A
friend of mine is working on a project for a software company. Years ago I had a life managing and
implementing financial and other user applications. Despite my education in business, I was at
heart a tech nerd. Many years later, I
am still proud of my geek heritage. I maintain
an unnatural love for almost all things software, especially when I hear about an
application area that is still so untapped.
Some
time ago, when I needed the advice of an attorney, I was both surprised that
they had any computer savvy at all and yet appalled that their offices were so
low tech. One of the partners admitted
to me that the office was held together by a young twenty-something gal who was
attending law school at night and ‘a whiz’ on the computer. Whiz or not, she could only do what the programs
they had would allow her to do. I
remember going to meetings and watching with amazement as the paralegal, soon
to be attorney, manually dug through amazing mounds of physical files and
papers while putting cases together for trial. In between it all I would, hear lawyers yelling out reminders to check
for issues of conflicts and scheduling concerns, and remind each other about
impending filing deadlines that needed to be met. From what I heard about other law offices,
this was common in the practice of law. Clearly, the high tech corporate world I was from had not met many law
office environments.
Fast
forward to 2006 and my friend tells me about something called case management
software. Being in a business that
requires a lot of contact management and billable time, my ears perk up. It turns out she’s working on a project for a
company called Chesapeake Interlink, Ltd. I asked for more information, all the time wondering if this is
something I can use to help our own professional services consulting
business.
First, I should tell you
what this software, called Needles, does. While it was designed specifically for law firms and those in the legal profession,
it is a must have for anyone in the professional service industry who needs to
track time, have a place to connect emails to projects or clients, add client
notes, be able to keep track of all of a case or project’s documents, calendar
appointments and deadlines (so we don’t miss important deadlines and meetings),
track case status and other important information, and check our system for conflict of interest
issues. (Our consultancy makes it a
policy to never take on another client who is a direct competitor of an
existing one. Understanding how a
client’s connections can affect this policy is also important to us.) By using the software we can track
communications, Statute of Limitation dates, provider information, expenses,
multiple payments, etc. You can see how,
even if you are not an attorney, this software is like having an administrative
staffer working for you 24/7. It also
has a report writing system so that customized reports can be created on
virtually any field, standard or user-defined, in the database.
Besides
all of the critical issues that this software handles, it is also highly
flexible, or in as we would say in business, it is highly customizable. Remembering in awe the Patagonian sized mountains
of files at my attorney’s law office, I asked my friend if this software from
Heaven had any solutions for that. “Of
course,” I heard my friend respond. The
software also had document management capabilities that provided links to any letter,
pleading, photograph, diagram, scanned item or other document that needs to be
viewed in the case file. I suddenly saw
a great leap forward for the environment, as millions of trees breathed a
collective sigh of relief that no additional members of their family would end
up being fodder for the client’s files or any extra needed copies.
I’ve been an adopter of calendaring systems as soon as I ever found out
about them. For those of us who live by
our Palm Pilots or our Outlook or ACT! programs, Needles has something for all
of us. The heart of the Needles system
is the checklist. A daily task list is
automatically created as each file progresses that enables the client to easily
record completion of items, reassign tasks to accommodate staffing changes,
generate or change task due dates, create single and repeating items and track
multiple statute of limitation dates or warnings. It is truly a system from the “Goddess of
Scheduling.”
While the nuts and bolts
of all the unbelievably cool things this software does for anyone who needs it
are impressive, what struck me most was the company culture of this
organization. Now that I’ve talked about Needles Case Management
Software as if it was the only software on the planet, (Microsoft withstanding;
of course), I have to tell you about the company. Chesapeake
Interlink, Ltd. was the first company to ever make a case management software
program for law offices. From what I
understand, in the early mid-1980s a group of attorneys approached them and
asked if they could create what evolved into a case management software. After all that I’ve heard, that alone helped
me understand why this privately held business has been so customer focused. Their roots and the core of their business
has always been about helping law offices and attorneys do their work more
effectively and efficiently.
My
friend tells me that their customers are not just customers but customer
evangelists who hold a passion for the software and the Needles name. From my experience in enterprise
implementations, I’ve seen software companies develop good or bad reputations
through their interactions with their user base. Until I heard about Needles, I had never
heard of such fierce customer loyalty and passion for a software product. Software, after all, is intangible. You can’t hold it, feel it, cozy up to it,
wear it or eat it. Despite all that,
Needles Case Management Software for lawyers, and us other professionals, seems
to be the closest thing to comfort food a software program can be. The company knows how to listen to their
customers and how to keep them happy. Needles is an example of how technology in offices can be a
beautiful thing when a company really gets what is important to their
customers. In turn, their customers are
passionate about them. It’s no small
wonder that the company that developed the first case management software for
law offices is still an industry leader. Check them out yourself and Go Needles!
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