How can I provide case updates to clients directly in the chat?

Upload your family law practice documents - standard case timelines, required forms, process overviews - into Chatref’s knowledge base. The AI Agent will then answer common questions about divorce procedures, custody paperwork, or next steps grounded solely in your content. This frees you to focus on the high-touch updates that need a human, while the widget handles the frequent, repeatable queries without guesswork.

Personalized case updates come from custom actions. Configure a custom action inside Chatref that securely queries your legal practice management tool. When a client asks for a family law case update in the chat, the agent collects their identifier (like case number or name), triggers the connected action, and returns the live status directly in the conversation. You control exactly which details get shared - hearing dates, document filing confirmations, or next steps.

Place Chatref’s website widget on your secure client portal or public website. No app downloads needed. Clients simply open the chat, ask for an update, and the agent pulls the right information using your knowledge base and custom actions. The widget is always available, so you can share case information on demand, any time, without adding to your team’s workload.

AI Agents run the entire interaction: they greet the client, apply your firm’s tone, prompt for the necessary details, invoke the custom action, and present the update clearly. Because responses are grounded in your own docs and systems, there’s no hallucinated information. The agent can also capture new client details if needed, automatically tagging conversations for your team to review later.

Every message sent through the widget is encrypted in transit, and the system is architected so that data stays within your configured actions and knowledge repository - no external training or data leakage. Your client communication updates remain confidential and compliant with your practice’s standards.

What types of updates can I send to clients?
You can share case status, upcoming hearing dates, document filing confirmations, required client actions, or any data that your connected custom action can retrieve from your case management software. The knowledge base also lets the agent explain standard processes, timelines, and paperwork checklists.

How secure are the case updates shared in chat?
Chatref uses industry-standard HTTPS encryption for all widget communication. Custom actions connect to your systems using the authentication methods you define, and the platform does not store or train on your client conversations. The agent only retrieves and displays the information you explicitly configure.

Can I schedule updates to be sent at specific times?
Chatref does not have a built-in scheduling feature for proactive outbound messages. However, because the AI Agent and custom actions are available 24/7 inside the widget, clients can get the latest update exactly when they ask. This on-demand model ensures they always access the most current information without waiting for a scheduled notification.