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Answer client questions instantly from your own guides

Chatref resolves repeat questions using your existing docs – freeing your team to focus on what matters. No more repeating answers.

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Why it matters

The problem this solves.

Repeat questions

Your team keeps answering the same basic legal questions over and over.

Slow onboarding

Clients struggle to find the exact next step in your help docs and give up.

Time zone gaps

Support can’t cover every region and hour with your current team.

Lost leads

Potential clients slip away due to slow or incomplete answers.

Deflect repeat legal questionsShorten client onboarding timeCover every region and hourTurn questions into insights

The Chatref solution

Keep answers alive during CRM switch.

Fig. 1 · Keep answers alive during CRM switchAI answers migration questions from your own guides – no dead ends or guesswork

A prospect hits a snag during CRM migration. They ask Chatref. AI pulls the exact next step from your old guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.

Real questions

What Chatref answers here.

Resolve ‘How do I switch CRMs?’ from your docs – no new training.

Answer ‘Where’s my data?’ in chat with one click – no email loops.

Capture leads from customers asking about CRM moves.

Fix migration gaps with chat insights – no guesswork.

Loved by support teams

Teams cut repeat questions by half

How Chatref deflects common legal queries with your own guides

Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.

Northwind Analytics

Chatref answers 90% of our repeat legal questions instantly from our own guides. Our team only sees the complex cases now.

Pinehook

Clients get exact answers from our legal docs – no more generic advice. Trust in our service went up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of legal guides now handles every region and time zone. Questions no longer pile up overnight.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content confuse customers?

You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.

How fast can I set this up?

Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or rewrites needed.

Does it work with content in different languages?

Yes. It answers across languages from one set of imported content – so your whole team stays covered.

Is my content kept private?

Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.

Will customers notice any changes?

No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.

Can it explain our import format?

Yes. It pulls answers straight from your import guides, so users see the exact steps you wrote.

What if something goes wrong?

It lists common issues from your docs and hands off to your team with full context for anything unusual.

Does it help with field mapping?

Yes. It walks users through matching columns to fields using the rules in your documentation.

Free up your team with instant AI answers

Start for free – paste your guides and let AI handle repeat questions in your brand’s voice.

Part of Chatref for Chatref for Business Corporate Law · Legal Services hub · pricing.