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Client Portal
An online client questionnaire that simplifies intake for law firms and their clients. Customize the portal, invite your clients, and import into NextChapter.
An online client questionnaire that simplifies intake for law firms and their clients. Customize the portal, invite your clients, and import into NextChapter.
Streamline information and document collection at your law firm with NextChapter's Client Portal, an online portal and questionnaire for any legal practice area. The Client Portal imports into NextChapter so you don't have to conduct intake and transfer information into your software manually. Save time on each case with Client Portal.
Use the Client Portal for any area of law. The questionnaire can be customized to request the information your law firm needs to proceed with cases. With a personal note and your law firm logo, invite your clients via email to fill out the portal online.
Get Started Today! arrow_forwardCompletely customize the client questionnaire for any practice area and legal client. Add instructions, turn on relevant sections, and more.
Using NextChapter, send your clients a personal, firm-branded email invitation that includes a link to the secure portal.
Track client progress and send a follow-up reminder if necessary.
After they fill in their information, clients can submit their entry to you for review.
Look over what your clients enter and make any necessary adjustments with the portal’s intuitive editing tools.
With the click of a button, transfer the client's data into the case in NextChapter.
