Side by side
Loi 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.
Paid Web
Loi centralizes prospective-client intake and offers integrations with common communication and law-firm tools listed by the maker. Its beta status and per-user monthly charge are important considerations.
Visit Loi 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.
Visit ReferentThe facts
| Loi | Referent | |
|---|---|---|
| Free plan | No | Yes |
| Open source | Not published | Not published |
| Runs on | Web | Android, iPhone, Web |
| Lowest paid plan | Beta: $15 a month | Free or on request |
| Plans published | 1 | 1 |
| Maker | Not published | Not published |
| Website | loi.law | referent.law |
| On legal crm software | #28 of 34 | #2 of 34 |
Loi: what it does well
- Combines calls, emails, and website inquiries.
- Automatically prioritizes inquiries by best-fit clients.
- Integrates with Twilio, Gmail, Outlook, OpenAI, and Clio.
- Intake forms, email, and SMS are listed.
- Client intake data is encrypted in transit and at rest.
What to know first
- No free plan is listed.
- The service is currently in beta.
- Beta functionality may change or experience outages and errors.
- Costs $15 a month per user.
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.