Automate client intake with AI-powered forms
Reduce manual work and speed up case processing. Chatref captures key details instantly – streamline intake effortlessly.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic setup and migration questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
No visibility
Your team has no data on which steps confuse customers most.
The Chatref solution
AI-powered intake forms that work for you.
Clients fill out AI-powered forms that capture key details. Data integrates automatically with your case management systems – no manual entry, no errors. Access complete client information upfront.
Real questions
What Chatref answers here.
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.
Capture warm leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Teams cut support costs – with their own content
How SaaS teams deflect repeat questions and scale without adding headcount
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.
Chatref answers 70% of our repeat questions with no extra work – just our own help docs. Our team handles only the hard cases.
Our onboarding guide used to get buried in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' tickets.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Questions don’t pile up overnight anymore.
Won’t outdated content mess up answers?
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 Start with your best guides, then use insights to update what’s outdated.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?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or waiting.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Is my content kept private?
Yes. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle import format questions?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Speed up case processing – free start
Paste your forms and let AI capture client details instantly in your brand’s voice.
Part of Chatref for Chatref for Criminal Defense · Legal Services hub · pricing.