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NextChapter Notices - Adding Clients
NextChapter Notices - Adding Clients

How to add clients to NextChapter Notices

Katie Stasiulewicz avatar
Written by Katie Stasiulewicz
Updated over a week ago

NextChapter Notices will allow you to create clients to help better organize your notices and hearings. 

Select "New Case" and just enter the case type, as well as their name, district, and chapter to start! Once created, go to Client Profile > Filing Information to enter the Case Number. The case number will need to be exact for the notices to save on a per-case basis in addition to the notices inbox.

To view a client profile, click on their name, and select the drop-down for Client Profile.

The 341 Date will be assigned automatically by the NextChapter Notices hearing scheduler.

If you would like to generate a report of all clients you can expand the client list from the homepage by clicking View All

From the Full Client List, you can sort and filter as well as export your list to a CSV. Clicking the Archive button will remove the client from your case list.

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