Can Chatref connect to our current legal software?

Chatref integrates with your legal systems using custom actions. These are configurable API calls that your AI agents trigger during a chat, allowing you to:

• Pull client information, case status, or document details directly from your legal CRM in real time.
• Push updates, log activities, or create new records inside your practice management software, all from the chat widget.
• Automate routine lookups and data entry so staff can focus on higher-value work.

The no-code interface means you can set up connections to virtually any legal software that exposes a REST API, including popular case management, billing, and document automation tools.

When you connect Chatref to legal systems, these capabilities work together to deliver a seamless experience:

• Custom actions – Handles real-time data exchange with your existing legal software, enabling tasks like verifying a client’s matter status or scheduling follow-ups.
• AI agents – Answers routine legal questions using your uploaded documents (knowledge base) and, when needed, retrieves live information from integrated systems to give accurate, context-aware responses.
• Shared inbox – Provides a single view where human staff can monitor AI conversations and step in with full context, including any data pulled from integrated legal CRMs.
• Knowledge base – Grounds every answer in your own legal documents, policies, and procedure guides, ensuring compliance and consistency even when integrated systems supply supplementary data.

Chatref handles data security during integration with several built-in measures:

• All API calls made by custom actions use HTTPS encryption, securing data in transit between Chatref and your legal software.
• No sensitive client data is stored permanently on Chatref’s side unless you choose to retain it within conversation history. The platform processes the data in the moment to answer questions or trigger actions.
• Authentication tokens for your legal systems are stored securely and encrypted at rest. Access to integration settings is limited to authorized workspace members.
• The shared inbox ensures that when a human reviews a conversation, they have full visibility into what data was accessed or changed, supporting compliance and auditability.

Getting started with legal CRM integration follows a straightforward process:

1. Identify the target system – Decide which legal software you want Chatref to connect to (e.g., your practice management or case management tool). Confirm it has a REST API and that you have an API key or OAuth credentials.
2. Configure the custom action – Inside the Chatref dashboard, create a new custom action. Provide the endpoint URL, authentication method, and define the input fields (such as client ID or matter number) that the AI agent will collect from the user.
3. Map the conversation flow – Design when the AI agent should trigger the action – for example, after the user asks for a case update, the agent can call the API to fetch the status, then relay the answer.
4. Test and deploy – Use the live playground to verify the integration retrieves or pushes data correctly. Once confirmed, the custom action becomes available to your widget, and the AI agents will use it in real conversations.
5. Monitor and refine – Leverage conversation insights to see how often integrations are triggered and whether any adjustments are needed.

Because Chatref is pay-as-you-go, you only incur costs when the integration is actively used; there’s no setup fee or monthly commitment.

What legal software systems does Chatref integrate with?

Chatref can integrate with any legal software that provides a REST API through its custom actions feature. This includes a wide range of practice management, case management, CRM, document management, and billing platforms commonly used in law firms and government legal departments. Since the integration is API-based and no-code, you are not limited to a pre-built list of supported applications.

How does Chatref handle data security during integration?

All data exchanged between Chatref and your legal software is encrypted via HTTPS. Authentication credentials are stored securely and encrypted at rest. Chatref processes data in transit and does not retain sensitive information unless you explicitly store it in conversation history. The shared inbox also provides full transparency into any data accessed by the AI agents.

Can Chatref pull information from our existing legal database?

Yes, if your legal database exposes an API, you can configure a custom action that allows Chatref to pull real-time information (such as client details, case notes, or document references) and present it directly in the chat widget. This requires that the database has a secure, accessible endpoint; Chatref’s AI agents can then include that data in their answers, ensuring clients and staff receive current, accurate information.

What is the process for setting up integrations?

Setting up an integration involves identifying your target legal software and its API details, then creating a custom action in the Chatref dashboard. You define the endpoint, authentication, and the fields the agent should capture. After configuring the conversation logic for when the action fires, you test it in the playground and activate it. No coding is required on the Chatref side, though some familiarity with your legal software’s API documentation is beneficial. Once live, the integration works automatically within all agent conversations.