NextChapter App

Katie Stasiulewicz

Emma Ceniza

Kelly Oldiges

Work through each section of the software with these helpful guides

Case Preparation

Archiving, Unarchiving and Deleting Cases

How to Delete a Case

Monthly Goals Tracker

How to duplicate, archive, sort, filter, export and more with on your cases

All Cases View

How to use NextChapter's Spotlight Search Feature

Spotlight and Conflicts Search

Learn how to mass delete claims and properties within cases.

Bulk Delete Within Cases

How to archive and duplicate cases directly within the case.

Archiving and Duplicating Cases

Details on the features on your NextChapter home page

Homepage

How to create, edit and delete comments from the Case Dashboard

Comments

Case Dashboard

Client Profile > Credit Counseling Course

Client Profile > Debtor Addresses

Client Profile > Debtor Profile

Client Profile > Filing Information

Client Profile > Joint Debtor Profile

Client Profile > Prior/Alternate Names

Client Profile > Spouses & Dependents

In order to remove all e-signatures from the forms, you can mark one of your joint debtors as Deceased in your case under Debtor Profile.

Option to Mark Debtor is Deceased

A Sole Proprietor Business added in the Debtor Profile section will autosave to the Business Related section.

Autosave Update - Sole Proprietor

How to change your case to a different chapter after you've already started

How to Change Case Chapter of Bankruptcy

How to select which exemptions will be used for a case.

Selecting Federal or State Exemptions

If you need to change your client's name in the case, read this article!

How to Change Client's Name

How to Complete the Application to Waive Filing Fee or Pay Fee in Installments

Installment and Fee Waiver Forms

Articles related to the Client Profile section in your case

Client Profile

How to add personal property to Schedule A/B

Adding Personal Property

Exemptions

How to use NextChapter's Property Analysis tab

Property Analysis

Leases in Executory Contracts can now be linked back to vehicles already listed in the Personal Property section

Vehicle Leases in Executory Contracts

Articles on the Property sections in your NextChapter case

Property

How to move claims to a different schedule

Moving Claims to a Different Schedule

How to enter a claim that is an unsecured portion of a secured claim in a business case.

Unsecured Portion of a Secured Claim

Omitting secured and unsecured claims from the creditor matrix and Schedule E/F

Omitting a Claim

Claims

How to use the income calculator for Schedule I and Means Test

Understanding the Income Calculator

How to enter post-petition income for Schedule I using Manual Entry

Post-Petition Income Entry

How to add income for Schedule I and the Means Test

Adding Income

How to add income for Schedule I and the Means Test using Just One Pay Advice

Income - Just One Pay Advice

How to add income for Schedule I and the Means Test using the YTD option

Income - YTD Option

How to add income for Schedule I and the Means Test using All Pay Advices

Income - All Pay Advices

How to add a non-filing spouse's income to be used on Schedule I and the Means Test

Adding a Non-Filing Spouse's Income

How to import pay advice data from a CSV and export existing pay advices for the All Pay Advices method

Income - Importing and Exporting Pay Advice Data

How to enter a pay advice when you do not want wage garnishments on Schedule I

Garnishments

How to export a pay advice template and import pay advice data back into a case

Import and Export Pay Advices

Income

How to bulk download from Client Document Storage

Client Document Storage: Batch Download

Complete list of documents generated in NextChapter

What forms does NextChapter Support?

How to tag documents in Client Document Storage

Client Document Storage Tags

How to generate an autocompleted local form in your case

Local Forms Autocompleted by NextChapter

How to create a P&L Statement in NextChapter

Monthly Business Income and Expenses

Monthly Operating Report for Small Business - Federal Form 425C

Review of Client Document Storage, Forms Library, Download History, etc.

Additional Documents

How NextChapter handles debtor signatures: electronic signatures, wet (holographic) signatures, and what to tell your client.

Debtor Signatures

Export Case Data

How to print mailing labels from the Creditor Matrix

Does NextChapter Print Mailing Labels?

How to download a complete bankruptcy petition, individual forms, signature pages, and documents from non-bankruptcy case types in NextChapter.

Download & Print: Forms, Schedules & Packets

How to set up a download template in NextChapter

Download Templates

How to use NextChapter screens to generate PDFs

How to Print from NextChapter

How to solve a common printing error if you use the Firefox browser

Printing with Firefox

Download & Print

Pricing

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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.

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