Sentences with phrase «clients draft forms»

Not exact matches

To make buyers more aware of the dangers, Cordwell helped draft a new form that Sotheby's agents must now ask clients to sign; it spells out that the buyers understand the risks when an offer is made with no conditions.

I even use Google Docs for drafting forms and some documents, although rarely for specific clients.

A properly drafted non-solicitation agreement can prevent an employee or former employee in Mississauga from many forms of competition following his or her departure, including contacting clients or current or former employees.

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:

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.

These types of processes — following up with clients to perform tasks, drafting standard letters and emails, filling out PDF forms, and doing data entry — lend themselves perfectly to small scale automation.

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].»

Ansel Halliburton: What it allows me to do is be on the phone with a client for 20 minutes, sort of do that initial client intake interview where you figure out what business they're in and what they need, and then I fill in a couple of screenfuls of variables, and Common Form then assembles the first draft for me, which is often 90 % done.

Draft the agreement, review it with the client in all respects before it is sent to the other lawyer (making sure to get the client's approval by e-mail on it before it is sent out) and forward it to the other side for approval as to form and content.

Revisit (or draft for the first time) your client intake form, file opening procedures, calendar system, billing processes, file maintenance practices, file closing procedures, monthly trust account reconciliation process, timekeeping practices, and any other office procedures used in your practice.

Alaska Legal Services Corporation Location: Anchorage, Alaska Brief Description: The legal fellow will assist in drafting, researching, and editing legal education materials and legal forms to bolster ALSC's Pro Bono Training Academy (PBTA)-- an online support mechanism for pro bono attorneys to assist clients in rural communities.

Whether consulting on dispositive motions, preserving issues for potential review, or drafting critical motions in limine, jury instructions, or special verdict forms, Wendy's appellate perspective positions clients to secure common sense, correct, and just appellate outcomes.

Or, even giving away simple forms or drafting blog posts that describe how clients can complete simple legal services themselves while explaining that you're available to help with the complicated stuff if they need it.

Brief Description: The legal fellow will assist in drafting, researching, and editing legal education materials and legal forms to bolster ALSC's Pro Bono Training Academy (PBTA)-- an online support mechanism for pro bono attorneys to assist clients in rural communities.

Construction We offer our construction clients a comprehensive advisory service, from drafting and reviewing standard - form and bespoke contracts with the aim of avoiding future disputes, to representing our clients» interests in court when disputes do arise.

Savvy clients also regularly bring GMSR in long before the appellate stage to draft dispositive motions, review proposed jury instructions and verdict forms, and advise on strategy with an eye toward appeal.

We also counsel clients regarding environmental remediation, forming condominiums and property owner associations and drafting covenants restrictions and easements.

By storing all of their custom templates in Smokeball, Boyd & Kummer can now pull all their client information from Smokeball to automatically fill out forms, draft emails, and generate documents in seconds.

Financial summaries assistance includes client intake on assets / debts / expenses and drafting the necessary forms

He has advised Polish and international clients, drafting transaction documentation (including bond issues, security documents, corporate documents and development agreements), as well as working on cross-border transactions and transactions using standard international contract forms.

Similarly, most litigators are not doing research; they, like their corporate colleagues, are churning out mostly standard forms, drafting affidavits for their clients, negotiating and trying to get their clients to see reason.

I form companies, prepare owner agreements, create form agreements for clients to use in their businesses, draft and review contracts with vendors, employers and customers, and provide general legal counselling.

Draft diet plans for the clients and mention details of the quantities of food items to be taken, timings and the form

Drafted appellant briefs, probate court motions, property deeds, state and federal tax forms, specifically 1040, 1041, and 706 forms to achieve client objectives.

Senior Business Developer — Lynx Software Solutions2008 — 2010 • Met with clients through the phone or in - person to discuss the customer relations software they are using, inform them on current industry trends, and describe how the company's products can benefit their organization • Learned the ins and outs of the company's software products; compiled presentations and drafted proposals • Awarded «Highest Sales» recognition plaque at annual company gala for three years in a rowJunior Business Developer — Core IT2004 — 2010 • Presented potential clients with a wide range of customer management software solutions to improve the organization, team morale, and client turnover of their operation • Attended sale seminars with a team of business developers to educate prospects on the benefits of products; set up an eye - catching visual presentation in the form of pamphlets and displays • Implemented constructive feedback from managers on sale strategy to increase the number of product sales

• Drafted presentations to present information to clients in a comprehensible form.

• Welcome clients and witnesses and respond to their inquiries regarding legal services and fees • Conduct legal research by consulting verified sources and provide feedback in the form of reports • Draft trials briefs along with other legal documents and correspondence • Interview clients and witnesses and record their responses according to specified procedures • Manage exhibits and evidence and prepare them for presentation in courtrooms • Search for and retrieve records on request and ensure both data integrity and confidentiality

She drafts all forms of domestic contracts, and acts for clients in support, property, and custody and access matters.

To make buyers more aware of the dangers, Cordwell helped draft a new form that Sotheby's agents must now ask clients to sign; it spells out that the buyers understand the risks when an offer is made with no conditions.

It went something like this: hotel check - in, locate room, locate wifi service, attempt connection to wifi, wonder why the connection is taking so long, try again, locate phone, call front desk, get told «the internet is broken for a while», decide to hot - spot the mobile phone because some emails really needed to be sent, go «la la la» about the roaming costs, locate iron, wonder why iron temperature dial just spins around and around, swear as iron spews water instead of steam, find reading glasses, curse middle - aged need for reading glasses, realise iron temperature dial is indecipherably in Chinese, decide ironing front of shirt is good enough when wearing jacket, order room service lunch, start shower, realise can't read impossible small toiletry bottle labels, damply retrieve glasses from near iron and successfully avoid shampooing hair with body lotion, change (into slightly damp shirt), retrieve glasses from shower, start teleconference, eat lunch, remember to mute phone, meet colleague in lobby at 1 pm, continue teleconference, get in taxi, endure 75 stop - start minutes to a inconveniently located client, watch unread emails climb over 150, continue to ignore roaming costs, regret tuna panini lunch choice as taxi warmth, stop - start juddering, jet - lag, guilt about unread emails and traffic fumes combine in a very unpleasant way, stumble out of over-warm taxi and almost catch hypothermia while trying to locate a very small client office in a very large anonymous business park, almost hug client with relief when they appear to escort us the last 50 metres, surprisingly have very positive client meeting (i.e. didn't throw up in the meeting), almost catch hypothermia again waiting for taxi which despite having two functioning GPS devices can't locate us on a main road, understand why as within 30 seconds we are almost rendered unconscious by the in - car exhaust fumes, discover that the taxi ride back to the CBD is even slower and more juddering at peak hour (and no, that was not a carbon monoxide induced hallucination), rescheduled the second client from 5 pm to 5.30, to 6 pm and finally 6.30 pm, killed time by drafting this guest blog (possibly carbon monoxide induced), watch unread emails climb higher, exit taxi and inhale relatively fresher air from kamikaze motor scooters, enter office and grumpily work with client until 9 pm, decline client's gracious offer of expensive dinner, noting it is already midnight my time, observe client fail to correctly set office alarm and endure high decibel «warning, warning» sounds that are clearly designed to send security rushing... soon... any second now... develop new form of nausea and headache from piercing, screeching, sounds - like - a-wailing-baby-please-please-make-it-stop-alarm, note the client is relishing the extra (free) time with us and is still talking about work, admire the client's ability to focus under extreme aural pressure, decide the client may be a little too work focussed, realise that I probably am too given I have just finished work at 9 pm... but then remember the 200 unread emails in my inbox and decide I can resolve that incongruency later (in a quieter space), become sure that there are only two possibilities — there are no security staff or they are deaf — while my colleague frantically tries to call someone who knows what to do, conclude after three calls that no - one does, and then finally someone finally does and... it stops.