Streamline the intake process

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