Clio Archives - Crosspointe Consulting Group

Legal Workflow Automation – Part 1

May 5, 2026 | Clio, Law Firm Technology, Legal Workflow

I Bet You didn't Know Clio Could...Automate and Optimize Your Workflows Part One of a SeriesEvery law firm already has workflows. Legal Workflow...

Clio for Co-Counsel: Your Referral Network, Under Control

Apr 13, 2026 | Clio, Law Firm Technology

By David Michael and Claude (2-minute read) When you refer a matter to outside counsel, you don't stop caring about it. Your client still trusts...

Legalweek 2026: AI is Now the Front Door to Legal Technology – But No Longer the Differentiator

Mar 18, 2026 | AI, Clio, NetDocuments, Practice Management

Legalweek 2026 made one thing unmistakably clear: AI is no longer the story in legal technology. It is the baseline. The real competition has...

How Many Open Loops Are in Your Head Right Now? Using AI in Clio Manage to Improve Law Firm Workflow

Mar 10, 2026 | AI, Clio, Practice Management

How Many Open Loops Are in Your Head Right Now?Did I respond to that client?Did I calendar that deadline from the court order?Did I assign that...

Still Tracking Prospects in Excel? Here’s Why Clio Grow Is the Better Way

Feb 23, 2026 | Clio, Law Firm Technology, Practice Management

(3 min. read that is really worth your while!) Here’s a pop quiz: How does your firm track prospective clients? Somebody has an Excel spreadsheet...

Does Your Intake Process Create the Right Impression Of Your Firm?

Mar 10, 2016 | Amicus Attorney, Clio, General Technology, Practice Management, Time Matters

When was the last time you thought about the experience of prospective clients contacting your office for the first time? What do they hear? Do they...

Practicing Law in 2016 Just Got More Interesting

Jan 5, 2016 | Amicus Attorney, Billing Matters, Clio, Document Management, General Technology, PC Law, Practice Management, Time Matters, Timeslips

Is your firm practicing law in Virginia? Congratulations! On December 17 the Virginia Supreme Court approved some significant changes to the...

Year End Resolutions

Dec 21, 2015 | Amicus Attorney, Billing Matters, Clio, Document Management, General Technology, NetDocuments, PC Law, Practice Management, Time Matters, Timeslips, Worldox

We all know those old adages – “An apple a day keeps the doctor away.” “See your dentist twice a year.” “Change the oil in your car every 3,000...

Software to let you open the door to clients securely

Jul 21, 2015 | Amicus Attorney, Clio, Practice Management

Clients want to be able to access their documents and understand the next steps on their matters. The challenge, given the news about hacking, is...

Client Portals

Jun 22, 2015 | Clio, Document Management, Time Matters

Here is what Wikipedia has to say about the emerging and rapidly growing interest in client portals: “A client portal is an electronic gateway to a...