a typed or dictated prompt, while emails that require no further action are organized into designated Outlook folders. Prior to meetings, PILOT generates an informative briefing that includes relevant context, unresolved items, key discussion points, and background information about the attendees, ensuring that users are well-prepared. Post-meeting, the tool transforms the recorded session into a summary, detailing decisions made, actionable to-dos, and a draft for follow-ups. Additionally, PILOT monitors responsibilities in both directions and sends reminders if a contact becomes unresponsive. Accessible via a web app and an iPhone application, PILOT supports English, German, and Spanish languages, and necessitates a Microsoft 365 work account for utilization, with access granted solely by invitation. This innovative tool aims to streamline and optimize the workflow of busy executives, providing them with tailored assistance to navigate their daily challenges effectively.

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

API Access

Has API

Screenshots View All

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Screenshots View All

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Integrations

Microsoft 365
Microsoft Outlook
Microsoft Teams

Integrations

Microsoft 365
Microsoft Outlook
Microsoft Teams

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

NOVELDO AI GmbH

Founded

2024

Country

Germany

Website

www.noveldo.com

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
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

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