What custom actions can Chatref perform for immigration cases?

Custom actions let Chatref gather the exact information you need for a new immigration case. Instead of sending a long questionnaire, the AI agent asks for critical details – full name, date of birth, country of origin, case type – and instantly saves them to your intake system. You can even set up conditional flows: if a client mentions a marriage‑based green card, the chat immediately collects spouse information. Every piece of data is recorded without you ever leaving the conversation view, making immigration chat custom actions the first step in a streamlined process.

When your AI agent resolves a question or collects a key detail, it can trigger a Chatref case management update in real time. A custom action can push a new matter to Clio, MyCase, or your internal case file, mark a client as “document proof received,” or log the chat summary as a timestamped note. Because Chatref works with your existing tools through straightforward webhooks, you can automate immigration tasks with Chatref without changing the software your team already relies on.

Custom actions can assemble and pre‑fill immigration forms while the client is still on your website. After collecting a client’s biographic data, the action can call a document generation service and return a partially complete I‑130, DS‑160, or fee waiver request directly in the chat. The client reviews and signs; your paralegals spend far less time retyping the same fields. This kind of law firm chat action turns every interaction into a document‑ready step, cutting days off case preparation.

When a prospective client qualifies for a consultation, a custom action can book the appointment instantly. Chatref can check your office’s calendar availability, present the best time slots, and then create the event – all inside the widget. No phone tag, no back‑and‑forth emails. For immigration lawyers handling high volumes, this single action ensures you never miss a quality lead while keeping your team focused on billable work.

After a conversation ends, your AI agents can kick off automated workflows. A custom action can send a “next steps” email, add the person to a nurture sequence, or assign a task in your project management tool for a paralegal to review. If the chat reveals missing documents, the system can resurface the case in 72 hours with a friendly reminder. By layering custom actions on top of Chatref’s agent‑led conversations, your firm handles follow‑through automatically.

Can Chatref schedule appointments?
Yes. Custom actions can connect to your calendar system (Google Calendar, Calendly, or a practice‑management tool) and let the AI agent book consultations directly in the chat. The action checks availability in real time and confirms the appointment, so you capture the lead immediately.

How to set up custom actions in Chatref?
Go to the agent’s settings and add a new custom action. Give it a name, define the data fields you want to collect (like client name, case type), and point it to a webhook or API endpoint that your firm’s tools accept. Once saved, you can test the action right in the Chatref playground. No coding is required – just configure the input/output mapping.

What tasks can Chatref automate for lawyers?
Immigration lawyers can automate client intake, document collection, form pre‑filling, case management updates, appointment scheduling, follow‑up reminders, and internal task assignment. Any repeatable job that requires collecting specific client details and acting on them in an external system is a strong candidate for a Chatref custom action.