How does Chatref assist with case management for law firms?

Upload your firm's case procedures, templates, and client-specific documents into Chatref's knowledge base. The AI agent uses that content to answer "What's happening with my case?" or "When is the next court date?" accurately, without guesswork. This turns legal case tracking into a self-serve experience for clients, available 24/7.

With custom actions, Chatref can collect client details for new matters directly in the chat widget. You can also set up actions to trigger internal notifications or update your case management system when a client inquiry comes in. That means you automate case updates - like acknowledging receipt or scheduling a callback - without manual effort.

Most client calls are about status checks, document requests, or next steps. Chatref's AI agents handle these automatically, grounded in your knowledge base, so your team only steps in for complex legal issues. This frees up hours every week and cuts down case management support volume, letting you scale without adding paralegal staff.

How to automate case status updates for clients?

Upload your case-related documents (docket summaries, timelines, FAQs) to Chatref's knowledge base. Then train the AI agent to recognize status query patterns. For advanced automation, use custom actions to pull live status from your case management software via API and surface it in chat. Clients get instant, accurate updates without staff involvement.

What are the best practices for legal case management?

Keep a well-organized knowledge base of case procedures, templates, and client-facing materials. Use standard categorization and tagging to ensure the AI can retrieve the right information quickly. Combine this with regular content reviews and action flows that guide clients through common steps. The goal is to make information accessible while maintaining strict ethical boundaries.

How to reduce case management inquiries?

Identify the top 10 recurring questions from client calls and add clear, concise answers to your Chatref knowledge base. Deploy the AI widget on your client portal so clients self-serve before calling. Enable custom actions to capture intake and set follow-up expectations automatically. This approach can deflect a large share of routine inquiries, freeing your team for higher-value work.

Can Chatref integrate with case management software?

Chatref does not have pre-built integrations with specific legal software (like Clio or MyCase) at this time. However, you can use custom actions to connect to APIs or webhooks your software provides, enabling basic data exchange. Alternatively, you can regularly export case status files from your system and upload them to Chatref's knowledge base to keep answers current.