Can Chatref handle new client intake for immigration cases?

Every website visitor is a potential client. Chatref's lead capture feature automatically collects contact details and case information right inside the chat widget. No forms to abandon - just a seamless conversation that hands a warm lead directly to your team.

For immigration practices, this means you never lose a prospective client to a complicated form again. The chatbot can ask for name, email, visa type, and urgency level, then store the lead in your account for immediate follow-up.

Not every inquiry is a good fit. Chatref's AI agents can be trained on your firm's practice areas and intake criteria. They'll ask the right qualifying questions - nationality, family situation, prior applications - to determine if the case matches your expertise.

The AI stays grounded in your own documentation, so it never makes assumptions about complex immigration rules. It simply replicates the triage your best paralegal would do, 24/7, in the visitor's preferred language.

A qualified lead is only half the battle. Chatref's custom actions turn that conversation into a tangible next step. Configure the agent to automatically send a personalized intake form, add the contact to your CRM, or - yes - schedule a consultation by pinging your calendar tool.

This happens inside the chat, in real time. No manual data entry, no lost emails. For immigration firms managing high inquiry volumes, it’s the closest thing to an extra paralegal without the overhead.

• Pay-as-you-go – no monthly subscriptions, just $50 free credit to start, and you only pay when the bot responds.
• All features included – unlimited bots, lead capture, custom actions, and branding on every account.
• Grounded, not guessing – answers come from your firm’s own intake guides, policy docs, and website content, eliminating hallucination risk.
• Unlimited agents – build separate bots for family-based, employment, and asylum cases without extra fees.

How to automate immigration case intake forms?

Use Chatref's lead capture to collect contact info in-chat, then set up a custom action that triggers delivery of your intake form via email or a link. The AI agent can even pre-fill details it has already gathered.

What questions should I capture from new clients?

Start with essential qualifiers: full name, email, phone, visa or case type, nationality, current immigration status, and urgency. Chatref's AI agents can be prompted to ask these in a friendly, sequenced manner, then score the lead based on your firm's criteria.

Can Chatref schedule consultations automatically?

Yes. Through custom actions, Chatref can connect to your scheduling software and book a time slot directly in the chat. Once a lead is qualified, the agent offers available slots, confirms the booking, and sends a calendar invite - no human needed.