Migrate from Best Case Bankruptcy to HubSpot

Best Case client records containing name, email, phone, and address map directly to HubSpot contacts using one-to-one field mapping. Best Case stores client role designations such as Debtor, Creditor, or Third Party as a custom contact property in HubSpot because HubSpot has no native role field on contacts. The client_role__c property is created as a custom pick-list to preserve the role classification after migration.

Best Case firm/organization names linked to clients migrate to HubSpot companies. Address data (street, city, state, ZIP) on the client record maps to HubSpot's address fields on the associated company. Best Case does not have a separate company object — client employer or law firm name becomes the company.

Each Best Case bankruptcy case becomes a HubSpot deal. HubSpot's deal pipeline stages are remapped to represent case phases: Intake → Filed → 341 Meeting → Plan/Discharge → Closed. The original Best Case case number is preserved as a custom string field on the deal.

Best Case chapter designations including Chapter 7, Chapter 13, Chapter 11, and Chapter 15 are mapped to a HubSpot custom pick-list property named Bankruptcy_Chapter__c on the deal. Each chapter type maps to a distinct value in the pick-list, enabling filtering across HubSpot deal views and reporting dashboards for case-type analysis and workload distribution.

Best Case creditor records contain name, address, debt amount, and claim priority. These merge into HubSpot as a contact record per creditor plus a Creditor__c custom object linking the creditor to the case deal, storing debt amount, account number (masked), and secured/unsecured flag.

Best Case Schedule D (secured debts), E (priority unsecured), F (general unsecured), and G (executory contracts) do not have direct HubSpot equivalents. Debt records are stored as line items on the case deal or as rows in a Debt__c custom object with type, amount, creditor reference, and schedule origin.

Best Case attorney and paralegal assignments per case are mapped to HubSpot owners (users). Owners are matched by email address across the two platforms. If the Best Case user email has no corresponding HubSpot user account, the record lands under a designated fallback owner and a custom contact property flags the original role for reconciliation by the migration team.

Bankruptcy trustees are not HubSpot users — they are mapped as HubSpot contacts with a custom role property (Trustee__c) set to true and a reference to the case deal via a HubSpot association. Trustee contact details (name, phone, email) migrate as contact fields.

Best Case court deadlines (341 meeting date, objection deadline, discharge date) migrate as HubSpot meeting activities linked to the case deal. Original dates and times are preserved. HubSpot's meeting object supports start/end datetime and description fields matching the court calendar entry.

Best Case stores petitions, schedules, and court orders as documents. These are exported as files and re-uploaded to HubSpot Files, associated to the corresponding case deal via a custom file-property or deal association. HubSpot Files carry a 250MB per-file limit — large document bundles are split and zipped.

Best Case case notes, status change logs, and attorney notes are migrated as HubSpot engagement notes or tasks on the case deal. Timestamps and owning attorney information are preserved during the transfer. HubSpot's engagement timeline displays these chronologically per contact and deal, providing a complete activity history view for case review and audit purposes.

Best Case generates a Means Test result encompassing pass/fail determination, income figures, and applicable commitment period. This data is stored in HubSpot as a set of custom number and currency fields on the deal object, specifically named Means_Test_Result__c for the outcome, Median_Family_Income__c for income figures, and Applicable_Commitment_Period__c for the commitment duration.

Best Case internal routing rules, filing-sequence automations, and deadline-triggered notifications have no direct HubSpot equivalent and cannot be transferred automatically. These workflow elements must be manually rebuilt using HubSpot's Workflows tool or through a legal-specific automation layer. FlitStack exports the complete workflow definitions as a structured text reference document for your HubSpot administrator to use during the rebuild process.

Best Case's PACER docket lookup and automatic court notice ingestion does not transfer to HubSpot. The PACER credentials and court URL are Best Case-specific. Rebuilt integrations must use the PACER API directly or a third-party legal automation tool connected to HubSpot via webhook.

Best Case stores federal and local bankruptcy form templates (Official Form 122A, Plan forms, etc.) specific to court jurisdictions. These are Best Case binaries, not data. They cannot be migrated — your firm should retain the Best Case desktop installation for historical form access or re-download templates fromuscourts.gov.