Practice Management: Harnessing a Firm’s Knowledge
Commonly used programs support document management, billing, accounting, word processing, online research portals… this list goes on. What can handle all of these sources in one?
The Future (Pricing) of QuickBooks / QuickBooks Online
Recently Intuit Corporation announced changes both to their QuickBooks product line and product pricing. Review these various upcoming changes in this post.
Crosspointe Has a New Member – David Michael
Crosspointe Consulting Group is proud to announce a new addition to our team: David Michael of Michael Matters, Inc. David brings a wealth of knowledge and a fresh perspective.
CARET Legal Workflows – Now Better Than Ever
In May, CARET was proud to announce and release their latest features to CARET Legal. Among those features were noticeable enhancements to their workflow functionality.
Using the Mail Merge Feature in Timeslips
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?
Moving from Worldox to NetDocuments
“Is there a NetDocuments feature similar toWorldox to NetDocuments Worldox that provides an icon on your screen where you can drag items into from your computer?
Entering Non-Client Related Payments in CARET Legal
In this latest article on CARET Legal’s features, we announce the addition of General Deposits – a means of accepting payments not related to clients or matters.
NEW! Workflows Feature in CARET Legal
CARET Legal is rapidly gaining popularity among our clients as a cloud-based practice management application. Find out why CARET Legal is a powerhouse application.
NEW! Workflows Feature in CARET Legal
CARET Legal is rapidly gaining popularity among our clients as a cloud-based practice management application and for good reason, it excels in many areas.
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 as we look towards the end of the year.