Migrate from Best Case Bankruptcy to HighLevel

Best Case debtor records map directly to HighLevel Contacts. The debtor's name, address, phone, email, and social security number (stored securely) transfer as standard contact fields. Original case assignment metadata is preserved as a custom field linking to the Bankruptcy Case custom object.

Best Case creditor records (creditor name, address, account number, claim amount) map to HighLevel Companies. Multiple debtors can be associated with the same creditor via HighLevel's Company-Contact association model. Creditor claim amounts are stored as custom fields on the Company record.

A HighLevel custom object named Bankruptcy Case is created per filing. Fields include: Chapter (7 or 13), Case Number, Filing Date, Court District, Trustee Name, Trustee Contact, Case Status, and Discharge Date. The Case object links to the debtor Contact and all associated creditor Companies.

Secured debt line items from Schedule D migrate as individual records in a Debt Schedule custom object or as repeating custom fields on the Bankruptcy Case object. Each debt record captures: creditor, debt type, collateral description, estimated value, and amount owed.

Unsecured priority and general debts from Schedule E/F migrate as debt schedule records. Fields include creditor name, claim type (priority, general, administrative), and claim amount. HighLevel's custom object supports up to 10 unique fields per object — we coordinate field naming with your admin before migration.

Exemption claims (homestead, vehicle, wildcard, etc.) are stored as custom fields on the debtor Contact or as a linked Exemptions custom object. We preserve the exemption description, statute citation, and claimed value. State-specific exemption schedules are mapped as pick-list values.

Means test results (income comparison, disposable income calculation, repayment percentage) have no native equivalent in HighLevel. We preserve the means test output as a custom text field for historical reference and recommend rebuilding the calculation logic in a HighLevel workflow or external tool.

Chapter 13 repayment plan details — monthly payment amount, plan length, disposable income, and priority debt amounts — migrate as custom fields on the Bankruptcy Case object. Plan confirmation dates and trustee payment records are stored as separate date fields.

Best Case documents (petitions, schedules, court orders, correspondence) are downloaded and re-uploaded to HighLevel Files attached to the corresponding Contact or Bankruptcy Case record. File size limits apply — documents over 25MB are split or linked via URL. We verify each file attachment after upload to confirm the link is functional in HighLevel.

Best Case case notes and task history migrate to HighLevel Notes attached to the Contact or Bankruptcy Case. Original timestamps and assigned attorney/Paralegal owners are preserved. Court-hearing reminders and filing deadlines map to HighLevel Tasks with due dates. We validate that task assignments match the original Best Case owner before finalizing the migration batch.

Best Case user accounts are mapped to HighLevel users by email match. Unmatched users are flagged before migration — your team either creates their HighLevel account or reassigns records to an existing user. User roles and permissions are configured in HighLevel's access management settings.

Best Case OneTouch e-filing workflows have no equivalent in HighLevel. We export the workflow definition as a reference document and rebuild it as a HighLevel Workflow using triggers (scheduled dates, status changes) and actions (send email, create task, notify via webhook). Law firms typically handle actual e-filing through PACER directly or specialized integrations.

Credit report data imported into Best Case (via Stretto integration) migrates as custom fields on the Contact record — tradelines, credit scores, collection accounts, and judgment liens are stored as text or pick-list fields for attorney review. We map the Stretto credit report fields to matching HighLevel custom contact fields, preserving the original data for attorney reference during case preparation.

Best Case client intake questionnaire responses have no direct equivalent in HighLevel. We map each questionnaire field to a custom contact field or form submission record. The intake form itself must be recreated as a HighLevel form if you want self-service client intake.