Best For

Our target market is law firms. We have a niche in Personal Injury, but also serve Med Mal, Family, Criminal, Social Security, Immigration, Bankruptcy, Veteran's, Insurance Defense and Mass Tort.

Product Details

Needles, the leader in case management software, has come together with TrialWorks under the newly formed Assembly Software. With 42,000+ users, 2,600+ law firms and 60+ years of combined experience, these applications provide the most robust case workflow, document management and customization from the legal industrys most trusted brands.

Contact Details

Needles Case Management

https://www.needles.com

Founded in 1985

Located in United States

Starting Price

  • $495.00 One-time
  • $30 per user, per month.

Free Demo

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Needles Features

Billing & Invoicing
Calendar Management
Case Notes
Client Management
Conflict Management
Contract Management
Docket Management
Document Management
Email management
Expense Tracking
Task Management
Time Tracking
Trust Accounting

Needles Reviews

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
4.5/5

Showing Most Helpful

Showing 27 of 27 reviews

Showing Most Helpful

Showing 27 of 27 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Kevin H.
IT Director
Legal Services, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 10, 2019

“I've administrated Needles for 10 years now”

ProsI love it's flexibility, and the sheer amount of customization that is available within the program and through external connections via ODBC and now API. Nearly anything will be possible if they follow through on their promises for extensive expansion of their API in version 5.0. I also like that it is a locally installed database, and isn't reliant on the cloud. That opens up lots of options when matching up data to other databases you have in-house. The bang for your buck with Needles is pretty exceptional.
ConsIt's still not as feature rich as some of the newer cloud-based alternatives, and the UI prior to version 5 is extremely dated. If you are considering moving to Needles, though, there is no reason not to go straight to version 5.
Reviewer Source 
Source: Capterra
April 10, 2019
Charles G.
Managing Attorney
Law Practice, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
February 20, 2017

“Excellent software - Excellent support”

OverallI cannot imagine running a personal injury practice without Needles. Needles keeps my staff on track and provides us a method to confirm the staff is on track. The support is excellent. The program can be customized to better fit my practice. As we grow and learn Needles grows with us. It allows us to better serve our clients because which keeps our clients happy and leads to more clients. The support is excellent. The set up process allows you to learn about your firm and how you firm can operate more effectively.
ProsSee my review. The support and ability to customize is second to none. We have tried a lot of software to help our practice run more efficiently and effectively.

Vendor Response

By Needles Case Management on February 20, 2017
Charles, thank you so much for your kind words! We are very happy that you love our product, and that your firm is continuing to learn and use Needles.
Source: Capterra
February 20, 2017
Amanda S.
Attorney
Law Practice, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
April 5, 2019

“Great Reporting, Case Management but tricky forms customization”

OverallI like being a user of Needles and managing my cases with it. But, as we add practice areas and need customized forms and functions, it does require additional support.
ProsI like that Needles gives you a lot of reporting capabilities, categories, and checklists to be able to manage cases better. It is robust in its customization options and is fairly user friendly on the front end.
ConsThe difficulties are in setting up custom documents. The way the templates are made is cumbersome. And the checklists are tricky to set up on the back end so that they give you enough information to be useful, without being overwhelming.
Reviewer Source 
Source: Capterra
April 5, 2019
Christine D.
Data Analyst
Oil & Energy, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
3/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: SoftwareAdvice
January 18, 2018

“Needles Case Management Software”

ProsIt is customizable and interfaces with numerous other software. The ability to pull information out of Needles with the user defined report feature is great! Our office uses Needles religiously. It is the foundation of our clients' data. We also use it for HR/Staffing.
ConsIt needs updating! They have been working on an update for years and just have not made it happen.
Reviewer Source 
Source: SoftwareAdvice
January 18, 2018
christin c.
manager
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
3/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 7, 2018

“top notch customer support”

Overallgreat case management. Easy to keep up with several aspects of a case. Completely customizable.
ProsLOTS of features. Easy to run a lot of reports, you can call customer support and get anything and everything you need made for you.
ConsCan be confusing at times, a lot of features means a lot of weight to the software. Training is a must for daily use.

Vendor Response

By Needles Case Management on March 12, 2018
Thank you for your kind words, Christin!
Reviewer Source 
Source: Capterra
March 7, 2018
Deborah C.
Office Manager
Law Practice, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 8, 2019

“Great product and great suppoirt”

OverallIt is a database for all our clients. We have have Needles 14 years. They have a great support staff. I have talked to the same people for years.
ProsIt works. It is amazing. it is versatile.
ConsThe new release has a few bugs, but Needles is aware of the bugs and is working on them!
Reviewer Source 
Source: Capterra
August 8, 2019
Verified Reviewer
Law Practice, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
February 12, 2019

“Easy to use and a great way to store information”

ProsEasy to use with different tabs devoted to different aspects of each case. Great organization of documents and information.
ConsNo real drawbacks to this software. It's functional and dependable.
Reviewer Source 
Source: Capterra
February 12, 2019
lisa r.
paralegal
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
April 10, 2018

“The ease of use of this software is undeniably amazing!”

ProsSo easy to use this software. For injury cases, simply go through the tabs and enter the information. The software handles basically everything from there. You get reminders of important items to follow up on, patient contact, and statute dates as well. Getting phone conversations, messages and such are seamless as well. No need to have a heavy paper file ever again.
ConsIt is a bit costly, but absolutely worth every penny. It needs to have a bit more detail as far as permissions go. Maybe more detail so as nothing important is lost by a user.

Vendor Response

By Needles Case Management on April 12, 2018
Thank you for your review, Lisa! We appreciate your feedback!
Reviewer Source 
Source: Capterra
April 10, 2018
Carrie L.
Attorney
Law Practice, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
3/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
8/10
Source: Capterra
April 17, 2017

“Review of Needles”

OverallI have used Needles in the past as well as Trialworks for law practice case management. In my opinion, Needles is a little easier and user friendly, but Trialworks probably has more features, if I could really learn to use them all.
Proseasy to use
Conslacks some features
Recommendations to other buyersno
Source: Capterra
April 17, 2017
Lorin W.
Paralegal
Unspecified
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
3/5
Value for Money
3/5
Reviewer Source 
Source: Capterra
February 1, 2018

“Needles is a nice case management system if you aren't looking for extreme bells and whistles.”

ProsKeeps track of all client info and communication in a nice organized manner. Easy to navigate in and out, not too complicated interface.
ConsThere really aren't the latest and greatest bells & whistles yet. Not time keeping, no docketing or rules-based deadlines automated for litigation.

Vendor Response

By Needles Case Management on February 12, 2018
Thank you for your review, Lorin!
Reviewer Source 
Source: Capterra
February 1, 2018
Matt L.
Director of Digital
Legal Services, 51-200 employees
Used the software for: 2+ years
Overall Rating
2/5
Ease of Use
1/5
Customer Service
4/5
Features
2/5
Value for Money
3/5
Likelihood to Recommend
0/10
Reviewer Source 
Source: Capterra
August 3, 2019

“Would you recommend downgrading?”

OverallI've wanted to get rid of Needles since I first started using it. We run a multi-office law firm and the system works like hot steamy trash over VPN. First off there was severe downtime because of database errors and then the overall intake system is lacking in every field all the way from duplicate management to marketing options.
ProsReporting is fairly intuitive. Not much more to say about things that work with the system because it's antiquated and requires severe customization that act purely as bandaids because they further cripple you from upgrading in the future.
ConsThe user interface, general slowness, lack of remote support, lacking SQL functionality, horrible intake solutions, atrocious speed and overall lack of help from customer support.
Reviewer Source 
Source: Capterra
August 3, 2019
John W.
Owner
Legal Services, Self-employed
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
March 16, 2017

“LOVE NEEDLES!”

OverallI have used Needles, and absolutely love it. By far the easiest and most robust solution I've tried.
ProsRobust and Easy to Use
ConsCan't think of too many other than configuring to your liking takes a little bit of time. The training is great, but as a solo practitioner, finding time isn't always easy.
Recommendations to other buyersBe sure to download their free trial.
Source: Capterra
March 16, 2017
Frank S.
CIO
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
April 7, 2015

“Great stable program - have used since 2002 - must have for any law practice”

OverallUse Needles for all database operation in a 15 attorney firm with moderate advertising budget. The software is fully customizable for the many case types we handle. (PI, Auto, WC, Mass Tort, Medical Malpractice, Aviation, Products, Appeals just to name a few). Additionally it is our HR and equipment management software, providing the flexibility to have everyone in the firm know and use one database product on a daily basis - and this was no extra cost! A few strengths of the program include, a case calendar with syncing to Outlook, custom/basis reporting, custom screens, word processing and PDF document merging, checklist by case type, Quickbooks software integration, marketing reports, very stable platform with database backup, low computer requirements and support that does not use voice mail. With the changes I have seen in 30 years in the legal community, one lesson I have seen repeatedly - you need flexible case management software to survive! That is what Needles brings to me. I highly recommend the software to any law practice.
Source: Capterra
April 7, 2015
Alexander S.
President
Legal Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
2/5
Ease of Use
3/5
Customer Service
1/5
Features
2/5
Value for Money
2/5
Likelihood to Recommend
2/10
Reviewer Source 
Source: Capterra
June 21, 2019

“Costs have risen and the product has not improved”

ProsEasy to use interface, ability to modify
ConsNo progress in regard to upgrading the system. It has remained essentially unchanged for 15 years. Despite this, costs have increased, supplemental charges for things that were standard, and quarterly support payments yet I am still uncertain as to what is covered in "support" as any issue we have, we are directed to contact our IT company or are given an additional charge for assistance.
Reviewer Source 
Source: Capterra
June 21, 2019
Cammi M.
Paralegal
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
October 11, 2017

“User friendly”

ProsThis software was very easy to use and navigate. I also like that the software is customizable to the user.
ConsThe only con I have for this software is that it takes a good amount of time to customize it to your liking.
Reviewer Source 
Source: Capterra
October 11, 2017
John T.
Accountant
Law Practice, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
November 7, 2016

“Mercedes of Case Managment Software - IMHO”

OverallHave used it for almost six years in a small law practice consisting of two to three attorneys. Very comprehensive
ProsVery comprehensive
ConsA bit pricey for a small firm..
Recommendations to other buyersTest drive all the case management software, in my opinion this is one of the best ones.
Source: Capterra
November 7, 2016
Verified Reviewer
Unspecified
Used the software for: 1-2 years
Overall Rating
3/5
Ease of Use
4/5
Customer Service
5/5
Features
3/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
May 7, 2018

“I used this software daily as a case manager at a law firm”

ProsIt could generate documents, filling in certain fields automatically from the database. It could store healthcare providers and other contacts for easy medical requests. You can schedule events so you do not miss deadlines.
ConsSometimes it is clunky and crashes. Sometimes it isn't easy to deteine of you are making a duplicate entry. Might have more to do with the programming of the firm than the software itself.
Reviewer Source 
Source: Capterra
May 7, 2018
Rachael E.
Needles Administrator
Law Practice, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
3/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
December 21, 2016

“Needles Review”

OverallMy experience has been great so far. The support staff at Needles and the information you can get from the website is wonderful. I seem to learn something new about Needles almost everyday.
Prosorganization, contacts, case docs, merge documents, user defined reports, intake sheets and value tab.
Conscompanion tab and not be able to see multiple addresses for one contact.

Vendor Response

By Needles Case Management on December 22, 2016
Thank you for the kind words, Rachael. We hope you continue to learn with Needles!
Source: Capterra
December 21, 2016
Verified Reviewer
Unspecified
Used the software for: 1-2 years
Overall Rating
3/5
Ease of Use
2/5
Customer Service
3/5
Features
1/5
Value for Money
3/5
Likelihood to Recommend
3/10
Reviewer Source 
Source: Capterra
June 14, 2018

“This is a clunky program”

ProsI like the calendar feature on the program which enables you to see other peoples calendars easily
ConsI think the functionality of this software is somewhat antiquated compared to similar products on the market. It does not like to play nice with other software and often causes conflicts
Reviewer Source 
Source: Capterra
June 14, 2018
Stacie C.
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Source: Capterra
December 9, 2016

“HD Needles Review”

OverallI have been using Needles for approximately 9 months and am in charge of the training and maintaining of Needles. Some of the staff find Needles not very user friendly at first, but once trained properly have no problem. Before Needles, all of client/case related info was separated between the partners and frankly all over the place. I love that Needles is like a filing cabinet will all information centrally located. Client/Case information can be located quickly and easily and I love the functionality of the reports. I also like the fact that it can be customized to fit your firms needs. I strongly recommend Needles for handling your case management.

Vendor Response

By Needles Case Management on December 9, 2016
Thank you so much for your kind words, Stacie!
Source: Capterra
December 9, 2016
Jason K.
Operations Manager
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
April 13, 2016

“Needles Works”

OverallMy firm uses Needles to manage over 10,000 cases in 5 different practice areas. We find the program easy to use, stable, and extremely flexible. The reports Needles offers help us run our business and track work throughout our office. The checklist keeps the staff on point and document merging streamlines cases shortening time on desk. Needles support staff has been one of the best groups I have worked with, quick to reply with assistance and courteous. I could not imagine running a firm without Needles firm management.
Source: Capterra
April 13, 2016
Brenda B.
Director of Operations
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
April 18, 2016

“Client for more that 20 years”

OverallThe best thing about Needles is that it is completely customizable. Whatever you would like to see from your case management system can be created, if it does not already exist. Our firm has used this software for 20 plus years and this program helps us to manage a large number of files quickly and efficiently. Needles is a crucial element in keeping our firm running in tip-top condition!
Source: Capterra
April 18, 2016
Michael G.
Legal Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
2/5
Ease of Use
2/5
Customer Service
3/5
Features
1/5
Value for Money
1/5
Likelihood to Recommend
0/10
Source: Capterra
August 9, 2016

“Antiquated UI & UX”

OverallI used Needles for over 7 years, and found it to be a very antiquated case management system with a poor user interface and user experience.
Source: Capterra
August 9, 2016
Danielle O.
Executive Assistant
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
April 19, 2016

“Great Product”

OverallNeedles is a fantastic office/case management software. The staff and support are great. They go above and beyond to make sure you are completely trained and comfortable with the product.
Source: Capterra
April 19, 2016
Megan E.
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
April 14, 2016

“Great Product!!”

OverallOur law firm uses this product and it's great! We have looked into switching to other case management software but we always come back to Needles.
Source: Capterra
April 14, 2016
B C.
Partner
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
April 19, 2016

“Great platform”

OverallSuch a stable and great platform for case management. Our entire team works very efficiently within Needles.
Source: Capterra
April 19, 2016
Becky V.
Office administrator
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Source: Capterra
April 13, 2016

“We have been using Needles for over 20 years. The power of this program is unbelievable. Easy to us”

OverallThe customer support is top notch and training support wonderful. They have a client website full of useful info.
Source: Capterra
April 13, 2016