Feature Use Case
How can Chatref help law firms manage client inquiries more efficiently?
Law firms see a constant stream of client calls, emails, and form submissions asking the same case-status, billing, and intake questions. Chatref turns your existing legal docs, FAQs, and policies into an AI agent that answers instantly, routes complex matters to the right attorney in a shared inbox, and captures intake details automatically - all without adding headcount.
Automate Routine Client Questions with AI Agents
Your knowledge base, engagement letters, and practice guides already contain the answers clients need. Chatref's ai-agents read that content and deliver grounded, accurate responses 24/7. The agent answers in your firm's voice, handling status requests, fee explanations, and document-checklist inquiries without human involvement. Every reply stays strictly within your own materials - no hallucinations, no internet guesses.
Keep Your Team in the Loop with a Shared Inbox
Not every inquiry can be automated. When a client needs attorney review, the shared-inbox lets your team see the full conversation thread and take over right where the AI left off. Every human handoff inherits the client's context, message history, and any details the ai-agent already collected. You avoid asking clients to repeat themselves and keep response times low even during after-hours.
Streamline Intake with Custom Actions
Custom-actions let your ai-agent collect structured information directly in the chat, then push that data into your workflows. Build a custom action for new client intake: the agent asks qualifying questions, gathers contact details, practice area, and urgency, and posts a summary to your matter intake list or triggers an email to the responsible partner. Less administrative work, faster lead-to-engagement handoff.
FAQ
How does Chatref integrate with existing law firm software?
Chatref uses custom actions to connect the ai-agent to your existing tools. You can set up actions that, for example, create a task in your practice management system when a client requests a consultation, or log a support request into your help desk. The agent calls these actions based on conversational triggers, so data flows into your workflows without manual copy-paste. Common setups include pushing intake summaries to platforms like Clio or MyCase, but you can wire it to any tool that accepts webhooks or API calls.
Can Chatref handle multilingual client inquiries?
Yes. Chatref's ai-agents can respond in up to 11 languages from the same set of training content. When a client writes in French, Spanish, or another supported language, the agent automatically detects the language and replies in kind, still grounded in your approved documents. This lets a firm with multilingual clients serve them consistently without maintaining separate bots or translated FAQ pages.
What kind of insights can Chatref provide for law firms?
Chatref automatically tags every conversation and surfaces patterns through its insights engine. You get a regular digest showing what clients are asking most - common billing questions, missing intake steps, frequently requested document types - so you can improve your self-service content and reduce repeat inquiries. Over time, this feedback loop helps your firm refine its client communication and pinpoint where your team should focus their time.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.