Migrate your Best Case Bankruptcy data

Cases are the core object in Best Case. Each case carries debtor information, filing type, chapter designation, and associated schedules. We extract case records including case number, filing date, chapter type, and trustee assignment. Case status maps directly to standard bankruptcy lifecycle stages.

Client records hold the debtor's personal information, SSN (last four), address, employment, and intake questionnaire responses. We export all standard client fields plus any custom intake form answers. Client portal access credentials are not transferable to a new platform.

Best Case maintains a Common Creditor List with standardized creditor names and addresses used across schedules. We export the full creditor roster per case, including any manually added creditors not in the common list. Creditor addresses are preserved as entered.

Bankruptcy schedules are structured forms listing assets (A/B), exemptions (C), secured debts (D), and unsecured debts (E/F). We map each schedule line item to the target platform's corresponding object, preserving debt amounts, creditor names, and security descriptions. Schedule versions are court-form-version-sensitive.

Claims filed by creditors are tracked separately from schedule debts. We extract claim records including claim amount, filing date, creditor, and claim status. Claim numbers assigned by the court are preserved as external reference fields. Some platforms merge claims into the creditor record; we split them out during mapping.

Best Case syncs with PACER to pull docket events and court dates into a local calendar. These events are sourced from PACER, not stored natively in Best Case's data schema. We export available event records but cannot reproduce the PACER connection in the target environment without a fresh PACER integration.

Best Case stores PDFs of filed petitions, schedules, and generated letters. Document versioning tied to specific form editions means we must verify that the exported version matches what was actually filed. We extract all documents and metadata; binary PDFs transfer as-is. Custom document templates are not automatically migrated.

Users create custom document templates and mail merge templates within Best Case. These are stored in a proprietary template format. We export template definitions where exportable; letter templates require re-creation in most target platforms. Template fields must be re-mapped to destination object properties.

Best Case integrates with credit bureaus to pull a full credit report at intake and imports it directly into form fields. We extract the credit report as a structured data block (debtor accounts, balances, collections). The original credit report PDF is preserved separately.

Best Case includes task management tied to case workflows. Tasks have description, due date, assignee, and status. We export task records and map them to project-task or case-task equivalents in the destination. Recurring tasks and template tasks require manual recreation in most platforms.

Best Case handles client invoicing and payment tracking for bankruptcy services. We export invoice records including line items, amounts, payment dates, and balance due. Tax codes and payment method details require field-level mapping as not all platforms support identical billing objects.

Federal law requires debtors to complete credit counseling and financial management courses before discharge. Best Case integrates with course providers and records completion certificates. We export certificate records with dates and provider names. Some destination platforms do not have a native course-completion object.