Migrate from NextChapter to Twenty CRM

NextChapter debtor records (client name, email, phone, address, case role) map directly to Twenty People records. Each debtor becomes one People record. If the debtor has multiple open cases in NextChapter, all case associations are preserved as a custom field on the People record for reference.

NextChapter creditor entities are mapped to Twenty Companies because creditors are organizations, not individuals. Creditor name becomes the Company name field, while creditor address, phone, and email map to standard Company address and contact fields. This direct mapping preserves all organizational creditor data in the correct CRM object type, distinguishing them from debtor (People) records in Twenty.

NextChapter bankruptcy Cases do not have a direct CRM equivalent in Twenty. We map them as Opportunities with a custom field Case_Type__c storing the chapter (Ch7, Ch11, Ch13). Case status (open/closed/discharged) maps to Opportunity stage via a value-mapping table. Filing date becomes the Opportunity create date; discharge date becomes a custom date field.

NextChapter allows Pro+ firms to create custom fields on Cases using SALI-standard fields or custom definitions. Each custom field is re-created as a custom field in Twenty on the target object (People for debtor fields, Company for creditor fields, Opportunity for case-level fields). Field type mapping: text→text, number→number, date→date, select→select, multi-select→multi-select.

Free-text notes attached to a Case in NextChapter migrate as Twenty Notes linked to the corresponding Opportunity record. Original note timestamps and author attribution are preserved in Twenty's note metadata. If notes contain file attachments, the files are re-uploaded as Twenty attachments.

NextChapter calendar tasks and court deadlines map to Twenty Tasks linked to the relevant Opportunity (Case). Task name, due date, assignee, and completion status transfer. Court-specific task labels (e.g., '341 Meeting', 'Discharge Date') are preserved as Task names with a custom pick-list field for deadline_type.

Data submitted through NextChapter's MyChapter debtor portal (client intake questionnaire) is stored as intake responses on the Case. We extract these as custom fields on the corresponding People record in Twenty. The portal submission date is stored as a custom datetime field.

NextChapter time tracking entries (billable hours logged on a Case) map to a custom object or custom fields on the linked Opportunity. Each time entry becomes a record with: date, hours, description, billing status. This preserves billable-hour history for reporting in Twenty.

Documents and files attached to Cases in NextChapter—including petitions, schedules, court filings, and correspondence—are downloaded and re-uploaded as Twenty attachments on the matching Opportunity record. We preserve original file names, upload dates, and file sizes throughout this process. Note that Twenty's storage limits apply to uploaded attachments, and any NextChapter-specific file integrations (such as Pacer links or e-filing connections) do not transfer and must be rebuilt in Twenty using compatible tools.

NextChapter user accounts are resolved by matching email addresses to Twenty Workspace Members. Any users without a matching email in Twenty are flagged for review before migration completes. NextChapter role designations (Attorney, Paralegal, Admin, and others) are preserved as a custom pick-list field on the corresponding Twenty Workspace Member record, allowing firms to maintain organizational role information in the new CRM.