How can I automate client intake for personal injury cases?

Upload your intake forms, practice area guides, FAQ sheets, and past case summaries. Chatref’s AI agents learn from that content—not the open web—so every answer aligns with your firm’s voice and criteria. The agent screens potential clients by asking structured questions, filtering out those outside your practice area before they ever reach your team. This upfront qualification reduces time wasted on unviable leads and gives you more hours for billable work.

Traditional intake forms bounce visitors to a distant page. Chatref’s lead-capture keeps the conversation going right inside the chat widget. The agent gently requests contact information, injury type, accident date, and other essential facts—converting anonymous visitors into warm leads your staff can prioritize. Because the collection happens conversationally, prospects feel heard rather than interrogated. Every captured detail is logged in your Chatref inbox for immediate review or export.

A chat shouldn’t end when the lead is captured. With custom-actions, your agent can take real, programmable steps the moment intake completes. It can create a task in your case management system, send a notification to your intake coordinator, schedule a consultation via your calendar, or push the lead data into your CRM. These actions run automatically, so your workflow starts moving while the team is away or busy.

Pair these capabilities together: a legal AI tool that answers “Do I have a case?” while simultaneously collecting intake details and kicking off internal processes. For personal injury firms, this means prospective clients get immediate reassurance and next steps, and your firm gets a structured intake record delivered where you need it. The result is a faster time-to-retainer and fewer missed opportunities in a busy practice.

How can Chatref streamline new client onboarding?

Chatref speeds onboarding by combining AI agents trained on your firm’s knowledge with lead capture and custom actions. Prospective clients receive instant, accurate answers from your own documents while the agent collects intake information and automatically pushes it to your case management software or team inbox. You can start with $50 free credit, no credit card required, and test the flow before committing a cent.

What information should be collected during intake?

For personal injury cases, capture the essentials without overwhelming the client: full name, preferred contact method, date and type of accident, injuries sustained, insurance details, and a brief description of the incident. Chatref’s lead-capture feature lets you design these conversational prompts inside the widget, so the collection feels natural and complete.

Can Chatref integrate with my case management software?

Yes. Custom-actions allow Chatref to trigger API calls or webhooks as part of the conversation flow. You can configure the agent to create a new matter in your practice management platform, send a lead notification, or append intake details to a spreadsheet. The integration is flexible and built right into the no-code agent setup.