Proactive Management Based (Self) Regulation
Much of life is reactive, sometimes unpleasantly so. Here is the good news. There are ways to be proactive in your law practice; to provide great legal services to clients and both prevent and defend against ethics complaints. Proactive Management-Based Regulation...
Online Software Has Changed the Law Office Software Debate
The debate over “best-of-breed” versus “all-in-one” software for law office management has long been a critical decision for law firms seeking to optimize and streamline their operations. Traditionally, law firms have had to evaluate the benefits of specialized...
Announcement: QuickBooks Online Payroll – End of Year Payroll Changes
(2-minute read) As 2024 winds to a close, we think it is important to advise our readers of upcoming changes to their end-of-year processes. Intuit Corporation, the maker of QuickBooks Online and QuickBooks Desktop, recently announced some changes for those clients...
Artificial Intelligence has a Dark Underbelly
We have been down this road before, with the proliferation of clothing plants and electronic assembly factories sprouting up in countries where labor is cheap. We are now beginning to see this take root in the area of Artificial Intelligence (AI). And very few...
Is Time Matters Still a Viable Option for Law Firms?
Time Matters is a feature-rich on-premises contact, case, calendar, and document management application. It remains one of the premier products for practice management. I have been installing and supporting Time Matters since version 5, and Crosspointe has been a...
The Future (Pricing) of QuickBooks / QuickBooks Online
Recently Intuit Corporation announced changes both to their QuickBooks product line and product pricing. We want our clients to be aware of these upcoming changes. Change #1: QuickBooks Desktop -- It’s Not Dead Yet Intuit “heard your feedback” and has extended the...
Crosspointe Has a New Member
(3 minute read) Crosspointe Consulting Group is proud to announce a new addition to our team: David Michael of Michael Matters, Inc. from Wisconsin. With over 20 years of experience in supporting and integrating software for law firms and legal agencies, David brings...
CARET Legal Workflows – Now Better Than Ever
(2-minute read) In May, CARET was proud to announce and release their latest features to their award-winning application, CARET Legal. Among those features were noticeable enhancements to their workflow functionality. A workflow is an automated set or template of...
Using the Mail Merge Feature in Timeslips
3 minute read A couple of weeks ago, I received a request from a client. An attorney in her firm was leaving, a new one was joining, and clients needed to be notified of these changes. Was there a way to do this efficiently? Since the client was using Timeslips...
Moving from Worldox to NetDocuments
(3 minute read) Last week we received an interesting question from one of our clients whose firm just transitioned from Worldox to NetDocuments. Here is what she asked: “Is there a NetDocuments feature similar to Worldox that provides an icon on your screen where you...