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 and 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 and 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.

We know the decision to purchase a case management system is not one to be taken lightly. We’ve organized some commonly requested forms here for you to review in depth before making the determination of Needles being the right fit for your firm.

Price Sheet and Form – Use this form to review prices and frequently asked questions about the initial purchase of Needles. You’ll also find training rates, information on our Annual Support plan and an order form to send in to purchase the program.

Implementation Checklist – 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.

Web Training Cancellation Policy: As a general rule, because of pre-training preparations and trainer’s time and availability, if the training session must be cancelled within 48 hours of the training, there will be a cancellation/change fee for 50% of the full amount of the training session.

Needles Training Cancellation Policy: As a general rule, because of pre-training preparations and trainer’s time and availability, if a training must be cancelled within 7 days of the training, there will be a cancellation/change fee for 50% of the full amount of the training session. If a trainer has incurred travel costs due to the cancellation, you will be responsible for the expense.