Migrate from Best Case Bankruptcy to Nutshell

Best Case debtor records map directly to Nutshell People. Each debtor is a primary client (the bankruptcy petitioner). FlitStack maps debtor name, contact info, SSN (stored securely as custom field), address, and phone to the corresponding Nutshell Person fields. The debtor's email becomes the Person email for CRM communication.

Debtor records entering Nutshell as Leads if they have not yet converted to active clients. Pre-petition intake contacts (potential clients who have not filed) route to Nutshell Leads; once they become active filers they convert to People records with the case custom field populated.

Best Case creditor entries (name, address, account number, claim amount) map to Nutshell Companies. Each creditor is a business entity owed money by the debtor. FlitStack preserves creditor name, mailing address, and claim amount as custom fields on the Company record.

Best Case tracks which creditors are owed by which debtor across schedules. Nutshell has no native N:N debtor-to-creditor link — we create custom fields on the Person record listing associated creditors and on the Company record listing associated debtors, enabling bidirectional lookup.

Best Case bankruptcy case numbers (court jurisdiction plus year plus sequential ID) have no Nutshell equivalent. We create a Case_Number__c custom text field on the Person record to store the full case identifier. Separate custom fields store Court_Name__c and Filing_Date__c for complete case metadata.

Best Case Chapter types (7, 13, 11, 9, 12, 15) map to a Chapter_Type__c custom pick-list on the Person record. Each chapter value is mapped explicitly: Chapter 7, Chapter 13, Chapter 11, etc. No calculation logic transfers — those rules live in Best Case's form engine.

Real property listings from Schedule A (address, property type, estimated value, encumbrances) are stored as custom fields on the Person record. Multiple properties per debtor are handled by creating multiple Property_Address_N__c, Property_Value_N__c fields (N = 1–10) or linking to a custom Property object.

Personal property assets from Schedule B (description, value, category) map to custom fields Asset_Description_N__c and Asset_Value_N__c on the Person record. High-value items such as vehicles and jewelry are flagged in a separate custom field for exemption analysis review in Best Case.

Secured, priority, and unsecured debts from Schedules D, E, and F are split across Creditor Company records (name, address) and custom fields on the Person (total debt amounts by category). Claim amounts from Best Case carry over to the Creditor Company's custom Claim_Amount__c field.

Best Case PACER-synced court dates (341 meeting, confirmation hearing, discharge date) migrate as Nutshell Activities with Type = Meeting, Subject = hearing type, and Due Date = court date. Original court time and location stored in the Activity description. Trustee name stored as a custom field.

When a creditor files a Proof of Claim in the bankruptcy case, this status migrates as a POC_Filed__c check-box custom field on the Creditor Company record, plus POC_Amount__c and POC_Filed_Date__c for complete filing documentation.

Best Case Means Test Calculator results including median income comparison and disposable income calculation migrate as custom currency fields on the Person record: Means_Test_Result__c, Median_Income__c, and Disposable_Income__c. These values determine Chapter 7 vs 13 eligibility analysis.

Best Case Exemption Analyzer output (which assets are exempt under state or federal law) migrates as custom fields on the Person record: Exempt_Assets__c (summary text), Exemption_State__c, and Federal_Exemptions_Used__c for comprehensive exemption tracking.

Best Case Client Portal intake questionnaire responses including income, expenses, and assets are stored as custom fields on the Person record. FlitStack maps intake date, questionnaire completion status, and key financial figures for client qualification.

Notes and tasks in Best Case including internal case notes and follow-up reminders map to Nutshell Activities with Type = Note or Task. Original timestamps and assigned user are preserved in the migrated records. Court-specific notes attach to the debtor Person record.