CasePeer vs Referent
CasePeer
casepeer.comReferent
referent.lawSide by side
| Figure | CasePeer | Referent |
|---|---|---|
| Price from | $79/mo | Free |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Legal CRM Software | 8.5 (#7) | 7.6 (#19) |
| Client intake | Yes | Its intake workflow screens inquiries, opens matters, and prepares engagement materials for lawyer approval. |
| Headquarters | Austin, Texas, USA | Radom, Poland |
| Integrations | The integrations directory includes LawPay, Microsoft 365, Microsoft Outlook, Google Calendar, Dropbox, OneDrive, QuickBooks, Zapier, and medical-record services. | The platform works with Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365; Outlook and Microsoft 365 are marked Soon on the homepage. |
| Mobile apps | No | Referent offers iPhone and Android apps for reviewing agent work, approving actions, and checking matters. |
Plans
In their own words
Referent
Referent is AI-native practice management software for law firms, with agents handling work across intake, matters, email, deadlines, billing preparation, and follow-ups. Its intake workflow screens inquiries, opens matters, and prepares engagement materials for lawyer approval. After an inbox connection, it files emails, attachments, and context to the relevant matter. Users can direct work by voice. Lawyers retain approval control: client-facing and high-risk actions require explicit sign-off, and actions are recorded in an audit trail. Referent works with Gmail, Google Calendar, and Google Drive; Outlook and Microsoft 365 are marked as coming soon. An MCP server connects with compatible AI apps, while iPhone and Android apps let lawyers review agent work, approve actions, and check matters. Data is hosted on Google Cloud Platform with US and EU residency options, encryption at rest and in transit, encrypted backups, and per-firm workspace isolation. Referent says it does not train AI models on client or matter data. The service is in private beta or invitation-only access and is not an accounting system.