What steps are needed to set up Chatref for law firm client support?

A grounded AI agent needs your firm’s own materials. Upload PDFs of practice area overviews, common client questions, intake policies, court location directions, and attorney bios. Chatref’s knowledge base reads these files and uses them to answer questions from your website visitors - no hallucinations, no generic web search. Visit the Dashboard, create an agent, and drag your content in. The system parses everything and makes it retrievable in seconds.

Move beyond simple Q&A. Use custom actions to replicate your client support configuration directly inside the chat. For example, build a flow that collects a potential client’s name, contact details, and a brief description of their legal matter. You can even trigger a notification to your practice management inbox when the action completes. This turns the widget from a deflector into a true assistant that qualifies leads and pre-fills intake data while your team works on other tasks.

The website widget is a single snippet of code. Grab it from your Chatref agent’s settings, then paste it into the footer of your law firm’s site. It works on any page builder and immediately places the chat icon where visitors expect help. You can also set the widget’s primary color to match your firm’s branding - no extra charge. Once live, the agent will answer from your knowledge base and run any custom actions you configured.

Chatref’s onboarding helps you validate everything before clients see it. Use the live playground to test questions a prospective client might ask: “What’s the statute of limitations on my car accident case?” or “Do you handle probate in my county?” Check that the agent answers correctly from your uploaded content. Review the conversation inbox to monitor real chats and step in with a human handoff when needed. After a few test rounds, your AI support is ready to serve clients around the clock.

How to configure Chatref for legal support?

Configure Chatref for legal support by first creating an agent dedicated to client-facing questions. Upload all relevant documents - intake questionnaires, fee schedules, practice area descriptions - and then set up custom actions to capture client information in chat. Name the agent clearly (e.g., “Client Helpdesk”) and customize the widget’s welcome message to let visitors know they’re speaking with a bot backed by the firm’s own knowledge.

What content do I need for law firm AI agents?

Provide content that mirrors what your receptionist or paralegal would say in a first call: practice area FAQs, office locations and hours, initial consultation requirements, and plain-language explanations of common legal concepts. Avoid jargon-heavy memos. The more conversational and direct the source material, the better the agent will answer. Also include intake forms as structured documents so the agent can reference them during custom actions.

Can Chatref integrate with legal practice management software?

Chatref does not ship with pre-built connectors for Clio, MyCase, or similar platforms, but you can use custom actions to send captured data anywhere that accepts webhooks or API calls. For example, you can configure an action to create a lead in your CRM or notify your team in Slack when a chat completes an intake. The integration potential depends on what your current software supports, but the channel for sending data is available on every account.