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.
Measuring Success: Using the Dashboard in TimeSolv
As we approach the end of another calendar year, you may be in a position within your firm or organization where you have to provide reports to management that address this.
Announcement: Timeslips Premium September 2023 Service Release Now Available
Timeslips is pleased to announce the latest service release for Timeslips Premium is now available. This service release brings those users up to Version 30.0.5.96.
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 towards the end of the calendar year. How can a firm approach this logically?
New Feature in Caret Legal – Time Entry Rules
Attention all insurance defense firms, personal injury firms, IP firms and all other organizations that are required to use electronic billing: Life just got easier. Electronic billing is a method by which bills must be submitted in a specific data format and...
Using Shortcuts in QuickBooks Online
Switching to QuickBooks Online (also known as QBO for short) from QuickBooks Desktop software has been a challenge at times for some of our clients. Not all commands are where they used to be. To make things easier for our clients, we recommend taking advantage of...
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 beach, or visit that restaurant that always seems to be overbooked. But don’t be fooled -- in the midst of all of this...