How can my team pick up family law chats where the AI left off?

Chatref’s AI agents resolve common questions automatically, but when a conversation needs a human touch, the shared inbox makes the handoff seamless. No separate ticket system, no lost threads. The agent simply stays silent once it’s reached its limit, and your team sees the exchange in real time. A lawyer clicks into the conversation and replies directly to the client in the same chat flow. The client never has to repeat their story, because the AI-to-human support handoff carries forward every message and collected detail. It’s a true team chat handoff built for family law.

Every message the client typed, every grounded answer the AI gave, and any custom details the AI gathered along the way appear in the shared inbox for family law chat. Your team scrolls back through the entire thread to see what was already discussed: the appointment type, the mention of a pending custody filing, the name of the other party. There’s no guessing, no starting over. This shared legal inbox gives every team member the same complete picture, so collaborative support feels natural.

Use conversation tags to mark each chat by legal issue, urgency, or stage. Create tags like “divorce,” “custody,” “adoption,” “emergency,” or “intake-complete.” Attach them to conversations from the shared inbox. Those tags become part of the chat’s metadata, visible to everyone on your team. They also double as lightweight family law case notes: you might add a tag like “follow-up call Thursday” or “client prefers email” to remind a colleague of next steps without leaving the platform.

Multiple team members can view the same conversation and coordinate work. With tags applied to every chat, anyone in the inbox can see at a glance which area of law and which stage the case is in. A paralegal might handle initial triage, then a senior lawyer steps in for the substantive reply. The shared inbox keeps everything in one place, turning each chat into a living record of the family law matter that your entire team can pick up and continue.

What info does the AI pass to my team?
The AI passes the entire conversation transcript. You see the client’s original message, any follow-up questions the AI asked, and the AI’s final response. If the agent collected information through custom actions, such as the client’s name or case details, that data is also visible in the shared inbox thread.

Can my team see the full chat history?
Yes. The shared inbox shows the complete back-and-forth between the client and the AI agent. Nothing is hidden.

How do I assign chats to specific lawyers?
Chatref’s shared inbox does not have a formal assignment feature. Teams typically coordinate by using conversation tags to mark a chat with a lawyer’s name or area of expertise. That lawyer then takes over the conversation directly from the inbox. You can also filter the inbox to show only chats with a given tag.

Can I add internal notes to chats?
There is no dedicated internal notes field, but you can use conversation tags as a practical alternative. For example, add a tag like “Call client Monday” or “Urgent – immediate reply needed” to a conversation. The tag becomes part of the chat context and is visible to your whole team.

How do I tag chats by legal issue?
In the shared inbox, open a conversation and apply one or more tags. You can create custom tags like “divorce,” “custody,” or “prenup” and attach them manually to any chat. Use these consistently so your team can filter the inbox to see only, say, all custody-related conversations at once.

Can I set up different inboxes for divorce vs. custody?
Chatref provides one shared inbox per workspace, not separate inboxes per practice area. However, you can achieve separate views by tagging conversations with the relevant legal issue and then filtering the inbox to show only chats with that tag (e.g., only “divorce”). This gives you a focused, virtual inbox without switching between accounts.