How can I customize Chatref for my law firm's workflow?

AI agents in Chatref resolve client questions by learning from the documents you upload. For a law firm, that means dropping in PDFs of practice‑area guides, intake forms, fee schedules, and procedure checklists. The agent will then answer queries like “What documents do I need for a corporate filing?” or “How do I schedule a consultation?” using only your vetted information. You can refine its behavior by adjusting the system instructions right inside the customisation panel, so the tone matches your firm’s voice and the answers stick to your preferred legal terminology.

Customisation options let you embed a widget that looks like an extension of your firm’s website. Set the primary color to match your logo, upload a custom avatar, and position the bubble where it feels natural. The result is a familiar, trustworthy touchpoint for clients. You can even create separate agents for each practice area (corporate, litigation, family law) and give each one its own branded widget. Every agent operates from your single account, with no extra setup fees or per‑bot charges.

Conversation tags turn a stream of chats into an organised workflow. Assign automatic tags based on keywords like “divorce,” “merger,” or “intake” so every conversation lands in the right bucket. Manual tagging lets your team add context - “urgent,” “scheduled callback,” “needs partner review.” A family law practice might tag chats by child custody, property division, or mediation readiness. A corporate firm could tag by deal type, jurisdiction, or client tier. This makes it effortless to filter the shared inbox, prioritise responses, and see which topics are eating the most staff time.

With your documents loaded and tags in place, the AI agent becomes the first line of response. It fields common inquiries 24/7 - from “What are your office hours?” to “What’s the typical timeline for an LLC formation?” - and walks clients through simple next steps. Your paralegals and attorneys only step in when the conversation requires human judgment, and they see the full chat history in the shared inbox. The agent’s responses stay grounded in your content, so you never worry about made‑up legal advice or out‑of‑date information.

How can I set up custom actions in Chatref?

Custom actions are built into the agent configuration. Inside the Chatref workspace, open your agent and navigate to the actions panel. You define what information to collect (e.g., full name, case type, preferred appointment date) and what should happen after - like sending a webhook to your CRM or practice management software. The agent then asks clients for those details directly in the chat, and the data flows to your tools without manual entry. Test actions in the live playground before going live on your site.

Can Chatref adapt to different practice areas?

Yes. You can create unlimited agents on a single account, each trained on its own set of documents. A family law agent might work from intake questionnaires and custody guides, while a corporate agent draws from compliance checklists and transaction timelines. The customisation settings (branding, system instructions, conversation tags) are per‑agent, so each practice area gets a tuned experience without confusing clients or mixing workflows.

What tags can I use for law firm conversations?

You are not limited to a preset list. Start with tags that mirror your intake funnel: “New Client,” “Consultation Scheduled,” “Billing Inquiry,” “Case Update,” “Urgent,” and “Closed.” Many firms add practice‑area tags like “Family,” “Corporate,” “Litigation,” “Estate Planning,” or “IP.” You can also tag by action needed - “Needs Attorney Review,” “Documents Pending,” “Follow‑Up Call.” Tags are fully custom and can be applied automatically via keyword rules or manually by your team in the shared inbox.