NextChapter App

How to connect Matters from Clio with Cases in NextChapter

Clio Integration: Getting Started

Katie Stasiulewicz

James Brooks

Emma Ceniza

Step-by-step guides for setting up and getting the most out of NextChapter's premium tools, from client communication to automated court alerts.

Features

How to use separate Option Names and Merge Text when using Custom Fields

Custom Fields: Save Option Name Separate from Merge Text

How to add nested questions across multiple entities

Multiple Entities: Adding Nested Questions

This article goes over how to purchase Doc Creator

How to Purchase Doc Creator

You can view previous webinars covering NextChapter Docs (our custom document automation tool) using the links below.

Docs Academy Webinars

My Account Settings > Custom Fields > Create/Edit

Doc Creator: Blank Line Option

Doc Creator: Re-order Custom Fields

How to use the pre set sample templates in NextChapter docs

NextChapter Docs- Sample Templates

Doc & Template Lists: Search & Sort Function

NextChapter Docs: Multiple Entity Option

How to use the Ruler Guide for NextChapter Docs

Doc Creator: Ruler Guide

Learn how to save Option Names as new merge tags within your Doc Creator documents

Save Option Names as New Merge Tags

How to access templates in your case and how to add templates to your case.

Document Creator: Access and Use Templates in a Case

Doc Creator: Subtags

How to create a Doc Creator template in your account settings and how to use a template in your case.

Doc Creator: Creating and Using Templates

How to set up a template in account settings

Set up a template in account settings

Document Creator Merge Tag Glossary

Learn how to edit, download, and export your document

Doc Creator: Editing and Downloading

Save your custom document directly to Client Document Storage

Doc Creator - Export to Client Document Storage

Document Creator

NextChapter Payments: Creating an Invoice

How to integrate your account with NextChapter Payments

NextChapter Payments Integration - Getting Started

NextChapter Payments: Recording a Cash or Check Payment

This article shows you how your client can complete payment through MyChapter with a one-time payment or a scheduled payment.

NextChapter Payments: Make Payment in MyChapter

How to set up the disclaimer for NextChapter Payments and where it will show in the portal.

NextChapter Payments- Disclaimer

How clients can pay their invoices through the portal

NextChapter Payments: Client Portal

This article shows you how to create and edit payment plans using NextChapter's payment feature.

How to Create and Edit Payment Plan Schedules

Instructions on how to process one time payments using NextChapter's Payment feature.

NextChapter Payments: How to Process One-Time Payments

How to get started using NextChapter for payments.

NextChapter Payments - Creating Invoices and Processing Payments

How to create and use invoice templates for your payments

NextChapter Payments - Creating Templates

How to update your client's payment method on scheduled payments.

NextChapter Payments -  Updating Payment Method

NextChapter Payments

What Are Virtual Paralegal Services?

How are the VPs recruited and vetted?

Here is a breakdown of NextChapter's Virtual Paralegal annual pricing packages

Virtual Paralegal Annual Packaging

How to assign a Virtual Paralegal for cases, different pricing options, and what's included

Assigning a Virtual Paralegal to a Case

Virtual Paralegal Disclaimers

Virtual Paralegal Service, Virtual Paralegal Annual Packaging

Virtual Paralegal Responsibilities Outlined

These are the responsibilities of an attorney using Virtual Paralegal servies as outlined in our service agreement

Virtual Paralegal - Attorney Responsibilities

Virtual Paralegal SLA's

Virtual Paralegal – Frequently Asked Questions

Sara Taylor

Information about our Virtual Paralegal service

Virtual Paralegal 

How to set up your Modern Attorney Account

Setting up your Modern Attorney Account

How to Sign Up for Modern Attorney

How to use and set up your Modern Attorney account

Modern Attorney

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

Credit Report Pricing Breakdown (Effective 1/6/2026)

Credit Report Pricing

Credit Report Integration Process for Users with a Residential Office Location.

Residential Office Credit Report Integration

Lindsey Tomko

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

DebtorCC.org Credit Counseling Certificate

This article explains how clients can complete MyChapter client portal

How to Use MyChapter Client Portal- For Clients

Use this link to download a pdf copy for debtor intake

Client Questionnaire

How to send your client MyChapter in Spanish

MyChapter in Spanish

MyChapter Client Portal - Features & Benefits

How to add MyChapter to your Firm Account in NextChapter

MyChapter Client Portal - Signing up and Getting Started

How to invite your client to MyChapter and send them back to request updates or corrections before importing the case into NextChapter.

MyChapter Client Portal - Inviting & Re-inviting Your Client

MyChapter Debtor Portal - Reviewing and Importing Client Information

How to download your client's MyChapter data

Client PDF Packet

Set a different recipient for Client Portal notifications on a case-by-case basis.

Overriding MyChapter Notifications

MyChapter Client Portal

Avoid being mistaken as spam by clients and carriers. Follow these guidelines for best NextMessage usage.

Best Practices for NextMessage

What happens when my client sends me an image via NextMessage?

NextMessage: Receiving Images

Learn how to get set up and what you can do for quickest approval

NextMessage: Getting Set Up

NextMessage - Features & Benefits

How to add NextMessage to your Firm Account in NextChapter

NextMessage - Signing Up and Getting Started

NextMessage: Text Message Recipes

How to edit texting settings in each case and how to send direct text messages to your clients

NextMessage: Texting Through Cases

Here are a few attorney suggested recipes for your firm

NextMessage: Attorney Suggested Recipes

Follow this script to ask your clients about NextMessage

NextMessage Opt-in Script

Client Texting for the Tech-Savvy Attorney

NextMessage: Client Texting

NextChapter Notices - Batch Downloading

How to purchase and get started with NextChapter Notices.

NextChapter Notices - Signing Up & Getting Started

NextChapter Notices - Features & Benefits

How to use NextChapter Notices to view and organize your notices

NextChapter Notices - Viewing & Organizing Notices

How to add clients to NextChapter Notices

NextChapter Notices - Adding Clients

How to use the NextChapter Notices Hearing Scheduler

NextChapter Notices - Hearing Scheduler

Artificial Intelligence for Bankruptcy Attorneys

Notices A.I.

How to get your firm set up to utilize all of your premium benefits

Getting Started Guide for Pro+ and Whoa Subscribers

How to use Calendar Sync - Pro+ and Whoa Accounts

Calendar Sync

How to use NextChapter Notices - Pro+ and Whoa Accounts

NextChapter Notices

Hearing Scheduler

Time Tracker Feature - Pro+ and Whoa Accounts

Time Tracker

The attorney fee report is available for all Pro+ and Whoa subscribers

Attorney Fee Report

How to wall off cases in your NextChapter account

Walling Off Cases

How to use our Quick Means Test Qualifier when creating a new case

Quick Means Test Qualifier

Check out the premium features that are exclusive to the Pro+ and Whoa Plans

Pro+ and Whoa Features

Pricing

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

{appName} in 60 seconds

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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