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Setting Up Your Firm

Setting Up Your Firm

Tips on setting up your firm's account in NextChapter

24 articles
Kelly Oldiges avatarKatie Stasiulewicz avatarMandy Ballinger avatar
Written by Kelly Oldiges, Katie Stasiulewicz and Mandy Ballinger

Walling Off Cases

How to set up and utilize the Wall Off function
Kelly Oldiges avatar
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
Katie Stasiulewicz avatar
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
Katie Stasiulewicz avatar
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
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Overriding Creditor Addresses

How to use default creditor addresses to override credit reports
Katie Stasiulewicz avatar
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
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Case Status

How to add or edit your case status in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Forgot Password

How to Reset Your Password in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Default Creditors

How to set up your firm with defaulted "notice only" creditors
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Common Creditors

How to upload your common creditors and access common creditors from a case.
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Additional Offices

How to add multiple offices in the firm's settings.
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Attorney Profiles

How to add additional Bar information and ECF credentials to attorney accounts.
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Updating Your Credit Card

How to enter a new credit card to your account.
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Debtor Questionnaire

Current and upcoming features to help with the debtor intake process in NextChapter
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Credit Report Integration

Benefits of the Credit Report Feature and How to Get Started
Mandy Ballinger avatar
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
Mandy Ballinger avatar
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
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Archiving, Unarchiving and Deleting Cases

Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Pro & Whoa Features

6 articles
Katie Stasiulewicz avatarMandy Ballinger avatar
Written by Katie Stasiulewicz and Mandy Ballinger