Setup
What steps are involved in setting up bankruptcy software for my firm?
Setting up Chatref for your bankruptcy law firm is a straightforward process that gets you a grounded AI agent answering client questions from your own documents. Follow the onboarding steps to import your firm’s content, customize the agent’s look and voice, configure multi-user workspaces, and deploy the widget on your site to start deflecting routine inquiries.
Onboarding: The Initial Setup Steps
Your bankruptcy software setup begins with a hands-on onboarding flow that turns your existing firm documents into an intelligent agent.
- Create your account at app.chatref.ai. Every new account receives $50 in free credit - no credit card required.
- Upload your content - add bankruptcy procedure guides, client intake forms, FAQs, Chapter 7/13 checklists, and firm policies. Chatref supports PDFs, URLs, plain text, and sitemaps.
- Brief the agent with a concise instruction that defines how it should respond (e.g., “You are a helpful bankruptcy paralegal assistant for Smith & Associates; always give practical next steps and lead with empathy.”)
- Test in the playground - type sample questions like “How long does Chapter 7 take?” to verify answers are pulled straight from your uploaded materials.
Within these initial setup steps, the AI agents become fully grounded on your firm’s unique procedures, so every answer is accurate and consistent with your practice.
Software Configuration: Customizing for Your Firm
The software configuration phase tailors the agent’s appearance and behaviour to match your bankruptcy firm’s brand and workflow.
- Branding: Upload your firm logo, set a primary color, and choose a chat widget title that feels familiar (e.g., “Bankruptcy Help Desk”).
- Agent persona: Adjust the greeting message and tone. You can define exactly how the agent introduces itself and whether it asks for case numbers or contact details upfront.
- Lead capture: Enable in-chat forms to collect visitor names and phone numbers when someone asks about a free consultation.
- Actions: Optionally, configure custom actions that hand off complex queries directly to your case management inbox or scheduling tool.
All elements are controlled through the Chatref dashboard; no coding is required. This customization ensures the software feels like a natural extension of your firm’s client service approach.
Firm Setup Through Workspaces
When more than one person needs to manage the bankruptcy software, workspaces provide a clean multi-user firm setup.
- Create a workspace for your bankruptcy practice group (e.g., “Consumer Bankruptcy Team”).
- Invite team members - partners, paralegals, and intake coordinators - each with their own login.
- Organise agents within that workspace. You might have one agent for Chapter 7 inquiries and another for Chapter 13, each trained on the relevant document set.
- Monitor jointly from the shared conversation inbox, where any human can step in to take over a chat while seeing the full thread history.
Workspaces keep your firm’s data and agents separate from any other department, while allowing everyone who supports bankruptcy clients to collaborate seamlessly.
Bankruptcy Software Installation: Deploying the Widget
The final step in bankruptcy software installation is making the agent visible on your website.
- From your Chatref dashboard, copy the embeddable widget script.
- Paste it into the
<head>section of your firm’s site - most platforms (WordPress, Wix, Squarespace) support a single code injection field. - Add your website domain to the origin allowlist for security.
- Publish the change; the chat icon appears within minutes.
After deployment, your AI agent immediately starts answering common bankruptcy questions, capturing leads, and routing complex issues to your team - all without adding headcount.
FAQ
How do I configure bankruptcy software for multiple users?
Use workspaces. Create a workspace for your firm, then invite each team member via their email address. Within that workspace, you can build and manage multiple agents (one per practice area) and monitor conversations together through the shared inbox. Each user gets individual access controls while sharing the same core content and billing.
What are the initial setup steps for bankruptcy software?
The initial setup steps are: create a Chatref account, upload your bankruptcy documents and FAQs, supply a brief agent instruction, test responses in the playground, and then customize branding and chat behavior. Once satisfied, install the widget snippet on your website. All steps are guided within the dashboard, and the $50 free credit lets you test thoroughly before spending anything.
Can I customize the software to match my firm's workflow?
Yes. Chatref provides full customization options: you can set the agent’s greeting, tone, and visual style to match your brand. You can also turn on lead capture forms, tailor the knowledge base to specific chapters (7, 11, 13), and route conversations manually or via custom actions - so the agent follows your intake and triage process step by step.
Is there a guide for setting up bankruptcy software?
Absolutely. This article covers the core setup. For deeper walkthroughs, visit our documentation at docs.chatref.ai and the in-app onboarding checklist that appears when you first log in. You can also contact support directly from the dashboard with any questions that come up during your bankruptcy software setup.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.