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Simplify SSO support for legal teams

Chatref answers SSO questions instantly from your own content – reducing login issues and improving access for legal professionals.

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Why it matters

The problem this solves.

SSO login issues

Customers struggle with multiple logins across different legal platforms.

Growing support load

SSO questions increase as your team and software expand.

Secure access needs

Legal pros need secure access without overwhelming your support team.

Global consistency

Maintain the same help across regions and time zones.

Reduce login issues with instant AI helpScale support without adding headcountProvide secure access across regionsTurn SSO questions into insights

The Chatref solution

Keep answers alive during a switch.

Fig. 1 · Keep answers alive during a switchAI answers CRM-switch questions from your old docs – no dead ends or guesswork

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

Real questions

What Chatref answers here.

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

Resolve ‘Where’s my data?’ with one click in the chat.

Capture leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Teams cut SSO support costs in half

How legal software teams scale access help without adding headcount

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

Our SSO guide used to get buried in search results. Now Chatref pulls the exact steps users need – no more 'how do I log in' emails.

Pinehook

Users get instant help from our own docs – not generic advice. Trust in our product went up.

Cardinal CRM
68%

of import questions answered before they reach the team

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

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content cause wrong answers?

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 Start with your best guides, then use insights to update what’s outdated.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 is setup?

Minutes. Upload your content, add one widget snippet, and your AI starts answering – no coding or waiting.

Does it work with different content formats?

Yes. It handles help docs, guides, site pages, and files in any language – all from one set of imported content.

Is my content kept private?

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

Will customers notice changes?

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

Can it handle import format questions?

Yes. It pulls answers straight from your import guides, showing the exact steps you provide.

What if an import fails?

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 guides users through matching columns to fields using your documented rules.

Simplify SSO support for legal teams – free start

Add your help docs and let AI answer SSO questions instantly in your brand’s voice.

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