How can I capture leads from my legal case management system?

A visitor lands on your legal aid or law firm site looking for help. Chatref’s widget greets them, answers questions from your knowledge base (forms, guides, intake procedures), and qualifies them as a lead. Instead of losing them to a contact form, you capture warm case management leads right in the chat conversation.

Add the Chatref widget snippet to your client portal or intake page. In the dashboard, enable lead capture and define the fields you want: full name, phone, email, preferred contact method, case type, or a custom question like “What government program do you need help with?”. Every new conversation that meets your criteria becomes a record you can route as a legal software lead.

The agent draws on your uploaded content - legal guides, intake checklists, case eligibility rules - to ask the right questions. It can determine if a lead qualifies for government legal services or a specific practice area before a staff member ever sees it, reducing time spent on unqualified government legal leads.

Use Chatref’s custom actions to automatically push captured lead details into your legal case management software. For example, create a new contact in your system, populate matter type, or trigger an intake form. No manual rekeying; the lead capture output flows directly into the tool your team already uses.

When a lead needs a human touch, your team sees the full conversation history and captured details in the shared inbox. Assign conversations, add internal notes, and reply directly - without ever leaving Chatref. Every lead, whether captured on your legal site or a government portal, stays in one place for your team.

How do I set up lead capture in Legal Server?

Install the Chatref widget on your Legal Server client portal or website. In Chatref, activate lead capture and configure the fields you need. Then create a custom action that sends captured lead data to Legal Server (via webhook or the intake API) to automatically populate a new case or contact record. You can start with $50 free credit - no credit card required.

What information can I collect from leads in my legal system?

You can collect any detail your case management system typically requires: full name, phone, email, address, case type, income bracket (for legal aid eligibility), preferred language, or custom text captured directly in the chat. Chatref’s lead capture supports free-text and multiple-choice fields, so you can match your intake form exactly.

How do I follow up with leads captured in Legal Server?

When a lead is captured, the conversation appears in your shared inbox with all collected details. Team members can reply directly, assign the conversation to a specific legal worker, or add internal notes. Because the lead data is already in Legal Server (via custom action), you can also follow up inside your case system as usual.

Can I integrate lead capture with my CRM?

Yes. Through custom actions, Chatref can send lead data to any CRM that accepts webhooks or API requests - including Lawmatics, Clio Grow, Salesforce, or a government-specific CRM. You define the mapping between the captured fields and the CRM’s lead or contact object, and the transfer happens automatically after a chat session ends.