One of the most powerful features of Needles is the ability to create customized screens for each case type, as well as for Providers and Documents, that are pertinent to your firm and the jurisdictions in which you practice. User defined fields can be created on user defined screens that can then be viewed in the user defined section of most Case Folder Tabs, such as Party, Case, Counsel, Insurance and Value. Different user defined screens can be created for each Party Role, Insurance Type, or Value Code for the corresponding tab. In addition, up to ten user defined list/entry tabs can be created for a particular case type. User List/Entry Tabs 1-5 are used to track multiple instances of the same information, such as when tracking records requests. User Entry Tabs 6-10 are flat, single entry screens that are useful for grouping important information into one location for quick access. For example, entering all of the information relating to an automobile accident in a personal injury case. Other user defined tabs available in each case type are Intake, CRM tab, and the Case Status tab.
The Document tab that displays in both the Case and Provider folders is also fully customizable. The Provider tab in the Provider Folder contains a user defined section that can be customized by Provider Role.
You can create virtually unlimited unique user-defined fields per screen. The following topics fully detail how to use the Screen Layout Designer Window to create the different types of user defined screens available in Needles.