UGRU Financial
CARET Legal
Transfer contacts, companies, deals, and more from UGRU Financial to CARET Legal. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to CARET Legal 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
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
Cloud-based practice management platform
Legal practice management software combining case management, billing, accounting, timekeeping, document management, workflows, CRM and intake in an all-in-one platform. Awarded Cloud-based Practice Management Platform of the Year 2025.
Integrated case and document management
"Cloud-based practice management platform"
Legal practice management software combining case management, billing, accounting, timekeeping, document management, workflows, CRM and intake in an all-in-one platform. Awarded Cloud-based Practice Management Platform of the Year 2025.
Ideal for: Small to mid-sized law firms seeking comprehensive practice management with integrated CRM and intake management.
Integrated case and document management
Native CRM for lead management and referral tracking
Automated client intake forms and lead conversion
Real-time billing and accounting
Learn more at
caret.legal
See exactly which data objects transfer from UGRU Financial to CARET Legal
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to CARET Legal.
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Need to go the other way? We support bidirectional migrations.
CARET Legal → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
