MyChapter Client Portal
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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.

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Online Client Intake

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.

Online Client Intake
Custom Questionnaire for Law Firms

Custom Questionnaire for Law Firms

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.

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How it Works

Customize

Completely customize the client questionnaire for any practice area and legal client. Add instructions, turn on relevant sections, and more.

Client Portal Customize

How it Works

Invite the client

Using NextChapter, send your clients a personal, firm-branded email invitation that includes a link to the secure portal.

Invite Client

How it Works

Monitor their progress

Track client progress and send a follow-up reminder if necessary.

Client Completes & Submits

How it Works

Client submits

After they fill in their information, clients can submit their entry to you for review.

Monitor Progress

How it Works

Review their submission

Look over what your clients enter and make any necessary adjustments with the portal’s intuitive editing tools.

Review with Edit Tools

How it Works

Import into NextChapter

With the click of a button, transfer the client's data into the case in NextChapter.

Import into NextChapter®

Why NextChapter's Client Portal

Cloud -Based

Cloud -Based

The Client Portal is completely web-based so you and your clients can access the law firm client portal at any time from anywhere, including on a mobile device.
Made for Clients

Made for Clients

Our online portal is simple to navigate and can be understood by any legal client.
Unlimited Cases

Unlimited Cases

There’s no limit on the number of client invites you can send or customizations you can make.
Easy Document Uploads

Easy Document Uploads

Clients can also submit any applicable documents into the Client Portal so that everything is in one place when you’re preparing their case.
Quickly Edit & Review

Quickly Edit & Review

If you need to make any edits to the client’s entries, use the simple editing tools within the client intake software to clean things up before importing.
Direct Import

Direct Import

All info from the client questionnaire is imported directly into NextChapter, helping you speed up client intake and data entry.