Can Chatref integrate with my existing conveyancing tools?

Chatref’s custom-actions feature lets you connect directly to your conveyancing software. Whether you use a practice management system, e-signature platform, or client portal, you can configure custom actions to send data back and forth via webhooks or API calls. This means that a lead captured through the widget can automatically populate a matter in your case files, or an AI-resolved query can log a note in your CRM.

Custom actions turn your Chatref agent into a proactive tool. For example, you can create an action that triggers a document request when a visitor asks about a property settlement. The agent collects the necessary details in the chat, then fires the API call to your conveyancing software - no manual copy-paste, no missed steps. This API access extends tool integration to virtually any system that accepts webhooks, giving you a flexible bridge between Chatref and your existing stack.

Chatref is built to work alongside the tools you already trust. The website-widget sits on your existing site without disrupting your current setup. When a conversation needs human intervention, the shared-inbox hands the thread over to your team with full context, so your conveyancers can step in without switching tools. Lead-capture ensures that every enquiry is recorded and forwarded to your systems, so your acquisition funnel stays intact. Software compatibility is not an afterthought - it’s how the product is designed.

How to connect Chatref with my CRM?

Set up a custom action in Chatref that maps captured lead fields to your CRM’s API. When a visitor submits information through the widget, the action can fire a webhook to create or update a contact, attach conversation notes, or trigger a workflow in your CRM of choice.

What tools does Chatref integrate with?

Chatref integrates with any conveyancing tool that supports API access or webhooks. That includes case management systems, e-signature platforms, client portals, and practice management software. Through custom-actions, you define the specific triggers and payloads to match your stack, without relying on pre-built, limited connectors.

Can I use Chatref alongside my existing software?

Absolutely. Chatref is designed to run in parallel with your current conveyancing applications. The widget works on your website regardless of your backend, the shared-inbox lets your team handle complex queries without leaving their normal tools, and lead-capture feeds your existing sales pipeline. Nothing in your current workflow needs to be replaced.