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...
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 a new platform for your firm? We suggest three key considerations in selecting Cloud-based software for law firm...
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 tracking / CRM functionality time and expense tracking trust accounting billing general ledger accounting In this...
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 contact management, matter management, document management, calendaring, CRM, time & expense tracking, and billing and...
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 potential data corruption issue in his Sage 50 database. The support technician remoted into his database, poked around a...