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What are the steps to set up Chatref for government legal support?

Chatref Team3 min read / Updated June 19, 2026

Setting up Chatref for government legal support means embedding the Chatref widget on your legal aid portal, creating custom actions to collect case details automatically, sharing the inbox with your legal officers for real-time oversight, and activating lead capture to turn citizen queries into trackable leads. It is a no-code process that puts AI customer support directly on your site.

Get the Chatref embed snippet from your dashboard and paste it onto your government legal website. The snippet loads an AI-powered chat widget that answers citizen questions right where they land. The widget is origin-allowlisted for security and can be styled with your agency’s primary color, so it feels native to your legal portal.

Use Chatref’s custom actions to automate the collection of case-critical details inside the chat. Create flows that ask for the type of legal matter, jurisdiction, party names, and supporting facts. The actions can trigger internal webhooks, so the data you capture flows directly into your existing case management system without manual re-entry.

Invite legal officers and case workers to the shared inbox. They will see every conversation live and can take over with full context when a query needs human judgment. The inbox keeps all team members on the same page and ensures no citizen message falls through the cracks, even when multiple people manage the intake queue.

Step 4: Activate Lead Capture to Track Citizen Inquiries

Enable lead capture to automatically collect contact details from citizens who start a chat. Chatref logs the name, email, and the substance of the inquiry as a lead, giving your legal team a searchable record of every request. Use these leads to follow up on eligibility checks, schedule appointments, or measure demand for specific legal services.

FAQ

How to integrate Chatref with existing legal systems?
Chatref custom actions let you push captured data (case type, jurisdiction, contact details) to your own case management or CRM through webhooks. You can design intake flows that fit your existing legal workflows, so the chatbot acts as a seamless front door to your current systems.

What are the benefits of using Chatref for government legal support?
You give citizens 24/7 assistance directly on your legal portal, deflecting repetitive queries before they reach staff. Lead capture turns anonymous chats into trackable leads, while the shared inbox lets your legal team collaborate in real time and step in when a case gets complex. The widget requires no coding and scales with use on a pay-as-you-go model.

How to customize Chatref for legal services?
Customize the widget’s appearance to match your government brand, then build custom actions that mirror your intake process: ask for citation numbers, court districts, or income eligibility. The shared inbox can be staffed by legal officers who see the complete chat history, so every handoff is informed and efficient.

Can Chatref handle multilingual legal support?
Yes. The website widget can be embedded on multilingual legal portals, and you can create custom actions that detect a citizen’s preferred language or ask for it directly. Pair those actions with a shared inbox organized by language so the right team member picks up each conversation. This keeps the support experience accessible across the populations you serve.

Put this into practice

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