How can Chatref help conveyancers capture more leads?

When a potential client lands on your conveyancing site, the Chatref widget can proactively ask if they need help with a property transaction. Through its lead-capture feature, you can trigger a friendly prompt that asks for a name, email, phone number, and a short qualifying question like “Are you buying or selling?”. Every response is captured automatically, turning a passive browser into a tagged lead ready for immediate follow-up. You define the sequence and the exact fields, so every lead arrives with the information your team needs to move forward.

Captured leads appear in your shared-inbox alongside the full conversation transcript. Any team member can see what the prospect asked, how they qualified, and then take over the chat live. No lead gets lost in a form inbox or buried in email. This real-time visibility means your conveyancers can respond within minutes - exactly when a buyer or seller is most engaged - and dramatically increase client acquisition from your existing website traffic.

Beyond basic contact details, custom-actions let you collect the information that moves a conveyancing instruction forward. Configure the chat to ask for the property address, preferred settlement date, or transaction value. Then route that data directly to your CRM or intake system via webhook. A lead that fills in their move timeline can trigger an automatic task in your practice management software, so the right person is notified before the chat ends. No copy-paste, no missed fields.

As your firm grows, the same AI agent handles the early conversation, collects qualification details, and only passes ready-to-buy leads to the shared-inbox. Your conveyancers work from one place, collaborating on the hottest prospects first. Because Chatref works on a pay-as-you-go basis, you only invest in capacity you actually use - no monthly subscription tiers or per-seat costs - which frees you to capture far more conveyancing leads without expanding your headcount.

How does Chatref capture conveyancing leads?
The embedded website widget can initiate a proactive chat that invites visitors to share their details. You configure which questions to ask through Chatref’s lead-capture settings - typical fields include name, email, phone, and a qualifying question about their property needs. Once the visitor responds, the lead is stored in your dashboard and instantly surfaced in the shared inbox for your team.

Can Chatref integrate with my CRM?
Yes. Through custom actions you can send captured lead data to your CRM or any tool that accepts webhooks. Whether you use a legal-specific platform like Clio or PracticePanther, or a general intake system, you can set up a webhook action to push the lead details (and conversation context) as soon as they are collected. There’s no native integration for every CRM, but the webhook approach connects Chatref to virtually any endpoint in minutes.

What information does Chatref collect from leads?
You decide. The standard fields are name, email, and phone, but you can add custom actions to request property address, purchase vs sale, transaction timeline, or budget range. All collected data is attached to the conversation transcript so your team sees the full context when they take over the chat.