Automate legal support with your own answers
Chatref deflects repeat questions from your guides – so your team handles only the cases that need a person. Capture leads and hand off with full context.
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Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic support questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Global support
You need to cover different regions and time zones without adding headcount.
Dead-end chatbots
Your current chatbot just links to articles – clients still need human help.
The Chatref solution
Keep answers alive during CRM migrations.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
AI answers ‘What’s your process for contract reviews?’ with steps from your guide.
Clients get instant answers to ‘How do you handle NDAs?’ 24/7.
AI captures leads when clients ask about your firm’s expertise.
Your team gets only the complex cases – with full chat history.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Under the hood
The features that power it.
More CRM solutions
Solve the next job too.
See all of them on the Chatref for Business Corporate Law hub.
Loved by support teams
Cut repeat questions in half with your own answers
How teams use their legal guides to deflect support requests instantly.
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Our import guide used to get lost in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
Users get the precise field mapping steps from our own docs – not generic advice. Trust in our product went up.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Imports no longer pile up overnight.
Won’t outdated content confuse customers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.
How fast is setup during migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.
Does it work with content in different formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Is my old content kept private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps you wrote.
What if something fails to import?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Will it help users map fields correctly?
Yes. It walks users through matching columns to fields using the rules in your documentation.
Automate legal support with AI – free start
Paste your guides and let AI answer questions instantly in your brand’s voice.
Part of Chatref for Chatref for Business Corporate Law · Legal Services hub · pricing.