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All Practice Areas

16 articles
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Written by Kelly Oldiges and Kelly Torres

Using Custom Fields for Doc Creator

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Written by Kelly Oldiges. Updated over a week ago

Custom Fields: Comprehensive Pronouns

Comprehensive pronouns for Contacts and any Custom Field that is a Role.
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Written by Kelly Oldiges. Updated over a week ago

Areas of Law

How to create new case types and create cases
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Written by Kelly Torres. Updated over a week ago

Tips For Using the Chat Function

Learn helpful ways to use and communicate through the chat function
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Written by Kelly Torres. Updated over a week ago

Download & Print: All Case Types

How to download in non-bankruptcy cases
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Written by Kelly Oldiges. Updated over a week ago

Using Custom Fields and Events for NextMessage

Account Settings > Integrations > NextMessage: Client Text Notifications.
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Written by Kelly Oldiges. Updated over a week ago

NextChapter Payments - All Practice Areas

Ability to accept payments in any case type
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Written by Kelly Torres. Updated over a week ago

Pricing and How To Purchase Docs Pro and Docs Whoa

Here is a breakdown of our new pricing model and how you can purchase Docs Pro and Docs Whoa
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Written by Kelly Torres. Updated over a week ago

Creating Events and Statuses

Add an event to your specific case.
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Written by Kelly Oldiges. Updated over a week ago

Features Available For Docs Pro

What features are available under Docs Pro?
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Written by Kelly Torres. Updated over a week ago

Monthly Goals By Practice Area

How can I create monthly goals for my practice areas?
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Written by Kelly Torres. Updated over a week ago

How To Select Multiple Practice Areas and Create New Cases

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Written by Kelly Torres. Updated over a week ago

Setting Up Document and Task Checklists

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Written by Kelly Oldiges. Updated over a week ago

How to Create Custom Fields

How can I create custom fields in my cases?
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Written by Kelly Oldiges. Updated over a week ago

Docs Whoa - What is Available?

Here is a breakdown of all features available on your Docs Whoa Plan.
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Written by Kelly Oldiges. Updated over a week ago

SALI Fields

What are SALI fields and how can I use them in NextChapter?
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Written by Kelly Oldiges. Updated over a week ago