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Setting Up Your Firm
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Getting Started Guide for Pro Subscribers
Getting Started Guide for Pro Subscribers

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

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

This Getting Started Guide will walk you through the steps to take to start utilizing all of your Pro Plan benefits. 

  1. Account Settings

  2. Pro Plan Features

  3. Helpful Resources

  4. Training & Welcome Call Instructions

Step 1: Account Settings

Step 2: Pro Plan Features

Step 3: Helpful Resources

Step 4: Training & Welcome Call Instructions

  • Sign Up for an Upcoming Training. We host a 1-hour online Pro training monthly. Sign up for the next session using the link in your welcome email!

  • If you cannot make one of the live trainings, you can view a previous recording at any time by clicking on the link in your welcome email.

  • Schedule your Welcome Call (make sure to complete the training first)

Sill have questions? Please feel free to chat us directly by using the chat icon in the bottom right corner on our website. You may also email or give us a call at 888-861-7122

  • Check out the rest of our Help Center for more how-to guides and videos!

  • Join our Facebook group to see what other users are saying about NextChapter

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