Implementation
How can my team handle client questions together without missing anything?
When your family law firm faces a steady stream of client inquiries, a shared legal inbox keeps every question visible and prevents anything slipping through the cracks. Instead of scattered emails, your team works from one central thread, seeing the full conversation history and who’s handling what, so responses stay prompt and consistent.
Setting Up a Shared Legal Inbox for Your Firm
Instead of forwarding emails and chasing threads, build a single workspace in Chatref for your family law team. Add every lawyer and paralegal to that workspace, then connect your website’s contact form or chat widget. Incoming client questions land in the shared inbox, visible to everyone. Nothing is locked inside a single person’s account, so coverage continues even when someone is out.
How AI Agents Handle the Routine Before a Lawyer Steps In
Before a human types a single reply, Chatref’s AI agents answer common questions straight from your firm’s documents – intake forms, retainer agreements, or practice area guides. The agent stays grounded in your own content, so it never guesses or invents information. When a question needs a lawyer, the agent tags the conversation and hands it off to the shared inbox with the full chat history, giving your team the context to jump right in.
Routing Questions and Handing Off Between Team Members
Tag conversations by practice area, urgency, or assigned lawyer. Use workspace rules to route estate planning questions to one attorney and custody matters to another. When a lawyer takes over from the AI agent, they’re stepping into the exact same thread – no lost notes, no repeated questions. And because the entire team sees the inbox, anyone can jump in if a colleague is in court.
FAQ
How do I set up a shared inbox for my team?
Create a Chatref workspace for your firm and invite team members. Connect your site’s chat or form to that workspace. All new conversations appear in the shared inbox automatically. You control which team members can view and reply.
Can multiple lawyers answer the same question?
Yes. Everyone in the workspace can see and participate in a conversation. The team can coordinate replies internally before sending, or a second lawyer can take over seamlessly while the first is busy.
How do I assign conversations to specific lawyers?
Use conversation tags. Create tags like “assigned: Sarah” or “custody-team.” Apply them to any conversation, then filter the shared inbox to see only assigned threads. Team members check their tagged conversations directly.
What happens when a lawyer is offline?
The AI agent continues to respond using your firm’s content, and the shared inbox captures the entire exchange. When the lawyer returns, they review the thread and pick up right where the AI left off.
How do I track which questions are answered?
Apply status tags such as “resolved,” “open,” or “needs-review.” The conversation-tags feature lets you filter by status, so the team sees at a glance what still needs attention.
How do I make sure no question gets missed?
The shared inbox is the single, central list of every incoming client message. No message gets siloed in a personal inbox. Combine that with tags and regular inbox reviews, and you’ll always have full visibility into what’s been handled and what hasn’t.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.