NextChapter App

A compilation of materials to learn how to use and file your cases with NextChapter

Getting Started with NextChapter

How to get your firm set up to utilize all of your Pro Basic benefits

Getting Started Guide for Pro Basic Subscribers

How to get your firm set up to utilize all of your premium benefits

Getting Started Guide for Pro+ and Whoa Subscribers

NextChapter's Concierge Service

Shell Case Import

NextChapter Support Hours

Learn how to use NextChapter's chat function, including helpful information to include, tips for getting the best results, and how to connect to a live support agent when you need…

Tips For Using the Chat Function

NextChapter has introduced a dedicated Onboarding Checklist for Pro Basic 12+, Pro+, and Whoa users to help your firm hit the ground running. This tab centralizes setup tasks, training, and…

Premium Onboarding Checklists

Ron's Glossary Terms

Katie Stasiulewicz

Emma Ceniza

James Brooks

Getting Started

Starting May 13th 2026, 2FA is required upon login for all NextChapter accounts. Please note that this is mandated by our parent company, Clio, and separate from the MFA bypass…

Logging into NextChapter using 2FA

How to save a credit card to your account and selecting a plan for your firm

Updating Your Billing

How to enter a new credit card to your account.

Updating Your Credit Card

How to add new users so that they can have access to the firm's cases and enter new cases

Adding Users to Your Firm

How to add additional Bar information and ECF credentials to attorney accounts.

Attorney Profiles

How to add multiple offices in the firm's settings.

Additional Offices

How to set up and utilize the Wall Off function

Walling Off Cases

How to enable as well as disable ECF filing capabilities for all users listed on your NextChapter account.

Enable/Disable ECF Filing Capabilities for Users

How to Reset Your Password in NextChapter

Forgot Password

How to select who receives e-mail notifications when a case is filed

Case Filing E-mail

Request to Delete Account

Full collection of articles to review Account Settings

Set-Up In Account Settings

Benefits of the Credit Report Feature and How to Get Started

Credit Report Integration

Credit Report Pricing Breakdown (Effective 1/6/2026)

Credit Report Pricing

Additional info about the Xactus onsite visit

Credit Report Onsite Visit

NextChapter's credit report integration is powered by Xactus (formerly Universal Credit Services). This article covers the most common questions about setting up the integration, understanding costs, and pulling reports.

Credit Report Integration: Common Questions

Credit Report Integration Process for Users with a Residential Office Location.

Residential Office Credit Report Integration

Learn how to re-pull credit reports on your own in NextChapter

Re-Pulling Credit Reports Within NextChapter

How to add a co-debtor to a credit report you already pulled

Adding a co-debtor to an already pulled credit report

How to import the credit report once freeze is lifted

Freeze on Credit Report

Save time on every case with NextChapter's Credit Report Integration

How to add or edit your case status in NextChapter

Case Status

Form Preview Helper

This article explains how to access the Comments sidebar, add a new comment, and view existing comment history.

Form Preview Helper - Comments

Current and upcoming features to help with the debtor intake process in NextChapter

Debtor Questionnaire

How to use default creditor addresses to override credit reports

Overriding Creditor Addresses

How to Start a Business / Non-Individual Case

Case Basics

When entering a claim, choose to display a full account number or only the last four digits

Account Number Length

How to set up petition defaults in NextChapter

Petition Defaults

How to set up custom dates to help better track your cases

Firm Created Events

How to add custom exemptions for your firm

Creating New Exemptions

How to save common codebtors in NextChapter

Common Codebtors

How to add common attorney and credit counseling fees

Common Attorney and Credit Counseling Fees

Common Assets

Creating Events and Statuses

Setting Up Document and Task Checklists

How to set up your firm with defaulted "notice only" creditors

Default Creditors

How to upload your common creditors and access common creditors from a case.

Common Creditors

Save reusable case templates in Account Settings so standard firm data auto-populates when you create a new case

Case Templates

Kelly Oldiges

Firm Defaults

Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

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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.

Prototype getting-started answer

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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