SmartOffice
Needles
Transfer contacts, companies, deals, and more from SmartOffice to Needles. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Needles migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
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.
Over 30 years serving the legal community
"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.
Ideal for: Personal injury and plaintiff law firms seeking customizable case management with automated workflows and comprehensive intake tools.
Over 30 years serving the legal community
Fully configurable workflows and daily checklists
Today Screen for task, email, and calendar management
Time tracking with QuickBooks and Timeslips integration
Learn more at
needles.com
See exactly which data objects transfer from SmartOffice to Needles
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Needles.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
