by Dana Riel | Jul 9, 2024 | Accounting, QuickBooks
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...
by Dana Riel | Jun 11, 2024 | Caret Legal, Law Firm Technology, Migrations, ZenCase
(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...
by Dana Riel | Jun 5, 2024 | Caret Legal, Practice Management
(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...
by Dana Riel | Apr 23, 2024 | Document Management, 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...
by Dana Riel | Apr 15, 2024 | Document Management, NetDocuments, Uncategorized, Worldox
(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...
