Source
Needles

Needles

Destination
Clio

Clio

CRM MigrationStarting at $500

Migrate from Needles to Clio

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Needles to Clio. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Needles to Clio migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Needles vs Clio

A quick look at both platforms to help you understand your migration path

Migrating from
Needles

Needles

Trusted case management software for over 30 years

Needles is a legal case management software designed for personal injury and plaintiff law firms, offering lead intake, document management, automated workflows, and time tracking. Now part of Assembly Software alongside Trialworks, it has evolved into the cloud-based Neos platform.

Founded 1985
Owings Mills, Maryland, United States
Best for
Small BusinessMid-Market
Industries
LegalLaw FirmsPersonal Injury
Top Strength

Over 30 years serving the legal community

Migrating to
Clio

Clio

Transforming the legal experience for all

Clio is a cloud-based legal practice management platform serving over 150,000 legal professionals worldwide. It combines case management, billing, client intake, document management, and CRM capabilities specifically designed for law firms.

Founded 2007
Burnaby, British Columbia
Best for
Small BusinessMid-MarketEnterprise
Industries
Legal ServicesLaw FirmsSolo Practitioners+1 more
Top Strength

Purpose-built for legal industry workflows and compliance

Your New CRM

Why Clio is a great choice

Clio

Clio

"Transforming the legal experience for all"

Clio is a cloud-based legal practice management platform serving over 150,000 legal professionals worldwide. It combines case management, billing, client intake, document management, and CRM capabilities specifically designed for law firms.

Ideal for: Law firms seeking an all-in-one legal practice management platform with integrated CRM, billing, document management, and client portal capabilities.

Purpose-built for legal industry workflows and compliance

Integrated time tracking and trust accounting

Industries
Legal ServicesLaw FirmsSolo Practitioners+1
Best For
Small BusinessMid-MarketEnterprise

AI-powered Clio Duo for document analysis and case summaries

250+ integrations including payment processing

Learn more at

clio.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Needles to Clio

Needles
Clio
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Needles to Clio Migration FAQ

Common questions about migrating from Needles to Clio.

Related Migration Paths

Explore other popular CRM migrations similar to Needles to Clio

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Clio → Needles

Ready to get started?

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Prefer email? talk@ambrstack.com