Sentences with phrase «client changes to documents»

Not exact matches

Sometimes, our clients would like a well - formatted document that they expect to make numerous changes to.

The pension metrics system will give Wells Fargo Institutional Retirement and Trust the flexibility to offer clients live modeling updates by changing assumptions and other factors, generating a living document that matches today's volatile investment climate.

Each contribution was reviewed externally and within the editorial structure of Climatic Change for accuracy in its portrayal of historical context and underlying science, but every author has been allowed to express his or her own opinion about how well the IPCC in general and the uncertainty guidance documents in particular have served IPCC's various clients — readers of the full assessments, readers of the technical summaries, and readers who have confined their attention to the overarching summaries for policymakers and synthesis reports.

The lawyer and conservative activist Chris Horner, whose legal clients have included the coal industry, gathered documents through the Freedom of Information Act to try to embarrass and further undermine the climate change research.

Lawyers retain the basic language of the document and change only the details specific to each client.

Clients can use the platform, as well, to do things like make changes to their own documents.

OK — I made that up — but lawyers and clients often get frustrated when the other party to a document steadfastly refuses to change something that makes no sense.

In the words of one observer, the technological changes upon us now — knowledge management, automated document assembly software, invisible offshoring to name just a few — add value for the client but drain value from law firms.

He teaches clients how to share documents and explains e-mail alerts sent when documents are added or changed.

But because we are often dealing with our client's confidences when we draft these documents, it is crucial to not only understand how Track Changes works, but also how its misuse can result in the inadvertent disclosure of privileged or otherwise privileged information.»

2013) This textbook covers such legal documents as jury instructions, statutes, email, and opinion letters, but only alludes to public legal writing in the chapter on «Scholarly Articles and Other Research Papers,» suggesting that research work may take the form of «an informative report explaining an area of law to a firm's client [or] an update on a change in law for an agency newsletter.»

And that has been one of the biggest factors that have changed in auto accident cases, is the ability for our clients to document the scene, to take photographs of not only their vehicle but the other vehicle at the scene, and sometimes even document the scene and how the accident occurred.

By capturing and documenting these changes we have been able to demonstrate to the auditors (or to the Firm's client) that these new adjustments are not appropriate.

Few, if any, law school classes allude to the realities of well - documented and hardly «new» changes in legal practice including: the «vanishing» trial, clients who no longer want to buy into the paternalism of the I'll - take - care - of - it - for - you model, or the extraordinarily large number of self - represented litigants who can not afford full representation.

The other nice thing about our document automation tool is that it has a built in text editor so that you can make any necessary changes to the document manually as well, in case any modifications from the standard template are required for a particular client.

Each of my conversations with a new client concludes with me asking them what their initial expectations are for the final product — what would they like to see changed or improved about the document they're working with (in addition to my own recommendations).

Kim brings a refreshing change and an innovative approach to her customized executive resumes by working closely with her clients in forming compelling career marketing documents that propel her client resumes to the top of the pile.

Other duties include processing new client accounts, maintaining customer accounts, implementing changes to existing accounts, and filing documents and other paperwork.

When I work with resume clients that wish to have more than one version of their resume, I often include a separate document with these sections so they can change when needed.

The appearance of changing jobs frequently is a known turn off for recruiters and hiring managers, so Tina Brasher, a certified professional resume writer who works with Ladders, was keen on attending to the needs of her client by putting Woellner's strengths at the very top section of the document, in his profile.

My coaching process incites awareness, inspires change and enables clients to gain clarity, articulate success stories and showcase their genius through their career marketing documents.

• Obtain and document client weight weekly • Work with the Psychiatrist to ensure medications changes occur in accordance to medication management policy.

• Coordinated client - team leadership meetings such as calendaring and agenda management • Planned and coordinated quarterly team - building events and managed schedules of project teams • Prepared and organized documents such as archiving meeting materials • Put together and issued subcontractors» contracts to ensure timely delivery of project • Handled price change orders and oversaw the work of skilled workers and provided logistical support

Led and implemented major upgrades to all components of existing infrastructure; virtualizing physical servers; installing new Server 2012 VM's; migrating services from Server 2003 to Server 2012, adding a WAN link to our secondary site, moved from disparate storage to Dell EqualLogics; implemented replication of storage to secondary site for Disaster Recovery plan; migrated from Exchange 2003 to Office 365; migrated from Windows XP to Windows 8.1, increased security posture across the board by implementing scheduled password changes, hardened firewall rules, regular security patch installations, updating antivirus clients, adding IDS component to clients; documented everything and provided regular updates to business owner.

Specific work elements Anticipating customer needs, maintaining effective operations and productivity by developing well organized work procedures and workflow, solving problems and implementing action plans, processing payments and maintaining documents, ensuring that everyone understand company procedures and policies, carrying out quality assurance reviews; making appointments to conferences or meetings; helping out with recruiting, establishing new clients and maintaining vendor relationships, and adapting to daily work for changing situations, among others.

Each document sample has been sanitized and fictionalized (changed personal names, company names, LinkedIn account, telephone and email address data) to protect client confidentiality.

• Talented in screening and assessing clients to determine extent and type of mental and substance abuse disorders • Proven ability to effectively monitor clients for changes in clinical symptoms and treatment complications • Documented success in providing education to clients and their families regarding diagnosed mental health illnesses and correlating treatment plans

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

• Qualified to monitor local and global stock markets and anticipate changes that may affect clients» securities • Adept at making influential financial decisions, with the aim of providing financial benefit to clients and to keep them away from dicey deals • Documented success in creating and implementing risk management policies to ensure that clients invest in straightforward deals, translating into profit • Special talent for acquiring new clients on a consistent basis, by indulging in successful pitches

Cover letters have changed over the years, and this guide is designed for you to give clients along with their completed documents (which may include a cover letter or e-note template) OR you can publish it as educational material on your blog or website.

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.

Accounts Payable and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various related accounting principles, regulations, and applications, continuously utilizing changes to business accounting landscape within current responsibilities Apply various accounting rules and GAAP procedures to critical functions, including the review and approval of journal entries, data and financial reconciliations, cash flow and discrepancy analyses, transaction management, and other tasks Provide relevant oversight and administration to all aspects of accounts payable execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice management Perform regular account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research, and evaluation of current administrative and accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management Utilize technological resources, including software and accounting applications, to track all aspects of accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

Professional Experience Telsource Corporation (Fairfield, NJ) 1996 — 2010 Sales Support Manager (Year — Year) • Analyzed and evaluated subcontractor proposals, performed cost / price analysis, negotiated Subcontracts Agreements and executed a wide range of contractual documents; Non-Disclosure agreements (NDAs), and Teaming Agreements (TAs) • Monitored and managed contract change activity to prevent unauthorized work or scope creep • Composed responses to Request for Proposal (RFP), Request for Information (RFI), and federal / state / local bidder's lists • Conducted strategic planning sessions with sales, product management, operations, subject matter experts, and senior management to gain understanding of the prospect and how to best position the RFP response • Re - wrote / edited information received from other departments and ensured information met requirements of RFP • Managed annual proof of compliance documents for customers • Developed and maintained boilerplate proposal, statement of work, and correspondence templates • Customized and maintained client specific order forms • Trained new hires on internal ERP system, Sant Suite, and departmental processes and procedures

However, most allow you to create activity logs to monitor the transaction process; set up personalized status pages for clients so that they can track activity; download, fax, and e-mail documents for distribution to service providers and clients; and modify documents within the system and track changes.

The Community allows agents in single user accounts to collaborate directly with clients, giving the client the ability to log into a zipForm ® portal and make changes in the zipForm ® documents within their transaction.

CFPB's toolkit for agents includes sections on how to have on - time closings, an overview of what has changed and the new loan documents, and the ability to share resources with your clients about the new rules.