Implementation

Overview

Our team has the combined experience to get your firm up and running in the most efficient manner. The first step of implementation will be to address your existing data. We offer numerous data conversion services that will allow you to begin using Needles with information you have already amassed. The goal of your implementation and training is to ensure that your system is properly set up, the correct procedures are put in place, and your firm has a strong working knowledge of the Needles program.

Data Conversion

A data conversion is the process of moving as much of your firm’s current case management data as possible into the Needles Case Management Database. A properly planned conversion allows your firm to take advantage of all the features and benefits of Needles while still maintaining information you currently use and need. Needles Case Management Software employs a team of dedicated Conversion Specialists who make it their job to ensure that data from other programs moves into Needles as seamlessly as possible. Needles will convert as much of the data from your firm’s current case management system as possible into your Needles database.

Implementation & Training

In order to ensure that your system is properly set up and the correct procedures for handling information are put in place, each new Needles client must undergo initial training and implementation with a Certified Needles Consultant or Trainer. Depending on the size of your firm and training requirements, your initial training may be conducted in person at your office, at our state-of-the-art Training Facility in Baltimore, or online via WebEx. We offer a comprehensive initial training that includes the customization of the program to meet the specific needs of your firm.

Ongoing training and a continued relationship with your Certified Needles Consultant or Trainer is the key to successful use of the program and increased efficiency and profitability for your office. We encourage our clients to expand their use of the program beyond the basics by investing in continuing education. We offer new employee training, advanced training, document coding training, user-defined report writing training and much more. In addition, the Needles program offers a comprehensive user manual and an array of seminars and other educational opportunities.

The Needles Training Team is certified annually. Each Certified Needles Consultant and Trainer is familiar with the changing legal marketplace and the progress and pitfalls that many firms experience. Rely on them for individual attention, objective critique and a level of support unmatched in the industry.

This checklist provides you with an overview of each task that will take place during your initial implementation of Needles. Of course, every firm and each implementation is unique, but this will give you an idea of the types of issues covered when beginning your journey with Needles.

System Requirements

Integration Services

Needles will convert as much of the data from your firm’s current case management system as possible into your Needles database. A Needles conversion specialist will analyze the your database and prepare specifications. Each conversion option is subject to a review of your firm’s data before work begins. To learn more about converting, contact us here or call (410)-363-1976.

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© 2018 Needles Case Management Software
All Rights Reserved.

Contact us
info@needles.com
410-363-1976

10461 Mill Run Circle,
Suite 900
Owings Mills, MD 21117

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