by Crosspointe Consulting Group | Mar 11, 2025 | Business, Practice Management, Strategy
By Dana Riel and David MichaelFifth in a Series Conflict of interest systems are critical for maintaining ethical standards, client trust, and law firm reputation. Yet, many struggle with outdated or inconsistent processes. Here are five common pitfalls and practical...
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...
