Doc Automation, & CRM Tools are here for all practice areas + BK updates 🚀✨ | Fall '21 Release

Learn all about NextChapter's latest enhancements and features. [View this email in your browser]( A Note from the Team ✉️ You heard it here first! NextChapter is expanding our cloud-based legal software beyond bankruptcy. You always had the ability to create and manage cases for other practice areas using NextChapter, but now you can automate form preparation and access your favorite case management tools for other areas. This new update allows you to use NextChapter Docs (Doc Creator), Client Texting, and Payments for each area of law that you practice. The Fall '21 Release also includes improvements to our Clio Integration and more forms! Keep reading and [attend our release]( webinar to learn more about the new NextChapter. Fall '21 Release | At a Glance 👀 [Access the full release notes]( NextChapter for All Practice Areas 🎉 We are so excited to announce that NextChapter's intuitive dashboards, CRM tools, and document automation solutions can be used for any area of law. This powerful update makes it easier than ever to run your entire practice with NextChapter. Prepare forms, manage cases and client relationships, and so much more. Here's how it works: - Select your practice areas in account settings. Choose from a list of preset ones or create your own. - Create [document checklists]( tasks, fees, events, and more for each practice area. Everything is fully customizable to fit your unique needs. - Build [custom fields]( for each practice area using [SALI standards]( or by entering your own based on the information you want to collect and track for your clients. Options include custom text, dropdown, checkbox, date, and more. - Start a new case, select the proper practice area, and begin inputting info into the custom fields you created in your settings. You can also upload documents to our secure Client Document Storage, track time spent in each case, create new events, and more. - Harness more of NextChapter's case management and form tools for all practice areas, including NextChapter Docs, Client Portal (Coming Soon), Client Texting, Payments, and more! NextChapter started as a full-service solution for bankruptcy attorneys, and now we're bringing that same functionality to all areas of law. Take our software to the next level with document automation and client texting and payments (more on our add-on features below!) Forms Automation with NextChapter Docs 📝 Lawyers spend approximately [11.2 hours per week]( dealing with challenges related to document creation and management. Let NextChapter Docs help with those difficulties. Now available for all practice areas, you can automate and store documents and forms to reduce manual data entry to save time. First available just within bankruptcy cases, NextChapter Docs streamlines form preparation for your entire practice. Create or upload firm templates with merge tags that will autofill based on your custom fields, and repeat the process again and again. The best part of all this? All of your templates are sorted by area of law so you can better segment and organize your practice. If you're currently on a NextChapter Bankruptcy Annual Plan or purchased NextChapter Docs as an add-on, you will experience no disruptions to your service. If you want to unlock NextChapter Docs for All Practice Areas, [schedule a call with our sales team]( to find out which option is best for you. Even More Client Tools 💬 💳 Once you have practice areas and custom fields set up, you can begin to use some of our extremely valuable add-ons that have also expanded to all practice areas. NextChapter Payments Did you know that lawyers who accept online payments [get paid 39% faster]( on average? Using a tool like NextChapter Payments can help you collect fees with ease and reduce friction in your billing processes. First available for bankruptcy cases only, you can now use NextChapter Payments for all your cases in NextChapter. Create invoices by adding fees line-by-line, include notes, and send them to your clients via email! They can then pay by ACH or debit card. You can also download and print invoices for your records, and set custom defaults for each practice area like email invoice templates. Additionally, NextChapter Payments allows you to create payment plans based on regular intervals or schedule one-time payments, allowing flexibility for clients. Your clients can even create their own payment plans, saving you even more time. All of this is available to view and track easily in our Payment Dashboard, which gives you an overview of all scheduled and paid fees. Find out more about our [simple per-transaction pricing]( and start collecting fees faster than ever before for all case types. Upgraded Add-Ons: Client Texting & Portal By upgrading to the NextChapter Docs Whoa plan, you'll get access to Client Texting and the NextChapter Client Portal for all practice areas. Using the custom fields you created for each practice area, you can create text recipes that will pull in dates or any other case info and send automated reminders to your clients. Coming soon to more areas of law is our Client Intake Portal! Simply send your clients an invite to the portal where they can fill out info based on the custom fields you have created, simplifying intake and increasing client satisfaction at the same time. Set up a time to [talk with a member]( of our team today to learn more about these valuable features and get set up with a Docs Pro or Whoa plan! More on Pricing 🏷 Ready to explore all NextChapter has to offer? Our custom pricing plans for both bankruptcy and non-bankruptcy users provide flexible options for you to find a plan that fits your firm's needs. Get on loyalty pricing while you still can. Buy the Whoa Plan for $1,999 this week to lock in loyalty pricing and save $2,000 on the new features. Watch a [demo here]( or call us at 888-861-7122 ex 2 to get started. Please note, if you are already a NextChapterBK annual user, you won't experience any interruptions to your service or your plan as part of this release. Bankruptcy Forms and Plans 📄 New bankruptcy forms and plans are also live in NextChapter! Check out the most recent additions below, and find a full list of autocompleting forms in NextChapter [here.]( - Chapter 13 Plans: Wisconsin Western, Alaska, Washington D.C. (Revised September 2021), and North Carolina Western (Revised September 2021) - Post Petition Filing Options: Florida Southern - By District Local Forms: Louisiana Western Chapter 13 Attorney Fee Disclosure Beta Testers Wanted: Mailing Integration with Key Dynamics 📫 Our Mailing Integration, powered by [Key Dynamics]( will allow you to mail notices to creditors with just a few clicks, eliminating costly manual work! Simply start a new mailing request, select or upload documents you'd like included, pick the mailing list from the court's creditor matrix or the one in NextChapter, add or omit creditors, choose your mailing preferences, and click send. The Certificate of Service will be emailed to you and saved in Client Document Storage once complete. We are looking for beta testers to help us prepare to launch this time-saving new integration. If you're interested, please reach out to us via email at [features@nextchapterbk.com](mailto:hello@nextchapterbk.com). Register for the Release Webinar 🎥 We are so excited about this release, and can't wait to host you for a [free, live webinar]( where you can see all of these features and updates in action. Join our team one week from today on Tuesday, 11/9 at 2 PM ET to learn more! [Reserve your free spot now!]( What's Coming Next? 📅 View our [public roadmap]( to see what NextChapter has planned for the future. [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( Copyright © 2021 NextChapter, All rights reserved. You are receiving this email because you signed up on our website: Our mailing address is: NextChapter 875 N HIGH ST, FL 3, STE 20COLUMBUS, OH 43215 [Add us to your address book]( Want to change how you receive these emails? You can [update your preferences]( or [unsubscribe from this list](. [Mailchimp Email Marketing](