How do I set up a client portal for my conveyancing business?

A reliable portal starts with accurate information. Chatref's knowledge-base feature lets you upload your conveyancing checklists, procedure guides, policy FAQs, and template letters as PDFs, URLs, or plain text. The agent learns from your materials alone, so every answer is grounded in your actual processes, not internet guesses. Clients get consistent, jargon-free updates on exchange, completion, or ID requirements without reaching your team.

Turn the Chatref widget into your conveyancing client portal. Copy a single embed snippet and add it to your website, a dedicated client area, or even a password-protected page. The portal is secure because the agent only pulls answers from your approved documents and never searches the web. All chats travel over HTTPS, and you can restrict the widget to your own domain. The result is a private, always-on help point your clients can trust.

Custom actions make the portal interactive. Using Chatref, you can build in-chat workflows that collect client details, request ID documents, trigger file uploads, or send case status updates, all without cluttering your inbox. For conveyancing, typical actions include a new client intake form, a property information checklist, and an "update my case" step. The agent guides clients through each action and delivers the collected data straight to your team.

Test conversations in the live playground, adjust your knowledge base as you refine answers, and then launch. Because Chatref is pay-as-you-go, you only pay when clients interact; there is no setup fee, no monthly commitment, and your $50 free credit never expires. You can add unlimited agents, update documents anytime, and scale the portal as your practice grows.

What are the benefits of a conveyancing client portal?

A conveyancing client portal reduces repetitive back-and-forth by giving clients a single place to get updates, share documents, and ask questions. It answers routine queries instantly using your own conveyancing procedures, so your team can focus on complex legal work. Clients feel supported 24/7 without adding headcount, and you collect lead and query data that highlights opportunities to improve service.

How to secure my conveyancing client portal?

Secure your portal by relying on a platform that restricts the AI to your own content (never the open web) and enforces domain-allowlisting for the widget. In Chatref, you embed the widget only on your trusted site; all data is encrypted in transit. Review the conversation inbox regularly to spot any unusual activity, and use custom actions to gate sensitive document exchanges so that they happen inside the authenticated portal session.

What features should I include in a conveyancing client portal?

The essential features are a knowledge base that answers FAQs from your firm's own conveyancing materials, a secure chat interface embedded on your site, and custom actions that handle client intake, document requests, and case progress tracking. Look for the ability to brand the widget to match your firm, collect client details pre-chat, and review all conversations to surface common pain points. With Chatref, these are included on every account with no per-feature add-ons.