How can I capture leads from my family law software?

You do not need a separate form builder or a plugin. Inside your Chatref agent, enable lead capture and choose when the widget asks for details - immediately, after the first AI response, or only when the visitor has a specific intent. The agent’s questions ground themselves in your own intake documents, so the fields mirror what your family law practice actually needs: full name, email, phone, and a custom question like “What does your case involve?”. Every captured lead appears in the conversation inbox with a full chat transcript, giving you immediate context before you reply.

A raw contact is not a lead until you know it fits your practice areas. Upload your standard intake questions - divorce, custody, adoption, prenuptials - and the Chatref agent will ask qualifying follow-ups just like a paralegal would. The bot can distinguish emergency situations from routine inquiries, estimate case complexity based on the visitor’s answers, and even route high-value leads to a senior partner’s attention. Because the agent learns from your own content, it never guesses outside the scope of your family law expertise.

Manually re-entering data wastes billable hours. With Chatref’s custom actions, you can set up a workflow that fires a webhook or API call as soon as the agent captures a lead. Send the client’s name, email, and case summary straight to Clio, MyCase, or any CRM that accepts POST requests. If you use Zapier or Make, create a multi-step automation that also triggers a welcome email and creates a task for your intake coordinator. No coding required - just define the action once in the agent’s tool settings.

The conversation inbox in Chatref shows you every lead, their contact info, and exactly what they said to the AI agent. Filter by lead status to see who still needs a human response. The platform’s analytics surface how many leads the chat widget is generating and which questions lead to the highest conversion, so you can refine your intake flow over time. It is not just lead capture - it is a continuous insight loop that helps you turn website visitors into paying clients.

How do I set up lead capture forms?

You do not build a form - you configure it inside your Chatref agent. Go to the agent’s settings, open Lead Capture, and toggle it on. Select the fields you want: name, email, phone, and any custom field you define (e.g., “Preferred consultation time”). Choose the trigger - show the capture prompt after the first AI response, on a specific keyword, or only when the agent detects high intent. Save, and the widget immediately starts collecting qualified leads. No code or external form providers needed.

Can I integrate with my CRM?

Yes. Chatref’s custom actions let you send captured lead data to any system that accepts a webhook or API call. Define a new action in the agent’s tool settings, configure the target URL (your CRM’s endpoint or a middleware like Zapier), and map the captured fields to the CRM payload. For example, you can push a Clio contact object with name, phone, and custom notes. Chatref also supports sending the full conversation transcript along with the lead, so your CRM has complete context.

What information is captured from leads?

By default, Chatref captures the visitor’s name, email address, and phone number. You can add any number of custom fields - the AI agent will ask for that information naturally during the chat, grounded in your intake documents. All captured details are stored against the conversation and are visible in the inbox alongside the chat history. If you use custom actions, the same fields are available in your outgoing payload, so nothing gets lost.