How can I customize the chat workflow for my bankruptcy firm?

Your widget should look like an extension of your website. In Chatref, upload your logo, pick your primary color, and the widget automatically adopts your firm’s identity. No custom CSS or developer needed. Clients see a consistent, professional look that reinforces trust from the first message.

Use conversation tags to instantly categorize incoming chats. Set automatic rules that recognize phrases like “Chapter 7,” “means test,” “foreclosure,” or “creditor harassment” and apply the right tag. Then filter your chat inbox by those tags to prioritize urgent cases, assign follow-ups, and ensure no client question slips through.

Beyond branding, you control the greeting and the flow. Replace the default welcome message with empathetic, clear language that acknowledges the stress of bankruptcy. Optionally add a pre-chat form to collect name and case stage before the conversation begins. That tiny step helps your team pick up where the AI left off, without making the client repeat anything.

How to brand my bankruptcy chatbot?
Inside Chatref’s agent settings, go to the Customization tab. Upload your firm’s logo and set your primary brand color. The widget instantly restyles to match your website. Every appearance—chat bubble, header, message accents—reflects your firm, not a generic template.

Customizing client communication workflows.
Customization includes the widget’s look, welcome text, and conversation flow. Pair that with automatic conversation tags to label and sort inquiries by topic—Chapter 7, Chapter 13, asset questions, etc. Together, they let you design a client intake path that feels personal and organized, so your team can jump in with full context when needed.

Setting up firm-specific chat features.
Every Chatref account includes custom branding, conversation tags, lead capture, and multi-agent support—no feature gates or add-ons. For a bankruptcy firm, you can combine a branded widget with automatic tags for case types, set a custom welcome that references your intake process, and embed the widget on any site page. All setup is point-and-click, no code required.