Case Entry Overview

Once you have customized your directories, you may begin entering case information. You will spend a significant amount of time each day entering and updating case information, providing the data that becomes the basis for all the Needles features that will help you process and manage your cases.

This section explains how to enter and access case information. It also gives detailed information about the programs that interface with Needles.

Case Folder

Entering a New Case

Accessing an Existing Case

Party Tab

Case Tab

Companion Cases Tab

Checklist Tab

Case Calendar Tab

Notes Tab

Insurance Tab

Negotiation Tab

Counsel Tab

Police Tab

Document Tab

User-defined Tabs

Value Tab

Companion Cases

Requesting and Processing Checks

Requesting and Processing Deposits

QuickBooks SDK Interface

Time Entry