Sentences with phrase «clients discussing the process»

Not exact matches

My jackpot - winning clients did something clever when they approached potential professionals: They went through the interview process by discussing their situation, but didn't disclose how much they had won until late in the meeting.

For obvious reasons of confidentiality I won't discuss the specific health concerns or goals my clients and I worked through but it was an amazing learning process and I've been witness to some incredible transformations!

So, whenever clients visit our office seeking assistance for their mortgage loan application, we see to it that we are able to discuss useful insights (including those tips from the lenders themselves) to be able to help borrowers have a smoother home loan application process.

When a referral is indicated, the primary care practitioner should discuss this process with the client.

We strive to offer friendly, prompt, considerate service to our clients, and to fully explain and discuss our plans and thought processes for the care.

Discuss ways to streamline the client intake process so you can get this number down to one.

In conjunction with AIA Fort Worth's annual Design Awards, the Modern invites you to join James Timberlake, this year's lead juror, as he discusses inquisitive approaches to clients» needs, as well as the needs of the environment, and how that has broadened his firm's vision of the relationship between process, craft, and form in this Tuesday Evenings presentation titled «Inquiry.»

«The accreditation is great because it helps me have a better view of the overall green roof process, and I better understand the perspective of an architect or installer, which is a big help when I discuss projects with clients who work in those areas,» said Fifield.

The client is fully involved in the design process, including meetings where we discuss ideas and alternative architectural solutions for the design in question.

Good phone manners and other aspects of the client intake process are discussed further in the free playbook, Legal Marketing 101: A Guide for Small Law Firms.

It can involve initial meetings or calls with clients to discuss a case and its prospects, drafting pleadings, considering prior art (earlier publications that can be used to invalidate a patent), reviewing documents to determine whether they are relevant and need to be disclosed, preparing a product or process description with the client (which involves drafting a detailed description of the product or process that is alleged to be infringing), meetings with experts, conferences with counsel to discuss and prepare the case for trial, and obviously days in court.

Hall discussed how law firms can prevent disaster by understanding and monitoring clients» technology infrastructure and preservation processes and by questioning their actions with rationed skepticism.

In this post, we'll discuss developments to the law firm business model as it relates to evolving technologies such as process automation via Client - service Chatbots and Document Automation apps, as well as non-technical industry growth in terms of gender equity in executive leadership.

Now, let's discuss the second goal of the intake process, which is onboarding appropriate client matters.

Each meeting you discuss different issues, and the process is really the client's process.

Danny Talbot discusses the challenges his firm faced when it wanted to replace an inefficient, homemade file management system and how Legal Files is now the firm's «all - in - one» system, making it easier to serve clients from two office location and streamline the communication process between employees.

The mentoring program pairs a mentor with a new (5 years or less) lawyer (the mentee) to meet on a regular basis and discuss: the decision — making process about managing a practice, important factors to consider when accepting a client, client communications, handling difficult clients or opposing counsel, and work — life balance issues.

In Exterro's client spotlight webcast series, on a regular basis Exterro clients will discuss how they set up their own e-discovery process and supply attendees with lessons learned along the way.

Athena discusses how she handles fearful clients through the bankruptcy process.

In a recent review on Avvo.com, a former client of mine discusses how our firm and the collaborative process helped her take back control of her life.

Even though the piece seems very focused on litigation and court processes it is important for lawyers to discuss with clients other process options, including negotiation and mediation.

This week, we discuss subscription fees with Kim Bennett, including her process for designing her fee options and responding to clients» needs.

Think of how effective it could be if a video of an attorney discussing what a client should expect to handle in the litigation process came up next to your «contact us» page.

This article discusses the entire process — from asking clients for their assistance to the interview and putting the video online.

On May 23, 2018 at 1:00 pm ET / 10:00 am PT, attend Legal Operations Discuss: Maximizing Legal Hold Efficiency, Exterro's client spotlight webcast with NetApp, so you can learn directly from two legal operations professionals about how they applied legal operations strategies to assess and improve NetApp's legal hold process.

In Exterro's new client spotlight webcast series, Exterro clients will discuss how they set up their own e-discovery process and supply attendees with lessons learned along the way.

Watch out for the «bait and switch routine»: Once a client goes through the selection process discussed earlier to select a legal expert, make sure that expert is handling the case and not someone else or an amorphous and ever - changing «team.»

He also discusses his «streamlined» virtual enrollment process utilizing technology that enables him to enroll and manage clients from literally anywhere in the world.

As discussed below under the subject of Staffing, watch out, for example, for the law firm that baits the client in the selection process with a well - known rainmaker (like a former politician or judge who is now a law firm partner) then switches, once the client signs up, to lawyers the client has never met.

Cf. Henderson & Zorn, «The Most Prized Lateral of 2015 Wasn't a Partner,» American Lawyer, Feb. 1, 2016 (discussing media attention given to movement of 4 - person process improvement team from a UK Silver Circle firm to a Global 100 UK - Australian firm and predicting that this type of sophisticated capability will eventually attract lateral partners trying to hang onto clients).

In Exterro's new client spotlight webcast series, on a regular basis Exterro clients will discuss how they set up their own e-discovery process and supply attendees with lessons learned along the way.

Join us for more installments in this series, as we discuss tools and techniques to transform the law firm billing process and provide greater value for your firm and its clients.

Our process development experts will discuss how you can map out predictable processes for client intake, work product creation and management, billing and client follow up, as well as evaluate and strengthen your -LSB-...]

Many of my career coaching clients discuss being uncomfortable with networking, either due to their personality, their values, or their lack of knowledge about how to go about the process.

Essential job duties of a Make Up Artist are discussing visual requirements with clients, developing design ideas, collaborating with hair stylists, optimizing make up processes, maintaining their knowledge of beauty products, and adapting make up to story requirements.

Relocation Specialists assist their clients in the process of moving, by completing duties such as discussing requirements with clients, selecting prospective properties, coordinating set up procedures, developing relocation strategies, monitoring maintenance, offering advice on relocation issues, and helping clients to complete housing applications.

Discuss the business process and requirements with the clients for project planning and product designing

Typical job duties listed on a Process Improvement Specialist resume sample are discussing business needs with clients, analyzing the business, identifying areas that need improvement, compiling data, recommending training activities, and organizing team building sessions.

Common duties of a Model Maker are discussing brief with client, drawing models or using computer - aided design software, presenting initial ideas to clients, building the actual models, adding moving parts to models, and completing finishing processes such as hand coloring.

Common duties seen on a Process Specialist resume sample are evaluating organization state, discussing business needs with clients, facilitating group collaboration, gathering and compiling data, developing training materials, organizing team building activities, and making other improvements as required by managers.

Common work activities listed on a CRM Consultant resume sample include discussing project details with clients, handling documentation, analyzing the clients» organizational processes, managing data migration, and training staff on CRM integration.

A list of Freelance Floral Designer duties includes discussing requirements with clients, creating bouquets, setting the different tones required for various occasions, processing payments, and taking client feedback into account.

Typical duties a Painting Foreman completes include discussing requirements with clients, assigning tasks, making sure work meets standards, mixing paint, inspecting surfaces to be painted, supervising the painting process, and maintaining records.

Pleasant, understanding, and professional people will be in touch to make sure that every step of their client's resume writing process is discussed and approved.

Discussed all details and specific requirements for IRA institution, and all processes in regards to Long - Term Care initiatives that would provide client with structured support if the need arose.

• Originate, file, seal and process mortgage loan requests • Educate the borrowers regarding federal mortgage lending policies • Implore further mortgage business via maintenance of a strong network of referrals • Implement federally issued mortgage regulatory policies and guidelines • Process all underwriting processes proficiently • Hold regular meetings with clients, attorneys and bank administration for discussing progress and status of mortgage loan applications • Answer client queries regarding application progress to ensure delivery of high quality customprocess mortgage loan requests • Educate the borrowers regarding federal mortgage lending policies • Implore further mortgage business via maintenance of a strong network of referrals • Implement federally issued mortgage regulatory policies and guidelines • Process all underwriting processes proficiently • Hold regular meetings with clients, attorneys and bank administration for discussing progress and status of mortgage loan applications • Answer client queries regarding application progress to ensure delivery of high quality customProcess all underwriting processes proficiently • Hold regular meetings with clients, attorneys and bank administration for discussing progress and status of mortgage loan applications • Answer client queries regarding application progress to ensure delivery of high quality customer care

• Direct and control clients» order processing and fulfillment and field inquiries by employing discretion • Provide product training to clients through presentations and modeling • Discuss technical aspects of each product and ensure that clients are at par with instructions provided to them • Provide advice to clients by communicating courteously through telephone, email and in person • Investigate and resolve clients» problems in a bid to ensure retainer - ship and repeat business opportunities • Develop and implement feedback and complaints procedures as part of client outreach programs • Train staff members to deliver a high level of client services and provide them with assistance in understanding the company's products and services • Keep abreast of industry trends and developments and ensure that improvements are applied by employing best practices

• Assisted in interviewing clients to determine their design needs • Took notes during the interview process and discussed specifications with designers • Maintained design charts and recorded information such as content, construction, count and production • Assisted in approving trims and fabric and coordinated procurement activities with suppliers • Maintained inventory of supplies and ordered materials low in stock

Common duties of a Cobol Developer are creating software for use in commerce, discussing requirements with clients, proposing business solutions, performing batch processing and scheduling, providing web services, managing files, and responding to client feedback.

Typically we discuss (on the phone or through email) the client's future job aspirations and the process of working with me.