Setup
How do I install the desktop app for your family law software?
Getting started with the family law software desktop app takes just a few minutes. Download the installer, run the setup wizard, and sign in using your credentials. Once installed, the app connects directly to your Chatref-powered knowledge base, so your AI agents and custom actions are ready the moment you log in.
Download the Installer
Visit our downloads page and select the version for your operating system. The installer package includes the desktop app, a lightweight runtime, and an automatic updater. Before you begin, make sure your device meets the minimum system requirements listed in the FAQ below. The download is free - your account prepaid credit covers usage, not the app itself.
Run the Setup Wizard
Launch the installer and follow the on-screen prompts. The setup wizard will guide you through:
- Choosing an install location
- Creating a desktop shortcut
- Installing required dependencies
No heavy configuration is needed. The entire process typically completes in under two minutes. If Windows SmartScreen prompts, click "More info" and "Run anyway" - our installer is code-signed and safe.
Sign In and Connect Your Knowledge Base
After installation, open the app and enter your account email and password. Once authenticated, the app automatically syncs with your firm's Chatref knowledge base. All your uploaded practice guides, court forms, and intake documents are immediately available. The AI agents will draw from this content to provide grounded answers right inside the desktop workspace.
Configure Your AI Agents and Custom Actions
The desktop app gives you full access to Chatref's AI agent editor. Set the tone and behavior for each agent, assign knowledge bases, and build custom actions that let your team - or your clients - trigger case-status checks, appointment reminders, or document generation directly from the chat panel. Changes you make in the desktop app sync instantly to your website widget and shared inbox, keeping everything aligned.
FAQ
What are the system requirements for the desktop app? Windows 10 or later, macOS 11 or later, or a modern Linux distribution (Ubuntu 22.04+). At least 4 GB of RAM, 500 MB of available disk space, and an active internet connection are required. The app does not support mobile operating systems - use our responsive web version on tablets and phones.
Can I use the software without installing the app? Yes. Every feature of the family law software is accessible through a web browser by logging in at app.chatref.ai. The desktop app adds offline drafts, native notifications, and quicker access to the AI agents, but it is not mandatory. Your knowledge base and custom actions remain the same across both.
How do I update the desktop app? The app includes an automatic updater. When a new version is available, you will see an in-app notification. Click "Update and restart" to install the latest release. Updates are signed and delivered incrementally to avoid large downloads. You can also check for updates manually from the Settings menu under the "About" tab.
Put this into practice
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