Migrate from Best Case Bankruptcy to Zoho CRM

Best Case debtors map directly to Zoho Contacts. All standard address, phone, and email fields translate 1:1. Bankruptcy-specific fields (debtor type, SSN last four, filing date) migrate as custom fields. The debtor's attorney reference becomes a lookup field on the contact record.

Co-debtors in Best Case map to additional Zoho Contacts linked to the primary debtor contact via a Co-Debtor relationship type. The relationship label is stored in a custom pick-list field on the Contact for reference during case review.

Each Best Case bankruptcy case becomes a Zoho Deal. The deal name uses the debtor last name plus case number for uniqueness. Chapter type (7, 13, 11, 15), case status (active, discharged, dismissed), filing date, and discharge date migrate as custom fields on the Deal. The Deal pipeline is used for case-status tracking — a pick-list field (Case_Status__c) drives the stage in Zoho.

Attorney records in Best Case map to Zoho Contacts with a Role pick-list set to 'Attorney'. Attorney bar number and firm name migrate as custom fields. Attorney contacts are related to the primary debtor contact via Zoho's native relationship-linking feature.

Trustee information from Best Case maps to Zoho Contacts with Role = 'Trustee'. Trustee case assignment is captured in a custom field on the Deal record. If multiple trustees appear across cases, they are stored as separate Contact records with trustee-specific custom fields.

Creditors are mapped to Zoho Leads initially since many may not yet be converted to active Contact records. Creditor classification (secured, unsecured, priority, co-signed) migrates as a custom pick-list field. Once a creditor is confirmed as an active party, the Lead converts to a Contact in Zoho.

Bankruptcy schedules (real property, personal property, creditors, income, expenses, contracts, etc.) are highly structured sub-forms in Best Case. These map to Zoho as either a custom module linked to the Deal or as sub-form fields on the Deal record. Each schedule type requires a set of custom fields in Zoho — schedule type name, description, value, and creditor reference where applicable.

The 341 Meeting of Creditors date and time from Best Case migrates as a Zoho Event linked to the Deal record. Event type is set to '341 Meeting', and the trustee assigned to the case is set as the Event owner. Location field captures the virtual or physical meeting location.

Best Case documents (petitions, schedules, court orders, credit reports) are exported as file packages and re-uploaded as Zoho CRM attachments on the corresponding Deal record. Large files are split to stay within Zoho's 25 MB per-file limit. PDF petitions are linked to the Deal; credit reports attach to the debtor Contact.

Best Case case-level tasks (court deadlines, filing reminders, document collection) migrate as Zoho Tasks linked to the Deal. Original due dates and task descriptions are preserved. Task status maps to Zoho's task status pick-list values (Not Started, In Progress, Completed).

Free-form case notes in Best Case migrate as Zoho Notes on the Deal record. Notes include the original timestamp and author name in the note body for audit continuity. Rich-text formatting is preserved where Best Case supports it.

Credit reports ordered through Best Case's integrated credit service are exported as PDF files and attached to the debtor Contact record in Zoho. The attachment name includes the pull date for traceability.