Automation
How can I automate client intake for my conveyancing business?
Chatref Team1 min read / Updated June 19, 2026
To automate client intake for your conveyancing firm, add a Chatref agent to your website. It will converse with visitors, collect their details directly in-chat, validate critical field entries like property addresses and IDs using custom actions, and push qualified leads to your system. No more manual data entry or back-and-forth emails.
Engage visitors with a knowledgeable AI agent
- Chatref's AI agent is grounded in your conveyancing intake forms, property checklists, and service FAQs.
- It asks relevant questions: buyer/seller status, property type, transaction timeline - all in your brand voice, 24/7.
- Because it’s trained on your own documents, it never guesses or gives generic answers.
Capture and validate conveyancing details in-chat
- Lead capture fields collect full client contact, property address, and referral source without leaving the chat.
- Custom actions validate data on the fly: verify address formats, check ID document references, and flag missing fields immediately.
- All captured info is stored against the conversation so your team has complete context.
Route only qualified leads to your team
- The AI agent qualifies leads based on your criteria (e.g., “sale within 90 days”) and hands off only ready-to-proceed clients.
- You set the rules using custom actions that trigger once all required data is submitted - no more sifting through incomplete inquiries.
- Your team sees the full chat transcript and captured details in the shared inbox, ready to act.
Keep your intake process consistent, 24/7
- With lead capture and AI-driven conversations, every prospect goes through the same thorough intake, even outside office hours.
- You eliminate data-entry errors and reduce time spent chasing missing documents.
- Chatref’s pay-as-you-go model means you only pay when the agent is actually handling conversations; there are no per-seat fees or monthly subscriptions. Every new account includes $50 in free credit to get started.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.