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NextChapter’s Clio Integration

Benefits of Integrating and How to Connect to Clio

Written by Katie Stasiulewicz

Clio is a comprehensive, yet easy-to-use cloud-based law practice management software that helps lawyers build a better practice. Together with Clio, we make it easy to manage bankruptcy matters, contacts and more.

If you don't yet have an account with Clio, sign up for a free trial here!

Remaining focused and organized is crucial for bankruptcy practice. Even the most dedicated bankruptcy attorney can benefit from a smoother intake and organizational process to address client needs. Expedite and simplify your bankruptcy preparation process with NextChapter for Clio.

Connecting Clio to NextChapter:

  1. In NextChapter, navigate to Account Settings > Clio Integration and click "Connect To Clio"

2. Allow Access between the two platforms, and log in to your Clio account if you aren't already logged in.

3. Back on the Clio Integration screen in NextChapter, select which data you want to sync between Clio and NextChapter and review our Clio Getting Started Guide to ensure your data is synced appropriately.

For more information:

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