How can multiple attorneys in my firm use the same bankruptcy chat?

Create a Chatref workspace for your firm and invite each attorney to join. Everyone accesses the same bankruptcy chat agent – trained on your firm’s documents, forms, and procedures – and sees the same conversation history. Because Chatref includes unlimited bots and team members on every account, there are no per-seat fees. Just add your content, embed the widget on your website, and the entire team can use the one agent.

When a client sends a question through the chat widget, the message appears instantly in your firm’s shared inbox. All attorneys see it, and any team member can open the conversation to read the full thread, draft a reply, or hand off to a colleague. If someone is already responding, others see it’s being handled. The client always talks to the same chat widget, while your team works together from the same view – no CCs or forwarded messages needed.

Conversation tags let your team organize incoming bankruptcy inquiries. Open any chat, add a tag like Attorney: Michael or Chapter 13 – Priority, and then filter the inbox by that tag to see only the conversations assigned to a specific attorney or case type. Tags are manual and flexible, so you can build a system that matches your firm’s workflow. The inbox also logs who sent each reply, making it easy to track what each attorney handled.

• Tag on first touch – Assign a conversation to an attorney as soon as the client identifies themselves or the topic becomes clear. This prevents duplicated effort.
• Set up location tags – If you have multiple offices, add tags like Office: Downtown or State: TX to route clients by geography.
• Use the inbox as a handoff log – When an attorney goes out, the team can see the complete history in the unified inbox and pick up without losing context.
• Keep agent training current – Upload updated bankruptcy forms, procedural checklists, and FAQs so the AI gives accurate, grounded answers that every attorney can stand behind.

How do I assign chats to different attorneys?
Open a conversation in the shared inbox, add a tag with the attorney’s name or initials (e.g., Assign: Sarah), then filter the inbox by that tag to see only the chats meant for that attorney. Everyone sees the assignment update in real time.

Can each attorney have their own chat profile?
Yes. Each team member logs in with their own Chatref account and appears by name in conversation threads. The client sees the responding attorney’s name when a human reply is sent. There’s no extra charge for additional team members – all features include unlimited users.

How do I track which attorney answered which question?
Every reply in a conversation shows the sender’s name. Open any chat and scroll through the message history. Combined with conversation tags, you can quickly see who handled what, and when.

Can I set up different answer styles for each attorney?
The AI agent follows the brand voice and content you train it on; you cannot assign different automated reply styles per attorney. However, any attorney can step into the shared inbox to write or customize a reply, giving a personal touch when the situation calls for it.

How do I handle confidential client information?
All conversation data stays inside your firm’s secure workspace. Only invited team members can view the inbox. You control what documents the agent is trained on, so sensitive materials can be excluded from the AI’s knowledge base. For highly confidential details, instruct attorneys to handle those messages directly in the inbox rather than through automated ai responses.

Will this work for firms with multiple locations?
Yes. One Chatref workspace supports multiple offices. Use location-based tags (e.g., Office: Springfield or State: FL) to filter and route chats. The same agent can be embedded on each office’s website, giving every location consistent, grounded answers from one shared workspace.