How can I automate answers to common conveyancing client questions?

Your conveyancing practice already has the answers to the support queries you field every day. Chatref’s knowledge-base ingests your PDF guides, client handouts, process checklists, and even your website content. Once uploaded, the system retrieves the right information to automatically answer client queries about stamp duty thresholds, TR1 forms, search timelines, or what happens on completion day.

• Drag-and-drop your conveyancing files, point to a sitemap, or paste text directly
• Every answer is grounded only in your content - no internet search, no hallucinations

With your knowledge base in place, Chatref creates an AI agent that reflects how your firm talks to clients. The ai-agents capability lets you tailor tone and voice so automated responses sound like a member of your team. It handles common questions about chain delays, mortgage offers, and ID verification in seconds, so you spend time only on complex cases.

• Resolve repeat client queries around the clock, without adding headcount
• Each agent stays confined to your uploaded docs - it won’t invent procedures or guess

Beyond answers, you can use custom-actions to collect information and push it into your workflows. When a new client asks about starting a purchase, the agent can capture their full name, property address, and estate agent details right in the chat. That structured data can be forwarded to your case management system or emailed to your team, so no lead slips through.

• Turn a casual question into a qualified instruction automatically
• Reduce back-and-forth admin while presenting a responsive, modern front to clients

Can Chatref answer conveyancing questions automatically?
Yes. The agent uses your own documents to answer common queries about property transfers, search results, exchange deadlines, and more. It works instantly, 24/7, with no guesswork or internet searching - only what’s in your approved content.

How to set up AI for conveyancing support?
Sign up for a Chatref account, upload your conveyancing materials (PDFs, pages, text), configure the agent’s tone, test it in the playground, and drop the widget onto your website. That’s it - no coding, no long training cycles. You can then add custom actions to capture client details right in the chat.

What are common conveyancing client questions?
Clients typically ask about conveyancing stages and timelines, required identity documents, search turnaround times, stamp duty calculations, exchange vs. completion dates, mortgage offer conditions, and what happens on moving day. Chatref’s AI agent handles all of these automatically from your own process notes and FAQs.