How do I set up Chatref for conveyancing?

Conveyancers field the same questions daily: “What paperwork do I need next?”, “What are your disbursement rates?”, “How long until exchange?” Chatref answers these from your own procedural guides and checklists, not from generic web guesses. Every reply stays grounded in your firm’s own content, so clients get accurate, practice-specific answers around the clock. Adding custom actions means you can also capture new matter information directly in the chat - no manual emails or phone tag - and route it to your existing conveyancing software.

Chatref’s onboarding gets you from sign-up to a working agent without any coding.

1. Go to app.chatref.ai and create your account. You’ll automatically receive $50 in free credit - no credit card needed.
2. Add your firm’s essential content: upload PDFs of your step-by-step conveyancing checklists, fee schedules, standard enquiry replies, or supply a URL to your firm’s FAQ page. Chatref trains on your documents in minutes.
3. Name your agent (e.g., “Conveyancing Help”) and pick a primary brand colour. Every plan includes unlimited agents, so you can later spin up separate bots for commercial and residential matters if you like.

All features are included. There are no per-bot charges and no monthly commitments.

With custom actions, you turn the chatbot into a structured intake assistant. Instead of asking clients to fill out a long web form, you configure a conversational flow that gathers the details your conveyancing team needs at the start of every matter.

• What you can capture: property address, sale price, buyer/seller name, solicitor references, mortgage lender details, and preferred communication method.
• How it works: In the Chatref dashboard, you define the fields and the order of the questions. You can map the collected data to an email notification, a Slack message, or a webhook that pushes the details into your conveyancing software or practice management system.
• Outcome: Clients get immediate confirmation and you receive a clean, structured record the moment a chat begins - no manual entry, no missed fields.

The setup is point-and-click. No code required.

Before you publish, fine-tune the support experience so everything sounds and looks like your firm.

• Branding: Set the widget’s primary colour, greeting text, and agent name from the Customization panel. It takes two changes to match your firm’s visual identity.
• Testing: Use the live playground to simulate client questions - ask about disbursement fees, ID requirements, or exchange timelines - and verify that only your own documents inform the answers. Adjust your training content if any gaps appear.
• Embedding: Copy the one-line snippet and paste it into your conveyancing website or client portal. Chatref only works on the domains you allowlist.

Because Chatref runs on pay-as-you-go credit, your widget can sit idle for weeks with zero cost. You only draw from your balance when a client interacts.

Step-by-step guide to setting up conveyancing software
While Chatref isn’t conveyancing software itself, you use it to add a client-facing support layer that integrates directly with your existing systems. The setup steps are:

1. Sign up at app.chatref.ai and claim your $50 free credit.
2. Upload your conveyancing documents (checklists, fee guides, standard communication templates) and link your website’s FAQ page.
3. Build one or more custom actions to collect matter details (property, parties, solicitors) and connect them to your practice management software via email or webhook.
4. Customise the widget branding to match your firm’s look.
5. Embed the widget snippet on your client portal or main website. Test with sample questions, then go live.

How to configure support tools for conveyancers
The two core support tools you configure inside Chatref are your knowledge base and custom actions. Upload your conveyancing process documents, forms, and checklists so the agent gives accurate, grounded answers. Then set up custom actions that walk a client through matter intake, collecting the data you’d normally request manually. You can route the captured information straight into your conveyancing software using email notifications or a webhook connection - no monthly fees for the integration features, just the pay-as-you-go response cost.

Easy setup for Chatref in conveyancing
Chatref setup for conveyancing is designed to be fast and entirely code-free. You don’t need a developer. After creating your account and claiming the automatic $50 free credit, you upload your existing documents and click “Train”. The agent is ready to test within minutes. Custom actions are configured through a straightforward form builder, and the widget embed is a single line you paste onto your site. Because all features ship on every account, there’s no extra cost for multiple agents, branding, or lead capture - you just top up your credit when you need more responses.