How do I capture leads from conveyancing support chats?

You choose when the form appears. In your Chatref agent settings, define the exact questions or keywords that signal interest – for example, “How much for a sale and purchase?” or “What’s your conveyancing timeline?”. The agent detects this intent and instantly offers a lead form, turning a support chat into a warm lead without asking for it directly.

By default, the form only triggers when the AI is confident the visitor is a potential client, not someone just browsing. You can adjust sensitivity so your conveyancers see only genuine leads, not tyre-kickers.

The lead form is fully customizable. For conveyancing, collect:

• Full name and preferred contact method (email, phone)
• Property address or type (residential, commercial, off-the-plan)
• Whether they’re buying, selling, or both
• Timeline (e.g. “settlement in 4 weeks”, “just looking”)
• Any special circumstances (bridging finance, simultaneous settlements)

Chatref stores these answers alongside the conversation, so a conveyancer opening the shared inbox sees the full picture immediately – no need to re-ask questions.

When a lead is captured, the entire chat thread and all form data appear in your shared inbox. Every licensed conveyancer with access can see it, reply if needed, and assign it internally. Because the inbox retains the full conversation, anyone picking up the lead can follow the thread without the visitor having to repeat themselves.

If a prospect asks a complex legal question that the AI can’t resolve, the lead-capture form still fires, and your team sees a ready-to-follow-up lead in the inbox. This keeps your pipeline full even when the chat gets handed off.

The shared inbox isn’t just a live feed – it’s your lead pipeline. You can tag leads as “hot”, “follow up”, or “completed”, filter by property type or settlement date, and review visitor session analytics to see which pages they visited before the chat. Every lead stays permanently, so you can nurture them over weeks or months.

All this is included in every Chatref account, with no per-lead fees. You pay only for chatbot responses – the lead-capture and inbox features are always on, even when you’re on the $50 free credit.

How to track conveyancing client interest?
All captured leads appear in the Chatref shared inbox. You can tag conversations (e.g., “hot lead”, “follow up next week”), filter by property type or timeline, and review which website pages the visitor saw before chatting. This gives you a clear, sortable view of every active client, so no one gets forgotten.

Can Chatref capture leads from support chats?
Yes. The lead-capture feature triggers a custom form right inside the chat when the AI detects client intent. The visitor fills it out without leaving the conversation, and the data is instantly visible in your shared inbox. It works on any chat – support, FAQ, or general enquiries – and is included on every plan, no extra cost.

What info should I collect from conveyancing leads?
At minimum, name, email, phone, and whether they’re buying, selling, or both. For conveyancing, also ask for the property address, timeline, and any special circumstances like simultaneous settlements. Chatref lets you add and reorder fields, so you collect exactly what your practice needs to qualify a lead fast.