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Launching a Process Change Project: Part 2

by Gerri Martin | Jun 19, 2017 | Law Firm Technology, Practice Management

In last week’s post we discussed the importance of carefully reviewing the firm’s current processes and workflow before abandoning a software application for “the latest and greatest” new product. In this week’s post we review the activity that a firm would typically...

Launching a Process Change Project: Part 1

by Gerri Martin | Jun 13, 2017 | Practice Management

Clients often reach out to Crosspointe because they want to replace their billing, practice management, accounting, or document management software. The first question they ask is: “What is the best software out there for what I need?”  The answer to that...

ABA Ethics Opinion 99-413 Has Been Updated

by Gerri Martin | May 23, 2017 | Document Management, General Technology, Law Firm Technology

You need to know this stuff!  ABA Ethics Opinion 99-413 was issued in 1999.  We are now in 2017 and the rules have changed.  In general, the new Opinion 99-477 still allows lawyers to use unencrypted email when communicating routinely with clients. Law Firms are...

Implementing a Virtual Law Firm

by Gerri Martin | Apr 19, 2017 | General Technology, Law Firm Technology, Practice Management

Are you considering implementing a Virtual Law Firm? Moving all of your data and your applications to the Cloud will help you accomplish that.  But what does “a Virtual Law Firm” even mean?  Is there a difference between the Cloud approach and a...

Crosspointe visits the ABA TECHSHOW

by Gerri Martin | Mar 20, 2017 | Law Firm Technology, Uncategorized

Crosspointe Consulting Group, LLC conducted our annual members’ meeting in Chicago on Tuesday, March 14, prior to the ABA TechShow. It was good to have a real face-to-face meeting for a change, after our many “virtual” meetings throughout the year.  We are excited...
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