Migrate your NextChapter data
Cloud-based bankruptcy case management software for attorneys filing Chapter 7, 11, and 13 cases, with PACER noticing, document automation, and debtor intake portals.
In its favor
Why people choose NextChapter
The signal that keeps NextChapter on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
PACER noticing integration eliminates manual court filing downloads and reduces per-notice fees by keeping all notices organized within each client folder.
Cloud-based access means attorneys can pull up client files from any browser or device without maintaining on-premise servers across multiple office locations.
The MyChapter debtor portal lets clients input their own financial information online, which imports directly into the case and eliminates duplicate data entry for the firm.
Document automation with merge fields autofills court forms from case data, reducing errors and the time spent on manual petition preparation.
Customer support via live chat is consistently described as highly responsive, with proactive check-ins from the NextChapter team.
Limited customization of dashboard modules and case home page layouts frustrates attorneys who want more control over their workspace organization.
Firms on lower tiers lack access to custom fields, the debtor portal, and client texting features, creating pressure to upgrade for basic workflow needs.
Lack of a public API means integrations with other firm systems require workarounds or third-party middleware that NextChapter does not officially support.
Reasons to switch
Why people leave NextChapter
The recurring reasons buyers give for replacing NextChapter. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where NextChapter fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
NextChapter pricing overview
NextChapter offers a tiered model with a free trial for initial evaluation. Paid plans unlock features progressively: the base tier covers core filing and PACER noticing, while Pro+ (annual) adds the debtor portal, client texting, time tracking, and automated hearing scheduling. The Whoa tier adds Custom Fields on top of the Pro+ feature set. Pricing is not publicly disclosed and requires a sales conversation.
Free Trial
Tier 1 of 4
Free
What's included
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What gets migrated
NextChapter object support
Object-by-object support for NextChapter migrations. Per-pair details surface during scoping.
Cases
Fully supportedCases are the primary object, organized by bankruptcy chapter type (Chapter 7, 11, 13). Each case holds debtor information, filing date, case number, and court assignment. We migrate cases 1:1, preserving chapter type and all standard fields.
Debtors
Fully supportedDebtors are the client record attached to a case. NextChapter collects debtor data through the MyChapter debtor portal and imports it into the case. We preserve debtor fields including contact info, financial summary, and any nested intake responses.
Custom Fields
Mapping requiredCustom Fields are gated behind the Pro+ and Whoa tiers. They support SALI standard fields as well as firm-defined field types including text, dropdown, radio, and checkbox. We map custom fields between source and destination based on field type and placement within the case structure.
Documents
Fully supportedDocuments are stored per case and include the bankruptcy petition, schedules, and court filings. File previews render inline with data from case fields. We preserve the document-to-case relationship and handle both auto-generated templates and manually uploaded files.
Time Entries
Mapping requiredTime tracking is available on Pro+ and Whoa plans. Entries are attached to specific tasks or case activities and tied to billing fee agreements. We migrate time entries as line items with date, duration, description, and task association.
Tasks and Checklists
Mapping requiredTasks and checklists are case-scoped and track filing workflow steps. Teams can assign tasks and monitor completion status. We preserve the task structure and its case association; checklist ordering may need manual verification post-migration.
PACER Notices
Mapping requiredPACER notices are court electronic filing notifications auto-organized into case folders. They are critical for avoiding duplicate PACER fees. We include PACER notice records in the migration scope and flag which notices were auto-filed versus manually uploaded.
Calendar Events
Mapping requiredThe calendar tracks hearings, deadlines, and court dates per case. Pro+ and Whoa plans include an automated hearing scheduler. We migrate events with date, time, court, and hearing type, preserving their case association.
Templates
Mapping requiredNextChapter Docs templates use merge fields that pull case data for autofill. Templates are firm-specific and may include custom formatting. We export template definitions separately from case data and flag which templates reference custom fields.
| Object | Support | Notes |
|---|---|---|
| Cases | Fully supported | Cases are the primary object, organized by bankruptcy chapter type (Chapter 7, 11, 13). Each case holds debtor information, filing date, case number, and court assignment. We migrate cases 1:1, preserving chapter type and all standard fields. |
| Debtors | Fully supported | Debtors are the client record attached to a case. NextChapter collects debtor data through the MyChapter debtor portal and imports it into the case. We preserve debtor fields including contact info, financial summary, and any nested intake responses. |
| Custom Fields | Mapping required | Custom Fields are gated behind the Pro+ and Whoa tiers. They support SALI standard fields as well as firm-defined field types including text, dropdown, radio, and checkbox. We map custom fields between source and destination based on field type and placement within the case structure. |
| Documents | Fully supported | Documents are stored per case and include the bankruptcy petition, schedules, and court filings. File previews render inline with data from case fields. We preserve the document-to-case relationship and handle both auto-generated templates and manually uploaded files. |
| Time Entries | Mapping required | Time tracking is available on Pro+ and Whoa plans. Entries are attached to specific tasks or case activities and tied to billing fee agreements. We migrate time entries as line items with date, duration, description, and task association. |
| Tasks and Checklists | Mapping required | Tasks and checklists are case-scoped and track filing workflow steps. Teams can assign tasks and monitor completion status. We preserve the task structure and its case association; checklist ordering may need manual verification post-migration. |
| PACER Notices | Mapping required | PACER notices are court electronic filing notifications auto-organized into case folders. They are critical for avoiding duplicate PACER fees. We include PACER notice records in the migration scope and flag which notices were auto-filed versus manually uploaded. |
| Calendar Events | Mapping required | The calendar tracks hearings, deadlines, and court dates per case. Pro+ and Whoa plans include an automated hearing scheduler. We migrate events with date, time, court, and hearing type, preserving their case association. |
| Templates | Mapping required | NextChapter Docs templates use merge fields that pull case data for autofill. Templates are firm-specific and may include custom formatting. We export template definitions separately from case data and flag which templates reference custom fields. |
Gotchas
What to watch for in NextChapter migrations
Issues we've hit on past NextChapter migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API for automated data migration
Custom fields require Pro+ or Whoa tier
PACER notices are auto-filed, not manually uploaded
Time tracking gated behind Pro+ and Whoa plans
Document automation merge fields reference case field IDs
| Severity | Issue |
|---|---|
| High | No public API for automated data migration |
| Medium | Custom fields require Pro+ or Whoa tier |
| Low | PACER notices are auto-filed, not manually uploaded |
| Medium | Time tracking gated behind Pro+ and Whoa plans |
| Medium | Document automation merge fields reference case field IDs |
Leaving NextChapter?
Where NextChapter customers move next
12 destinations NextChapter can migrate to.
How a NextChapter migration works
Four steps, NextChapter-specific
Connect
Not publicly documented into NextChapter. Scopes limited to read-only on the data we move.
Map
We translate NextChapter-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate NextChapter quirks before production.
Migrate
Full migration with NextChapter rate-limit handling. Rollback available throughout.
FAQ
NextChapter migration FAQ
Answers to the questions buyers ask most during NextChapter migration scoping. Not seeing yours? Book a call.
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