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...
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...
by Crosspointe Consulting Group | Aug 22, 2017 | NetDocuments
Current NetDocuments users know about the excellent, tight integration between this world-class document management system and Microsoft Office (and Adobe). What you may not know is that a new version recently came out, with some excellent new options and features. ...
