How do I integrate my immigration case management software with Chatref?

Every immigration law firm runs on its case management tool - whether it's Docketwise, LawLogix, or a custom-built system. Chatref does not require a pre-built connector. Instead, use custom actions to turn chat interactions into real work inside your existing software. When a client asks for a visa status update, a custom action can call your case system’s API and return the current progress, all inside the widget. You can also instantly create a new matter, log a note, or push collected intake details directly from the conversation.

To set up: define a custom action in Chatref that sends a POST request to your case management endpoint with the data you collect in the chat (client name, case type, question). The action can map form fields or entire conversation summaries. Because custom actions are tool-calling actions, they work with any immigration platform that has a REST API or accepts webhooks - no coding inside Chatref needed beyond the endpoint and payload.

Immigration lawyers rarely work alone. Chatref's shared inbox lets your whole team see, take over, or reply to any chat with full context. Combine that with omnichannel: the inbox unifies conversations from your website widget, email, Slack, and WhatsApp. So when a client emails a form update, the paralegal can respond from the same inbox without losing history. That shared context makes law firm software integration practical - the conversation about a case stays bound to that case, and any human handoff happens instantly.

Workspaces keep sensitive immigration data organized. Create a workspace for asylum cases, another for employment-based visas, and a third for family petitions. Within each workspace, you can set up separate custom actions that push data to the relevant case management folders or queues. Access controls ensure only the right team members see the right conversations. This structure lets you integrate case management tools without mixing client data across unrelated matters - a must for immigration law software integration.

How to connect my case management software with Chatref?

Go to your agent’s Custom Actions tab and create a new action. Set the endpoint and authentication (API key or bearer token) to your immigration case management system’s API. Define the fields you want to send from the chat - like client name, email, case number - then map them to the action’s payload. Test the action in the Playground and publish. Once live, your chat will trigger real updates in your case software whenever a client provides that information.

What integrations are available for immigration law tools?

Chatref does not ship with out-of-the-box connectors for specific immigration law software. However, its custom action system works with any case management platform that exposes a REST API or accepts webhooks. This covers most tools used by immigration lawyers (Docketwise, LawLogix, Clio, MyCase, and custom systems). If your software can accept an HTTP call with a JSON payload, Chatref can integrate with it.

Can Chatref work with my existing case management system?

Yes. As long as your case management software has an API or webhook receiver, you can integrate it using custom actions. Many immigration law firms already use this same approach to push intake data from the chat into their system, or to pull status information back into the conversation. The shared inbox and workspace features then help your team manage communication around those cases without leaving Chatref.

How to streamline data flow between immigration software and Chatref?

Set up bidirectional custom actions: create one action that pushes chat-collected details (new client intake, document requests) straight into your case management software. For updates flowing back, configure your case system’s notifications to send an email or Slack message that lands in Chatref’s omnichannel shared inbox. That way, when a case status changes, the notification appears as a conversation thread your team can immediately act on, all within the same inbox they already use for client questions. Keep workspaces organized by practice area so data never crosses streams.