How do I integrate my conveyancing software with other tools?

A stand-alone conveyancing system creates data silos. Client information stays locked in one place, forcing staff to copy-paste between your matter management, CRM, accounting, and communication tools. That duplication wastes time and invites errors. Software integration bridges those gaps, so the right data flows automatically into the right hands.

Tool integration lets you:

• Pull client details from your CRM into a live chat without switching tabs.
• Log key events (exchange, completion) directly into your practice management software.
• Trigger document requests from a chat conversation.

By connecting your conveyancing software to the rest of your stack, every tool works off the same single source of truth.

Chatref’s custom actions let your AI agent talk to any tool that has a REST API. When a client asks a question in the website widget, the agent can collect the necessary details and pass them to your conveyancing platform, CRM, or other business apps.

For example, you can create a custom action that:

• Creates a new matter in your conveyancing software when a prospect shares their property address.
• Updates the lead stage in your CRM once the agent qualifies the enquiry.
• Pushes a note to your team’s task board if a follow-up is needed.

Custom actions turn the chat widget into a real integration hub. You define the trigger, the data fields, and the API endpoint, without writing code. The result is a seamless flow between your client-facing AI and the tools your team already uses.

Not every conversation runs on rails. When an integration or automation needs a human touch, Chatref’s shared inbox steps in. Your team sees every live conversation and can take over the thread while keeping full context of the chat history and any data the agent already captured.

This close coupling between automation and human oversight is critical for conveyancing. If a custom action fails because an ID is missing, a team member can step in immediately, correct the information, and let the flow continue. The shared inbox keeps everyone aligned on transaction progress, whether the agent is pulling data from your CMS or a colleague is manually approving a key step.

Most conveyancing firms connect a handful of core tools. Here are some typical workflows where custom actions and the shared inbox play well together:

• CRM synchronisation: When a potential client opens a chat, the agent identifies them via custom action, checks your CRM for existing records, and either presents a history or asks for new details. The shared inbox lets a solicitor jump in if verification is required.
• Matter opening: Using a custom action, the agent takes the sale price, property address, and client ID from the conversation and POSTs it to your conveyancing platform’s matter-creation endpoint.
• Post-completion notifications: After exchange, trigger an action that emails the lender or estate agent. If the API call returns an error, the shared inbox flags the conversation so your team can resolve it straight away.

These patterns rely on the API capabilities of your conveyancing software. Chatref’s role is to orchestrate the handoff between chat-driven data collection and your back-end systems, while keeping your team in the loop through the shared inbox.

How to integrate conveyancing software with CRM?
Set up a custom action in Chatref that maps chat-captured details (name, property address, enquiry type) to your CRM’s API. When a qualified lead appears, the agent triggers the action, creating or updating a contact record. For more complex logic, like checking for duplicates, chain multiple actions or let a team member intervene via the shared inbox.

What tools can I integrate with my conveyancing software?
Any tool that offers a public API can be connected through Chatref’s custom actions. Common examples include practice management platforms, CRMs, accounting software, task managers, and email services. As long as the target system accepts HTTP requests, you can build an integration in minutes.

How to automate data transfer between conveyancing tools?
Build a sequence of custom actions that run after key chat events. For instance, when the agent captures completion date and funds details, trigger one action to update your conveyancing software, another to log the event in your CRM, and a third to notify the client via your messaging tool. The shared inbox monitors each step, allowing your team to correct any failures without losing the thread.