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How do I set up chat support for bankruptcy inquiries?

Chatref Team3 min read / Updated June 19, 2026

Set up chat support for bankruptcy inquiries by uploading your firm’s bankruptcy documentation to Chatref, training an AI agent that answers solely from those files, and embedding the widget on your site. The agent handles routine questions automatically while your team oversees conversations from a shared inbox. No monthly plans - just $50 free credit to get started.

Train Your Bankruptcy Agent on Firm Documents

Chatref’s AI agents learn directly from your content: upload Chapter 7/13 guides, intake forms, FAQs, and court procedure outlines. The agent answers prospects grounded in your own documents, never guessing or pulling from the internet. That means it knows your firm’s approach to means testing, exemptions, and timelines, delivering consistent advice without hallucination risk.

Add the Chat Widget to Your Law Firm Site

Integrate the chat widget in minutes. Copy the embed snippet from your Chatref dashboard and paste it into your website builder (WordPress, Squarespace, or static HTML). The widget is origin-allowlisted so it only appears on domains you approve. Once live, site visitors see an on-brand chat launcher that invites them to ask about bankruptcy, stops-the-clock on after-hours inquiries, and captures lead details right inside the conversation.

Automate Support to Deflect Repetitive Inquiries

Support automation through Chatref’s AI agents resolves routine questions - filing requirements, fee structures, “can I keep my house” - without human intervention. This frees your paralegals and attorneys for complex casework. The agent can also collect visitor contact info and schedule consultations via custom actions, turning chat into a client intake channel. Because Chatref charges only for what you use (no per‑seat fees), you never pay for idle capacity.

Manage Customer Service with the Shared Inbox

When an inquiry needs a human touch, your team steps in. The shared inbox shows every conversation in real time, with full context. You see what the agent said, the visitor’s original question, and any captured details. Team members can reply, reassign, or close threads - all without switching tools. This keeps your bankruptcy customer service efficient and ensures clients get seamless handoffs between automated and human support.

Getting Started in Minutes (No Subscription Required)

Create your free Chatref account, upload at least 3-5 bankruptcy-related PDFs or URLs, and click “deploy.” The AI agent is ready almost instantly. Add the widget to your site, and test the flow with sample questions. Every new account comes with $50 in credit, and features like unlimited agents, branding removal, and the shared inbox are all included. Top up only when you need more responses - no recurring charges.

FAQ

How to embed a chat widget on my website?
From your Chatref agent’s settings, copy the widget snippet. Paste it just before the closing </body> tag of your site or into your CMS’s custom code block. The widget appears as a chat bubble visitors can click to start a conversation. You can customize colors, greeting, and positioning.

What are the benefits of automated support?
Automated support resolves common questions instantly, 24/7, even when your office is closed. It reduces repetitive workload on your team, captures qualified lead information automatically, and shortens response time from hours to seconds. Because answers come from your own documents, the quality stays consistent with your firm’s advice.

How can I manage customer inquiries efficiently?
Use Chatref’s shared inbox to monitor all conversations. When the AI agent cannot resolve an issue, your team can jump in with full context - previous messages, visitor details, and any lead data. The inbox supports assignment and real-time replies, so inquiries never slip through the cracks and your team handles only the conversations that truly need expertise.

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.

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