No theory, no fluff — straight talk on billing, technology, compliance, and operations.
Looking for a specific topic? ClearPoint works with Ontario solo and small firms on legal operations consulting, Clio or CosmoLex setup and optimization, and LSO audit preparedness. Start with a free 45-minute operations assessment.
What to Clean Up Before Your Firm Changes Practice Management or Accounting Software If your firm is moving off PCLaw, QuickBooks, an older practice management system or a collection of spreadsheets, and onto Clio, CosmoLex or Actionstep, the move itself is the easy part. What decides whether the new software works is the state of the data you bring into
Clio Accounting is now available in Canada. Having just completed Clio’s Canadian partner training, I cover where it’s strong, where it’s still thin, and what firms need to get right before switching, from bank feeds and GST/HST setup to migrating trust records cleanly.
Clio Work Has Arrived in Canada. Here Is My Honest Read. Clio Work is now available in Canada with a 14-day free trial. Having just completed the certification, here is what it actually does, why it is different from generic AI, and the one prerequisite most firms are not ready for. Most of the lawyers I work with have quietly
Delegation Isn’t the Hard Part. Letting Go Is. You need help, you can’t predict the work, and you’re not sure you can let go. A solo’s guide to navigating the hardest hire you’ll make. There is a version of this article that opens with a statistic about how many hours solo lawyers work per week and then gives you a
What Ontario Lawyers Need to Know When an LSO Practice Review Notice Arrives A practice review notice from the Law Society of Ontario is not a complaint and it is not an investigation. But it is not something you want to walk into unprepared. The level of scrutiny involved is almost always greater than lawyers expect. The LSO’s practice review
The Revenue Problem Most Small Firms Aren’t Tracking When lawyers think about revenue problems, write-offs and slow-paying clients usually come up first. But there’s a quieter problem sitting upstream of both, and most small firms aren’t tracking it at all: work that’s finished, or nearly finished, and still hasn’t been billed. The files that are 99% done It doesn’t show
The LSO Wants Firms to Succeed. The Process Is Manageable. But Best If You Already Know What They Are Going to Find. Trust accounting sits at an uncomfortable intersection for most Ontario lawyers. It is not what you studied, it is not what you spend your days on, and it is not where your confidence naturally lives. The volume of
Your Intake Form Isn’t Admin. It’s Infrastructure. The fields you collect at intake — and the type of fields you use — determine what your practice management system can do with that data throughout the file. Most solo and small firm lawyers think about their client intake form as a first impression. And it is. But it is also something
Why Your Best Law Firm Growth Ideas Keep Getting Buried — And a Simple Way To Make Them Stick Why Your Best Law Firm Growth Ideas Keep Getting Buried — And a Simple Way To Make Them Stick Picture this: You wrap up a productive weekend or come back energized from a CLE. Ideas pour in — maybe tweaking your
