How can I customize Chatref for my law firm's specific needs?

Chatref’s knowledge‑base feature turns your criminal defense playbooks, court procedure guides, and intake forms into the chatbot’s source of truth. Upload PDFs, point it at your website, or paste plain text — every response the AI gives is pulled from your materials, never from the open web. This keeps answers accurate, jurisdiction‑specific, and free of hallucination, so your chatbot always reflects the way your firm practices law.

Workspaces let you run separate, isolated environments for each practice area or office. Assign a dedicated knowledge base and AI agent to your criminal defense team, another to family law, and a third to personal injury — all under one Chatref account. Each workspace can have its own custom branding, conversation inbox, and lead‑capture settings, so you deliver personalized legal support to every client group without mixing sensitive information or workflows across matters.

Custom actions turn the chatbot into a legal workflow assistant. Build actions that collect prospect details (name, case type, priority), ask qualifying questions based on local laws, trigger intake forms that post to your CRM, or pull up a client’s next court date. These actions run directly inside the chat widget, giving clients a seamless self‑service experience while keeping your team focused on the cases that need human judgment — exactly what law firm chatbot customization should do.

How can I brand Chatref to match my law firm’s identity?
Use the built‑in customization settings. You can set a primary color, upload your logo, and adjust the widget’s placement and greeting text. All branding is applied per agent or per workspace, so criminal defense, family law, or any practice area can carry your firm’s look and feel without extra fees.

Can Chatref be customized for different practice areas?
Absolutely. Create a separate workspace for each practice area and assign it a dedicated knowledge base of relevant documents (e.g., criminal statutes for defense, immigration forms for immigration law). Each workspace’s AI agent will answer from that specific content, and you can set up distinct custom actions and branding per area — giving you a single platform that runs multiple tailored legal chatbots.

What custom actions can be set up in Chatref for legal cases?
Custom actions can collect structured information from potential clients (contact details, case description, urgency), present multiple‑choice screening questions, trigger intake form submissions, or fetch status updates on an existing matter. For example, a criminal defense action might ask about arrest date and charges, then create a lead in your case management system — all without a human touching the chat.