Streamline client document reviews with AI chat
Deflect repetitive legal questions instantly – free up your team to focus on complex cases. Chatref pulls answers straight from your existing docs.
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Why it matters
The problem this solves.
Repeat document questions
Your team keeps answering the same basic document-related questions over and over.
Slow onboarding
Clients get stuck in complex documents and can’t find the next step.
No visibility
You lack insights into which document sections confuse clients most.
The Chatref solution
Keep answers alive during CRM switch.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
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
Smarter support with your own content
How teams deflect repeat questions and keep customers moving forward.
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Chatref answers from our own guides – no more sending users to outdated articles. Repeat questions dropped by 40%.
Our AI agent handles the simple stuff in our voice. Humans now focus on what really needs them.
of import questions answered before they reach the team
One set of content covers every region. No more translating FAQs for each market.
Will the AI provide accurate answers based on our specific legal documents?
Yes, Chatref answers only from your own content, ensuring accuracy and relevance.
How does Chatref handle complex document reviews that require human judgment?
Chatref resolves simple questions automatically and hands off complex cases to your team with full context.
Can Chatref integrate with our existing document management system?
Yes, Chatref integrates seamlessly with your content management system to provide accurate responses.
What happens if the AI doesn't understand a client's question?
Chatref escalates unclear questions to your team with full context for quick resolution.
Won’t importing old content just bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
What if my old content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Free AI chat to deflect document review questions
Start for free – paste your legal docs and let AI handle simple client questions instantly.
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