Speed up IP due diligence with instant answers
Chatref answers questions instantly from your own IP docs – deflect repetitive queries and focus on high-value work.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic IP due diligence questions over and over.
Slow due diligence
Customers struggle to find the right IP docs quickly, delaying deals.
Time zone gaps
Keeping up with IP queries across different regions is tough.
No visibility
Your team lacks data on which IP questions come up most.
The Chatref solution
Keep IP answers alive.
A prospect asks about IP clauses. AI pulls the exact answer from your docs. They keep reading – 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.
More CRM solutions
Solve the next job too.
See all of them on the Chatref for Intellectual Property hub.
Loved by support teams
Teams cut support tickets in half
How self-serve guides keep users moving during onboarding and migrations
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.
Our long migration guide used to get lost in search. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
Users see the exact steps from our own docs – not generic advice. Trust in our product went up.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Questions no longer pile up overnight.
Won’t outdated content confuse customers?
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 Start with your best guides, then use insights to update what’s outdated.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 during migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering – no coding or rewrites needed.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of content.
Is my old content kept private?
Yes. Chatref only answers from your imported content – it never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – the same help, just faster.
Can it explain 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 reasons from your docs and hands off to your team with full context for anything unusual.
Does it assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Speed up IP due diligence – free start
Paste your IP docs and let AI answer questions instantly in your brand’s voice.
Part of Chatref for Chatref for Intellectual Property · Legal Services hub · pricing.