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 your data moves into Needles as seamlessly as possible. Each conversion option listed below is subject to a review of your firm’s data before work begins.
The following menu outlines your firm’s options for moving current data into Needles:
OPTION 1 – NAMES ONLY FROM NEEDLES’ SPREADSHEET
$250
Needles will provide your firm with an Excel Spreadsheet (Names Drop Template with Instructions.xls) pre-populated with column headers that represent fields found within the Needles program. Your firm will fill out the spreadsheet with data from your current system. A Needles Conversion Specialist will convert that data into your Needles database. This option may require that your firm have some knowledge about how to get the data out of your current program. Only contact information will be brought over into Needles; no cases will be opened. Below is a list of the fields that are included (as column headers) on the spreadsheet. The column header names may not be changed and additional columns cannot be added.
Available fields are: Role, Prefix, Expert, Last Name, First Name, Middle Name, Suffix, Company, SS#, DOB, Gender, Home Address, Home Address 2, Home City, Home State, Home Zip, Home County, Home Country, Work Address, Work Address 2, Work City, Work State, Work Zip, Work County, Work Country, Other Address, Other Address 2, Other City, Other State, Other Zip, Other County, Other Country, Home Phone, Work Phone, Cell Phone, Fax Phone, Other Phone 1, Other Phone 1 Title, Other Phone 2, Other Phone 2 Title, Other Phone 3, Other Phone 3 Title, Other Phone 4, Other Phone 4 Title, Other Phone 5, Other Phone 5 Title, Date of Death, Work Email, Home Email, Other Email, Website, Website 2, Website 3, AKA First, AKA Last, AKA Full.
OPTION 2 – NAMES ONLY FROM YOUR FIRM’S SPREADSHEET
$500
Your firm will provide Needles with a spreadsheet file containing data from your current system. This file can be in the form of an Excel, .CSV or other similar spreadsheet format. A Needles Conversion Specialist will convert that data into your Needles database. This option may require that your firm have some knowledge about how to get the data out of your current program. Only contact information will be brought over into Needles; no cases will be opened. Below is a list of the fields that can be included in your spreadsheet to be converted into Needles. Data for fields other than those listed below will not be converted.
Available fields are: Role, Prefix, Expert, Last Name, First Name, Middle Name, Suffix, Company, SS#, DOB, Gender, Home Address, Home Address 2, Home City, Home State, Home Zip, Home County, Home Country, Work Address, Work Address 2, Work City, Work State, Work Zip, Work County, Work Country, Other Address, Other Address 2, Other City, Other State, Other Zip, Other County, Other Country, Home Phone, Work Phone, Cell Phone, Fax Phone, Other Phone 1, Other Phone 1 Title, Other Phone 2, Other Phone 2 Title, Other Phone 3, Other Phone 3 Title, Other Phone 4, Other Phone 4 Title, Other Phone 5, Other Phone 5 Title, Date of Death, Work Email, Home Email, Other Email, Website, Website 2, Website 3, AKA First, AKA Last, AKA Full.
OPTION 3 – LIMITED CASE INFORMATION FROM NEEDLES’ SPREADSHEET
$500
Needles will provide your firm with an Excel Spreadsheet (Case Drop Template with Instructions.xls) pre-populated with column headers that represent fields found within the Needles program. Your firm will fill out the spreadsheet with data from your current system. A Needles Conversion Specialist will convert that data into your Needles database. This option may require that your firm have some knowledge about how to get the data out of your current program. Below is a list of the fields that are included (as column headers) on the spreadsheet. The column header names may not be changed and additional columns cannot be added. Each row in the spreadsheet includes only one party and will be converted into an individual case within Needles.
Available fields are: Case Type, Staff 1, Staff 2, Alt Case #, Opened Date, Closed Date, DOI, SOL, Party Role, Prefix, Last Name, First Name, Middle Name, Suffix, Company, SS#, DOB, Gender, Home Address, Home Address 2, Home City, Home State, Home Zip, Home County, Home Country, Work Address, Work Address 2, Work City, Work State, Work Zip, Work County, Work Country, Other Address, Other Address 2, Other City, Other State, Other Zip, Other County, Other Country, Home Phone, Work Phone, Cell Phone, Fax Phone, Other Phone 1, Other Phone 1 Title, Other Phone 2, Other Phone 2 Title, Other Phone 3, Other Phone 3 Title, Other Phone 4, Other Phone 4 Title, Other Phone 5, Other Phone 5 Title, Date of Death, Work Email, Home Email, Other Email, Website, Website 2, Website 3, AKA First, AKA Last.
OPTION 4 – CONVERSION FROM CLIENT CASE MANAGEMENT SYSTEM
$3,000 – $7,000+
Needles will convert as much of the data from your firm’s current case management system as possible into your Needles database. You will provide your current Case Management System’s database and screenshots of a heavily populated case to Needles for review. A Needles Conversion Specialist will analyze the database and prepare a Conversion Specifications Document on the quality and convertibility of your data. The cost to perform the conversion will be included in this document. You will work closely with a Certified Needles Consultant and Trainer to “map” fields from your current system into Needles. In order to do a preliminary evaluation of your data, your firm may request an on-site visit by your Certified Needles Consultant and Trainer. The trainer’s travel expenses are not included in the Conversion Specifications Document and will be billed separately.
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.
