When you sign up for our Docs Whoa plan, you can unlock cases and features for all your Practice Areas.
Here is what is available under Docs Whoa:
Doc Creator for all practice areas. Completely customize your documents to merge client data using this feature.
Forms Exchange: trade/buy/sell forms on our Forms Exchange marketplace.
Unlimited Document Storage: store as many docs as needed in your Account Settings and in your cases.
Client Texting: use our feature called NextMessage to text all clients regardless of practice area. You can set up automated recipes or one-off texts with ease.
Client Portal: customize your client portals for all clients in all practice areas. Use our Custom Fields feature to set up every intake form unique to practice area.
Additional CRM Tools
Custom Fields: create any field you'd like to collect data from your client. These fields can be used in our features such as client texting, client portal, Doc Creator, and much more.
Checklists: you can set up customized document and task checklists by practice area.
Payments: create invoices and collect payments from your clients using our NextChapter Payments integration.
Clio: sync your client data with NextChapter using our Clio integration