February 27-28th, 2012

9:00-5:00 daily

New Orleans, LA 

Hotel Monteleone in the French Quarter (Needles rate of $196/night)

Description: This session will focus on the advanced skills that will take your use of the Needles program to the next level.  We will review Needles most popular features and functions.  This 2 day class is perfect for a user with basic data entry experience and is a great foundation for the following seminars.  Topics will include:

• Most effective way to locate information in the Needles manual
• The automatic document naming function
• The Send-to feature
• Manipulating your case checklist
• Scanning
• Top 10 features and functions of Needles
• Setting filters for standard reports
• Searching your database with power and accuracy

Trainer: Pam Travis

Cost: $900 for the first attendee from the firm.  $450 for each additional attendee from the firm.  Pricing includes the seminar and all handout materials, morning coffee, full lunch, and an afternoon break. 

February 29-March 1, 2012

9:00-5:00 daily

New Orleans, LA

Hotel Monteleone in the French Quarter (Needles rate of $196/night)

Description: This session will focus on the customization of your program.  Attendees will learn how and why to set up an effective and user friendly case type.  This 2 day class is perfect for individuals who are responsible for maintaining and managing the firm's database.  Topics will include:

• Creating or modifying case types
• The effects of customization on existing documents and reports
• Creating/modifying primary & auxiliary checklists
• Creating/modifying mini directories
• Importing case types
• Intakes
• Popular user defined tabs such as case status, CRM, witness, requests

Trainer: Sherryl Coleman

Cost: $900 for the first attendee from the firm.  $450 for each additional attendee from the firm.  Seminar pricing includes the seminar and all handout materials, morning coffee, full lunch, and an afternoon break. 

(registration opens 60 days prior to the seminar date)

April 16-18, 2012

9:00-5:00 daily

Owings Mills, MD

Needles Corporate Training Facility (Needles rate of $114/night at the nearby Hyatt Place Hotel)

Description: This 3 day session will focus on the interface between Needles and Microsoft Word.  We will discuss the relationship between your word processor and Needles, teach you how to identify the appropriate information in your cases, and show you how to merge codes to manipulate the data to customize your correspondence.  This 3 day class is perfect for individuals who are responsible for creating and/or modifying your firm's merge documents.  Topics will include:

• Setting the Needles merge parameters
• Preparing Word for creating merge documents
• Creating merge coding to address: proper pronouns, various date format options, if/then statements, fill in commands

Trainer: Sherryl Coleman

Cost: $1350 for the first attendee from the firm.  $675 for each additional attendee from the firm.  Pricing includes the seminar and all handout materials, morning coffee, full lunch, and an afternoon break daily. 

April 19-20, 2012

9:00-5:00 daily

Owings Mills, MD

Needles Corporate Training Facility (Needles rate of $114/night at the nearby Hyatt Place Hotel)

Description: The top Needles Managers will attend this exclusive 2 day session.  Each attendee has been handpicked by our staff and trainers and invited to participate in an intensive learning and networking session.  These attendees represent the best, and they have consistently demonstrated the skills and knowledge to not only manage their database but also to develop innovative solutions to the challenges law firms face daily. 

Trainer: Liz Teixeira

(registration opens 60 days prior to the seminar date)

May 14-15, 2012

9:00-5:00 daily

Las Vegas, NV

Hotel Details TBA

Description:   This session will focus on the integrity of the information in your database.  We will introduce the NEW Data Check Reports!  This collection of reports will help identify data entry errors.  We will discuss the probable causes and develop a game plan to correct issues and discuss remedies.  This 2 day class is perfect for individuals who are responsible for maintaining and managing the firm's database.  Topics will include:

• The Needles auditing reports
• The series of Data Check Reports
• Assigning proper staff preferences and priorities
• Mass updates
• Proper entry and uses of the Value tab
• Managing providers

Trainer: Pam Travis

Cost: $950 for the first attendee from the firm.  $450 for each additional attendee from the firm.  Pricing includes the seminar and all handout materials, morning coffee, full lunch, and an afternoon break. 

(registration opens 60 days prior to the seminar date)

July 19-20, 2012

9:00-5:00 daily

Owings Mills, MD

Needles Corporate Training Facility (Needles rate of $114/night at the nearby Hyatt Place Hotel)

Description:  This session will focus on the management and reporting needs of your firm.  Attendees will learn how to manage their report libraries and identify existing Needles reports that have been developed to help track the status and progress of your cases.  This 2 day class is perfect for individuals who are responsible for maintaining and managing the firm's database.  Topics will include:

• User defined reports available to you
• User defined report library manager
• Creating/modifying an intake screen
• Importing intakes from a third party
• Importing cases from a third party

Trainer: Sherryl Coleman

Cost: $900 for the first attendee from the firm.  $450 for each additional attendee from the firm.  Pricing includes the seminar and all handout materials, morning coffee, full lunch, and an afternoon break.