Migrate from NextChapter to Freshsales

NextChapter Case maps to Freshsales Deal — case number, filing date, chapter type (7/11/13), and case status all become Deal fields or custom Deal fields. The Deal Name derives from the primary debtor's name + case number for uniqueness. Freshsales Deal Amount can be set to zero or to the petition amount if financial data is included.

The primary debtor maps to a Freshsales Contact record with the client's name, address, SSN (stored in a masked custom field), email, and phone. A corresponding Account record is created using the debtor's name, representing the legal entity associated with the bankruptcy filing.

The bankruptcy trustee assigned to each case maps to a Freshsales Contact with a custom 'Trustee_ID__c' field and a custom 'Trustee_Relationship__c' pick-list value. Each trustee also has an Account record. The trustee-contact is linked to the Deal via a custom 'Trustee_Contact__c' lookup field.

Co-debtors on a case become separate Freshsales Contact records linked to the same primary Account (the bankruptcy estate). A custom 'Debtor_Type__c' pick-list field on Contact distinguishes 'Primary' from 'Co-Debtor' for each record. Each co‑debtor record inherits the primary case context via the shared Account, enabling accurate reporting of joint filings.

Each creditor on the creditor matrix maps to a Freshsales Account record (company name, address) and a Contact record (creditor representative). The creditor is linked to the Deal via Deal Contact Roles with a 'Creditor' role label. Multiple creditors per case create multiple Account-Contact pairs under the same Deal.

Freshsales has no native document-management or e-filing system. Petitions, schedules, and court orders are exported from NextChapter as PDF files and re-uploaded to the Freshsales Deal's Files module. The original document type label (e.g., 'Chapter 13 Plan', 'Proof of Claim') is preserved in a 'Document_Type__c' custom field for sorting.

NextChapter hearings and court dates map to Freshsales Events with the original start/end time, subject line (e.g., '341 Meeting - Case #XX-XXXXX'), and owner set to the assigned attorney or paralegal. All-day events use Freshsales Event All_Day_Event flag. Recurring hearings are scheduled as repeating Events to maintain calendar consistency.

Case-specific tasks and checklist items from NextChapter map to Freshsales Tasks attached to the corresponding Deal or Contact. Task priority maps to Freshsales Priority field (High/Medium/Low). Completed status is preserved in the Task Status field. Tasks with no due date are set to the current date to reflect immediate priority.

Notes attached to a case or client in NextChapter migrate as Freshsales Notes linked to the Contact or Deal record. Original create date is preserved in a custom 'Original_Create_Date__c' datetime field since Freshsales Notes have their own creation timestamp set at migration time.

NextChapter SALI-standard and user-created custom fields map to Freshsales custom fields on the appropriate object. Field types are matched: text fields to text, pick-lists to pick-lists, date fields to date fields. Bankrupt-specific field names (e.g., '341_Meeting_Date__c', 'Discharge_Date__c') are preserved with the __c suffix convention Freshsales uses for custom fields.

NextChapter PACER inbox entries have no Freshsales equivalent. We convert each PACER notice into a Task (e.g., 'Review PACER Notice - Case #XX-XXXXX') linked to the Deal, with the notice body stored as a Note attachment. The Freshsales admin can then configure notifications using Freshsales Workflows.

NextChapter user records (attorney and paralegal accounts) are matched to Freshsales users by email address. Unmatched users are flagged before migration — the client must either invite them to Freshsales first or assign their records to a fallback user. NextChapter role labels (Attorney, Paralegal) are stored as a custom 'NC_User_Role__c' field for reference.

NextChapter case statuses (Active, Pending, Dismissed, Discharged, Reopened) map to Freshsales Deal stage values via value-by-value mapping. The mapping plan defines which NextChapter statuses map to Open, Won, and Lost in Freshsales. A custom 'NC_Case_Status__c' field preserves the original NextChapter status label for audit continuity.