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Feature

NextChapter's® Client Portal

Send clients an online bankruptcy questionnaire and seamlessly import it into NextChapter.

Client Portal Dashboard
Client Portal Dashboard Tablet
Client Portal Dashboard Mobile
Price

Included in Start+ & Pro+

- OR -

$500 / year

Streamline The Bankruptcy Process with NextChapter

Save hours of manual entry on each case with our Client Portal. This online debtor questionnaire for attorneys and their clients is easy to use and allows you to important client info directly into NextChapter®.

Use NextChapter Client Portal for personal and business bankruptcy clients. The portal is also available in Spanish if your client prefers.

Client Portal Dashboard

Built for Business and Personal Filings

Use NextChapter's online portal for the most common bankruptcy filing types. Create a bankruptcy case in NextChapter, invite your client, and they'll enter in their financial information.

Business

Business bankruptcy cases are complex and involve a lot of data. With Client Portal, your law firm can send a business client portal to collect all documents and data. From there, you can review and import their entry into the portal, reducing the time spent on intake and preparing Chapter 7 and 11 Business Bankruptcy cases.

Personal

The Client Portal simplifies personal Chapter 7 and 13 bankruptcy filings for your law firm. Work with debtors to gather their information, paystubs, and other documents needed to prepare the petition. The portal is online and easy to follow so that your clients can fill it out without a problem. You will also have the chance to look over their entry, make any changes, and import into the bankruptcy schedules.

How It Works

  • 1. Customize
  • 2. Invite Client
  • 3. Client Completes & Submits
  • 4. Monitor Progress
  • 5. Review with Edit Tools
  • 6. Import into NextChapter®
Custom Settings
Import into NextChapter
Client Portal Imported
User Profile Page

Features & Benefits

Unlimited Cases
Unlimited Cases

You and your clients have unlimited access to the client portal. Invite and import as many cases as you would like.

Mobile Friendly
Mobile Friendly

NextChapter's Client Portal is 100% cloud-based. Clients can access the portal and enter their information on a phone, tablet, or any device, at any time.

Customizable
Customizable

Make the Client Portal your own with a custom welcome message, your firm logo and contact information.

Document Collection
Document Collection

Clients can seamlessly upload documents necessary to prepare their cases and it will be imported into NextChapter®.

Quick Edit & Review
Quick Edit & Review

Easily change all lowercase or uppercase text to proper case with the click of a button. Additional data cleanup tools coming soon.

Import Directly
Import Directly

Import the client questionnaire directly into the case in NextChapter®. Even after import, you will always have access to the read-only portal.

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