How can I keep track of different types of legal questions?

Start by creating tags that match your practice areas. Common ones for family law include divorce, child custody, spousal support, property division, domestic violence, adoption, and prenuptial agreements. You can add as many tags as you need directly inside Chatref’s conversation settings. Tags attach to the entire chat thread, so even if a client asks about multiple topics, the primary issue stays clear. This gives every team member instant context without reading the full transcript.

Instead of manually labeling every chat, let Chatref’s AI agents read the client’s first message and assign the closest matching conversation tag. When a message reads “I need help filing for divorce,” the agent tags it “divorce.” The auto-tagging keeps your shared inbox clean from the start, and you can always override a tag if the nuance demands it. The feature works out of the box once you enable AI-assisted tagging on your account; no training or prompt crafting required.

All tagged conversations appear in the shared inbox, where your team can filter by tag to see only divorce questions, only custody issues, or any other category. That helps you assign chats to the right attorney or paralegal fast. From there, you can take over a conversation with full context, reply directly, and keep the tag as a record of what the inquiry was about. The inbox shows the tag alongside every chat so nothing gets lost.

Tagged conversations feed directly into Chatref’s insights dashboard. You can run reports that show which family law topics generate the most questions month over month, how long it takes your team to respond per tag, and whether certain practice areas spike during specific times of the year. Use those patterns to train staff, adjust your website FAQ, or even create new services around the issues clients ask about most.

What tags should I use for family law questions? Start with high-level categories that match your firm’s core practice areas: divorce, child custody, property settlement, spousal support, domestic violence, adoption, and mediation. You can refine with sub-tags later (e.g., “emergency custody,” “QDRO”). Keep the list small enough that every team member knows which tag to apply.

How do I set up tags in the chat? From your Chatref dashboard, go to Settings > Conversation tags. Click “Add tag,” name it, and pick a color for quick visual scanning. Once created, team members can assign the tag during a chat, and your AI agents can also apply tags automatically when you enable the feature.

Can the AI automatically tag conversations? Yes. Chatref’s AI agents analyse each incoming message and assign the most relevant tag from your list. The assistant matches the client’s wording to your defined tags—no manual effort needed. You can review and correct any tag in the inbox if necessary.

How do I use tags to improve support? Tags give your shared inbox a structure that lets your team filter conversations by practice area and assign them to the right person fast. They also reduce time spent reading lengthy transcripts because the tag tells you the topic at a glance. Over time, tag-based insights reveal which issues need more staffing or better self-help content.

What reports can I run with tagged conversations? The insights dashboard shows conversation volume per tag, average response time per tag, and trends over time. You can export the data or receive regular email digests that highlight rising topics. These reports help you plan staffing, update your firm’s knowledge base, and spot training needs.

How do I train my team to use tags? Create a one-page cheat sheet that lists each tag and one or two example phrases that would trigger it. Have everyone practice tagging a few sample chats in the shared inbox. Then turn on AI auto-tagging and use the first week to review and correct tags together until the system works consistently.