How do I organize and tag conversations in your family law software?

Tags turn a busy inbox into an organized view of what matters. In Chatref’s shared inbox, every conversation can carry one or more tags. Common setups for family law practices include tags for intake status (new‑lead, retainer‑signed, consultation‑pending), case type (divorce, custody, pre‑nup), or priority (urgent, deadline‑today). Appling tags as you review conversations gives you an at‑a‑glance picture of where each client stands without reading through full threads.

You control exactly how client messages are labelled. While viewing any conversation in the shared inbox, click the tag icon, and choose from existing tags or create a new one on the spot. This manual approach works well when your team triages the inbox daily — assign a “follow‑up‑needed” tag after a complex question, or flag a thread with a client name tag for easy lookup later. Because the inbox shows tags alongside message previews, you can scan and prioritize quickly.

Chatref’s AI agents can apply tags automatically as they answer questions from your knowledge base. When a visitor asks about child support guidelines or spousal maintenance, the agent identifies the topic and tags the conversation accordingly. This removes the need for a staff member to review every resolved chat. Auto‑tagging helps you categorize support tickets as they come in, so “property‑division” or “modification” tagged conversations build a searchable record of common inquiries with zero manual effort.

All tags are fully searchable from the shared inbox. Use the filter to view only conversations tagged “urgent,” or combine tags to see all “divorce” threads flagged for “follow‑up.” This makes it easy to audit past interactions, prepare for client meetings, or spot trends in the questions your firm receives. Tag-based filtering works across both manual and AI‑applied tags, so you never lose track of a tagged conversation.

What tagging options are available in the software?

You can tag conversations manually in the shared inbox or let AI agents auto‑tag chats as they respond. Manual tagging lets you choose from existing tags or create new ones instantly. AI auto‑tagging assigns tags based on the conversation topic and content, drawing on the same knowledge base that grounds your agent’s answers.

How can I create custom tags for my practice?

Custom tags are created inside the shared inbox. When viewing a conversation, select the tagging option and type a new label — for example, “consultation‑scheduled” or a case number. The tag is saved immediately and becomes available across your workspace for all team members to use.

Can I search conversations by tags?

Yes, the shared inbox includes a tag filter. You can filter by a single tag or combine multiple tags to narrow results. This works for any tag, whether added manually by a team member or applied automatically by an AI agent.