UGRU Financial
Needles
Transfer contacts, companies, deals, and more from UGRU Financial to Needles. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial 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
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
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 UGRU Financial to Needles
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial 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
