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CRMforLaw vs Referent

Both stand on legal crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

CRMforLaw

Free plan Web

CRMforLaw brings intake, matter timelines, client communications and referral intelligence together for specified legal practices. Compare the seat counts and credit costs against your team's needs before choosing a plan.

Visit CRMforLaw

Referent

Free plan AndroidiPhoneWeb

Referent pairs workflow automation with explicit lawyer approval for critical actions. Its limited access status and upcoming integrations should be considered by firms evaluating it.

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The facts

CRMforLawReferent
Free planYesYes
Open sourceNot publishedNot published
Runs onWebAndroid, iPhone, Web
Lowest paid planLaunch: $89 a monthFree or on request
Plans published21
MakerNot publishedNot published
Websitecrmforlaw.comreferent.law
On legal crm software#1 of 34#2 of 34

CRMforLaw: what it does well

  • Intake forms score leads and screen eligibility.
  • Matter timelines include court dates, filings and tasks.
  • Client portal supports multilingual updates and scheduling.
  • Growth includes migration help from spreadsheets or legacy CRMs.

What to know first

  • Launch costs $89 a month.
  • Growth costs $189 a month.
  • Playbook regeneration and exports consume credits.

Referent: what it does well

  • Agents assist with intake, matters, email, deadlines, and follow-ups.
  • High-risk actions require lawyer approval and are recorded.
  • Mobile apps support review, approvals, and matter checks.
  • Includes an MCP server for compatible AI apps.
  • Maker says client and matter data are not used for AI training.

What to know first

  • Access is private beta or invitation-only.
  • Outlook and Microsoft 365 are marked as coming soon.
  • It is not an accounting system.
  • SOC 2 and ISO 27001 are in preparation, not certified.

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