Issuing Refunds in TimeSolv
(A 3-minute read that is worth your while!) A client accidentally overpays or double pays an invoice. You receive a retainer and record it in your firm’s operating – or trust – account and there is a balance left over after the work is performed. How do you record a...
D.C. Includes Ethical Duty of Technology Competence — and Adds a Twist
(a 2-minute read that is worth your while) Are you an attorney that is licensed to practice law in the District of Columbia? If so, heads up – on April 7, 2025, the District of Columbia Bar approved a change that incorporated technology within the meaning of...
The High Cost of Doing Nothing
(2 minute read) Since the beginning of this year, we’ve heard some interesting thoughts from our clients: “If something is broken, I’ll call you. Otherwise, we’re fine for now.” “I can’t think about new programs/computers/anything right now.” “Our I.T. consultant gave...
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.
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.
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...