Automate client intake 24/7
Chatref captures and qualifies leads instantly so your team focuses on high-value work.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same basic setup questions over and over.
Slow onboarding
New users struggle to find the exact next step in your help docs.
Missed leads
Slow responses mean you lose interested customers before they sign up.
24/7 demand
Customers expect instant answers outside your business hours.
The Chatref solution
Automate client intake 24/7.
A prospect has a question about your CRM. AI pulls the answer from your intake forms and FAQs. They book a demo – no queue, no wait, no trial lost to friction.
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 the 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.
More CRM solutions
Solve the next job too.
See all of them on the Chatref for Personal Injury Law Firms hub.
Loved by support teams
Teams cut support workloads in half
See how businesses scale their customer support with AI-powered, self-serve 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.
Chatref handles 50% of our support questions now. It pulls answers from our own guides, so users trust the advice – and we save hours a day.
Our long setup guide used to get buried in search results. Now Chatref surfaces the exact steps users need, cutting 'how do I start' emails by 80%.
of import questions answered before they reach the team
One set of guides now supports every region and time zone. Questions don’t pile up overnight anymore – our team sleeps easier.
Won’t clients prefer talking to a real person?
Clients get instant answers when they want them, and serious cases escalate to your team with full context.
How do you handle sensitive legal information?
Chatref only uses your approved content – never makes up answers or shares client data.
What if the AI gets a question wrong?
Mistakes are rare, but human agents step in seamlessly when needed.
Will this work with our existing case management software?
Yes, Chatref integrates easily and won't disrupt your current workflow.
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 imported 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.
Automate client intake 24/7 – free
Start for free. Capture qualified leads instantly.
Part of Chatref for Chatref for Personal Injury Law Firms · Legal Services hub · pricing.