Migrate from Best Case Bankruptcy to Pipedrive

Best Case debtor records (client name, address, phone, email, SSN, DOB) map 1:1 to Pipedrive Person fields. Primary debtor contact maps directly. FlitStack resolves any duplicate Person records by email before final import to avoid Pipedrive's duplicate-detection blocking. When address fields are incomplete, FlitStack flags record for review and can fill missing parts using services. Secondary contacts, such as co-debtors, are added as Person entries linked to the primary record.

Best Case case files (case number, chapter type, filing date, case status) map to Pipedrive Deals as the primary CRM record for each bankruptcy matter. FlitStack creates a custom field for chapter type (Chapter7__c, Chapter13__c, Chapter11__c) since Pipedrive Deals have no native bankruptcy-type field. Case status maps to the Pipedrive deal stage pick-list via value mapping.

Best Case creditor records (creditor name, address, claim amount, schedule type) map to Pipedrive Organizations. Creditor contact names where present map as secondary Person records linked to the Organization. FlitStack deduplicates by creditor name across schedules before import. When creditor appears across multiple schedules, FlitStack consolidates entries, keeping latest claim amount and schedule type. For creditors without an existing organization, FlitStack creates an Organization record and links the contact Person.

Best Case asset, priority, and general creditor schedules contain field-by-field debt listings that cannot map to a native Pipedrive object. FlitStack converts each schedule row into a structured Note attached to the corresponding Deal, preserving asset description, estimated value, and schedule classification. Schedule totals map to custom monetary fields on the Deal.

Best Case OneTouch e-filing generates a court receipt and docket number on submission. This filing metadata has no Pipedrive equivalent. FlitStack preserves the e-filing receipt URL, submission timestamp, and court case number as a Note on the Deal and as a custom text field (E_Filing_Receipt__c). The e-filing submission workflow itself cannot migrate.

Best Case PACER calendar sync pulls court hearing dates and bar dates into the calendar inside the software. Pipedrive has no native PACER integration. FlitStack exports the calendar event list as Pipedrive Activity records (type = Event) with the court date, event description, and associated Deal linked. Deadline reminders must be rebuilt as Pipedrive Activities.

Best Case's client intake questionnaire collects financial data before case filing. Pipedrive has no intake-form equivalent natively. FlitStack maps intake responses to a combination of custom fields on a Lead record and a Note containing the full questionnaire response text. The client portal login and document exchange link is stored as a custom URL field.

Best Case's integrated due diligence reports (credit report imports, financial summaries) are document-style outputs. Pipedrive supports file attachments on Deals and Organizations. FlitStack re-uploads due diligence PDF exports as Pipedrive Files attached to the relevant Deal. The credit data import feature has no Pipedrive equivalent.

Best Case user accounts (attorneys, paralegals) map to Pipedrive user accounts by email match. FlitStack resolves Best Case owner IDs to Pipedrive User email addresses. Cases and contacts owned by a Best Case user are assigned to the corresponding Pipedrive user on import. Unmatched users are flagged for admin assignment before the full run.

Best Case form editor supports custom fields per form. Pipedrive supports custom fields on deal, person, and organization objects via 16 field types. FlitStack audits the Best Case custom field inventory, creates matching Pipedrive custom fields (with correct type — text, numeric, single-option, etc.), and maps each field value during import. Fields with >100 option values use single-option Pipedrive fields with the source values preserved.