Guide clients instantly with your own legal content
Answer trial prep questions in seconds from your existing docs. Free your team to focus on complex cases – no repetitive work.
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Why it matters
The problem this solves.
Repeat trial questions
Your team keeps answering the same basic trial prep questions over and over.
Client confusion
Clients struggle to understand the legal jargon in your trial prep materials.
Document management
Managing and explaining documents and evidence takes too much time.
Client updates
It’s hard to keep clients informed about their case progress.
The Chatref solution
Answer trial prep questions instantly.
A client asks about trial prep during off-hours. Chatref pulls the exact steps from your docs, in your firm’s voice. Complex cases route to a lawyer with full context. Faster prep – no wait, no repeat questions.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs – no new training.
Resolve ‘Where’s my data?’ in chat with one click – no email loops.
Capture leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Teams cut support volume with their own content
How firms deflect repeat questions before they reach the queue
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.
Clients now get instant answers from our trial prep materials – no more waiting for callbacks. Our team handles only the complex cases.
Chatref explains legal concepts in our firm’s voice. Clients trust the answers because they’re grounded in our own documents.
of import questions answered before they reach the team
We used to spend hours explaining documents. Now Chatref provides the exact next steps – no more dead-end links.
Won’t clients prefer speaking to a real person?
Clients get instant answers 24/7 – your team handles only complex cases that need a human touch. Results depend on your content.
How does this handle sensitive case information?
Chatref only uses content you provide – no external web searches or made-up answers. Your data stays secure.
What if the AI gives incorrect legal advice?
Chatref answers only from your approved materials. For complex cases, it hands off to your team with full context.
How do we handle multiple languages for diverse clients?
Chatref works across languages using your multilingual content – no need for separate materials.
Won’t importing old content just bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
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.
Guide clients instantly – free start
Paste your legal content and let AI answer questions in your brand’s voice.
Part of Chatref for Chatref for Criminal Defense · Legal Services hub · pricing.