NextChapter App

A compilation of materials to learn how to use and file your cases with NextChapter

Getting Started with NextChapter

NextChapter's Concierge Service

Shell Case Import

How to get your firm set up to utilize all of your Pro Basic benefits

Getting Started Guide for Pro Basic Subscribers

Does NextChapter offer discounts, credits or refunds?

Discounts, Credits & Refunds

NextChapter Support Hours

When entering a claim, choose to display a full account number or only the last four digits

Firm Defaults: Account Number

How to select who receives e-mail notifications when a case is filed

Case Filing E-mail

How to use default creditor addresses to override credit reports

Overriding Creditor Addresses

How to create and download an invoice fee & payments receipt from NextChapter

Invoice Fee & Payments Receipt

How to add or edit your case status in NextChapter

Case Status

How to Reset Your Password in NextChapter

Forgot Password

Current and upcoming features to help with the debtor intake process in NextChapter

Debtor Questionnaire

Form Preview Helper

This article explains how to access the Comments sidebar, add a new comment, and view existing comment history.

Form Preview Helper - Comments

Learn how to use NextChapter's chat function, including helpful information to include, tips for getting the best results, and how to connect to a live support agent when you need…

Tips For Using the Chat Function

Katie Stasiulewicz

Emma Ceniza

Kelly Oldiges

Getting Started

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

Setting Up Document and Task Checklists

Creating Events and Statuses

Full collection of articles to review Account Settings

Set-Up In Account Settings

Benefits of the Credit Report Feature and How to Get Started

Credit Report Integration

Additional info about the UCS onsite visit

Credit Report Onsite Visit

Learn how to re-pull credit reports on your own in NextChapter

Re-Pulling Credit Reports Within NextChapter

How to add a co-debtor to a credit report you already pulled

Adding a co-debtor to an already pulled credit report

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

Residential Office Credit Report Integration

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

Credit Report Pricing

NextChapter's credit report integration is powered by Xactus (formerly Universal Credit Services). This article covers the most common questions about setting up the integration, understanding costs, and pulling reports.

Credit Report Integration: Common Questions

Lindsey Tomko

Save time on every case with NextChapter's Credit Report Integration

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.