Setting Up Your Firm

Tips on setting up your firm's account in NextChapter

Mandy Ballinger avatar Katie Stasiulewicz avatar
21 articles in this collection
Written by Mandy Ballinger and Katie Stasiulewicz

Clio Sync: Connecting existing cases

How to connect existing cases in Clio and NextChapter during the initial Clio sync
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Written by Mandy Ballinger
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
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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.
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Written by Mandy Ballinger
Updated over a week ago

Additional Offices

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

Attorney Profiles

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

NextChapter’s Clio Integration

Benefits of Integrating and How to Connect to Clio
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Written by Mandy Ballinger
Updated over a week ago

Updating Your Credit Card

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

Clio Integration - Syncing Cases

How to connect Matters from Clio with Cases in NextChapter
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Written by Mandy Ballinger
Updated over a week ago

Debtor Questionnaire

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

Credit Report Integration

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

Archiving, Unarchiving and Deleting Cases

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Written by Mandy Ballinger
Updated over a week ago