Needles Reviews & Pricing

Key Features

• Task Management: Stay on top of pending tasks, deadlines and important events with fully configurable workflows, synchronized Outlook calendars and automated daily checklists. Receive and broadcast important updates with firm-wide scheduling and communication portals. 
• Document Management: Encourage employees to collaborate on and share documents, globally in real time. Identify documents using keywords, prepare files for e-Signatures and choose customizable rich templates from industry-specific case libraries. 
• Firm Insights: Leverage real-time reporting and analytics on business health. Use the configurable dashboard to create custom reports, data and metrics, monitor business processes and identify valuable assets. 
• Data Management and Security: Secure your data with centralized data storage that eliminates redundancies and automatically backs up all documentation. Organize and store files with the PDF Template Wizard and import data in bulk via CSV files. 
• Time and Expense Tracking: Track time effortlessly with the help of the Outlook add-in for any device, including mobile devices. Log expenses in real time, eliminate errors and omissions and automate internal audit logs. 
• Client Management: Improve customer satisfaction via the self-service portal with over 99% uptime. Address client inquiries, process reimbursements and payments and update case details seamlessly. 
• API: Implement low-code integration of third-party extensions or create new integrations entirely using the API-based architecture. Directly integrate with Microsoft Office 365, OneDrive, QuickBooks, DocuSign and Lexitas. 
• Security: Secure data, documentation and digital access with Microsoft Azure. Get 24/7 security from cyber attacks and ensure business continuity with biometrically-secured physical data centers, remote-hosted servers and advanced data encryption. 

Limitations

•  Document and contact search require accurate input and don’t display the closest results. 
•  Has a steep learning curve for new users. 
•  Performance can be slow and buggy at times. 

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