How can I integrate Chatref with my personal injury case management software?

Upload your firm's standard operating procedures, intake questionnaires, common settlement FAQs, and even anonymized case timelines into Chatref's knowledge base. The AI agent then answers prospective and current client questions grounded in your specific practice - no guesswork, no generic legal advice. This turns your personal injury tools into an instant self-service resource that captures the nuance of how your firm actually works.

The custom-actions capability lets you collect client details (accident date, injury type, insurance info) directly in the chat and push that data into your case management system. Think of it as an intake assistant that creates new leads, updates case statuses, or logs caller intent without manual entry. Integration is not about real-time sync; it's about triggering workflows in your existing law firm software from the chatbot conversation, so no client detail gets lost.

Not every interaction should stay with a bot. When a conversation requires empathy or legal judgment, the shared inbox lets your attorneys monitor live chats and take over - still inside the same thread, with the full context the bot already gathered. This keeps your case management integration seamless: the handoff is invisible to the client and preserves every data point passed earlier.

Through custom actions, you can pass structured lead information (name, phone, preferred contact time), case classification (motor vehicle accident, slip and fall, medical malpractice), injury severity, and even the initial narrative summary the client describes. This data feeds directly into your law firm software's intake fields, notes, or task creation, making the chatbot a natural front end for your case pipeline.

Can Chatref sync with my existing case management system?
Chatref does not offer a native two-way sync; it is designed to push data via custom actions. You can configure the chatbot to trigger actions that write to your case management software's API, effectively creating new records or updating existing ones in real time. This creates a functional data flow without a traditional sync, and the shared inbox ensures your team reviews everything before it becomes part of the official file.

How can Chatref improve case management efficiency?
By deflecting routine intake questions and status checks to a legal AI chatbot grounded in your own knowledge base, your staff spends less time on repetitive phone calls and data entry. The custom-actions feature then automates the hand-off of qualified leads directly into your case management system, eliminating double work and reducing the chance of missed follow-ups.

What data can be passed between Chatref and my case management software?
Any information you collect in the chat - from basic contact details and preferred communication methods to case-specific fields like accident date, injuries, and insurance details - can be formatted and passed via custom actions. You define the mapping, so the data lands exactly where your law firm software expects it: intake forms, client notes, or task triggers.