How does Chatref capture leads for conveyancers?

Chatref’s lead capture works inside the chat widget, not a separate landing page. When a visitor asks about stamp duty or exchange timelines, the AI agent responds from your own content, then naturally asks for the information your team needs—name, email, phone number, and key qualifying details. Every answer is saved against that conversation, so no one has to copy-paste from a form or chase missing data. The result is a complete lead profile built directly from the interaction, without the friction of a traditional contact form.

For busy conveyancers, time spent qualifying leads manually is time away from client work. Chatref lets you automate lead capture by pre-defining the questions your AI agent asks. You set the criteria—property value range, transaction type, preferred timeline—and the agent gathers answers while still delivering helpful responses. Once a visitor meets your threshold, their details are stored and flagged. Your team sees qualified conveyancing leads without having to screen every enquiry firsthand.

Not every website visitor is ready to call or email. Chatref’s lead capture runs in the background, picking up on intent. A visitor searching for “first-time buyer process” gets a grounded answer and a gentle prompt to share their details for a no-obligation chat. Because the exchange feels helpful, not pushy, more visitors convert into real conveyancing leads. And because it’s automated, you capture opportunities even outside office hours.

Captured leads don’t disappear into a black hole. They land in your Chatref shared inbox, where every team member can see the full conversation history and the lead details collected. That means when a team member follows up, they have context on what was asked and how the agent responded. The shared inbox keeps everyone aligned and makes sure no conveyancing lead goes cold.

How does Chatref qualify leads?

Chatref qualifies leads by asking the questions you define during the conversation. You configure the qualifying criteria—such as property type, timeline, or budget—and the AI agent collects that information while answering the visitor’s original question. Once the responses match your ideal client profile, the conversation is flagged as a qualified lead, ready for your team to follow up.

Can Chatref integrate with my email marketing tools?

Chatref does not offer a native integration with email marketing platforms. However, all captured lead information is stored in your conversation inbox, and you can export the data manually or add it to your existing marketing tool. You maintain full control of the lead data without being locked into a particular stack.

What information about potential clients does Chatref collect?

Chatref can collect exactly the information your firm needs. You set the fields—typically name, email, phone number, property address, transaction type, timeline, and budget—and the AI agent requests them naturally during the chat. Because you control the questions, you only gather data that helps qualify and convert conveyancing leads.