Sentences with phrase «client documents on the go»

I love it for scanning notes or client documents on the go.

Not exact matches

The Design document is actually what goes to the Instructional Designer (s) to start working on specific course outlines to be sent to client for revision / approval.

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Also, ask the client to email you back and give the go ahead on the quote... this means you'll have written evidence of them agreeing to that document.

However, Millett LJ goes on to say that there is implied authority to communicate all title documents to both clients in the case at bar.

Clients «get a much better sense of what's going on from maps than some bureaucratic or industry documents,» says Fehr.

Justice Brown went on to articulate a rule for future cases: «Given the pervasive use of Facebook and the large volume of photographs typically posted on Facebook sites, it is now incumbent on a party's counsel to explain to the client, in appropriate cases, that documents posted on the party's Facebook profile may be relevant to allegations made in the pleadings.»

And while you can take steps to cut down on paper and move towards a paperless law firm, the task of creating legal documents for your clients will never completely go away.

It's not hard to imagine that the eyewear will eventually enable on - the - go document review, instant notification of communications from priority clients, and social information about someone you've just met being displayed in real - time to provide, at least, some ice - breaking materials.

Duty counsel in Vancouver, individuals who generally get paid legal aid to assist, are often given a stack of documents and must make the early morning rounds to advise each clients on what has occurred and what is going to occur in their inadmissibility hearing.

In this assignment, you are going to visit several websites and run through a couple of automated document interviews as though you were an attorney working on a document for a client.

«Instead of getting into court to argue the case on a client's behalf,» says Chang, «now we're in the background and drafting submissions going in under the name of some volunteer strata council member,» even though such documents will be drafted in such a way that they are obviously the submissions of a lawyer.

As a Certified Résumé Strategist, I like to take the «pulse» of recruiters and HR professionals to ensure that the documents I create for my clients are going to be well received by the target audience — the people who will make decisions on which candidates will get an interview, a recommendation, an offer of employment.

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

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Business Analyst — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing critical operational, support and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive efficiency

Finally, the attorney for the party who filed for divorce goes with his or her client to the final hearing where if the settlement documents meet the Court's approval, the divorce is granted on the ground of irreconcilable differences.

My comment here, and it is a strong one, is: if you are going on the oral or implied basis with your client, then for goodness sake, document it, and have the client initial your notes.

He can elect to be either a client or a customer (duty of care), but if you are going to show him one of your own listings, or one of your company listings, you need to be cautious that he understands the full situation and has signed off on the document called Working With a REALTOR, and that if he wishes to proceed in client status, you will need to let your seller know that, with his permission, you will be dealing in dual agency, having explained this to the caller as well.

To connect with his clients on the go, Wheeler uses DocuSign, an eSignature company that has been pioneering virtual accessibility in the real estate industry since 2003, providing agents and their clients with an easy, fast and secure way to send, sign, track and store documents in the cloud.

With the help of single sign - on technology and the ability to schedule closings online, clients have gone from creating an account in Rocket Mortgage to signing their closing documents in just eight days on a refinance and 16 days on a purchase.