It's report card time (in Ontario primary schools at least), so why don't we talk
about some client service report cards for you and your firm.
Not exact matches
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We have learned a great deal of these leading executives and family members
about such issues as Sustainability, Human Capital,
Reporting, Security, and the use of Strategic Outsourcing for such
services as the External CIO,
Client Reporting, Concierge Medicine, Travel, and Household Staffing, among others.
Bloomberg was the first to
report that Barclays is talking to
clients about a cryptocurrency
service.
Testimonials Read what our
clients have to say
about Legacy Legal's credit
report repair
service.
Such information sharing relates to: Assisting New Hartford Animal Hospital in communicating with you
about promotions; fulfilling requests for products and
services; providing anonymous
reporting for internal and external
clients; assisting in providing our
services (for example, to process credit and debit card transactions and to comply with unsubscribe lists); and assisting with loss prevention in cases of suspected fraud or theft.
Also to maintain our users informed
about new
services and products related to the one bought by our
client, comply with our obligations to our customers, evaluate the quality of
service,
report changes of our products or
services and provide a better customer
service.
More detailed feedback from
clients about their experiences of working with international law firms revealed further concerns, with almost a quarter of GCs admitting that consistency in quality and
service was the biggest challenge, while one in five
reported problems with inconsistent working practices between offices, as well as patchy local insight and understanding of cultural nuances.
Self -
service access to LawDrill
reporting tools so attorneys can quickly and easily visualize key insights
about clients, matters, groups that they manage, or themselves as working, billing, or responsible attorneys
«Firms need to embrace a longer - term, fundamental shift in the way that they think
about their markets, their
clients, their
services and their futures,» said James W. Jones, lead author of the Georgetown Law Center's «
Report on the State of the Legal Market.»
How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: 334-215-3706 Cell Phone: 334-233-2631 Fax: 334-273-0477 E-mail:
[email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to
clients and referring attorneyso Contacted
clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed
clients in person (at state facilities) and over the phoneo Worked with
clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our
client) Faculty Research Assistant for Library
Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers
about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost
reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and
service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly
reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and
reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly
reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request
Essential duties of these professionals are discussing financial goals with
clients, recommending products and
services, providing information
about insurance policies, and
reporting to managers.
• Analyze financial
services and solutions to ensure that all financial targets are met • Assist
clients in managing their finances by developing and implementing financial strategies for them • Keep in constant contact with
clients to analyze their dynamic requirements and customize financial strategies accordingly • Prepare and manage invoices and assist in preparing periodic financial
reports • Gather and synthesize financial and operating information
about the company and create and update financial models • Draft presentations for debt providers and coordinate follow up procedures • Monitor and reconcile intercompany payments and maintain
client billing information • Analyze corporate expense accounts and create and implement strategies to minimize overhead costs
• Create, plan and implement account plans to direct sales efforts • Confer with new and potential
clients to determine their needs and provide them insight into the company's
services • Develop and maintain lasting relationships with
clients with a view to ensure recurring business • Maximize cross selling opportunities within existing
client relationships • Educate
clients about the company's products and
services and answer questions and queries • Ensure appropriate utilization of resources such as budget, time and collateral • Assist marketing and sales teams in marketing and sales plans • Research market trends and create
reports for the benefit of decision making • Maintain constant contact with
clients to ensure satisfaction • Receive complaints from
clients and take serious measures to resolve them • Create and maintain
client records and sales and prospecting activities such as presentations, closed sales and follow up activities • Ensure that effective relationships are established and maintained with all key workers associated with account management • Create price quotations for
clients and make amendments according to
clients» ability to pay • Develop a database of strong leads through referrals, networking and email marketing • Ensure that «do not call» lists are respected completely
PROFESSIONAL EXPERIENCE BEST BUY, Irwindale, CA Call Centre Agent, June 2013 — Present • Track sale orders for timely delivery of
services and quality assurance • Generate and maximize repeat business form regular
clients • Upsell new products and
services telephonically • Call
clients using database and inform them
about any discount packages or special deals • Issue weekly sales
report to the management • Cold call and email prospective
clients
* Educate
clients about credit restoration * Review credit
reports * Structure dispute letters * Customer
service / Sales * Retention, review results of credit dispute approval of real estate loans.
Effectively managed time and caseloads based on 20 sessions per week.Efficiently gathered information from families and social
services agencies to inform development of treatment plans.Documented all patient information including
service plans, treatment
reports and progress notes.Collaborated closely with treatment team to appropriately coordinate
client care
services.Interacted with clinical staff and external resources such as school or community personnel.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Taught
clients anger management techniques, relaxation skills, impulse control, social skills, emotional coping skills and functional living skills.Consulted with psychiatrists
about client medication changes, issues with medicine compliance and efficacy of medications.Created and reviewed master treatment and discharge plans for each
client.Referred
clients to other programs and community agencies to enhance treatment processes.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Led patients in individual, family, group and marital therapy sessions.
Charted and recorded information in
client files.Tracked
client movement on and off the unit by documenting times and destinations of
clients.Checked facility for open windows, locked doors, malfunctioning smoke detectors and other safety hazards.Quickly responded to crisis situations when severe mental health and behavioral issues arose.Efficiently gathered information from families and social
services agencies to inform development of treatment plans.Documented all patient information including
service plans, treatment
reports and progress notes.Collaborated closely with treatment team to appropriately coordinate
client care
services.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Consulted with psychiatrists
about client medication changes, issues with medicine compliance and efficacy of medications.Organized treatment projects that focused on problem solving skills and creative thinking.Referred
clients to other programs and community agencies to enhance treatment processes.Created and reviewed master treatment and discharge plans for each
client.Guided
clients in understanding illnesses and treatment plans.Developed appropriate policies for the identification of medically - related social and emotional needs of
clients.Assisted
clients in scheduling home visits and phone calls and monitored effectiveness of these activities.Evaluated patients for psychiatric
services and psychotropic medications.Monitored patients prescribed psychotropic medications to assess the medications» effectiveness and side effects.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Administered medication to patients presenting serious risk of danger to themselves and others.Conducted psychiatric evaluations and executed medication management for both inpatient and outpatient facilities.Led patients in individual, family, group and marital therapy sessions.Diagnosed mental health, emotional and substance abuse disorders.Recorded comprehensive patient histories and coordinated treatment plans with multi-disciplinary team members.Consulted with and developed appropriate treatment and rehabilitation plans for dually diagnosed patients.Referenced and used various therapy techniques, including psychodynamic, family systems, cognitive behavioral and lifespan integration psychotherapy.
We make available information by request on our CARF Survey results, the survey
report, description of
services and persons served, the quality and effectiveness of
services,
client performance outcomes and satisfaction so that you as a potential person served are informed when you are making choices
about service providers.