Sentences with phrase «containing information about the clients»

Maintained records, databases containing information about the clients: needs, products they have bought, gave up, reasons why and the like

Not exact matches

As a result, the first forms containing any new information about clients will not be made public until June 2017.

This website contains considerable information about hypnosis, both for prospective clients as well as experienced hypnosis professionals.

Your practice website should contain specific information about how a client can achieve calm and controlled transport of the cat to the practice.

But the proposed changes call attention to the fact that you'll want to be careful when using these sites to be certain that the comments you and others make on your site do not contain information about you «the lawyer» or your «lawyer services» that could be considered false and / or misleading — even if that means deleting an overly flattering testimonial that could deceive potential clients.

Your firm should have a LinkedIn Company Page that is frequently updated with information that would be useful to your potential clients, and it should contain complete information about the services your firm offers.

For example, they can provide a pre-meeting briefing digest containing information about each individual, news about the client, related matters that are being worked on and the two or three latest events and meetings that the clients have attended.

A Client Data Sheet containing basic information about that client is added to the binder in alphabetical order, and is permanently stored in the bClient Data Sheet containing basic information about that client is added to the binder in alphabetical order, and is permanently stored in the bclient is added to the binder in alphabetical order, and is permanently stored in the binder.

According to Online Daily Media, in Rocky Mountain Bank - v - Google, Inc. the bank explained that it had sent a file containing a wealth of sensitive information about clients by email to the wrong Gmail address.

But the same issue contains some incredible information about how clients are responding.

This page contains information about our standard client representation policies, practices, and billing procedures.

We may deny access when: • it is required or authorized by law (for example, when a record containing personal information about you is protected by solicitor - client privilege); • to do so would reveal confidential commercial information, and the personal information can not be severed from the record; • to do so could reasonably be expected to threaten the life or security of another individual, and the personal information can not be severed from the record; or • the information was generated in the course of a formal dispute resolution process.

For example, in the diagram bits of information about a client are held across the practice management system, matter opening portal, engagement database, Client Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedentsclient are held across the practice management system, matter opening portal, engagement database, Client Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedentsClient Relationship Management (CRM) system, Practice Management System (PMS), Document Management System (DMS), finance system and a knowledge management database containing precedents etc..

Make sure your Profile contains the most updated information about you, where you work, what kinds of clients you work for and what you do for them - many people won't accept a LinkedIn connection request without reviewing the requestor's Proile first - especially if they don't immediately recognize your name.

denial of access is required or authorized by law (for example, when a record containing personal information about you is subject to a claim of legal professional privilege by Neinstein Medical Malpractice Lawyers or one of our clients).

The Code of Conduct contains this provision about «confidentiality» in Rule 2.03, at p. 28, that is beguiling in its simplicity: «A lawyer at all times must hold in strict confidence all information concerning the business and affairs of a client acquired in the course of the professional relationship and must not divulge any such information unless: (a) expressly or impliedly authorized by the client; (b) required by law or a court to do so; (c) required to deliver the information to the Society; or (d) otherwise permitted by this rule.»

On his The Trial Warrior blog, Toronto lawyer Antonin Pribetic has a great post that contains sage advice on the dangers of breaching client confidentiality with a blog post — Too Much Information: Blogging about your client.

The masked abstract will not reveal any personal information about the driver, such as their name, address, Social Security number, client ID number, but WILL contain the following:

A financial consultant resume contains information about the competencies and qualifications of a candidate who would like to immerse himself / herself in providing necessary consultations with different clients needs especially with regards to savings, insurance, and investments.

Organized and maintained various files containing information about the sold products and the clients

For example, the service contract agreement defines the relationship between the parties, explains services provided by the broker, explains the obligations and responsibilities of both parties, provides consent for the collection and use of information about the client and also contain details about remuneration.