NextChapter App

Overview of NextChapter that covers starting a case to filing.

NextChapter Webinar: NextChapter Refresher

How to sign up, edit settings, invite a user and import case information with MyChapter and NextChapter

NextChapter Webinar: MyChapter

A quick deep dive into NextChapter's Income section.

NextChapter Webinar: All Things Income

A webinar walkthrough of the Chapter 13 Plan & Calculator tools in NextChapter

NextChapter Webinar: Chapter 13 Plans & Chapter 13 Calculator

The most efficient ways to intake and manage cases with NextChapter

NextChapter Webinar: Client Intake and Case Management

Need additional help? Watch some quick tutorial videos!

Tutorial Videos

Bankruptcy Week Summit: Community Code of Conduct:

NextChapter Webinar: Means Test

Katie Stasiulewicz

Emma Ceniza

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Webinars - Customer Success

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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