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...
Legal Workflow Automation – Part 1
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Law Firm Technology
Clio for Co-Counsel: Your Referral Network, Under Control
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...
ABA TECHSHOW 2026: The Future of the Legal Profession in the Age of Artificial Intelligence
(A 2-minute read that is really worth your while) The theme of this year’s ABA TECHSHOW 2026 in Chicago took a thoughtful and analytical approach to...
Still Tracking Prospects in Excel? Here’s Why Clio Grow Is the Better Way
(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...
Welcome to Dan Bowlzer, our Newest Member
Crosspointe Consulting Group is delighted to announce that Daniel Bowlzer, an expert on change management, needs analysis and workflows for law...
The Five Ways a Needs Analysis Delivers ROI for Small & Mid-Size Firms – Part 3
For small and midsize law firms, every technology decision matters. Budgets are constrained, internal IT capacity is limited, and the margin for...
What a Needs Analysis Actually Is (and Why Your Firm Needs One)-Part 2
For many small to midsize law firms, new technology is sold as the cure for operational pain: automate intake, streamline billing, simplify case...
Why Law Firm Technology Projects Fail (and How to Stop It)—Part 1
With the imminent arrival of 2026, it behooves any law firm looking to implement new technology to think carefully about how the firm's business...
The Business of Law: Proactive Management Based Regulation– Pulling it All Together
By David Michael & Dana Riel(A 3-minute read that’s well worth your time) Beginning last January, we wrote a series of blog posts based on a new...
Business of Law: Best Practices for Staff Supervision
By Dana Riel and David MichaelThis is the eighth in a series of articles about the Business of Law. Effective staff supervision and management in...
Business of Law: Embracing a Proactive Document Management Mindset
by David Michael and Dana Riel Document management is more than a system or software , it is a proactive frame of mind. Here are five perspectives...
Report from 2025 ABA TechShow
Staff from Crosspointe Consulting Group attended the 2025 ABA TechShow in Chicago on April 2-5, and came away with various findings and impressions....
Fee Agreements: Because You Can’t Do Business on a Handshake
Dana Riel and David MichaelSixth in a Series Once upon a time, long, long ago, there were those who claimed they could do business “on a...
Business of Law: Confidentiality and Data Security
By Dana Riel and David MichaelFourth in a Series In our last post we talked about competence and diligence: What lawyers think it means, what...
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...
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...
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...
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...
Factors in Choosing a Cloud Platform
With many good options available now for migrating your data into the cloud, the software selection process can be daunting. How should you select...
Entering Non-Client Related Payments in CARET Legal
CARET Legal is a cloud-based comprehensive program that supports law firms’ daily operations. It includes: contact management matter management lead...
Now is the Time: Moving Forward!
This is the third in a series of articles listing the reasons why now is the time to determine if new programs or solutions are needed for your firm...
The AI Wave in Law Office Software
The AI wave is crashing down on law firms and their law office software applications as you read this article. Some would consider it a tsunami,...
Now is the Time: It’s Time to Decide
Last month I wrote an article listing the reasons why now is the time to determine if new programs or solutions are needed for your firm as we look...
Planning for 2024: Now is the Time
As I write this, it is August and we are all baking in these sun-drenched days. Many of our clients are on vacation. It’s a great time to hit the...
A Hidden Gem in Microsoft Bookings
If you run a firm or other business, managing appointments and scheduling can be time-consuming and challenging. However, did you know that if you...
Paying Attention to Cybersecurity
Current technology makes it easier than ever to have access to all of your important information, no matter where you are or what devices you use....
Taking Care of Business
If you or a family member wanted to learn how to drive a vehicle, would you do so only by watching YouTube videos? Don’t get me wrong; they have...
Time Matters Database Cleanup
Have you ever found that, after years of fast and reliable use, your database is no longer as responsive as it once was? Databases that remain in...
What I Learned From the Pandemic
6 lessons for professional service firms to contemplate in a post-pandemic worldThe Covid-19 Pandemic – in which we are still mired - has laid bare...
Are You Managing Your IT Services?
Are you managing your IT services, or contracting with a reliable IT support organization that offers this? If you are not paying attention to this...