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Business of Law: Competence Clarified

Business of Law: Competence Clarified

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...
Trust Account Management – Where Fiduciary Duty Meets Financial Sense

Trust Account Management – Where Fiduciary Duty Meets Financial Sense

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...
Business of Law: Having the Last Word

Business of Law: Having the Last Word

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...

ndMail – Predictive E-mail Filing with the Power of NetDocuments

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...

netdocuments® 17.2 Is Here!

by Crosspointe Consulting Group | Feb 8, 2018 | Document Management, NetDocuments

NetDocuments released their 17.2 updates on February 2, 2018. This release contains quite a few changes to the web browser interface as part of a tech refresh. We’d like to show you some of the highlights so you can continue to get the most out of NetDocs. If...
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