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Instantly answer client questions – focus on high-value cases

Automate routine updates and FAQs with AI that uses your own case files. Scale support without adding headcount.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Clients keep asking the same things about case status and documents.

Wasted time

Your team spends too much effort on routine updates instead of high-value work.

Scattered files

Case files and documents are hard for clients to find.

Manual follow-ups

Keeping clients informed takes too much of your team’s time.

Instantly answer client questionsReduce repetitive workCentralize case filesAutomate follow-ups

The Chatref solution

Keep support up to date as your product grows.

Fig. 1 · Keep support up to date as your product growsAI answers customer questions from your own content – no outdated docs or guesswork

Customers ask about new features. AI pulls answers from your latest guides. They get help fast. Your team handles only the tricky cases. Support scales with your product – no adding headcount.

Real questions

What Chatref answers here.

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

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

Capture warm leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Teams cut repetitive client questions by half

How firms automate case status updates and document access with their own content

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 instantly get case status updates and document links – no more repetitive emails. Our team focuses on high-value work.

Pinehook

Chatref answers only from our case files. Clients trust the responses – no made-up legal advice.

Cardinal CRM
68%

of import questions answered before they reach the team

Automated follow-ups keep clients informed. Our team handles only the complex cases that need a person.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content cause bad answers?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 Start with your best guides, then use insights to update what’s outdated.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 during a migration?

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

Does it work with different content formats?

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

Can I keep my content private?

Yes. Your content stays yours. Chatref never searches the web or shares your data.

Will customers notice changes?

No. Your AI answers in your brand’s voice using your imported content – same help, just faster.

Can it answer questions about our import format?

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

What if an import fails?

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

Will it help with field mapping?

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

Start for free – let AI handle routine client questions

Paste your case files and let Chatref answer instantly in your brand’s voice.

Part of Chatref for Chatref for Personal Injury Law Firms · Legal Services hub · pricing.