Our Docs Pro plan unlocks features that you can use for all of your Practice Areas.

Here are all of the features available under Docs Pro:

  • Doc Creator: Upload and create documents from scratch for all practice areas.

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

  • Additional CRM Tools:

    • Custom Fields: Create and customize fields to collect data from your client. These fields can be used in features such as Doc Creator.

    • Checklists: You can create customized document and task checklists for each practice area.

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

    • Clio Integration: You can sync your client data with NextChapter using our Clio integration.

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