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NextChapter Integrations
NextChapter Integrations
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.
Written by
Sara Taylor
Updated over a week ago
Clio
NextChapter’s Clio Integration
Benefits of Integrating and How to Connect to Clio
Written by
Mandy Ballinger
Updated over a week ago
Clio Integration: Getting Started
How to connect Matters from Clio with Cases in NextChapter
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
Written by
Mandy Ballinger
Updated over a week ago
Infusionsoft
NextChapter's Infusionsoft Integration
Benefits of Integrating
Written by
Mandy Ballinger
Updated over a week ago
Infusionsoft Integration: Getting Started
How to connect your Infusionsoft account with NextChapter
Written by
Mandy Ballinger
Updated over a week ago
Infusionsoft Integration: Importing Cases
What information can sync from Infusionsoft to NextChapter
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
Written by
Mandy Ballinger
Updated over a week ago