How do I capture leads from bankruptcy inquiries?

Upload your bankruptcy practice FAQs, Chapter 7/13 guides, and intake questionnaires, and Chatref builds an agent that answers visitor questions grounded in that exact content – no guessing, no internet searches. This immediate, trustworthy response turns casual website visitors into engaged potential clients. It’s support chat that naturally becomes lead generation: every answered question builds confidence, making the person more willing to share their details.

With the lead-capture feature enabled, the agent seamlessly weaves contact collection into the conversation. After answering the initial bankruptcy inquiry, it asks for name, email, phone, and a short case description. The full chat history appears in your Conversation Inbox as a new lead, ready for your team to review. You don’t need separate forms – the agent handles it all, 24/7, so bankruptcy inquiries that arrive late at night are captured as warm leads by morning.

Custom actions let you go deeper than basic contact info. The agent can walk a prospect through a conversational questionnaire inside the chat – Chapter preference, estimated debts, asset overview, prior filings – and then send the structured data to your email, CRM, or a spreadsheet. This qualifies the lead upfront and cuts down on back-and-forth calls. You set the questions once, and the agent does the rest.

Every captured bankruptcy lead lands in your Inbox with full context. Add tags like “ch7-high-priority” or “asset-heavy” to organize your pipeline. Export leads as a CSV, or use a custom action to fire an email or Slack alert the moment a lead comes in. Your intake team can respond within minutes, referencing the exact chat history, so no bankruptcy inquiry goes cold.

How to convert support chats into leads?
Turn on lead-capture mode in your agent settings. The agent will offer to collect contact details after providing value, or you can configure it to ask when a user indicates they need legal help. Every submission appears as a new lead in your Inbox, complete with the conversation transcript for full context.

What information should I capture from potential clients?
At minimum, capture name, email, phone, and a brief description. For bankruptcy cases, also gather Chapter preference (7 or 13), estimated debt amount, and whether they’ve consulted an attorney. Custom actions let you collect these fields in a structured, conversational way – then export them directly to your CRM.

How can I follow up with bankruptcy inquiries efficiently?
Use the Chatref Inbox to review leads with full context, tag them by priority, and export them as a CSV. Set up a custom action to send an instant Slack or email notification when a new bankruptcy lead is captured. Your intake team can reach out quickly, armed with the lead’s exact situation and chat history.