How can I gather feedback from my conveyancing clients?

Most clients won’t proactively leave feedback. The key is to ask right after you’ve delivered value - for example, when a property question is resolved or a status update is given. An AI agent trained on your conveyancing materials can do this automatically. Configure the agent to end conversations with a simple, friendly request: “Was this helpful? Let us know, or leave a quick rating.” The ask feels organic, not pushy, and captures client feedback while the interaction is still top-of-mind. Because the agent answers grounded in your own documents, it maintains your firm’s tone and never makes up responses, so the whole experience stays on-brand.

Automated prompts work well, but nothing builds trust like a human follow-up. The shared inbox gives you a real-time view of every chat your AI agent is having. When a client engages with a feedback prompt, you can step into the same thread, thank them personally, and invite them to share more detail. That small gesture turns a fleeting chatbot interaction into a warm, memorable exchange - and dramatically increases the rate at which clients go on to leave positive conveyancing reviews elsewhere. It’s the perfect blend of efficiency and personal service.

One-off comments are easy to lose. Chatref’s insights feature automatically extracts themes from your conversations, tags sentiment, and sends you digest emails so you can spot patterns without reading every line. You’ll see which steps in the conveyancing process generate the most questions, where clients express satisfaction, and where there’s friction. This turns raw legal client feedback into a clear improvement roadmap for your firm. You’re not just collecting opinions - you’re learning what to fix next, from client onboarding all the way to post-completion handover.

When you combine an AI agent that asks at the right moment, a shared inbox that adds a personal layer, and insights that show you what’s working, you build a repeatable engine for review generation. Happy clients who’ve just been thanked by a real person are far more likely to accept a request to leave a public review. Over time, the volume and quality of your conveyancing reviews grows - directly feeding your reputation without extra manual chasing. And because you’re capturing the feedback inside the chat itself, you never have to run a separate survey or email campaign again.