Debtor Questionnaire

Current and upcoming features to help with the debtor intake process in NextChapter

Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago

Current Options:

NextChapter currently provides two free options for debtor intake assistance. 

The first is a fillable PDF that was created with the flow of NextChapter in mind. You can print and hand these to your client for completion or you can send them the PDF to be completed and saved electronically. 

The second option is an online debtor intake form that asks for the basic information and documents needed to start a new case. The results from this form will be sent to you in an easy to read email. Both forms can be accessed from the Client Dashboard screen. 

New Feature - Online Debtor Portal:

NextChapter has released an online debtor portal where your clients can log in and enter their information and upload any pertinent documents. After the information is reviewed by the attorney, the data will be imported directly into a case in NextChapter. For more information, click here

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