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Crosspointe Blog
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...
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...
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...
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...
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. ...
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...
NEW! Workflows Feature in CARET Legal
CARET Legal is rapidly gaining popularity among our clients as a cloud-based practice management application. The reason is clear: it excels in...
Scam Alert! Some Sage Phone Support Numbers May Have Been Hijacked
We had a disturbing conversation with a client this past week. He called us because he was suspicious after speaking with Sage Support about a...
Important News Regarding QuickBooks Desktop Software
All good things must come to an end. On November 30, QuickBooks Pro Advisors received a message from Intuit Corporation, the manufacturer of...
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From the blog
Business of Law: Competence Clarified
What does it mean to be “competent to practice law”? What do attorneys think it means? More to the point, what do clients think it means? Attorneys face diverse, often unrealistic expectations when it comes to intellectual, emotional, financial, and logistical...
Trust Account Management – Where Fiduciary Duty Meets Financial Sense
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...