NextChapter's integration with Infusionsoft allows you to import new clients directly into your firm's account with new cases so that you can start prepping with bankruptcy right away! The integration will sync the following information:
The sync is a one-way sync from Infusionsoft into NextChapter. Once the client is imported to a new case in NextChapter, nothing will import for that case/client again. So it's best to make sure all information is updated and correct in Infusionsoft before you import into NextChapter.