Can Chatref integrate with my existing case management software?

Chatref uses custom actions to link to the API of your law firm software. You configure an action to fetch a case status, create a new task, or add an intake note. When a client asks about their settlement, the agent calls that endpoint and returns the latest data from your personal injury case management system. No custom development required; just point the action at your software’s webhook.

Integrating your personal injury case management system with Chatref removes manual data entry for your team. Your AI agent automatically captures intake details, checks case progress, and logs conversations, so paralegals and attorneys spend less time switching between tools. This law firm software integration also ensures every client interaction updates the central case record, reducing errors and keeping everyone aligned.

Custom actions go beyond simple lookups. You can build workflows that guide clients through required steps, like confirming medical records or verifying liability information, and then push that data back into your case management software. For example, a custom action can create a new task for a paralegal when a potential client provides their accident date inside the chat. That case management integration turns routine client conversations into actionable legal work without staff lifting a finger.

When a conversation needs a human touch, Chatref’s shared inbox picks up right where the AI left off. Staff see the entire chat thread and any data the agent already collected. They can reply directly within the same interface, and their responses can optionally sync back to a case note in your personal injury case management system. The handoff is smooth, with no lost context and no need to re-ask questions.

How to integrate Chatref with case management software?

Go to the custom actions panel in Chatref and create an action that points to your case management system’s API. You provide the endpoint URL, authentication, and any fields you want to send or receive. Chatref’s documentation includes step-by-step examples. Typically, you need your system’s API key and a few minutes to map the data flow.

What case management software does Chatref support?

Chatref works with any case management software that offers a REST API. There is no restrictive list because custom actions let you connect to any tool via webhook. If your system can accept or return data over HTTP, Chatref can talk to it.

Can Chatref work with CloudLex or CASEpeer?

Yes, provided those platforms expose an API for reading and writing case data. You can configure custom actions to reach CloudLex or CASEpeer endpoints. For example, the agent could pull a case milestone from CloudLex or create a task in CASEpeer during a chat. Check your platform’s API documentation for the available calls.

How does Chatref integrate with other tools?

Custom actions are the universal glue. Chatref can trigger an external webhook for any other tool you use, not just case management software. Send leads to your CRM, create a task in your project board, or log a note in Slack. Meanwhile, the shared inbox brings team members into the thread, so you don’t need to copy-paste between systems.