Sentences with phrase «as drafting client»

A strong knowledge of spelling and grammar is needed for tasks such as drafting client correspondence or proofreading legal documents.

Not exact matches

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.
If employees choose to work during off - hours, zmail discourages them from putting their habits onto others by sending emails during this time; they simply save the messages as drafts to be manually sent later, or they program their email client to automatically send the messages during work hours.
As a result, Eric Hatfield, from RIA Hatfield Insurance and Financial Services in Sherman Oaks, California, said his firm now will not adapt the paperwork that its outside law firm had drafted to be used when the DOL rule takes effect but will continue to work on behalf of the best interests of its clients as alwayAs a result, Eric Hatfield, from RIA Hatfield Insurance and Financial Services in Sherman Oaks, California, said his firm now will not adapt the paperwork that its outside law firm had drafted to be used when the DOL rule takes effect but will continue to work on behalf of the best interests of its clients as alwayas always.
He began his professional legal career as a law clerk for Circle Surrogacy in 2004, where he assisted in all aspects of client legal work including drafting surrogate agreements and attending adoption hearings.
However, the law contains 17 exemptions, including for people who are «engaged in drafting, advising clients on or rendering opinions» on legislation, procurement contracts or other matters «when such professional services are not otherwise connected with state or municipal legislative or executive action» as well as communications after a procurement contract has been tentatively awarded.
Gallo, who helped draft nuisance abatement legislation in his role as city assistant corporation counsel, hammered on themes like building code enforcement and holding social service agencies responsible for their clients» behavior in a bid to appeal to working - class residents of Midtown, where quality - of - life crime and neighborhood eyesores are irksome and perennial issues.
His responsibilities include drafting and filing patent applications on behalf of several clients, as well as continuing to assist attorneys involved in litigation cases.
We then presented this as a draft to the client including stating the reasons for the desired changes.
It usually helps a lot, as clients can see the drafts, make needed correction and add assignments and wishes to the order online.
Rough drafts provided by clients are developed and rewritten as needed.
Customer satisfaction is of significant importance to us, as we strive to meet each client's specifications, in this way the final draft for your assignment is as requested.
Your feedback on the drafts prepared would be taken very seriously so as to satisfy you as a client and make sure that the conclusions you desired can be reached at.
The loan repayent, including fees, is automatically drafted from that same bank account (The client must deposit their check or tax refund directly into the same bank account that was used for loan funding as that is where loan repayment will be drafted on the loan due date.
We will: regularly update your online Client Hangout; draft and send letters to the credit bureaus, creditors and certain agencies on your behalf; process the results as they come in; and continually monitor your credit report to track changes.
With both my legal and blogging background, I have extensive experience drafting and reviewing blogger + brand contracts, as well as with drafting custom contracts for bloggers working as social media consultants, florists contracting with clients, and travel bloggers venturing out into managing clients» travel points and miles.
We deal with the filing of PCT National Phase patent applications, litigious matters involving patent, trade mark, design and copyright infringement, as well as drafting and prosecuting patents for our local clients.
The expertise gained during the exciting professional career of Nicola ranges through all brand and design protection activities worldwide; however, the main feature of his professional profile consists in the care and effectiveness by which his clients are assisted in all steps concerning the negotiation of agreements as well as in the drafting and completion of license agreements and / or settlement of disputes concerning Intellectual Property rights.
Only unexecuted or draft documents are subject to a claim of solicitor - client privilege as these documents implicitly contain legal advice about possible actions that may be taken.»
All matters of drafting procedure, as well as creating content, should be decided by the drafting committee members themselves, because: (1) they have the necessary expertise and know how to apply and use it for creating the content of a national standard that will be used by them in their field of expertise; and, (2) they are the ones best able to deal with the «limited time and availability» problem of a large committee of unpaid experts who have clients and employers, and therefore are uncertain as to when they can be available.
I deal with design filings in South Africa and abroad, Paris Convention patent applications to be filed in South Africa, as well as drafting, filing and prosecuting patent applications for local clients locally and abroad.
Our legislative counseling experience includes preparing and drafting legislation and amendments, providing analyses of pending legislation, preparing testimony and client position papers, as well as monitoring and evaluating committee hearings at state and federal level.
Mr. Montgomery has extensive experience helping entrepreneurs and established clients choose the most advantageous form of business entity and performing the attendant legal requirements to preserve those advantages for their business, along with negotiating and drafting commercial legal documents such as contracts, purchase / sale agreements, and promissory notes, as well as representing businesses in their commercial transactions with others, including:
As a summer associate, you will have supervised contact with clients and an opportunity to participate in litigation, as well as legal research and draftinAs a summer associate, you will have supervised contact with clients and an opportunity to participate in litigation, as well as legal research and draftinas well as legal research and draftinas legal research and drafting.
Ms. Sutrina assists clients in drafting and structuring executive employment, separation, and retention agreements, as well as restrictive covenant and other employment agreements.
Whether you draft wills as a normal part of your practice or you offer them as a value - added service for clients, you will find this volume extraordinarily useful.
The complexity of information that might be recorded (such as varied pricing models, and exceptions to fixed fees) may encourage the kind of information overload and unhelpful drafting which was associated with Client Care letters when they were first introduced by the Law Society.
Mr. Montgomery has extensive experience helping entrepreneurs and established clients choose the most advantageous form of business entity and performing the attendant legal requirements to preserve those advantages for their business, along with negotiating and drafting commercial legal documents such as contracts, purchase / sale agreements, and promissory notes, as well as representing businesses in their commercial transactions with others.
Whichever kind of alternative dispute resolution process is used, our attorneys will advise clients regarding the drafting of appropriate dispute resolution clauses, selection of a neutral third - party, as well as presentation of the case, achieving satisfactory results.
InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal... as well as the consequences of ignoring the opportunity.
Prosser advises various independent schools on drafting agreements for energy - related matters such as supply contracts, power purchase arrangements and solar PV and combined heat and power arrangements, while contentious work included representing a water company in a dispute with a construction firm regarding damage to the client's water infrastructure.
Junior Work Done at Senior Billing Rates In most firms, senior attorneys are billed out at higher hourly rates than junior attorneys, and clients want to see tasks being performed in the most efficient manner possible for them: if a $ 150 / hour associate can draft a client update in the same time and at roughly the same skill level as a $ 450 / hour partner, then the client will not want to pay three times the amount for the same result.
We act for a variety of clients undertaking traditional drafting & negotiating services, as well as security for costs applications, preparing costs budgets, estimates & points of dispute & undertaking all aspects of advocacy including CCMCs, detailed assessment hearings & stand alone costs applications.
We found that we spend a lot of time doing menial tasks, and as a result we end up struggling to meet deadlines and taking longer to complete substantive projects (like writing a brief, drafting client opinion letters, etc.) Three major things were taking up our time, so we found outsourcing solutions for each of them.
The site offers training courses in topics such as contract drafting, business counseling, effective communication, pretrial advocacy, client service and interpersonal communications.
If I am thinking of the partner as a client, however, I want to make sure that my draft is the very best that I can do.
When a lawyer / client complains that drafting interrogatories is tedious and boring, or about the unique stresses of certain practice areas, as a lawyer, I know precisely what they are talking about.
Firms should also look to measure and evaluate key performance indicators (KPIs) such as attorney responsiveness, drafting completion time, client return rate, etc..
A typical day has me answering phone calls (we don't employ a secretary, so we take turns answering phones), drafting complaints and discovery requests or responses, filing notices and / or stipulations, reading any new cases published for the day, meeting with clients (both potential and current) as well as looking at ways to market for new business.
Some would say in a strong position to attract more work as commercial clients know that the courts will not step in to save them from bad bargains or unreasonable results and that it is vital to draft contracts with care, ensuring that the words used reflect the intention of the parties making the deal.
Silicon Valley clients don't care as much about long, perfectly - drafted documents.
They will include guidance and mentoring from working lawyers as well as simulated practice situations including «taking clients and files through interviews, strategy and approach, legal and factual research, preparation, drafting documentation, negotiation, legal arguments, trials and tribunal hearings, and reporting to and billing clients,» according to Ryerson's description.
A basic understanding of a client's business, of course, aids with traditional transactional lawyering tasks, such as due diligence, negotiating a deal, and drafting acquisition agreements.
In the Kitchener style («your country needs you»: 1914) of much modern code drafting (and even court forms, harrumph) the rule states: «If you are a lawyer... and you personally hold, or your firm holds, confidential information in relation to a client or former client, you must not risk breaching confidentiality by acting, or continuing to act, for another client... where: (a) that information might reasonably be expected to be material; and (b) that client has an interest adverse to the [other] client, except where proper arrangements can be made to protect that information [as set out later in the rules].»
Kelly is outstanding at her job which primarily focuses on preparing and drafting demand letters to be sent to insurance companies, as well as dealing with all of our clients» medical bills and medical liens.
The thought process behind the system in the UK is that the training process at a firm teaches you how to act as a Solicitor rather than just what the law says and you learn about ethics, the Solicitors Accounts Rules, how to draft real life letters and documents and how to deal with clients rather than just the theoretical legal aspects of the law.
He has drafted and negotiated bespoke commercial contracts for clients as well as advised on technology, e-commerce, consumer law, manufacturing, supply, distribution, agency, franchising, management, sponsorship, endorsement, image rights, intellectual property, social media, advertising and data protection matters.
Practitioners have consistently complained that law schools neglect the practical training that is needed to actually perform the tasks of lawyering, such as drafting legal documents, managing a case in and out of court, and dealing with real live clients.
They have expertise in representing clients in the drafting, consultation and negotiation of all contracts related to the design and construction of all types and sizes of public - and private - sector projects in Florida as well as nationally and internationally.
We help our clients with strategic decisions in the context of section 106 obligations, as well as drafting and negotiating significant section 106 legal agreements many of which require a novel approach.
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