NextChapter App

This Getting Started Guide will walk you through the steps to take to start utilizing all of your Pro+ Plan and Whoa Plan benefits.

1. Account Settings
2. Premium Features
3. Helpful Resources
4. Training &amp; Welcome Call Instructions

<a href="https://help.nextchapterbk.com/setting-up-your-firm/adding-users-to-your-firm" rel="nofollow noopener noreferrer" target="_blank">Inviting Users</a>

<a href="https://help.nextchapterbk.com/setting-up-your-firm/attorney-profiles" rel="nofollow noopener noreferrer" target="_blank">My User Profile</a> (attorneys only)

<a href="https://help.nextchapterbk.com/setting-up-your-firm/credit-report-integration" rel="nofollow noopener noreferrer" target="_blank">Credit Report Integration</a>

<a href="https://help.nextchapterbk.com/nextchapter-integrations" rel="nofollow noopener noreferrer" target="_blank">Integrations</a>

<a href="https://help.nextchapterbk.com/setting-up-your-firm/common-creditors" rel="nofollow noopener noreferrer" target="_blank">Common Creditor Import</a>

<a href="https://help.nextchapterbk.com/general-and-miscellaneous-questions/attorneys-disclosure-of-compensation" rel="nofollow noopener noreferrer" target="_blank">Attorney Fee Disclosure</a>

- <a href="https://help.nextchapterbk.com/setting-up-your-firm/adding-users-to-your-firm" rel="nofollow noopener noreferrer" target="_blank">Inviting Users</a>
- <a href="https://help.nextchapterbk.com/setting-up-your-firm/attorney-profiles" rel="nofollow noopener noreferrer" target="_blank">My User Profile</a> (attorneys only)
- <a href="https://help.nextchapterbk.com/setting-up-your-firm/credit-report-integration" rel="nofollow noopener noreferrer" target="_blank">Credit Report Integration</a>
- <a href="https://help.nextchapterbk.com/nextchapter-integrations" rel="nofollow noopener noreferrer" target="_blank">Integrations</a>
- <a href="https://help.nextchapterbk.com/setting-up-your-firm/common-creditors" rel="nofollow noopener noreferrer" target="_blank">Common Creditor Import</a>
- <a href="https://help.nextchapterbk.com/general-and-miscellaneous-questions/attorneys-disclosure-of-compensation" rel="nofollow noopener noreferrer" target="_blank">Attorney Fee Disclosure</a>

<a href="https://help.nextchapterbk.com/setting-up-your-firm/pro-and-whoa-features/notices-ai" rel="nofollow noopener noreferrer" target="_blank">NextChapter Notices</a>

<a href="https://help.nextchapterbk.com/en/articles/1289126-mychapter-client-portal-features-benefits" rel="nofollow noopener noreferrer" target="_blank">MyChapter Client Portal </a>

<a href="https://help.nextchapterbk.com/en/articles/1706168-nextmessage-features-benefits" rel="nofollow noopener noreferrer" target="_blank">NextMessage Client Texting</a>

<a href="https://help.nextchapterbk.com/setting-up-your-firm/pro-and-whoa-features/hearing-scheduler" rel="nofollow noopener noreferrer" target="_blank">Hearing Scheduler</a>

<a href="https://help.nextchapterbk.com/en/articles/8541737-attorney-fee-report" rel="nofollow noopener noreferrer" target="_blank">Attorney Fee Report</a>

<a href="https://help.nextchapterbk.com/en/articles/8541724-calendar-sync" rel="nofollow noopener noreferrer" target="_blank">Calendar Integration</a>

<a href="https://help.nextchapterbk.com/en/articles/8614100-quick-means-test-qualifier" rel="nofollow noopener noreferrer" target="_blank">Quick Means Test Tool</a>

<a href="https://help.nextchapterbk.com/en/articles/5686370-how-to-create-custom-fields" rel="nofollow noopener noreferrer" target="_blank">Custom Fields</a>

<a href="https://help.nextchapterbk.com/en/collections/2393779-document-creator" rel="nofollow noopener noreferrer" target="_blank">Doc Creator</a> ***Whoa Plan only

- <a href="https://help.nextchapterbk.com/setting-up-your-firm/pro-and-whoa-features/notices-ai" rel="nofollow noopener noreferrer" target="_blank">NextChapter Notices</a>
- <a href="https://help.nextchapterbk.com/en/articles/1289126-mychapter-client-portal-features-benefits" rel="nofollow noopener noreferrer" target="_blank">MyChapter Client Portal </a>
- <a href="https://help.nextchapterbk.com/en/articles/1706168-nextmessage-features-benefits" rel="nofollow noopener noreferrer" target="_blank">NextMessage Client Texting</a>
- <a href="https://help.nextchapterbk.com/setting-up-your-firm/pro-and-whoa-features/hearing-scheduler" rel="nofollow noopener noreferrer" target="_blank">Hearing Scheduler</a>
- <a href="https://help.nextchapterbk.com/en/articles/8541737-attorney-fee-report" rel="nofollow noopener noreferrer" target="_blank">Attorney Fee Report</a>
- <a href="https://help.nextchapterbk.com/en/articles/8541724-calendar-sync" rel="nofollow noopener noreferrer" target="_blank">Calendar Integration</a>
- <a href="https://help.nextchapterbk.com/en/articles/8614100-quick-means-test-qualifier" rel="nofollow noopener noreferrer" target="_blank">Quick Means Test Tool</a>
- <a href="https://help.nextchapterbk.com/en/articles/5686370-how-to-create-custom-fields" rel="nofollow noopener noreferrer" target="_blank">Custom Fields</a>
- <a href="https://help.nextchapterbk.com/en/collections/2393779-document-creator" rel="nofollow noopener noreferrer" target="_blank">Doc Creator</a> ***Whoa Plan only 
- Elite Support

<a href="https://www.crowdcast.io/nextchapter" rel="nofollow noopener noreferrer" target="_blank">Webinars</a>

<a href="http://help.nextchapterbk.com/">Help Center</a>

<a href="https://help.nextchapterbk.com/getting-started/shell-case-import" rel="nofollow noopener noreferrer" target="_blank">Shell Case Import</a>

- In-app Chat
- <a href="https://www.crowdcast.io/nextchapter" rel="nofollow noopener noreferrer" target="_blank">Webinars</a>
- <a href="http://help.nextchapterbk.com/">Help Center</a>
- <a href="https://help.nextchapterbk.com/getting-started/shell-case-import" rel="nofollow noopener noreferrer" target="_blank">Shell Case Import</a>

Step 4: Training &amp; Welcome Call Instructions

Sign Up for an Upcoming Training. We host a 1-hour online Pro+/Whoa training monthly. Sign up for the next session using the link in your welcome email!

If you cannot make one of the live trainings, you can view a previous recording at any time by clicking on the link in your welcome email.

Schedule your <a href="https://calendly.com/nextchapter-katie-chat/30min" rel="nofollow noopener noreferrer" target="_blank">Welcome Call</a> (make sure to complete the training first)

- Sign Up for an Upcoming Training. We host a 1-hour online Pro+/Whoa training monthly. Sign up for the next session using the link in your welcome email!
- If you cannot make one of the live trainings, you can view a previous recording at any time by clicking on the link in your welcome email.
- Schedule your <a href="https://calendly.com/nextchapter-katie-chat/30min" rel="nofollow noopener noreferrer" target="_blank">Welcome Call</a> (make sure to complete the training first)

Sill have questions? Please feel free to chat us directly by using the chat icon in the bottom right corner on our website. You may also email <a href="mailto:support@nextchapterbk.com" rel="nofollow noopener noreferrer" target="_blank">support@nextchapterbk.com</a> or give us a call at 888-861-7122 ​

Check out the rest of our <a href="http://help.nextchapterbk.com/">Help Center</a> for more how-to guides and videos!

Join our <a href="https://www.facebook.com/NextChapterBK/" rel="nofollow noopener noreferrer" target="_blank">Facebook</a> group to see what other users are saying about NextChapter

- Check out the rest of our <a href="http://help.nextchapterbk.com/">Help Center</a> for more how-to guides and videos!
- Join our <a href="https://www.facebook.com/NextChapterBK/" rel="nofollow noopener noreferrer" target="_blank">Facebook</a> group to see what other users are saying about NextChapter