Guide clients through forms without errors
Help clients complete forms correctly and efficiently. Chatref uses your own content to answer questions instantly – faster processing, fewer delays.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic form-filling questions over and over.
Slow onboarding
Clients struggle with complex legal forms, leading to errors and delays.
Compliance risks
Ensuring compliance with legal form requirements is time-consuming.
No visibility
Your team lacks data on which form steps confuse clients most.
The Chatref solution
Guide clients through forms without errors.
A client struggles with a legal form field. They ask Chatref. AI pulls the exact instruction from your guide. The form completes correctly. They submit it – no queue, no wait, no frustration.
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
Clients fill forms right the first time
How teams reduce errors and speed up processing with accurate guidance
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.
Clients now complete our forms correctly on the first try. Fewer errors mean faster processing and happier applicants.
Our team spends less time correcting mistakes. More time on complex cases that need a human touch.
of import questions answered before they reach the team
Real-time guidance through our forms improved compliance and satisfaction scores across the board.
Won’t outdated content give wrong answers?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 Start with your best guides, then use insights to update what’s outdated.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 rewrites.
Does it work with different content formats?
Yes. It handles help docs, guides, site pages, and files – all from one set of content.
Is my content kept private?
Yes. Your content stays yours. Chatref never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – same help, just faster.
Can it explain our import format?
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 walks users through matching columns to fields using your documentation rules.
Guide clients through forms without errors – free start
Paste your legal docs and let AI resolve questions instantly in your brand’s voice.
Part of Chatref for Chatref for Government Legal · Legal Services hub · pricing.