Does Chatref work with my existing case management software?

Chatref’s custom-actions feature lets your immigration law firm build real connections to your existing case management software. When a client provides new information in chat - a change of address, a document upload, or a case update - you can trigger actions that push that data straight into your DocketWise or other platform. No manual re-entry, no lost notes. You map the fields once and the chatbot does the rest, keeping case records accurate and up to date automatically.

This deeper case management software integration means your team spends less time on data chores and more time on complex legal work. Because the action fires in real time, case files are always current when an attorney reviews them. You decide what data moves where, so the integration fits your exact processes.

Immigration clients often reach out through different channels - email, your website, WhatsApp, or even Slack. Chatref’s omnichannel capability unifies all those conversations into a single agent experience. Your immigration chat integration stays connected whether a client starts on your site and follows up via WhatsApp. Every message ties back to the same case context, so the chatbot can pick up the conversation right where it left off.

For law firms, that means no fragmented client histories. The chatbot answers from your own knowledge base and can collect details or trigger case management updates no matter which channel the client uses. You serve clients where they are, while your back office stays organised.

For complex immigration matters that need a human touch, Chatref’s shared inbox puts your team in the driver’s seat without disrupting the client experience. Attorneys and paralegals can watch conversations live, see the full chat history, and step in to take over a thread when the AI agent hits a limit. They pick up exactly where the chatbot left off, with all the context already in front of them - no client repetition.

The law firm chatbot connection becomes a seamless handoff. The shared inbox shows who is handling what, so work doesn’t get duplicated. Your team controls which cases need personal attention while the AI handles the routine back-and-forth, so every hour of attorney time goes further.

A Chatref-DocketWise connection is built on custom actions, no special plugins required. Here’s a quick outline of how it works:

1. Identify the data flow - Decide what information you want to push from chat to DocketWise (e.g. new client details, case status updates, uploaded documents).
2. Set up a custom action - In your Chatref agent settings, create an action that fires when the chatbot collects the required data. Map the chat fields to the corresponding DocketWise API endpoints.
3. Test and refine - Use the live playground to trigger a conversation that collects the right data, then confirm the action pushes to DocketWise exactly as you expect.
4. Go live - Once tested, the integration runs automatically for every qualifying chat, keeping case records in sync without manual work.

Because Chatref is pay-as-you-go, you only pay for the actual responses your chatbot delivers - never for idle connections or per-seat fees - so even a highly active immigration practice can keep costs predictable.

How to connect Chatref with DocketWise?
Use Chatref’s custom-actions feature. In your agent settings, define an action triggered by specific data collected in chat (like a name, case number, or file upload). Map the collected fields to DocketWise’s API endpoints. When the chatbot captures that data, the action fires and your case management software updates instantly.

Can Chatref update case records automatically?
Yes. Once you’ve configured a custom action to push data to your case management platform, the update happens automatically every time a chat interaction meets the trigger conditions. No manual intervention needed - case files stay current around the clock.

What integrations does Chatref support for law firms?
Chatref’s custom-actions framework connects to any case management software that exposes a REST API, including DocketWise, Clio, MyCase, and others. Omnichannel integrates with web, email, WhatsApp, and Slack, so client chats flow into the same system regardless of channel. All interactions feed into a shared inbox for your team to monitor or take over when needed.