Case Management Software

Entries from August 2009

Needles is a beloved dynamic component of my law firm

August 5, 2009 · Leave a Comment

I LOVE MY NEEDLES CASE MANAGEMENT SOFTWARE BECAUSE …

“… It seems like yesterday there was a “splinter in my mind.”  I felt in many ways like a moving target.  After years of successfully practicing law, I knew it was what you don’t know that can hurt you.  Sheer volume can haunt you.  Although I was always conscientious and diligent, there were persistent nagging concerns about deadlines, times, events, messages, court filings, client communication, information management, marketing and a multitude of other apprehensions.  To be successful requires more than experience, commitment, and determination.  I had software to help me, but there was still that “splinter.” I hoped there could be a better way.  There had to be a solution.

My venture began.  Searching for the right answer, I read, researched, studied, and did extensive homework.  I then came across a pleasant fellow named Burt.  He was cordial and talked a good game, but could he “walk the walk”?  I was never an easy sell.  Everyone knows being a good lawyer requires skepticism.  I needed to consider all the angles-functionality, service, technical support, cost.  I tested him.  I was the judge and jury; he had the burden of proof-proof beyond a reasonable doubt.  For the six months the trial continued, he smilingly presented his case.  He was a skilled advocate.  I visited his office, talked to his witnesses (staff), and tested the product with my cynical expectations.  He rested.  The evidence was Impressive.  I carefully deliberated, and In the end, had no doubt.  Now, almost ten years after my favorable verdict, I feel a bit guilty being so tough on Burt and his staff; but feel worse in not purchasing Needles sooner.

At a minimum, Needles is a beloved dynamic component of my law firm.  Except for not making me coffee, it never forgets.  Calendars and checklist unfailingy remind me of all those when, where and hows.  Its notes/diary abidingly reminds me of the whats and the particulars of each case.  Needles dependably keeps my office organized.  It flexibly allows me to implement my game plans.  I am able to give focused and special attention to each matter.  At the touch of a button, all case information is there, saving time and effort, impressing clients and making work and life much easier.  With the right tools, practicing law continues to be productive, profitable, and enjoyable.

Importantly, Burt and his able staff are smart, knowledgeable, friendly and dependable.  They are trusted and highly regarded.  Their technical help and training has been exemplary.  They have always been responsive.  When I asked if Needles could be put on a notebook for travel, home or court usage, they attentively listened and skillfully performed.  Today, my notebook computer   allows me to have all case information available to me anytime, anyplace, anywhere.

Do I love Needles?  Yes, and I have only counted a few of the ways.  Needles is a remarkable and dynamic product.  It continues to evolve to meet new challenges.  My only concern is that one day it will evolve to replace me.  For now, thanks guys/gals, no more “splinters.”  Life is good.”

Larry King
Law Offices of Larry King

Categories: case management software · law office software · law office technology
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Streamline the intake process

August 1, 2009 · Leave a Comment

I LOVE MY NEEDLES CASE MANAGEMENT SOFTWARE BECAUSE …

“… It has brought a new sense of purpose and excitement to our firm.  We implemented Needles in conjunction with a new marketing campaign to assist us in dealing with an anticipated high call volume.  Thank goodness we did!

Needles has allowed us to streamline our intake process through the use of customized Intake screens.  Our intake staff is able to obtain the pertinent information regarding a client’s accident and injuries and our attorneys are then able to review the intake prior to speaking with the client.  This creates an extremely favorable impression with the potential client, because they are then
speaking with an attorney who IS familiar with their case facts and who can anticipate and answer their questions with confidence, putting the potential client at ease.

Needles provides our staff and attorneys with immediate access to our clients’ case information, enabling us to deal with all types of client inquiries in an efficient and timely manner.

Needles’ checklist system has increased our staff’s efficiency in moving a case through the review process and to conclusion.  It has also enabled us to have immediate access to Statute of Limitations deadlines stored in a central location.

We have just begun implementation of form documents, both Word and PDF, and have found the process to be very slick.  We are able to quickly generate client welcome letters, rejection letters and fee agreements.  We are using the Social Security forms and have even coded our very first PDF form requesting a State Police Accident Report.

As the IT Administrator for the firm, Needles has provided me with a renewed sense of purpose.  It has stimulated my creative energies in the design and setup of custom case and intake screens, as well as coding form documents.  I am getting ready to undertake training for Report Writing which is very exciting.  Learning Needles inside and out has broadened my horizons and made me a better resource for the firm.”

Sharon Rudy
Metzger Wickersham

Categories: case management software · law office software · law office technology
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