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NextChapter’s Clio Integration
NextChapter’s Clio Integration

Benefits of Integrating and How to Connect to Clio

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

Clio helps lawyers build a better practice by being a comprehensive, yet easy-to-use cloud-based law practice management software. Together with Clio, we make it easy to manage bankruptcy matters, contacts and more.

Even the most dedicated bankruptcy attorney can benefit from a smoother intake and organizational process to address client needs. Remaining focused and organized is crucial for bankruptcy practice. Expedite and simplify your bankruptcy preparation process with NextChapter for Clio.

Connecting Clio to NextChapter:

  1. Get started by going to the Clio Integration section in the firm’s Account Settings page of NextChapter and click on the start button.

2. On the "Connect with Clio" screen, click the green "Yes, Let’s Connect" button. If you are not already logged in to your Clio account, you will be prompted to log in before you can connect.

3. Back on the "Clio Integration" screen, you can select what data you would like by syncing between Clio and NextChapter. NextChapter syncs the data you’ve selected with Clio every 10 – 15 minutes. NextChapter will notify you when the next sync is completed.

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