Before you start preparing a case, you need information and documents from your client. NextChapter offers two ways to collect them: the MyChapter Client Portal and the PDF Debtor Questionnaire. They ask for similar information. The difference is how your client completes it and how the answers get into NextChapter.

MyChapter is an online questionnaire your client completes on any device. They can enter their information and upload documents. After you review the submission, you import it directly into the case. For setup, invitations, reviewing submissions, and more, see the MyChapter Client Portal collection.

The PDF Debtor Questionnaire is a free, fillable form. Its questions follow the same order as the screens in NextChapter, so it's easy to go from the completed form to the case. You can print it for your client to fill out by hand, or email it so they can fill it in and save it.

Because the PDF isn't connected to NextChapter, your office enters the answers into the case by hand. Documents also need to be collected separately. The PDF works well if you don't use MyChapter, or if a client prefers paper.

You can find the questionnaire on the Client Dashboard screen.

You can download the PDF Debtor Questionnaire here.