by Crosspointe Consulting Group | Feb 18, 2025 | Business, Law Firm Technology
By Dana Riel and David MichaelFourth in a Series In our last post we talked about competence and diligence: What lawyers think it means, what clients think it means, and what it really means. Interestingly, Model Rule 1.1 has a Comment (8) which states: To maintain...
by Crosspointe Consulting Group | Feb 5, 2025 | Business, Practice Management
What does it mean to be “competent to practice law”? What do attorneys think it means? More to the point, what do clients think it means? Attorneys face diverse, often unrealistic expectations when it comes to intellectual, emotional, financial, and logistical...
by Crosspointe Consulting Group | Jan 21, 2025 | General Technology, Practice Management
Second in a series of articles by Dana Riel and David Michael (3-minute read) Holding funds in trust for your clients is one of the most sensitive and important aspects of a law firm’s operations. Improper handling of trust accounts can result in severe legal...
by Crosspointe Consulting Group | Jan 7, 2025 | General Technology, Practice Management
Here’s a question: What is the most frequent type of complaint filed against lawyers? Mishandling trust funds. Lack of communication. Fee disputes. The answer is: (B) Lack of Communication. According to Shannon Fleming of the Florida State Bar Association [1], “The...
by Crosspointe Consulting Group | Apr 3, 2018 | Document Management, NetDocuments
On Monday, March 26, 2018, NetDocuments released ndMail, an add-in to Outlook that provides intelligent, efficient predictive filing of e-mails. This powerful tool lets you leverage the power and security of NetDocuments with little change to your current daily...
