How can I capture leads from conveyancing support chats?

Prospective home buyers and sellers often start with a simple practical question - about stamp duty deadlines, ID checks, or contract timelines. When your small conveyancing team handles these manually, you lose the chance to capture the person behind the query. Chatref’s AI agent, grounded in your firm's standard processes and property-law knowledge, answers questions accurately while simultaneously gathering lead information. That turns every support interaction into a potential client intake, without any extra work from your team.

Chatref’s lead capture runs inside the chat widget. While the AI agent resolves questions using your knowledge base, the system can request a name, email, phone number, and conversation context. No separate forms or pop‑ups are needed. For conveyancing, you might collect: property type, expected completion date, and the question they asked. This data appears in your Chatref conversation inbox, ready for follow-up. Because all features are included on every account, lead capture is available from the moment you build your first agent - no add‑on fees, no per‑bot costs.

Not every chat is a hot lead. Chatref’s custom actions let your AI agent ask a short qualifying sequence inside the conversation, then take a precise next step. For example, the agent can ask if the prospect has an agreed sale date or has instructed another solicitor. Based on the response, custom actions can assign a lead score, tag the conversation, or send a full lead record directly to your conveyancing CRM. This happens in real time, using facts from your knowledge base to keep the conversation natural, and reduces the need for your team to screen chats manually.

Custom actions aren’t just for qualification - they connect Chatref to the tools you already use. You can configure a custom action to fire a webhook, call a REST endpoint, or trigger a Zapier zap every time a lead is captured. That means a new conveyancing prospect can appear in your practice management system or email marketing list instantly, complete with the context from the chat. By keeping the integration simple and event‑driven, you avoid double‑entry and never lose a lead that came through chat.

How to capture leads from conveyancing chats?
Add Chatref’s website widget to your conveyancing site, train an AI agent on your service documents, and enable lead capture. The agent will ask for contact details at the right moment while answering questions. You can further set up custom actions to qualify leads and send them directly to your CRM.

Can Chatref qualify leads from support conversations?
Yes. Use custom actions to design a short qualifying flow. The AI agent asks relevant questions (e.g., “Have you already instructed a solicitor?”) based on your knowledge base, assigns a lead score, and only passes high‑intent prospects to your team. This keeps your inbox focused on real conveyancing opportunities.

How to integrate lead capture with my CRM?
Chatref’s custom actions can trigger a webhook or integration (like Zapier) each time a lead is captured. You define the payload - contact fields, chat summary, qualifying answers - and map them to your conveyancing CRM. There is no per‑integration fee; the capability is included in your Chatref account.

What are the best practices for legal lead generation via chat?
Keep the lead capture request natural - ask for details after the agent has provided a helpful answer from your knowledge base. Train the agent on conveyancing‑specific content (guides, timelines, fee structures) so it speaks with authority. Use custom actions to ask only one or two qualifying questions to keep the conversation moving. Finally, always make it easy for prospects to opt out, respecting the sensitive nature of legal services.