How do I set up custody arrangements in your software?

Train your Chatref agent on your family law practice’s most-used resources. Upload your custody arrangement guides, local court rules, and parenting plan examples directly to the knowledge base. The agent then grounds every response in those documents - no generic internet search, no guessing.

• Add PDFs of state-specific child custody statutes
• Include your firm’s intake checklists and fee structures
• Upload sample visitation schedules and holiday calendars
• Keep documents current; when laws change, simply replace the file and the agent updates automatically

This transforms repeat custody questions (like "What’s the difference between legal and physical custody?") into instant, accurate answers, freeing your team for high-value work.

Turn custody intake into a guided, self-service flow. A custom action is a Chatref tool that lets the AI agent collect specific details inside the chat conversation - just like your paralegal would.

Set up a custom action to capture:

• Names and ages of children involved
• Each parent’s work schedule and availability
• Desired visitation schedule pattern (week on/week off, 2-2-3, etc.)
• Any existing court orders or safety concerns

The agent presents the action, the client fills in the fields, and the data lands in your shared inbox as a structured record. You’ll never chase missing information again.

Once the knowledge base is loaded and your custom action is live, your AI agent handles the front line. It answers questions about custody arrangement types, what factors courts consider, and how to prepare for mediation - all in your firm’s voice.

The agent also walks clients through creating a parenting plan. It can suggest provisions, list standard visitation schedules, and explain the difference between sole and joint custody, pulled verbatim from your uploaded docs. If the question goes beyond the documents’ scope, the agent flags it for human review instantly via the shared inbox.

The shared inbox is where your team steps in with full context. When the AI agent encounters a sensitive custody dispute or a client requesting specific legal advice, it initiates a handoff. You and your colleagues see the entire conversation thread, the collected custom action data, and the knowledge base sources the agent used.

• Assign custody inquiries to specific attorneys
• Add internal notes before replying to the client
• Review and edit AI-drafted responses before they go out

This keeps your practice responsive while maintaining attorney oversight on every custody arrangement.

How do I create a custody schedule?
Use a custom action to collect each parent’s availability and preferred pattern from the chat. Your knowledge base can hold examples of common schedules (2-2-3, alternating weekends, etc.). The AI agent displays those options and, once the client selects, the details are delivered to your shared inbox for finalization.

What factors determine custody arrangements?
The factors depend on your jurisdiction. Upload your state’s custody statute (or a summary) to the knowledge base, and the Chatref agent will surface those factors when asked - for example, the child’s best interests, parental fitness, and existing relationships. Because the agent is grounded only in your documents, it won’t invent legal criteria.

Can I modify custody arrangements later?
Yes. Update your knowledge base with new court orders or changed circumstances. You can adjust your custom actions to collect modification requests. The shared inbox makes it easy for your team to review and act on those requests while keeping a full record of past conversations.

How do I enforce custody orders?
Chatref can help you log violations. Set up a custom action that lets the client report a missed visitation or other non-compliance. The report flows into your shared inbox, where your team can take appropriate legal steps based on the enforcement procedures documented in your knowledge base.