AI-powered support for estate planning clients – 24/7 answers from your own content.
Your clients have questions about their estate plans. Chatref answers instantly from your own guides – so you can focus on what matters most.
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Why this matters
Support gets stuck on repeat questions
Free your team from the same old busywork. Chatref answers setup, import, and permission questions automatically – so your team can focus on what really matters.
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, every day
Your team wastes hours answering the same setup, import, and permission questions over and over.
Work slows down
Admins get pulled away from product work as tickets pile up and users stall before they finish setup.
Missed lead signals
Valuable insights from support chats slip away because no one captures them.
What you get
Four wins for estate planning teams
The big picture
Estate planning teams answer clients instantly – with your content, not generic
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 and answers questions 24/7 – so your team handles only the cases that need a person.
Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions straight from your own content.
Drop in the Chatref widget Embed it on your website or support portal. Now customers get answers instantly – no digging through docs.
AI answers from your content Questions about setup, pipelines, or permissions resolve instantly in the chat – no dead-end links. No made-up answers.
Human handoff with full context When a question needs you, 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.
Estate planning support
AI-powered client answers
One AI agent that turns your content into instant, accurate responses
Real questions
Estate planning questions answered instantly
Automatically explain the difference between a will and a trust.
Instantly provide tax filing deadlines for estate settlements.
Guide clients through the probate process step-by-step.
Answer questions about beneficiary designations and asset distribution.
AI support for clients
Instant answers from your estate planning content
Let clients get help on wills, trusts or taxes – day or night. AI answers from your own guides.
The math
Cut support costs – not corners
Every chat resolved without your team is money saved. Chatref turns your help docs into instant answers, so you pay less for support as your product grows. Results depend on your content.
- Deflect repeat questions before they hit the queue
- Answer clients instantly in every region and time zone
- Scale support without adding headcount or night shifts
- Turn how-to chats into warm leads for sales
- Free admins to build features instead of answering docs
- Use chat insights to improve 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 it invent answers about our estate planning CRM?
No. It only uses your own help docs and guides – never guesses or makes things up.
Is it just a search box in a chat window?
No. It gives instant answers and can take action – like resetting passwords or updating permissions – right inside the chat.
Can it handle our CRM’s unique rules?
Yes. Upload your setup docs and permission guides. It answers only from that content and escalates complex cases to a human.
Does it replace our support team?
No. It deflects repeat questions so your team can focus on the cases that need a person.
How long does setup take?
Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done – no training or coding required.
Can it 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 CRM docs are outdated?
It only uses what you give it. When you update your docs, it uses the new content immediately – you stay in control.
How do we know what users are asking?
It sends a weekly insights email. It shows the top questions, where your docs are weak, and what to fix next.
Does it charge per agent seat?
No. You pay based on usage – not per seat. Scale support without your bill growing with every new hire.
Will it work for complex CRM questions?
Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.
Can it take action inside our CRM?
Yes. It can trigger account tasks like resetting permissions or updating settings – all from your help docs.
What if the AI 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 estate planning support.
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.