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Setting Up Your Firm
Setting Up Your Firm
Tips on setting up your firm's account in NextChapter
24 articles in this collection
Written by
Mandy Ballinger,
Katie Stasiulewicz,
and
Kelly Oldiges
Walling Off Cases
How to set up and utilize the Wall Off function
Written by
Kelly Oldiges
Updated over a week ago
Firm Defaults: Account Number
When entering a claim, choose to display a full account number or only the last four digits
Written by
Katie Stasiulewicz
Updated over a week ago
Case Filing E-mail
How to select who receives e-mail notifications when a case is filed
Written by
Katie Stasiulewicz
Updated over a week ago
Getting Started Guide for Pro+ (Plus) Subscribers
How to get your firm set up to utilize all of your Pro+ Plan benefits
Written by
Katie Stasiulewicz
Updated over a week ago
Overriding Creditor Addresses
How to use default creditor addresses to override credit reports
Written by
Katie Stasiulewicz
Updated over a week ago
Invoice Fee & Payments Receipt
How to create and download an invoice fee & payments receipt from NextChapter
Written by
Katie Stasiulewicz
Updated over a week ago
Case Status
How to add or edit your case status in NextChapter
Written by
Katie Stasiulewicz
Updated over a week ago
Forgot Password
How to Reset Your Password in NextChapter
Written by
Katie Stasiulewicz
Updated over a week ago
Default Creditors
How to set up your firm with defaulted "notice only" creditors
Written by
Katie Stasiulewicz
Updated over a week ago
Common Creditors
How to upload your common creditors and access common creditors from a case.
Written by
Mandy Ballinger
Updated over a week ago
Additional Offices
How to add multiple offices in the firm's settings.
Written by
Mandy Ballinger
Updated over a week ago
Attorney Profiles
How to add additional Bar information and ECF credentials to attorney accounts.
Written by
Mandy Ballinger
Updated over a week ago
Updating Your Credit Card
How to enter a new credit card to your account.
Written by
Mandy Ballinger
Updated over a week ago
Debtor Questionnaire
Current and upcoming features to help with the debtor intake process in NextChapter
Written by
Mandy Ballinger
Updated over a week ago
Credit Report Integration
Benefits of the Credit Report Feature and How to Get Started
Written by
Mandy Ballinger
Updated over a week ago
Updating Your Billing
How to save a credit card to your account and selecting a plan for your firm
Written by
Mandy Ballinger
Updated over a week ago
Adding Users to Your Firm
How to add new users so that they can have access to the firm's cases and enter new cases
Written by
Mandy Ballinger
Updated over a week ago
Archiving, Unarchiving and Deleting Cases
Written by
Mandy Ballinger
Updated over a week ago
Pro & Whoa Features
Getting Started Guide for Pro Subscribers
How to get your firm set up to utilize all of your Pro Plan benefits
Written by
Katie Stasiulewicz
Updated over a week ago
Calendar Sync
How to use Calendar Sync - Pro and Whoa Accounts
Written by
Katie Stasiulewicz
Updated over a week ago
Time Tracker
Time Tracker Feature - Pro and Pro+ Accounts
Written by
Katie Stasiulewicz
Updated over a week ago
Notices A.I.
How to use NextChapter Notices A.I. - Pro and Whoa Accounts
Written by
Mandy Ballinger
Updated over a week ago
Attorney Fee Report
The attorney fee report is available for all Pro+ subscribers
Written by
Katie Stasiulewicz
Updated over a week ago
Hearing Scheduler
Written by
Mandy Ballinger
Updated over a week ago