NextChapter Integrations

9 articles in this collection
Written by Mandy Ballinger, Sara Taylor, and Kelly Oldiges

NextChapter Mailing Integration

How to set up and use our Mailing Integration

Written by Kelly Oldiges
Updated over a week ago

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