How do I capture leads from legal support chats?

When a visitor asks a question about your services, Chatref’s AI agent steps in. Trained exclusively on your legal knowledge base, it detects signals like “I need a lawyer” or “can you help with my case?” and engages with a qualifying flow. The agent can ask if the person is seeking representation, determine practice area fit, and decide whether to present a lead-capture prompt—all in natural, brand-aligned conversation.

Your lead capture questionnaire works best when the AI agent truly understands your firm. Upload your practice guides, intake forms, and FAQ documents to Chatref’s knowledge base. The agent then draws on that content to ask relevant, accurate questions—such as which jurisdiction the matter falls under or whether there are upcoming deadlines—while filtering out inquiries that don’t match your services. The result: every captured lead meets your criteria from the first interaction.

Custom actions turn a qualified chat into a structured lead record. Define exactly what information you need—client name, contact phone, email, case summary, opposing party, or preferred callback time. The AI agent will request each field in a conversational way and store the responses as soon as the visitor provides them. You can even trigger a confirmation message that sets expectations for your follow-up timeline.

Once a lead is captured, don’t let it sit idle. Set up a custom action that instantly sends the collected details to your intake team’s email, CRM, or practice management tool via a webhook. This routes the lead into your normal workflow without manual data entry. For firms that want a secondary check, the lead-capture dashboard retains every conversation’s full context so you can review and assign personally.

How does Chatref identify potential leads in legal chats?
Chatref’s lead-capture feature flags a chat the moment a visitor shares an email, phone number, or explicit interest in legal services. The AI agent, guided by your firm’s knowledge base, can also proactively ask if the person would like to be contacted when it detects strong intent—such as a question about starting a claim or retaining counsel.

Can Chatref qualify leads based on their inquiries?
Yes. You define custom actions that the AI agent executes when a lead signal appears. It will then ask a series of qualifying questions—case type, jurisdiction, urgency, budget—drawn from your knowledge base. This ensures you only capture leads that match your practice areas and capacity, without any manual sorting.

What information can I collect from legal support chats?
Through custom actions, you can collect any information your intake process requires: client name, email, phone, case description, opposing party, court, preferred contact method, and more. The AI agent requests each field conversationally, then bundles the responses into a structured lead record for your team.

How do I follow up with leads captured through Chatref?
Use custom actions to push lead data immediately to your email, CRM, or case management system via webhook. This hands off the lead to your intake team within seconds. Alternatively, you can review and export captured leads from Chatref’s lead-capture dashboard, which retains the full chat history for each inquiry.