Migrate from Best Case Bankruptcy to Freshsales

Best Case client records — including debtor name, mailing address, date of birth, and Social Security Number — map directly to Freshsales Contact fields. Primary contact details such as name, phone, and email transfer as-is. Sensitive data like SSN and DOB are placed into custom secure fields (e.g., ssn_secure__c and dob_secure__c) with field‑level security restricted to attorney‑level user profiles, ensuring compliance and limiting exposure across the firm.

Best Case pre‑petition client records that have not yet opened an active bankruptcy case route to Freshsales Lead, preserving debtor name, contact info, and intake source. When a Chapter 7, 13, or 11 petition is filed, the record converts to a Freshsales Contact to reflect the attorney‑client relationship, and the case becomes a Deal linked to that Contact. This split mapping separates early inquiries from active cases.

The law firm itself is modeled as an Account in Freshsales. Best Case firm-level settings and license info are preserved as a reference note on the Account record. Multiple office locations in Best Case collapse to child Account records via the Parent Account field.

Each Best Case petition file (Chapter 7, Chapter 13, Chapter 11) maps to a Freshsales Deal. The deal name uses the debtor's name and petition date. Freshsales pipeline stages are configured to reflect bankruptcy case status: Intake, Petition Filed, Meeting of Creditors, Discharge, Closed.

Best Case's chapter type (7, 13, 11, 15) and case status are mapped to Freshsales Deal Stage for workflow tracking plus a custom pick-list field Chapter_Type__c to preserve the exact bankruptcy chapter. Stage probabilities are set per pipeline to match typical case timelines.

Best Case stores creditor name, address, account number, and claim amount per case as a structured list. Freshsales has no native creditor object. We create a Creditor custom object with fields for name, address, claim_amount, and case_lookup, then populate the relationship per bankruptcy case.

Best Case's Means Test output — current monthly income, median family income comparison, presumption of abuse result — migrates as read-only custom number and pick-list fields on the Deal. We preserve the calculation date and inputs as a historical record.

Best Case exemption entries (homestead, vehicle, wildcard, etc.) migrate as a set of custom currency fields on the Deal. Each exemption type gets its own field with the claimed amount from the petition. The Exemption Analyzer result migrates as a pick-list field.

Best Case schedules A through J from the bankruptcy petition are summarized as custom fields on the Deal for key totals (total assets, total liabilities, monthly income, monthly expenses) and stored in full as an attached note so the detail is preserved without cluttering the deal layout.

Best Case case notes and attorney work product are imported as Freshsales Notes attached to the corresponding Deal, preserving the original creation timestamp, author name, and any associated tags. Each note appears in the Deal’s timeline in chronological order, allowing you to review the full case narrative from intake through discharge without leaving the record. Large note blocks are split into separate entries to stay within Freshsales display limits.

Best Case filing history (petition filed, trustee meeting, 341 meeting, discharge entered) migrates as Freshsales Events with the original court date and event type as the subject. Events are linked to the Deal so the case timeline is visible in the Freshsales timeline view.

Best Case petition PDFs, schedules, and court filings are downloaded and re-uploaded to Freshsales Files, then linked to the corresponding Deal and Contact. File size limits apply — Freshsales allows 25MB per file. Large exhibits may require chunking or archiving.

Best Case user accounts are resolved to Freshsales users by email match. Best Case staff roles (attorney, paralegal, intake coordinator) are stored as a custom pick-list field on the Freshsales User record so case assignments can route to the correct staff type.

Best Case's PACER free-look and calendar sync has no Freshsales equivalent. Court hearing dates and deadlines migrate as Activity events and custom date fields, but the live PACER integration must be maintained in Best Case or rebuilt using a third-party legal calendar tool.