NextChapter App

This article explains how clients can complete MyChapter client portal

How to Use MyChapter Client Portal - For Clients

Use this link to download a pdf copy for debtor intake

Client Questionnaire

How to send your client MyChapter in Spanish

MyChapter in Spanish

MyChapter Client Portal - Features & Benefits

How to add MyChapter to your Firm Account in NextChapter

MyChapter Client Portal - Signing up and Getting Started

How to invite your client to MyChapter and send them back to request updates or corrections before importing the case into NextChapter.

MyChapter Client Portal - Inviting & Re-inviting Your Client

MyChapter Debtor Portal - Reviewing and Importing Client Information

How to download your client's MyChapter data

Client PDF Packet

Set a different recipient for Client Portal notifications on a case-by-case basis.

Overriding MyChapter Notifications

You can now use MyChapter Debtor Portal with your Business Cases.

MyChapter Client Portal for Business Cases

How to use the Miscellaneous section of MyChapter

MyChapter: Miscellaneous Section

Katie Stasiulewicz

Emma Ceniza

MyChapter Client Portal

Pricing

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Create your workspace and invite the people you work with.

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

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

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.