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.