How can I capture leads from bankruptcy inquiries?

Upload your bankruptcy process guides, chapter explanations, and qualification criteria to Chatref. The agent learns your phrasing and can discuss Chapter 7 vs. Chapter 13, means tests, and timelines without guessing. This builds trust and keeps potential client inquiries on your site, not a competitor's.

Turn casual chat into bankruptcy lead capture by adding a short intake form to the chat flow. Ask for name, phone, email, estimated debt, and the chapter they think they need. Chatref's lead-capture feature inserts the form at the right moment—after the agent has answered a few questions—so the visitor is warmed up and more likely to share.

Captured leads don't disappear into an inbox nobody checks. They surface instantly in Chatref's shared inbox, where any paralegal or attorney on your team can see the full chat transcript and the collected details. Assign, reply, or call the lead from one place—chat-based lead generation that cuts response time from hours to minutes.

Because the agent answers questions beforehand, potential client inquiries arrive with context: they already know chapter basics and your process, so the follow-up call is about qualification, not education. This filter saves your team time and yields warmer retained cases.

What information should I collect from bankruptcy leads?

At minimum, a name, email, and phone number. More useful: estimated unsecured debt, whether they own a home, the chapter they believe fits (7 or 13), and how they heard about your firm. These fields map directly to the intake form you build inside Chatref's lead capture flow, so your team has a complete snapshot before the first human touch.

How do I follow up with bankruptcy leads?

Leads appear in your Chatref shared inbox alongside the full chat history. Your team can reply directly via email or phone. For speed, set an internal SLA: assign every new lead within 15 minutes, reference the specific bankruptcy context from the chat, and schedule a free consultation. Fast, informed follow-up converts distress into retained clients.

Can I integrate lead capture with my CRM?

Yes, manually export captured leads as a CSV from the shared inbox or use a third-party automation tool (like Zapier) to push new Chatref leads into your CRM. The lead capture feature stores all the fields you configured, so setting up a webhook or scheduled export keeps your case management system in sync without extra data entry.