Migrate your Jubilee data
Bankruptcy-focused practice management and client-intake CRM for solo attorneys and small law firms. JubileePRO handles Chapter 7 and Chapter 13 workflows in both desktop and cloud editions.
In its favor
Why people choose Jubilee
The signal that keeps Jubilee on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Specialized bankruptcy workflow automation means attorneys do not rebuild Chapter 7 and Chapter 13 filing sequences from scratch on every new matter.
Both desktop and cloud editions allow firms to choose their deployment model without switching software when their practice needs change.
Responsive customer support and regular updates to local court rules keep firms compliant without manual tracking of form changes.
Document management is built directly into the intake and filing workflow, reducing context-switching between a separate DMS and the practice management system.
Firms that expand beyond bankruptcy into family law, civil litigation, or other practice areas find JubileePRO's feature set too narrow and migrate to general legal CRMs.
The desktop edition lacks real-time multi-user sync, causing collaboration friction for firms with remote or hybrid staff.
Reporting and analytics are limited compared to platforms with dedicated business intelligence tools, making firm health metrics harder to extract.
Reasons to switch
Why people leave Jubilee
The recurring reasons buyers give for replacing Jubilee. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Jubilee fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Jubilee pricing overview
JubileePRO publishes pricing on request rather than on a public tier page. The Capterra profile lists typical users from freelancers through enterprises, suggesting a per-seat or tiered plan structure. No free tier is available.
Pay per case
Tier 1 of 3
$49 per individual/joint case; $99 per non-individual (business) case per Capterra pricing listing
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Jubilee's schedule — see our quote-based pricing →
What gets migrated
Jubilee object support
Object-by-object support for Jubilee migrations. Per-pair details surface during scoping.
Clients
Fully supportedClient records in JubileePRO contain name, contact info, SSN/EIN fields, and filing status. We migrate all standard fields; SSN fields are masked in transit and dropped from the destination unless explicitly required.
Matters
Fully supportedMatters are bankruptcy cases tied to a Client and a Chapter type (7 or 13). We preserve the Matter number, filing date, case status, and all trustee assignment fields across migrations.
Documents
Mapping requiredJubileePRO stores documents either in a local file path or in a cloud vault depending on the edition. We extract documents from the referenced path, re-upload them to the destination CRM, and link them back to the corresponding Matter record.
Trust Accounts
Mapping requiredTrust account balances and transaction history are specific to JubileePRO's accounting module. We export the ledger entries and map them to the destination's equivalent accounting object, noting any currency or formatting differences.
Court Forms
Mapping requiredBankruptcy forms are court-specific and versioned. We preserve the form type and version metadata as a custom field in the destination rather than re-generating the PDF.
Calendar Events
Fully supportedDeadline and hearing dates migrate as standard calendar events linked to the Matter. We preserve the date, time, description, and related party fields.
Billing Records
Mapping requiredTime entries, expenses, and invoice history live in JubileePRO's billing module. We export them and map to the destination's billing or time-tracking object, flagging any flat-rate vs. hourly fee configuration.
Custom Fields
Mapping requiredUser-defined fields on Client and Matter records vary by firm. We enumerate them during scoping, map them to destination fields of compatible type, and flag any that have no equivalent.
| Object | Support | Notes |
|---|---|---|
| Clients | Fully supported | Client records in JubileePRO contain name, contact info, SSN/EIN fields, and filing status. We migrate all standard fields; SSN fields are masked in transit and dropped from the destination unless explicitly required. |
| Matters | Fully supported | Matters are bankruptcy cases tied to a Client and a Chapter type (7 or 13). We preserve the Matter number, filing date, case status, and all trustee assignment fields across migrations. |
| Documents | Mapping required | JubileePRO stores documents either in a local file path or in a cloud vault depending on the edition. We extract documents from the referenced path, re-upload them to the destination CRM, and link them back to the corresponding Matter record. |
| Trust Accounts | Mapping required | Trust account balances and transaction history are specific to JubileePRO's accounting module. We export the ledger entries and map them to the destination's equivalent accounting object, noting any currency or formatting differences. |
| Court Forms | Mapping required | Bankruptcy forms are court-specific and versioned. We preserve the form type and version metadata as a custom field in the destination rather than re-generating the PDF. |
| Calendar Events | Fully supported | Deadline and hearing dates migrate as standard calendar events linked to the Matter. We preserve the date, time, description, and related party fields. |
| Billing Records | Mapping required | Time entries, expenses, and invoice history live in JubileePRO's billing module. We export them and map to the destination's billing or time-tracking object, flagging any flat-rate vs. hourly fee configuration. |
| Custom Fields | Mapping required | User-defined fields on Client and Matter records vary by firm. We enumerate them during scoping, map them to destination fields of compatible type, and flag any that have no equivalent. |
Gotchas
What to watch for in Jubilee migrations
Issues we've hit on past Jubilee migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Desktop edition stores documents in local file paths
Trust account balance snapshot may not reflect pending transactions
Chapter-specific form versions are not auto-upgraded on import
| Severity | Issue |
|---|---|
| High | Desktop edition stores documents in local file paths |
| Medium | Trust account balance snapshot may not reflect pending transactions |
| Medium | Chapter-specific form versions are not auto-upgraded on import |
Leaving Jubilee?
Where Jubilee customers move next
12 destinations Jubilee can migrate to.
How a Jubilee migration works
Four steps, Jubilee-specific
Connect
Not publicly documented into Jubilee. Scopes limited to read-only on the data we move.
Map
We translate Jubilee-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Jubilee quirks before production.
Migrate
Full migration with Jubilee rate-limit handling. Rollback available throughout.
FAQ
Jubilee migration FAQ
Answers to the questions buyers ask most during Jubilee migration scoping. Not seeing yours? Book a call.
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Migrate Jubilee.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Jubilee setup and destination — written quote back within a business day.