How do I integrate Chatref with my case management software?

Upload your firm’s immigration guides, checklists, policy memos, and FAQs into Chatref’s knowledge base. The agent will answer client questions about forms, deadlines, and case status grounded in your own content - no guessing. A well-stocked knowledge base reduces repetitive queries and frees your team to focus on high-value case work.

Custom actions let Chatref send data from a chat directly to your case management software. Configure a custom action to collect client details (name, case ID, preferred language) during a conversation, then trigger a webhook or API call that creates or updates a record in your case management system. This keeps client profiles consistent across both platforms without manual entry.

When a question needs human judgment, the shared inbox lets your team take over the same conversation with full context. The agent captures everything the client shared - including documents and custom action data - so there is no need to ask again. Your team can continue the thread, update the case management system, and return the chat to the AI when the issue is resolved.

Use custom actions to automate routine communications. For example, set up an action that checks a case status in your system and sends the client a real-time update in the chat. The same action can log the interaction back into your case management software, creating an audit trail. This keeps clients informed and your data synchronized without manual effort.

What are the best case management software for immigration lawyers?

Popular options include Docketwise, Clio, LawLogix, and INSZoom. The right choice depends on your firm’s size and needs. Chatref integrates with any case management software that supports webhooks or an API - you are never locked into a single platform.

How to sync client data between platforms?

Sync is achieved through Chatref’s custom actions. When a client provides new information in a chat, the action pushes that data into your case management system. To bring case updates into Chatref, periodically export the relevant records from your system and upload them as training documents to the knowledge base. This keeps responses accurate and current.

Can I automate case updates?

Yes. Build a custom action that triggers when a client asks for a status update. The action can ping your case management software, retrieve the latest status, and format it for the client inside the chat. The response and any new client data are then automatically logged in your case management platform, keeping everything in sync.