NextChapter App

How to set up and use our Mailing Integration

NextChapter Mailing Integration

Different scenarios when editing, deleting or adding new cases, contacts or matters between NextChapter and Clio.

Clio: Logic & Troubleshooting

Emma Ceniza

Katie Stasiulewicz

NextChapter Integrations

Benefits of Integrating and How to Connect to Clio

NextChapter’s Clio Integration

How to connect existing cases in Clio and NextChapter during the initial Clio sync

Clio Sync: Connecting Existing Cases

Clio

NextChapter's Infusionsoft Integration

How to connect your Infusionsoft account with NextChapter

Infusionsoft Integration: Getting Started

What information can sync from Infusionsoft to NextChapter

Infusionsoft Integration: Importing Cases

Infusionsoft

How to start the initial integration with DebtorCC.org

DebtorCC.org Integration: Getting Started

How to resend your credit counseling invite

Resending DebtorCC Link

DebtorCC.org Credit Counseling Certificate

Pricing

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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