How can Chatref automate the client intake process for conveyancers?

Every conveyancing matter begins with a flurry of repetitive tasks: new client forms, ID checks, source-of-funds questionnaires, and endless email threads just to get basic property details. Small teams in particular feel the pinch, because the same person who handles completions and exchanges gets pulled off fee-earning work to chase a half-filled instruction form. When intake stalls, so does the whole file, and clients grow impatient.

Chatref's AI agents are trained on your own conveyancing documents - your practice notes, standard terms, fee scales, and compliance checklists. Once deployed on your website, the agent asks structured questions in a natural sequence: property address, sale price or valuation, mortgage lender details, identity verification requirements, and source of funds. Because every answer is grounded in your exact content, there is no guesswork about what you need for client care letters or AML checks. The agent works 24/7, so prospective clients can start their matter at 10 p.m. and you arrive in the morning to a fully populated intake file.

Chatref's custom actions let you turn chat conversations into real workflow steps inside your conveyancing client intake. When the chatbot collects a sale price, it can calculate a fee estimate instantly. After a client uploads a copy of their driver's licence, the agent can trigger a lightweight ID verification check. Completed intake forms can be delivered to your practice management system or emailed directly to your team, all without leaving the chat. This turns a basic website prompt into a true client onboarding chatbot that pushes the matter from enquiry to instrucion-ready.

Not every prospect is ready to instruct immediately, but every indication of interest is a potential lead. Chatref's lead capture capability automatically collects contact details - name, email, phone - and attaches them to the conversation. Even if a visitor leaves mid-intake, your inbox retains the partial data and the chat transcript. You can follow up promptly with a warm lead who has already shared the property details, rather than cold-calling a list of names. For conveyancers, this means fewer missed opportunities and a pipeline of pre-qualified new instructions.

Chatref's onboarding features extend beyond the first conversation. Once a client has completed their initial intake, the same agent can continue to guide them through the onboarding journey: sending secure document upload links, reminding them of outstanding ID requirements, and answering common progress questions from your firm's own knowledge base. The result is a fully automated conveyancing client intake flow that frees your fee earners to focus on the legal work, not the administration.

Can Chatref handle conveyancing client intake questions?
Yes. You train Chatref's AI agents on your conveyancing procedures, FAQs, and client care documents. From that point on, the agent answers all standard intake questions - about fees, timescales, ID requirements, and the conveyancing process - in your firm's exact language, with no hallucination.

How to automate client intake for conveyancers?
Install the Chatref widget on your website, add your intake-specific content (instructions, forms, AML policy, fee guides), then configure custom actions to collect structured data and trigger follow-up workflows. Enable lead capture so every interaction saves contact details, and set the agent to onboard clients step by step after the first chat.

What are the benefits of automating client intake?
The top benefits: 24/7 availability for new instructions, fewer hours spent chasing missing information, faster matter opening, more accurate and complete data (no half-filled forms), better client experience from instant responses, and your conveyancing team handling only the complex tasks that need human judgment.

How does Chatref capture leads during client intake?
Chatref's lead capture feature asks for a name, email, and phone number during or at the end of the conversation. That data is stored in your Chatref inbox alongside the full chat transcript, so you can see what the prospect has already shared about the property and matter. You can export leads or use custom actions to push them directly to your CRM or email list.