AI answers grounded in your firm’s content so clients get accurate, case-winning advice.
Clients have questions about cases, fees, and procedures. Chatref answers instantly from your own expertise – no generic legal chatbots.
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Why this matters
Support drowns in repeat questions
Deflect the busywork – not more tickets. Chatref answers setup, import, and permission questions from your own guides the moment they are asked.
Inbound Client Queue
Questions arrive from the website intake widget, consultation booking, and case-status & fee enquiries – all feeding a single support pipeline.
Firm Knowledge Base
Chatref indexes your practice areas, intake rules, and fee schedules – verifying every response against your own firm content. It never gives legal advice.
Smart Output Routing
Most enquiries get an instant answer. Qualified matters and anything needing advice are routed to an attorney or the intake team with full context.
Answered Instantly
90%+ of intake, booking, fee, and case-status questions resolved on the spot.
Warm Attorney Handoff
Escalated to an attorney or the intake team with the full conversation transcript.
Setup and import questions arrive from everywhere, at all hours, and converge on Chatref. Chatref answers them from your own CRM guides, and those answers reach every user, on every channel and in every region.
Same questions daily
Your team burns hours answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work as tickets pile up and users stall before finishing setup.
No warm leads captured
Valuable signals from support chats slip away because no one captures them.
What you get
Four wins for legal firms
The big picture
Legal teams cut repeat questions – AI answers from your firm’s content, not the
Inbound Enquiries vs. Intake Capacity
As the firm grows matters and marketing, enquiry volume grows exponentially. Intake-staff capacity stays flat – creating a widening gap of unanswered prospective clients.
Support Diagnostics
Nearly 190 enquiries go unanswered daily – many lost to the next firm that picks up.
With Chatref
Chatref answers the gap instantly from your own intake rules – turning enquiries into booked consultations.
As a firm scales matters, marketing, and clients, inbound enquiries climb steeply. Without Chatref, the share answered by intake staff barely moves – prospective clients give up and call the next firm. Chatref answers the growing gap from the firm's own intake rules and FAQs, so the team stays calm and no qualified lead is missed.
How it works
Turn your help docs into instant answers
Feed Chatref your guides and FAQs once. It learns them to answer customer questions 24/7 – so your team only handles cases that need a real person.
Add your help docs and guides Upload setup guides, import walkthroughs, and FAQs. Chatref digests them fast to answer questions from your own content.
Drop in one widget snippet Embed the chat widget on your site. It starts resolving setup snags, pipeline questions and permission issues – instantly.
Customers get answers where they work Questions about contacts, pipelines or permissions resolve in the chat – no dead-end links. AI answers grounded in your content.
Sticky cases go to your team with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
Legal support
AI answers for law firms
One AI agent that gives clients case-winning advice – from your firm’s own content. No generic legal chatbots.
Real questions
AI answers grounded in your legal content
Clients get instant updates on case status using your firm’s protocols.
AI resolves billing FAQs so clients aren’t left waiting for answers.
Reduce follow-up calls with accurate info on legal procedures.
Capture lead details from potential clients asking about consultations.
See which questions clients ask most to improve your content.
Hand off complex legal queries with full context to the right attorney.
AI answers for law firms
AI answers grounded in your legal content
Stop repeat questions – let AI handle the basics so your team tackles what needs a person.
The math
Turn chat into profit – not another support ticket
Every chat that never lands in your queue is a ticket you don’t have to pay for. Chatref answers setup, import, and permission questions straight from your own docs so your team can focus on high-value work. Results depend on your product and content.
- Deflect the same questions before they become tickets
- Cut first-response time from hours to seconds in every region
- Scale support globally without adding headcount or night shifts
- Turn routine how-to chats into warm leads for sales
- Free admins to build features instead of answering docs
- Use chat insights to fix the docs causing the most questions
Loved by support teams
CRM teams, scaling support without scaling admins.
How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.
Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.
New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
of setup and import questions answered before they reach an admin
One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.
Will Chatref invent answers about our legal services?
No. It only uses your firm’s content – never guesses or makes things up.
Is Chatref just a search box in a chat window?
No. It gives instant answers and can take action – like scheduling consultations or updating case files.
Can Chatref handle our firm’s unique processes?
Yes. Upload your workflow guides and it answers only from that content, escalating complex cases to a human.
Does Chatref replace our support team?
No. It deflects repeat questions so your team can focus on high-value cases.
How long does setup take?
Most firms go live in under an hour. Add your content, drop in one snippet – no training or coding required.
Can Chatref answer questions in other languages?
Yes. It answers in the user’s language using your translated content. One widget covers every region you serve.
What if our legal guides are outdated?
It only uses what you give it. Update your content and it uses the new version immediately – you stay in control.
How do we track what clients are asking?
It sends a weekly insights email. See top questions, weak spots in your content, and what to fix next.
Does Chatref charge per agent seat?
No. Pay based on usage – not per seat. Scale support without your costs growing with every new hire.
Will Chatref work for complex legal questions?
Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.
Can Chatref take action in our case management system?
Yes. It can trigger tasks like updating case statuses or scheduling hearings – all from your help docs.
What if Chatref can’t answer a question?
It hands off to a human with full chat history – so no one repeats themselves or loses context.
Bring Chatref to your chatref for criminal defense.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Legal Services support hub · see pricing.