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Firm Settings

How to set up your firm and invite users

Written by Katie Stasiulewicz

Setting up your firm details and inviting the rest of your users is very simple in NextChapter. To start you can click on Account at the top right of your page where you will see an Account Settings option.
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Once you are in your Account Settings you will be able to edit My Firm
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My Firm

My Firm will be used to fill out the basic details of your firm. This information will be used as the attorney's address on the Voluntary Petition. [*NOTE* Make sure to set up your timezone correctly so all of your NextChapter Notices will schedule the hearing dates in the correct timezone.]
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If your firm has multiple office locations you can click +Add Office at the bottom to save additional locations.
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Make sure to click "SAVE CHANGES" on the bottom of this page so all of your settings save. 

When are you in a case in the Client Profile > Filing Information section you will see an "Office" dropdown. This dropdown will have all of the offices available that you set up here and it will mark your petition accordingly.

My User Profile

Each user must complete their own profile, which will serve as your NextChapter login credentials. If you are an Attorney on the account, you will also be prompted to enter your bar information, ECF credentials, and set up an Authentication Key.

Your attorney details will populate the petition, while your ECF credentials and Authentication Key will enable e-filing and bypass PACER’s MFA requirement during case submission.

If you file in multiple districts you can add additional filing profiles below:

*NOTE* You do not have to be logged in as an attorney to be able to file a case. You will select from an "Attorney" dropdown in the Client Profile > Filing Information section to let us know which set of credentials you want to file under.

User Accounts & Invites

This section will be used to invite all of the additional users on your account. Once invited, that user will receive an email from NextChapter with a link to finish setting up their profile. If you need to revoke access to users no longer with your firm you may do so from here as well.

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