Sentences with phrase «detailed information about their clients»

She also prepared detailed information about each client so Moore would know where each stood.

The company says the platform also assists mortgage brokers in obtaining more detailed information about their clients and about options available to them.

Not exact matches

MaRS may also disclose more detailed Confidential Information about the Client: (a) to external advisors that are legally obligated to maintain the confidentiality of this information, or (b) to others with the verbal or written consent of Information about the Client: (a) to external advisors that are legally obligated to maintain the confidentiality of this information, or (b) to others with the verbal or written consent of information, or (b) to others with the verbal or written consent of the Client.

I am not going to give you all the gory details about all of my projects, because I don't think my clients would appreciate my divulging this proprietary information.

Further details about the case are part of the medical record and can not be released without the owner's specific consent, nor can the client's personal contact information be released as this information is confidential and subject to veterinary ethical and legal considerations.

Their innovative new website is easy - to - navigate and provides potential clients with plenty of detailed information about all aspects of the firm and its attorneys.

Many lawyers are reluctant to provide any kind of personal information about themselves in their bio, but these kinds of small personal details can help a potential client connect to you on a human level — and help you stand out from the numerous other lawyers clamoring for that person's business.

Finally, the new edition of CosmoLex adds case notes, freeform note fields attached to each matter that make it easy to document information such as logs of conversations with clients or prospects, details about a particular expense, or additional information on a contact's relationship to a case.

For more information about Pam Miller and the extensive work that she does for Ketchmark and McCreight, P.C. at our wrongful death clients across Missouri, read the detailed article, entitled Sexual Harassment Lawyers work with Professional Social Worker in Missouri as soon as possible.

On the site, a client answers a series of detailed questions about its trading partner, the goods to be shipped and other relevant information.

Data breaches have become a common occurrence, and hackers can not only get confidential details about a case or deal, but steal your client's information as well.

Once a prospective client tells you about his case, it doesn't matter what the details are, you're presumed to have confidential information that can — and will — be used against him.

Once on your email list, you can foster your relationship with that referring attorney through a monthly email, which can include updates about your practice area, information they can use to assist their clients, and details about the types of cases your seek.

As for retainers, CPD s 40.2 states where there is a dispute about the receiving party's liability to pay costs to the solicitors who acted for the receiving party, the request for a detailed assessment must be accompanied by any agreement, letter or other written information provided by the solicitor to his client explaining how the solicitor's charges are to be calculated.

In an article that detailed how Cambridge Analytica obtained information about millions of Facebook users, The New York Times reported this month that employees of the data research firm with European or Canadian citizenship had worked extensively for its American clients during the 2014 and 2016 elections, despite a warning from its own election lawyer.

A. Yes, but before that takes place we have each new client complete a detailed questionnaire that probes them for information about their background and objectives.

Our clients then complete a Resume Supplement Questionnaire which gathers detailed information about your experience, achievements, skills, values, and career ambitions.

How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: [phone] Cell Phone: [phone] Fax: [phone] E-mail: [email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to clients and referring attorneyso Contacted clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed clients in person (at state facilities) and over the phoneo Worked with clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our client) Faculty Research Assistant for Library Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request

Performed various administrative duties and answered client calls by giving detailed information about the available policies as per the owner's vehicle, and needs

I provide my clients with a detailed questionnaire that seeks to extract as much information about their career trajectory as possible before a follow - up strategy session call.

Conferred with customers and clients to provide information about claims and service, kept records of customer interactions and transactions, recorded details of inquiries, complaints, and comments, as well as actions taken.

Software Tester — Ridge Application Development — Phoenix, AZ — September 2014 — present • Review software to determine its function and accessibility, evaluating how successful the code is • Test specific functions to ensure they meet all expectations and fulfill specifications • Create detailed reports of all found bugs and issues, including instructions to replicate them and potential solutions • Implement programming fixes on the spot if the problem is simple enough to be tackled immediately • Interact with programmers and software developers to relay information about software development and issues • Evaluate the aesthetics of software, taking client instruction into consideration and making recommendations to designers • Improved bug elimination process to be 15 percent more efficient

Lead Electrical Engineer — San Jose Electrical, San Jose, CA — February 2014 to Present • Delegate tasks to the other electrical engineers, coordinating talent to accomplish all tasks effectively and quickly • Create a project plan to meet client needs before the deadline, making detailed schedules and plans • Draw blueprints of electrical installations and wiring, including specific details for electrical engineers to follow • Take part in construction jobs, installing electrical equipment and finishing jobs successfully • Interact with clients, relaying information about installation and acquiring specific requests and needs to guide the project • Provide instruction to engineers, training new recruits and developing the talents of the entire team.

Highlights Crowned King of the Sales Team for consistently bringing in at least 20 new clients each quarter Developed strong relationships with clients that led to first access when new items hit the market Drafted a dynamite business plan that led to increased saturation of market Combined expert industry knowledge with first - rate customer service for great client retention rates Brilliant mind for details, including personal information about each doctor or medical practitioner acquired as a client Extensive knowledge of disease pathology and the best treatment options Experience Medical Sales Representative 6/1/2010 — Current Sunnyvale Pharmaceuticals — Los Angeles, CA Repeatedly earned the top earner's spot in the company's monthly competition.

develop initial ideas and acquire key information about potential projects, discuss requirements in detail with clients (the brief) and set project schedules;

The biggest problem I encounter when helping clients with the education section is that they leave out important information, like professional development courses, and provide details about course work that are not needed after several years of work history.

PROFILE * Awarded for outstanding sales and business lead generation, student recruitment, and training * Researched and identified potential clients in the public, corporate, and non-profit sectors and data - mined information about their activities, biography, affiliation, news, contact details, etc. * Successfully marketed the organization, explained mission and vision, and held meetings with potential client and key clien...

Skilled in preparing candidates for interviewing with clients by providing detailed information about business strategy, job descriptions, and expectations.

Other details that may be required in a home study are specific pieces of information about the client's home, bedroom dimensions, or specific income statements.

If you are contacting me about personal details and other health information, you are encouraged to access the client portal, set up a free account, and contact me there in order to fully protect your data.

To really make an impact you must offer valuable information — links to online articles that your clients might find useful, advice about mortgages, or details about events in the area, for example.

Real estate agents have detailed information about every transaction with which they can advise their clients as to market trends.

In addition to the standard contact details, record interests, hobbies, birthdays and information about a client's partner and children.

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.

Of course we will remind the entire population that a REALTORS first obligation is to protect her clients, REALTORS are paid by sellers not the general public and that no more than a Doctor would release personal details about a patient without a court order, so to REALTORS will not release personal details about a client without insuring that information is privacy protected with strict legal consequences for ANYONE using it in a manner not authorized.