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