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Speed Up Conveyancing Onboarding

AI guides clients through your process with step-by-step answers. Deflect repeat questions – no rebuilds, no downtime.

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Why it matters

The problem this solves.

Repeat questions

Support keeps answering the same basic conveyancing questions over and over.

Slow onboarding

New clients can’t find the exact next step in your guides and give up.

Global support

Keeping up with client questions across different regions and time zones is challenging.

Overwhelmed team

Your support team is drowning in high volumes of similar inquiries.

Deflect repeat questionsSpeed up onboardingScale support without headcountCover every region and hour

The Chatref solution

Speed Up Conveyancing Onboarding.

Fig. 1 · Speed Up Conveyancing Onboarding – AI answers client questions from your own conveyancing content – no dead ends or guesswork

A client asks about a step in the process. AI pulls the exact answer from your guides. They complete it without waiting for support. Faster onboarding, happier clients.

Real questions

What Chatref answers here.

AI answers ‘How do I switch CRMs?’ from your docs – instantly.

Resolve ‘Where’s my data?’ with one click – no email loops.

Capture leads from customers asking about CRM moves.

Fix migration gaps with insights from chat questions.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

More CRM solutions

Solve the next job too.

See all of them on the Chatref for Conveyancers hub.

Answer Conveyancing Client Questions Instantly

Capture Conveyancing Leads Automatically

Support Conveyancing Clients in Any Language

View all Chatref for Conveyancers solutions

Loved by support teams

Instant answers grounded in your content

How teams resolve conveyancing questions faster with their own materials

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

Clients get instant, accurate answers to their questions from our own guides – no more generic web searches.

Pinehook

Onboarding is smoother now that Chatref provides step-by-step guidance, not just article links.

Cardinal CRM
68%

of import questions answered before they reach the team

One AI agent handles all inquiries across regions and languages, reducing our support workload.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Will the AI provide accurate answers specific to conveyancing?

Yes, our AI is grounded in your own conveyancing content. It won’t make things up or rely on generic web searches.

How will this reduce our onboarding time?

By providing instant, step-by-step answers to client questions, you speed up the onboarding process and reduce delays.

Can it handle regional-specific questions?

Yes, our AI manages inquiries across different regions and time zones from one set of content.

What if a client question is too complex for the AI?

Our system hands off to your support team with full context, ensuring clients get the help they need.

Won’t importing old content bring in outdated answers?

You choose what to import. Start with your best guides, then use insights to spot updates. Your AI agent only answers from what you give it.

How long does setup take during a migration?

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

What if my old content is in different formats or languages?

Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of content.

Can I keep my old content private?

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

Speed Up Conveyancing Onboarding – Free Start

Try Chatref now. Paste your docs and let AI handle client questions in your brand's voice.

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Part of Chatref for Chatref for Conveyancers · Legal Services hub · pricing.