Needles

Needles is a good fit for firms looking to work with an on-premise software program. It’s also good for staying organized with its checklist and task manager. It’s probably not a good fit for firms that want a complete cloud-based option to work on the go or those firms that want full accounting features.

More About Needles

Needles is a practice management software program for Windows. Needles focuses on your daily tasks and schedule and opens immediately to what they call your Today Screen. You’ll be able to see your calendar events, alerts about any private messages, and a checklist of all tasks that are currently open. Users and management can customize task organization, view firm-wide tasks and follow up or collaborate on details within the task. When adding new contacts, their intake process lets you enter information about a potential client, and then decide if you want to accept their business or send them to a colleague as a referral. You’re also able to pre-populate simple or complex forms with client information. Stay on top of finances with their Value screen, where you can keep track of hourly rates, flat fees, and more. You can also track time and request checks through this feature. Although Needles doesn’t have a built-in email function, it does sync with Microsoft Outlook. When you hook up your Outlook account with Needles, you can save emails to specific case files and sync your calendar and tasks. Needles doesn’t have it’s own mobile platform, but you can access your calendar, tasks and contact list via your Outlook account and app on your phone.

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