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NextChapter Integrations

NextChapter Integrations

Mandy Ballinger avatar Sara Taylor avatar
8 articles in this collection
Written by Mandy Ballinger and Sara Taylor

Clio: Logic & Troubleshooting

Different scenarios when editing, deleting or adding new cases, contacts or matters between NextChapter and Clio.
Sara Taylor avatar
Written by Sara Taylor
Updated over a week ago
Clio

NextChapter’s Clio Integration

Benefits of Integrating and How to Connect to Clio
Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago

Clio Integration: Getting Started

How to connect Matters from Clio with Cases in NextChapter
Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago

Clio Sync: Connecting Existing Cases

How to connect existing cases in Clio and NextChapter during the initial Clio sync
Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago
Infusionsoft

NextChapter's Infusionsoft Integration

Benefits of Integrating
Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago

Infusionsoft Integration: Getting Started

How to connect your Infusionsoft account with NextChapter
Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago

Infusionsoft Integration: Importing Cases

What information can sync from Infusionsoft to NextChapter
Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago
DebtorCC.org Credit Counseling Certificate

DebtorCC.org Integration: Getting Started

How to start the initial integration with DebtorCC.org
Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago
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