NextChapter App

Starting May 13th 2026, 2FA is required upon login for all NextChapter accounts. Please note that this is mandated by our parent company, Clio, and separate from the MFA bypass…

Logging into NextChapter using 2FA

How to save a credit card to your account and selecting a plan for your firm

Updating Your Billing

NextChapter has introduced a dedicated Onboarding Checklist for Pro Basic 12+, Pro+, and Whoa users to help your firm hit the ground running. This tab centralizes setup tasks, training, and…

Premium Onboarding Checklists

How to add new users so that they can have access to the firm's cases and enter new cases

Adding Users to Your Firm

How to add additional Bar information and ECF credentials to attorney accounts.

Attorney Profiles

How to enter a new credit card to your account.

Updating Your Credit Card

How to add multiple offices in the firm's settings.

Additional Offices

How to upload your common creditors and access common creditors from a case.

Common Creditors

How to set up your firm with defaulted "notice only" creditors

Default Creditors

How to set up and utilize the Wall Off function

Walling Off Cases

Common Assets

How to add custom exemptions for your firm

Creating New Exemptions

Katie Stasiulewicz

Emma Ceniza

Full collection of articles to review Account Settings

Set-Up In Account Settings

Pricing

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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.

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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.

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

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

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

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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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