Firm Settings for Standard Language
When you first set up your firm in NextChapter, you can enter standard language in your settings page to be used for all cases for line 5 of the Disclosure form. To do this, navigate to My Account Settings > Attorney Fee Disclosure Statement.
Case-Specific Strike-Throughs
Within the same settings area, you also have the ability to strike through specific lines on the Federal Disclosure of Compensation. By clicking into your saved disclosure statements, you can check the lines you would like stricken through for line 5. This is especially useful to indicate which sections do not apply to a specific debtor.
If your firm needs to save more than one Attorney Fee Disclosure Statement option, you can save as many as needed and retitle each statement.
If multiple disclosure statements are saved, you can select which statement you would like used for in each case in Miscellaneous > Attorney / Credit Counseling Fees > Attorney's Fee Disclosure > Choose Disclosure Statement.
The rest of the questions can be completed in each case under the Attorney's Fee Disclosure section. Here, you can enter if the fees were or are to be paid by someone other than the debtor and you enter the fee amounts.
To check the Retainer box on the Attorney Disclosure of Compensation you can select the box and add in the fees that you would like listed on the form.
If you will be attaching the agreement to the disclosure, you can upload the document in Additional Documents > Client Document Storage. That form will then become an available document in the Review & File tab and can be assembled to be filed.