$50 free credit for new accounts - ends in

Claim $50

Securely share case evidence with AI-powered answers

Organize and share evidence securely while reducing repetitive questions. Chatref instantly answers from your case files – freeing you to focus on strategy.

Featured on

Chatref featured on PeerPushChatref featured on Findly ToolsChatref featured on Tool FameChatref featured on There's An AI For ThatChatref featured on SaaS FameChatref featured on Twelve ToolsChatref featured on Dofollow ToolsChatref featured on Wired BusinessChatref featured on Submit AI ToolsChatref featured on Turbo0Chatref featured on Startup FameChatref featured on Super Launch
Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Customers ask the same support questions over and over, draining your team.

Slow onboarding

New users get stuck in your docs and can’t find the right next step.

Global support

You need to cover every region and time zone with one set of content.

No lead capture

You miss out on warm leads buried in support chats.

Deflect repeat questionsSpeed up onboardingCover all regions 24/7Capture warm leadsScale support without adding headcountTurn chats into insights

The Chatref solution

Keep answers alive during case changes.

Fig. 1 · Keep answers alive during case changesAI answers client questions from your case files – no dead ends or guesswork.

A client asks about a case detail during updates. AI pulls the answer from your files. They get what they need instantly – no queue, no wait, no lost time to friction.

Real questions

What Chatref answers here.

Answer ‘How do I switch CRMs?’ from your old help docs – no new training.

Resolve ‘Where’s my data?’ in 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.

Loved by support teams

Teams cut repetitive case questions by half

How firms reduce time spent on repetitive case-related queries with AI-powered answers

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.

Northwind Analytics

Chatref pulls the exact case details from our own files – no more digging through emails or documents. Clients get answers instantly, and we save hours every week.

Pinehook

Our team used to spend 20% of their time answering the same questions about case procedures. Now Chatref handles those, and they focus on what matters.

Cardinal CRM
68%

of import questions answered before they reach the team

Sharing evidence with clients used to be a hassle. Now we securely share case files and documents in one place, keeping everything confidential.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t importing old content bring in outdated answers?

You control what’s imported. Start with your best guides, then use insights to update what needs fixing. Your AI only answers from your content.

How fast is setup during migration?

Minutes. Upload content, add one widget snippet, and your AI starts answering. No coding or rewrites needed.

Does it work with content in different formats or languages?

Yes. It handles help docs, guides, and files – answering across languages from one set of imported content.

Can I keep my old content private?

Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.

Will customers notice the switch?

No. Your AI answers in your brand’s voice using your content, so help stays consistent – just faster.

Can it answer questions about our import format?

Yes. It pulls answers straight from your import guides, showing users the exact steps you wrote.

What if imports fail?

It lists common issues from your docs and hands off unusual cases to your team with full context.

Does it help with field mapping?

Yes. It guides users through matching columns to fields using your documentation rules.

Stop repeating case details – start for free

Add your files and let AI answer questions instantly from them.

Part of Chatref for Chatref for Criminal Defense · Legal Services hub · pricing.