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#4

Needles is ranked #4 in the Estate Planning Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Needles Pricing

Based on our most recent analysis, Needles pricing starts at $85 (Quote-based).

Price
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Starting From
$85
Pricing Model
Quote-based
Free Trial
Yes, Request for Free

Training Resources

Needles is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Needles:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Needles Benefits and Insights

Why use Needles?

Key differentiators & advantages of Needles

  • Ensure Accurate Documentation: Eliminate human errors or omissions by creating document checklists. 
  • Abundant Reporting Options: Offers multiple reporting modules categorized by legal matter and practice areas. 
  • Enhanced Security: Clients can choose to maintain an in-house database for maximum security. 
  • Personalized App Experience: Customize apps based on the firm’s requirements. 
  • Implementation Support: Trained professionals guide the implementation process and provide hands-on help whenever required. 

Industry Expertise

Designed for the legal industry with a high rate of adoption among law firms of all sizes.

Needles Reviews

Average customer reviews & user sentiment summary for Needles:

User satisfaction level icon: great

164 reviews

85%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Needles reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Functionality: Its time-tracking, billing and accounting functionalities meet the modern-day requirements of the legal industry, according to 65% of users mentioning this element.
  • Ease of Use: According to 69% of users who reviewed this aspect, the platform is intuitive and easy to use.
  • Reporting: 67% of users who reviewed this feature said that it provides plenty of customizable options.
  • Task Management: Regarding this feature, 75% of users found it helpful to track tasks and meet deadlines.
  • Training: 75% of users who reviewed this element said they’re satisfied with the knowledge base and training resources.

Cons

  • Integrations: It provides limited integration options, according to 60% of users mentioning this aspect.
  • Speed and Performance: According to 100% of reviews about this feature, the platform’s performance sometimes suffers under heavy workloads.
  • Cost: All the users who mentioned this element said it’s more expensive than its competitors.

Researcher's Summary:

Needles provides all the functions expected of a modern legal practice management solution, including matter and document management, mobile time tracking, reporting and task supervision. It offers an efficient task management module, but it’s important to note that some users experienced difficulty editing entries in the legal calendar.
According to reviews, the platform is difficult to learn, but the product training and support team are helpful in getting past the initial hurdle. Finally, the intuitive UI and exhaustive features make it a capable contender, but only for companies with a budget to justify the extra cost.

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

At the time of this review, these are the limitations according to user feedback:

  •  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. 

Suite Support

The support portal provides varying services for Neos and Desktop subscribers. The vendor’s team of trained professionals offers dynamic and personalized support five days a week, from 8:30 AM to 5:15 PM EST, with after hours, U.S. holiday, and weekend support available on request in case of emergencies. Search the self-service portal for access to a wide range of self-learning resources like FAQs, case studies, datasheets, blogs and market trends. A certified professional supervises the implementation and integration process.

mail_outlineEmail: [email protected].
phonePhone: 410-999-8220 (for Neos subscribers) and 410-363-1976 (for Desktop subscribers).
schoolTraining: Access online and on-demand training from certified professionals. Email [email protected] to book a session. Remote sessions are carried out over TeamViewer.
local_offerTickets: Log in to submit a ticket. Ticket support is provided to both Neos and Desktop subscribers.
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