Migrate from Best Case Bankruptcy to Twenty CRM

Best Case's debtor record maps directly to Twenty's People object. We map debtor name, email, phone, address, SSN (as a masked custom field), and employer info. Each debtor gets one People record even if they appear in multiple Chapter 7 and Chapter 13 cases — case history is linked via Opportunity records.

Individual creditors with personal contact information map to Twenty People records. We preserve the creditor's name, mailing address, account number (as a custom field), and claim amount. Multi-case creditors may appear multiple times in Best Case; we deduplicate by name+address and surface duplicates for your review before loading.

Business creditors with a company name and business address map to Twenty's Company object. We map company name, address, industry (where present), and any notes. The Company record then links to People records for individual contacts at that creditor entity.

Best Case's bankruptcy case record becomes a Twenty Opportunity. We map case number, chapter type (7/11/13), filing date, discharge date, and case status. The Opportunity StageName is derived from case status: Active Filing, Pending Trustee Review, Plan Confirmed, Discharged, or Closed. Chapter type lives as a custom Opportunity field.

Chapter 13 repayment plans have structured fields — monthly payment amount, plan length in months, trustee name, and confirmation date — that have no standard Twenty equivalent. We create a Plan custom object in Twenty and link it to the corresponding Opportunity (case record) via a lookup relationship. Your team configures the plan object fields in Twenty Settings before migration runs.

Schedule A lists real property assets with property address, property type, estimated value, and exemption claim. We create a Real_Property custom object in Twenty linked to the debtor's People record and the case Opportunity. Multiple properties per case are stored as separate records with a shared case reference.

Schedule B covers personal property assets — vehicles, bank accounts, jewelry, tools — with description and estimated value. We create a Personal_Property custom object. Each line item is a separate record linked to the debtor's People record and case Opportunity, preserving the item description and claimed exemption.

Schedule E-F lists unsecured creditors and priority claims with creditor name, claim amount, and priority status. We create an Unsecured_Creditor_Claim custom object. The priority status (priority vs. general unsecured) maps to a select field. Each Schedule E-F entry is a separate record linked to the Opportunity.

Proof of Claim filings include creditor name, claim amount, claim type (secured/unsecured/priority), and filing date. Best Case tracks these in a separate module. We create a Proof_of_Claim custom object in Twenty linked to the Opportunity and the creditor's People or Company record.

Best Case's Means Test Calculator generates a result used to determine Chapter 7 vs. Chapter 13 eligibility. We preserve the means test score, pass/fail indicator, and test date as custom fields on the debtor's People record. Original income and expense inputs are preserved in a notes field for auditor reference.

Best Case court dates and filing deadlines become Twenty Tasks linked to the case Opportunity. We map the event title, due date, and assigned attorney. Recurring court dates (341 meeting, plan payment due dates) are created as separate Task records. PACER-synced events use the original PACER event description as the task title.

Best Case case summaries and internal notes map to Twenty Notes attached to the corresponding Opportunity. We preserve the note body text, author, and original create date. Notes are attached to the Opportunity record rather than the People record so the case context is primary.