Migrate from Best Case Bankruptcy to monday CRM

Monday CRM's native People entity stores name, email, phone, and address. Best Case client fields (case status, SSN, employer, spouse name) map to custom columns on the Person record. The relationship to Cases uses Monday's person column on the Cases board.

Best Case Case records become Monday Items on a dedicated Cases board. The item name is the case name (e.g., 'Smith Ch7 2025'). All other case fields (case number, chapter, filing date, trustee, status) map to Monday columns. Parent-child relationships to clients use the person column or a text person_name column.

Best Case schedules are nested child objects under Case. Monday has no schedule object — each asset or liability becomes a Subitem or separate Item within the Cases board group, with custom columns for property description, value, and exemption amount. Bulk import via CSV or API with a parent Case ID column to link back.

Creditor records from Schedules D, E, and F map to Subitems with columns for creditor name, debt type, balance owed, and whether the debt is secured. Debt type (secured, priority, general unsecured) maps to a status or text column since Monday has no native debt classification field.

Best Case's Exemption Analyzer produces a statutory result for each asset. Monday has no exemption calculation engine. The result migrates as a custom text column (Exemption_Result__c) and as individual exemption amount columns per asset subitem. These are static values — manual verification is required post-migration.

Best Case runs the Means Test (Chapter 7/13 income vs. state median) and stores Pass/Fail with inputs. Monday has no Means Test equivalent. The result migrates as a read-only custom number or text column. Teams must verify the value in Monday or recalculate using a separate Means Test tool.

Best Case documents (Schedules, court notices, e-filing receipts) attach to the parent Case record. Monday stores files as Item attachments. Each document migrates with the parent Case ID and a text column for document type and source system. Monday's 500MB per-file limit accommodates most bankruptcy PDFs.

Best Case syncs PACER free looks to populate court calendar events (341 meeting, hearings, deadlines). Monday has no native PACER integration — court events migrate as separate Items or as date/status columns on the Case Item with the event type encoded in the status column. Automated calendar tracking requires a third-party PACER connector post-migration.

Best Case user accounts (Attorney, Paralegal, Staff roles) map to Monday CRM workspace members by email match. Monday's permission model uses workspace-level roles (Admin, Member, Viewer) — Best Case's per-case access rules must be mapped manually after migration.

Best Case's Client Portal tracks when clients accessed documents or signed forms, providing a timeline of client activity within the platform. Monday CRM has no native client portal equivalent — there is no self-service client interface in Monday by default. Portal access history migrates as a custom text column or separate Item log containing timestamps and action descriptions. Since Monday lacks a client-facing portal framework, this cannot be recreated as an automated portal workflow without significant custom development or a third-party portal integration built on Monday's API.