How can I automate client intake for my law firm using Chatref?

Upload your intake questionnaire, engagement letter, and common legal FAQs as PDFs, or point Chatref to your website. The AI agent learns your practice areas - whether it's criminal defense, DUI, or drug offenses - and answers grounded in your content. No more generic "fill out this form" replies; your agent responds with the exact next step based on your own intake process.

Custom actions let you go beyond Q&A. Configure the agent to collect full contact details, case specifics, and even schedule a consultation without leaving the chat. For example, after a visitor describes a criminal charge, the agent can pull up the relevant intake checklist, request a police report number, and log everything - all in a structured format your team can act on.

Chatref's lead capture captures names, phone numbers, and case details while the agent engages the visitor. The system automatically tags conversations by practice area and urgency (e.g., "arrested tonight"), so your intake coordinator sees only the highest-priority leads. Every captured lead lands in your conversation inbox with full chat history, so you never lose context.

Deploy the trained agent on your website, landing pages, or even behind a client portal. One snippet of code adds a branded widget that matches your firm's look. It works while you sleep, in the courtroom, or after hours - meaning no call goes unanswered and no lead slips away.

How does Chatref capture and qualify leads for law firms?
The AI agent asks targeted questions based on your intake process - charge type, court date, prior history - and captures contact details. It tags each conversation with practice area and urgency, then routes high-priority leads to your team's inbox, so you never miss a time-sensitive criminal defense inquiry.

Can Chatref integrate with my existing CRM for client intake?
Yes, via custom actions. The agent can pass captured data to your CRM, practice management software, or even trigger a webhook to create a new matter. You set up the integration once, and every qualified lead flows automatically into your existing workflow.

What are the best practices for automating legal client intake?
Start by uploading your actual intake forms so the agent mirrors your unique process. Use custom actions to collect data in structured steps - never show a long form at once. Set up urgency tagging to surface critical cases, and always provide a human handoff option for sensitive situations. Finally, test with real scenarios before going live.