How do I set up Legal Server for case management?

Chatref’s onboarding walks you through the entire Legal Server setup process. After signing up, you’ll point the platform at your existing case management software documentation, templates, and intake forms. The onboarding flow helps you:

• Define the case types and matter categories your team handles
• Map intake fields to Legal Server’s data model
• Configure the widget’s appearance to match your firm or agency’s branding
• Set up conversation routing for human handoff when needed

Every step is self‑guided, but you’ll always have access to a live preview so you can test the setup against real scenarios. Within an afternoon, your Legal Server instance is ready for live case intake.

Once the basic configuration is complete, custom actions let you tie your Legal Server case management directly into the chat experience. You can build a custom action that, for example, creates a new case record when a caller provides a specific piece of information—a citation number, a docket ID, or a client name.

Inside the action builder, you:

1. Define a trigger (e.g., “intake complete”)
2. Map chat‑collected fields to the Legal Server case record
3. Set up webhook calls to your Legal Server API or a compatible integration
4. Test the action live before publishing it

Now, every client interaction can automatically update your legal case management system without manual data entry. Government legal support teams see faster case creation, fewer errors, and a single source of truth that stays in sync.

With AI agents, you turn the configured widget into an always‑available intake assistant. Upload your firm’s policies, procedure manuals, and frequently asked legal guidance directly into Chatref. The AI agent answers incoming questions—fully grounded in your own content—and then triggers the custom actions you’ve already set up.

For example, a caller asking, “How do I check my case status?” gets a precise, document‑based answer. For a new intake, the agent collects all required details, creates the case in Legal Server via the custom action, and provides the caller with a reference number. Your team only steps in when a case truly requires human judgment.

Government legal support teams often deal with high volumes of repeatable inquiries—public defender intake, legal aid screening, or benefits eligibility checks. Chatref’s setup works side‑by‑side with Legal Server to handle this at scale.

Every interaction is tracked in a shared inbox, where agents can monitor live chats, review transcripts, and intervene instantly. The combination of onboarding, custom actions, and AI agents means your government legal support workflows follow consistent rules, collect standardized data, and free up staff for complex casework.

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What are the steps to configure Legal Server?

1. Sign up for a Chatref account—you start with $50 in free credit, no card required.
2. Follow the onboarding flow—upload your Legal Server‑specific documents (case type definitions, intake forms, policy manuals) and configure your widget.
3. Build custom actions to map chat‑collected fields to your Legal Server case records (case creation, status updates, and more).
4. Train your AI agent on the uploaded content so it can answer FAQ‑style questions and guide callers through intake.
5. Deploy the widget to your website or citizen portal and test with a live session.

How do I import existing cases into Legal Server?

You can import existing cases by creating a custom action that reads a batch of records—from a CSV export, an existing database, or an API call—and pushes them into Legal Server. Chatref’s onboarding helps you map the fields correctly. Once the action is live, you trigger it once to migrate the historical caseload, and then the action continues to sync new cases as they come in through the chat.

Can Legal Server integrate with other legal tools?

Yes. Custom actions are not limited to Legal Server alone. You can create separate actions to connect with e‑signature platforms, document management systems, court calendars, or compliance check tools. Each action uses a webhook or API call, so as long as the external tool offers an integration point, Chatref can bridge the gap while keeping Legal Server as your central case management software.