How do I capture leads from Legal Server?

Chatref's chatbot widget sits on your public-facing website and proactively engages visitors. When the AI detects a potential client (for example, someone asking about a consultation), it triggers the lead-capture feature to collect:

• Full name and preferred contact method
• Brief message describing the legal need (e.g., family law, criminal defense, probate)
• Any qualifying details you specify (case type, jurisdiction, opposing party)

All captured leads appear in your Chatref conversation inbox and can be synced to Legal Server instantly.

Once a lead is captured, custom-actions handle the handoff. A custom action defines a destination endpoint (Legal Server's API, a webhook, or a middleware like Make/Zapier) and maps the captured fields to the appropriate data structure. The process:

1. In Chatref, create a custom action with your Legal Server API endpoint URL.
2. Map the lead fields from Chatref (name, email, message, etc.) to the corresponding fields in Legal Server's intake or matter module.
3. Enable the action to fire automatically when a lead is captured. Chatref sends a POST request, and Legal Server creates or updates the record.

This keeps your government legal support workflows consistent—intake staff see the same case data whether the inquiry came through the website or directly into Legal Server.

• Customize the intake flow. Use Chatref to ask screening questions tailored to legal aid eligibility, conflict checks, or case type, so only qualified leads enter Legal Server.
• Avoid duplication. Set a deduplication rule in your custom action logic (e.g., only create a new matter if an email doesn't already exist).
• Maintain data integrity. Validate required fields before the push, and log failures in the conversation inbox so your team can follow up manually if needed.

These steps ensure your legal case management processes remain lean, even when handling high volumes of government legal support inquiries.

How do I track potential clients in Legal Server?

You track potential clients by using Chatref's custom-actions to send every captured lead directly into Legal Server. Configure the action to create a new potential client record or update an existing one, and you'll see the lead details in Legal Server's matter or client list immediately after the chat.

Can Legal Server integrate with CRM systems for lead management?

Yes, Legal Server can integrate with external CRM systems through Chatref's custom-actions. Because Chatref can send data to any webhook or API, you can route leads into Legal Server as if it were a CRM, or you can use an intermediate platform like Make to map Chatref fields to Legal Server's intake endpoints. The integration is flexible and works with your existing legal case management setup.

What information can I collect from leads in Legal Server?

You can collect any field that Chatref's lead-capture widget captures, including name, email address, phone number, case type, legal issue description, referral source, and custom qualifying questions. Those fields then get mapped to the corresponding fields in Legal Server's client intake or matter screen, so your government legal support team has all the context it needs.