Setup
How can I streamline the onboarding process for new conveyancing clients?
Starting with a direct, 40–60 word answer that incorporates the primary keyword, then the H2 sections. No H1, no front matter.
New conveyancing clients expect a fast, modern setup. With Chatref, you can automate routine questions, collect intake documents via custom actions, and guide each client through a clear, branded onboarding journey – all without adding headcount. It’s a practical way to turn legal client setup from a bottleneck into a competitive advantage.
Let AI agents answer routine first-step questions immediately
Your team spends hours answering the same initial queries: “What forms do I need?”, “How long will the process take?”, “What are your fees?”. Chatref’s ai‑agents resolve these automatically, trained on your firm’s own conveyancing guides. Clients get instant, accurate answers in your firm’s voice, while your staff only handle the cases that genuinely need a human.
Collect forms, ID, and preferences with custom actions
Onboarding isn’t just chat – it’s gathering documents and data. Use custom‑actions to build a guided intake directly inside the widget. Ask for property details, collect scanned ID, confirm authority to act, and trigger your case management system – without a single email chain. Every response is captured and organised, making conveyancing onboarding a single, seamless flow.
Deliver a branded onboarding journey that builds trust
Clients feel more confident when the process feels structured. With onboarding features, you design a step‑by‑step path from first welcome to case commencement. Brand the widget to match your firm’s identity, set the primary color, and walk clients through what happens next. A consistent, professional legal client setup reduces anxiety and cuts the chase calls that slow your day.
Ground every response in your firm’s own conveyancing knowledge
Generic chatbots guess – yours won’t. Chatref’s agents answer strictly from the documents, FAQ pages, and practice guides you upload. When a client asks about local authority searches or leasehold specifics, the reply comes from your own materials, never from the open web. That means no hallucinations, no out‑of‑date advice, and a conveyancing onboarding experience that reflects your firm’s exact expertise.
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.