Automation
How can Chatref provide automated case status updates to clients?
Your criminal defense firm can automatically keep clients informed by training a Chatref AI agent on your case documents and intake procedures. The agent answers status queries immediately from your own content, while custom actions connect to your case management tools to pull real‑time updates and trigger proactive notifications, so your team never has to interrupt casework for routine client check‑ins.
AI Agents Resolve Routine Case Status Questions Instantly
Upload your criminal defense retainer agreements, intake checklists, and internal procedures into Chatref. The AI agent uses only that material to answer questions like “Has my motion been filed?” or “When is my next court date?” – grounded in your own documents, not a generic legal database. Clients get accurate, consistent answers 24/7, while your team is freed from repetitive inquiries.
Custom Actions Trigger Real‑Time Updates from Your Systems
Connect Chatref to your case management software (e.g., Clio, MyCase) through custom actions. When a client asks about a case status, the agent can safely retrieve status fields, hearing dates, or document filing confirmations directly from your system, then deliver that information in the chat. You define exactly which data to expose and how it appears.
Proactive Notifications Keep Clients Ahead
Custom actions let you go beyond answering questions. Configure the agent to automatically notify clients when a key event occurs – for example, when a court date is set, a filing is accepted, or discovery deadlines approach. The chat becomes a private, ongoing communication channel that reduces “What’s happening with my case?” calls before they happen.
FAQ
How to keep clients informed about their case?
Train a Chatref AI agent on your internal case‑status templates, communication protocols, and FAQs. The agent answers these common questions in real time, directly in your website widget. You can also build custom actions that pull live case data from your law firm’s practice management tools and push notifications to specific clients when changes occur.
What information should case updates include?
Criminal defense clients need to know hearing dates, filing confirmations, discovery status, plea deadlines, and any changes to their court calendar. Your Chatref agent can be configured to retrieve these specific data points from your case management system and present them in clear, client‑friendly language, avoiding legal jargon and minimizing anxiety.
Can Chatref send automated legal notifications?
Yes. Using custom actions, Chatref agents can trigger outbound notifications when a case event occurs in your connected practice management system. For example, a new court date entry can immediately prompt a chat message to the relevant client summarizing the date, time, and next steps. These automated legal notifications keep clients in the loop without manual effort from your team.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.