How do I set up bankruptcy software for my firm?

Create a new agent inside your Chatref account and point it to the documents that define your practice: bankruptcy code summaries, fee schedules, intake forms, and procedural guides. You can upload PDFs, link to your website, or paste plain text. The agent grounds every answer in this knowledge, so all responses stay accurate to your firm’s approach. The onboarding flow walks you through each content source and highlights best practices for organizing your materials.

Once your agent is trained, grab the embed snippet from the onboarding step and drop it into your website’s header. Chatref’s widget loads as a chat bubble that visitors can open from any page. You can match the widget’s primary color to your firm’s brand, so it feels like a natural part of your online presence. No code beyond the initial snippet is required.

Custom actions turn your AI agent from a simple question-answerer into a full intake assistant. Set up an action to capture a potential client’s name, contact details, and a brief description of their financial situation. You can then configure it to log this information into your case management software, send an email to your intake team, or schedule a consultation - all without leaving the chat thread. Use the actions builder to map the fields you need and define exactly which step comes next.

Before you announce the new tool, use the live playground to simulate common questions: “Do I qualify for Chapter 7?” or “What documents do I need to file?” Review the agent’s answers directly in the inbox, adjust any training content that seems off, and refine your custom-actions logic. Once everything looks right, remove any internal testing restrictions and let the widget serve real visitors.

How to install bankruptcy software?

With Chatref, installing your bankruptcy assistant means adding a single JavaScript snippet to your website’s header. After you’ve uploaded your firm’s documents and customized the widget during onboarding, copy the provided embed code and paste it into your site’s template. The widget appears instantly as a chat bubble; there’s no server to manage or software to download.

Steps to configure bankruptcy tools.

Configuration falls into two parts. First, use the onboarding flow to connect your bankruptcy documents so the agent answers from your own content. Second, open the custom-actions builder to create intake flows: define the fields you want to capture (client name, debt amount, etc.) and choose what happens next, like triggering an email or updating your practice management software. Test each action in the playground before going live.

Setting up bankruptcy software for attorneys.

Attorneys can set up Chatref in a few minutes from their browser. Sign up, claim your $50 in free credit (no card required), and create a dedicated agent for bankruptcy inquiries. Onboarding will guide you through uploading your procedure checklists, intake forms, and fee information. Then customize the widget’s branding and embed it on your firm’s site. All features - unlimited agents, custom actions, and the widget - are included with whatever prepaid balance you add; there’s no monthly subscription.

Bankruptcy software setup checklist.

• Sign up at chatref.ai and start onboarding with $50 free credit.
• Upload your core bankruptcy documents: Chapter 7/13 guides, intake forms, fee schedules, and FAQs.
• Configure the widget’s colors to match your firm’s branding.
• Embed the widget snippet on your website’s main pages.
• Use the custom-actions builder to create an intake flow that collects debtor information and notifies your team.
• Test inside the playground by asking questions your clients would ask.
• Review the conversation inbox and refine content based on early interactions.
• Share the live widget link or announce it to your visitors.