Migrate from NextChapter to HubSpot

NextChapter Debtor records map directly to HubSpot Contacts. The Debtor name splits into FirstName and LastName. Original Debtor ID preserved as a custom property for traceability. Unpaid balance migrates as a custom number property on the Contact. The custom property also supports deduplication during delta runs, ensuring no duplicate contacts are created.

Each NextChapter Case becomes a HubSpot Deal. The Case number maps to Deal Name with case type appended (e.g., 'In re Smith — Ch.7'). Case status (Active, Discharged, Dismissed) maps to Deal Stage via value mapping per chapter type. The deal name format includes the chapter identifier, making it straightforward to filter deals by bankruptcy type in reports.

NextChapter chapter types (Chapter 7, Chapter 11, Chapter 13) map to separate HubSpot Pipelines so each chapter type has its own stage flow, probability weighting, and forecast category in HubSpot. This pipeline separation enables accurate revenue forecasting and ensures that each bankruptcy workflow aligns with its legal process milestones.

NextChapter Trustee data includes name and firm. We create a HubSpot Contact for the Trustee and a Company record for their firm, linking them via AccountId. If the Trustee is also a Debtor, they appear as two separate Contact records.

NextChapter calendar events (hearing dates, filing deadlines, trustee meetings) migrate as HubSpot Tasks with due dates and Events with start/end times. The case Deal is linked as the parent record so calendar context is preserved in HubSpot. All events retain the original time zone information to maintain scheduling accuracy across different regions.

NextChapter documents (Pacer notices, petitions, schedules) are downloaded and re-uploaded as HubSpot Files attached to the corresponding Deal. Original file names and upload timestamps are preserved. HubSpot's 25MB per-file limit applies. Files exceeding the limit are flagged for manual upload, and we provide a checklist to manage those during migration.

NextChapter's SALI-standard fields (asset values, creditor info, exemption data) and firm-specific custom fields require HubSpot custom properties created before migration. Field types (currency, date, dropdown) map to HubSpot equivalents. We also ensure each property’s visibility is set appropriately for team access, and we document the mapping for future reference.

NextChapter fee payments tied to a Case migrate as HubSpot Deal Line Items for fee amounts or as custom currency properties on the Deal, depending on the level of payment history detail required in HubSpot. If detailed payment records are needed, we recommend using line items to capture each transaction date and amount.

NextChapter firm staff (attorneys, paralegals) are matched to HubSpot Users by email. OwnerId on the Deal is set to the assigned attorney. Unmatched staff are flagged before migration for HubSpot account creation. We also verify that the assigned HubSpot user has the appropriate portal permissions to view and edit the deal.

NextChapter workflows (case-stage reminders, deadline alerts, document triggers) do not migrate. We export workflow definitions as a reference document for rebuilding in HubSpot's automation builder. Workflow rebuild is a separate project scoped after data migration. The exported file includes step sequences, conditions, and action details to guide the rebuild process efficiently.