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For Immediate Release Contact: Mary Ellen Bellusci
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Organization: Chesapeake
Interlink, LLC
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Phone: 410/363-1976
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Fax: 410/363-7685
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Email:
mbellusci@needles.com
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Website:
http://www.needles.com/
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FACT SHEET: CASE MANAGEMENT SOFTWARE FEATURES OF NEEDLES
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Designed specifically for law firms, corporate legal departments
and government law offices, Needles Case Management Software is
scalable and highly customizable. Needles Case Management
Software can help reduce errors, provides a way to organize client
matter information and allows cases to be shared across offices.
The program provides case status and tracking, daily checklists,
custom intakes, document management, calendaring, conflict
checking, email and contact management and internal messaging.
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Case Types
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Allows firms to handle any case types
including: Adoption, Aircraft Accident, Asbestos, Auto Accident,
Bankruptcy, Civil Litigation, Civil Rights, Collections,
Commercial Litigation, Corporate, Defense Liability, Divorce,
Family Law, Insurance Defense, Mass Tort, Medical Malpractice,
Personal Injury, Product Liability, Real Estate, Social Security,
Worker’s Compensation, Wrongful Death and more. The system is
easily customized and configured to the way a firm practices law.
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Conflict Checking
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Allows Users to automatically
cross-reference names and other information entered into the
database.
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Case Status and Tracking
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Provides the ability to track, organize and
maintain all pertinent information as a case progresses, including
important dates and deadlines. Information that can be tracked
includes case status, individual or multiple statute dates,
communications and expenses. Needles users may:
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q Flag
statutes by using a customizable checklist.
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Flag statutes with warnings.
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Track communications by date, staff number and customizable
topics.
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q Automatically
generate task due dates.
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q Track
multiple Statute of Limitation dates.
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Track all provider information.
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Track expenses by payments, record notes, and liens, and create
customizable settlement memorandums.
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Track multiple payments, record notes and liens, request checks,
run reports, and quickly subtotal file costs.
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Document Management
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Users may easily and seamlessly create
documents from Microsoft Word, Corel Word Perfect or Adobe. The
Needles program provides a link to any letter, pleading,
photograph, diagram, scanned item or other document that needs to
be viewed in the case file. The program also allows users to merge
documents directly from the checklist. manages reports and save
them. It also manages documents scanned directly into the
database.
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Calendaring and streamlined docketing
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Needles allows users the choice between an
internal calendar or the Microsoft Outlook calendar. The internal
calendar system provides views of daily, weekly and monthly
appointments for individuals and staff. Users can easily run
calendar reports to reflect specific criteria and appointments may
be set for multiple staff members.
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Email, internal messaging, Internet
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Staff members may communicate both internally
and externally using the Needles contact management system. The
Needles program also integrates with any MAPI compliant email
system.
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Needles allows clients to:
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View
incoming emails from external sources.
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Post
attachments directly to client case files
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Post
messages directly to client case files.
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Search 14 different ways in the database.
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Perform conflict checks
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Send E-mails and post them to client case
files.
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Conduct retrieval and identification searches based on defendant,
plaintiff, witness, and other criteria.
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Send mass emails to clients.
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Post internal messages directly to case files from the internal
messaging system.
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Directly connect to Internet sites or other programs by using
global customizable buttons.
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Checklist (To-Do list)
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The heart of the Needles system is the
checklist, which is a daily task list that automatically updates
as each file progresses. It enables the client to easily record
completion of items, reassign tasks to accommodate staffing
changes, generate or change task due dates, create single and
repeating items and track multiple statute of limitation dates or
warnings. By using the checklist, clients can organize, track,
and maintain all case facts and other pertinent information, as
well as important dates, questions, people, property, letters,
notes and deadlines.
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The customizable nature of the checklist lies
in its ability to allows you to:
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Use your own codes and terminology.
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Easily record completion of items.
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Reassign tasks to accommodate absent employees.
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Generate or change task due dates.
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Create single or repeating items.
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Track multiple statute of limitations dates or warnings.
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The checklist allows you to generate
documents through Word, WordPerfect or Adobe. Clients may also
create additional, auxiliary checklists for pre-litigation,
litigation, etc.
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Notes
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In the Notes tab, each note is tracked by time,
date, staff member and customizable topic. Case notes can be
viewed in list form and sorted by any combination of staff, date,
time and/or topic. Needles notes also utilize the spell checker on
the Needles toolbar, which may be used to correct all text entered
into the database.
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Customer Relationship Management, (CRM), and
Marketing
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The Needles program, and database, may be used
to enhance and support a company’s marketing efforts. By using
the Needles program a company may:
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q Create
customizable mailing lists for clients or providers.
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q Create
case and intake listing reports.
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Create intake note reports.
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Track referral information and create reports based on this
information.
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Create and distribute mass mailings and mass E-mails.
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Reporting Capabilities
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The Needles program provides both standard
reports and a user-defined report-writer. Reports may be created
and run based on time, billing, invoicing and other criteria.
Cases can be reviewed and analyzed by any one of the many standard
reports that include monthly statements, checklist summaries,
statute of limitations reports, case history and referral
information. Choosing the desired tables and links, then sorting
the information the way you would like it to appear on the report
it allows users to easily create customized reports including case
listing reports, intake listing or note reports, referral
reporting, mass mailings.
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The Needles database contains 85+ standard
reports, including:
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Checklist summary reports.
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Statute of limitations reports.
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Provider history reports.
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Mailing Label reports.
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Marketing reports.
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Referring reports.
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Management reports.
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Customized reports can pull information from
virtually any standard or user-defined field within the database.
To create a report, simply choose your preferred tables and links
and then sort the information..
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Import/Export
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The Needles' import/export feature
revolutionizes your firm's abilities to refer cases by allowing
users to transfer cases, or intakes, to other Needles firms.
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Unique Features
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q Mass
Updating Features allow you to update information in many case
files at once.
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q Remote
Access
features allow users to access Needles, from a PDA or laptop,
while they are out of the office.
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q All
Provider Information may be tracked, including: Documents, Notes,
and Multiple Roles/Specialties, along with any created
Primary/Associate Relationships (ie- one
Primary Company, several Associate Employees, One Primary Agency,
several Associate Adjusters, etc.)
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q Scan
Party and Provider Pictures directly into the
Case File.
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Software Conversions
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Many of our new sales are conversions from
other case management programs, but to date, we are unaware of any
clients leaving Needles for another case management program
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Data has been converted into the Needles
format from many popular software systems, including, but not
limited to:
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Abacus
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Access
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Act
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Amicus
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Case Explorer
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CasePro
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Casetracker
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CaseWizard
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CMS3
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Collosus
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The Legal System
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Microsoft Excel and Outlook
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Goldmine
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Lawbase
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Outlook
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PCLaw
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Perfect Practice
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Saga
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Time & Chaos
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TimeMatters
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Trial de Nova
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TrialWorks
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Tritech
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Training and Technical Support
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Clients may access the Needles support team
during the standard Needles work week and after hours by pager,
for emergency support. The Needles Support includes all program
upgrades, access to yearly user group meetings and access to the
Clients Only section of the website. Needles Trainers are
recertified annually. Needles training can be conducted, on-site
in your office, over the Internet using Webex
or
at the Needles training facility
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System Requirements
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Windows Millennium, NT, 2000 Professional or XP
Home/Professional operating systems may be used to run Needles.
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A Windows 2000, 2003, Novell Netware 5.x or
higher server may be used in conjuction with the selected
operating system.
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Pricing
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Please call Needles at 410/ 363-1976 for
pricing information. Pricing is based on the number of concurrent
users. A pricing calculator is available at
http://www.needles.com/prices.php
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