How do I set up family law software for my practice?

Your family law knowledge is already in your case briefs, FAQs, and website pages. Start by collecting the materials that define how your practice handles divorce, custody, adoption, and support questions. In Chatref, head to the onboarding flow and add files (PDFs, Word docs), point it at your site’s URL or sitemap, or paste plain text directly. The platform ingests every document and builds a retrievable knowledge base—no manual tagging needed. This is the core of family law software setup: the AI will only answer from these sources, so it won’t hallucinate about your fees, your jurisdiction, or your processes.

A family law software installation guide would be incomplete without making the interface your own. Once your knowledge base is ready, configure the embeddable widget. Choose your primary brand color, upload your logo, and set the greeting to match your firm’s tone—direct, empathetic, or both. You control the widget’s placement on your site and can even set it to appear only on specific pages (like your contact or consultation booking page). The widget works on any device, so clients get the same experience on mobile or desktop.

Family law cases start with detailed information. Instead of sending clients to a separate form, build the intake right inside the chat. Use custom actions to collect names, contact details, case type, relevant dates, and even upload links for custody schedules or financial disclosures. You can then route that data to your practice management tool or CRM via a webhook. This turns the AI agent into a front-line assistant that not only answers questions but also fills your pipeline without adding to your staff’s workload.

Before going live, use the built-in playground to simulate client questions—ask about spousal support guidelines, how to file for an uncontested divorce, or what to bring to an initial consultation. Verify the answers are grounded in your uploaded content and that custom actions trigger correctly. The onboarding checklist walks you through a final review. When you’re satisfied, paste the widget snippet into your site. Setting up legal practice software this way ensures you’re operational in hours, not weeks.

What are the system requirements for family law software?

No local installation is necessary. Chatref is entirely web-based, so you only need a modern browser (Chrome, Firefox, Safari, Edge) and a stable internet connection. All processing happens in the cloud, and the widget runs on your visitors’ devices without requiring any downloads from them. There’s no server to maintain and no minimum hardware spec—just sign up and start.

Can I set up family law software on multiple devices?

Yes. Because your account and all agent configurations live in the cloud, you can access the Chatref dashboard from any desktop, laptop, or mobile device with a web browser. The embeddable widget works on any website and adapts to your clients’ devices automatically. Your team can log in simultaneously to review conversations, refine answers, or take over chats without being tied to a single machine.

How do I import existing case files into the software?

On the onboarding screen, choose “Add content” and upload your case files directly as PDFs, Word documents, or text files. You can also paste in frequently asked questions and their answers, or provide a URL to your firm’s existing knowledge base or website sitemap. Chatref processes these immediately—no manual organization required. If you have ongoing cases, simply drop updated documents in later; the agent will incorporate the new information in real time.