When you sign up for our Docs Whoa plan, you can unlock cases and features for all your Practice Areas.

Here is what is available under Docs Whoa:

  • Doc Creator for all practice areas. Completely customize your documents to merge client data using this feature.

  • Forms Exchange: trade/buy/sell forms on our Forms Exchange marketplace.

  • Unlimited Document Storage: store as many docs as needed in your Account Settings and in your cases.

  • Client Texting: use our feature called NextMessage to text all clients regardless of practice area. You can set up automated recipes or one-off texts with ease.

  • Client Portal: customize your client portals for all clients in all practice areas. Use our Custom Fields feature to set up every intake form unique to practice area.

  • Additional CRM Tools

    • Custom Fields: create any field you'd like to collect data from your client. These fields can be used in our features such as client texting, client portal, Doc Creator, and much more.

    • Checklists: you can set up customized document and task checklists by practice area.

    • Payments: create invoices and collect payments from your clients using our NextChapter Payments integration.

    • Clio: sync your client data with NextChapter using our Clio integration

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