Sentences with phrase «documents on a client matter»

Not exact matches

All of the information a client or potential client enters is directly added to the firm's contacts on Rocket Matter and can then be used to automate the creation of engagement letters, pleadings, wills or other legal documents.

Another click on the most useful precedent and I can have a document that's already addressed to the client and connected to the file matter I'm working on.

If you are a client of ours and would like us to share documents with you on LawConnect, please contact the lawyer dealing with your matter or click here to contact us.

Enable external access so your clients have complete visibility on their matters, can enter the data for you and create their own documents.

More and more now I'm the only associate staffed on a matter, running weekly calls, reviewing documents and answering client questions directly instead of running them through a senior or partner,» one third - year told us.

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.

Should a government investigation move forward, we respond to inquiries and subpoenas, and counsel clients on conflicts, privilege, document retention and insurance coverage matters.

Lawyers can significantly reduce their exposure to a claim by controlling client expectations from the very start of the matter, actively communicating with the client at all stages of the matter, creating a paper trail that documents communications, and confirming what work was done on a matter at each step along the way.

Existing in - person clients are able to use the features of the VLO as an amenity to communicate with the attorneys securely, check on the status of their legal matter, access online pleadings and other documents, and to receive invoices and pay for their legal services online.

The checklists and forms in the Domestic Contract Matter Toolkit contain points and questions lawyers should systematically consider as they conduct the initial interview on a domestic contract matter and when they meet with the client to review and sign the docMatter Toolkit contain points and questions lawyers should systematically consider as they conduct the initial interview on a domestic contract matter and when they meet with the client to review and sign the docmatter and when they meet with the client to review and sign the document.

However, many foreign firms with offices in China, including Dentons, have for decades taken advantage of a loophole that allows them to advise multinational clients on «the Chinese legal environment,» meaning they can handle a wide variety of domestic matters short of appearing in court or signing official documents.

Finally, if a potential client has the potential to be a recurring and significant source of income, then the client's specific up front requests regarding certain aspects of the case, including the staff assigned to work on their matters and the type of technologies used to handle their client documents, might be worth considering.

You can grant specific clients access to designated matter files, specific documents, notes, and events on those files.

Clients can track the progress of their matter, view a calendar with upcoming dates related to their case, send messages to the team working on their matter, and receive updates or review documents.

That involved keeping all transaction - agreement drafting in - house, regardless of the size and profile of the deal, as well as standardising documents and introducing self - service tools for clients so the legal team was not wasting time on routine or less important matters.

Attorneys and staff today work in a highly mobile and rapidly evolving world, use email extensively to interact with colleagues and clients and often employ PC, smartphone and tablet in the same day to work on the same matter, storing documents on their PCs, on firm networks and even in cloud storage systems.

Martin has been involved in ediscovery for over 25 years, during which time he has managed and implemented large corporate workflow and document management systems, as well as advised clients on complex, large - scale, multi-jurisdictional litigation and regulatory investigation matters.

The Cambridge - based startup, which last year closed a second over-subscribed funding round, allows lawyers, clients and third parties to communicate in real - time and eradicate email congestion, centralising access to legal documents and keeping clients up to date on the progress of each legal matter.

Although the Nishi decision suggests that it's the funder's intention that «matters,» the more challenging evidentiary burden is on the legal owner — so when handling this kind of purchase transaction, a lawyer needs to document his / her client's intention regardless of whether the client is the funder or the prospective title holder.

This platform will provide clients with direct on - line access to their documents, status reports / checklist on their matters, current information on billing and retainer balances and articles of interest and import.

New features include one - click saving of documents without having to fill out a profile, full search functionality from directly within Microsoft Word and Excel, Active Profiling within Outlook to automatically assign client - matter information to emails, and a new interface to allow viewing up to three times more documents on the screen.

The practice ban notwithstanding, many foreign firms with offices in China, including Dentons, have for decades taken advantage of a loophole that allows them to advise multinational clients on «the Chinese legal environment,» meaning they can handle a wide variety of domestic matters short of appearing in court or signing official documents.

On recent matters, advanced analytical technology, including Document Mapper, Mines, Cubes and predictive coding, allowed Acuity clients to:

Soon, we will implement web access for our clients and their managing / letting agents to monitor progress on their matters, input information & obtain copies of completed documents, such as title documents, leases, licences, etc

Mr. Davies counsels clients on: cross-border discovery; privilege matters; compliance and other risk management policies and practices; document retention protocols and practices; and regulatory and risk management matters.

«An advocate is responsible for pleadings and other documents prepared for litigation, but is usually not required to have personal knowledge of matters asserted therein, for litigation documents ordinarily present assertions by the client, or by someone on the client's behalf, and not assertions by the lawyer.»

NetDocuments has been the leader in cloud - based document management since 1999, helping firms to reduce costs and increase productivity with enterprise search, built - in disaster recovery, client, matter, and project - centric workspaces, and any time access on a modern platform that scales to both small and large firms alike.

Sheppard Mullin lawyers also counsel clients on a variety of matters relating to the California Environmental Quality Act as it affects projects on urban waterfronts and in coastal areas, and have supervised the preparation of EIRs and other environmental documents.

With the right system in place, you and your staff will have the ability to automatically route items, tasks, documents, and events to certain people based on their role in the case or matter, as well as manage deadlines, improve responsiveness to clients, reduce malpractice insurance rates, and boost overall productivity.

You'll see your new document in your folder and when you download the file by clicking on it's name or view the document by hovering over the magnified glass icon, the merge fields you placed in the template document will now have been replaced by the specific information for the client and matter you've chosen.

However, the court draws the line when it comes to requests for resumes of investigators, or the volume of work that investigators perform for their clients on other matters, and has refused to require production of these documents.3 Ontario courts have also held that although an investigator's notes need not be disclosed, the plaintiff is entitled to particulars of those notes.

Once you've uploaded your document template, click on Documents - > Documents and navigate to the client, matter and folder where you'd like to store this new document.

Your Firm App improves on each area by providing dynamic communication and real time uploading of the documents that matter to both attorney and client.

Progressive law firms are leveraging voice technology not only for dictating documents, but also for task delegation and taking notes on client matters.

The firm provides full range of services on corporate matters, including advice on corporate structure, setting up of companies, drafting of corporate documents, representing clients in equity investment transactions.

Too often, Jaar says lawyers in - house give advice to their internal clients without documenting it for future reference or use on other matters.

There are many advantages of a document management system having a good taxonomy for the way in which documents are profiled or described, starting from the creation of standard folders for client matters (eg, Accounts, Correspondence, Transaction Documents, Research, andocuments are profiled or described, starting from the creation of standard folders for client matters (eg, Accounts, Correspondence, Transaction Documents, Research, anDocuments, Research, and so on).

Legal practice management skills such as opening new client matters, recording time and working collaboratively on firm documents using a cloud - based practice management platform (see «Use Clio» under «Firm Policies,» below); and

The checklists and forms in this toolkit contain points and questions lawyers should systematically consider as they conduct the initial interview on a domestic contract matter and when they meet with the client to review and sign the document.

She handled all client matters remotely, primarily on a limited scope basis, using state of the art technology to keep in contact with clients, receive and provide documents, and prepare document productions.

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• Create and maintain liaison with state agencies to acquire legal papers, stamps and seals • Ascertain that all stamps, seals and papers are kept safely under lock and key • Be physically present at occasions that require state approvals such as for law suits and property matters • Interview clients briefly to ensure that they understand the mechanics of affidavits and other legal documents • Determine the eligibility of documents and clients» intentions by indulging them in conversation • Verify identification documents such as birth certificates, social security cards, passports and licenses • Ascertain that the signer is not coerced into signing a document and report any misdemeanors as soon as they arise • Prepare affidavits, depositions and other documents according to set content standards • Sign prepared documents and affix stamps and seals on them in a bid to provide approval • Perform marriage ceremonies by ensuring that proper licenses are obtained and documentation completed (authorized only in the states of Florida, Maine and South Carolina) • Create and prepare records of items notarized and ensure that they are in correct order for public reference

Customer Service Representative — Duties & Responsibilities Oversee customer service and IT support across a variety of industries and settings Responsible for 24 hour, 7 days per week help desk management for both clients and team members Utilize interpersonal skills and advanced IT knowledge in service of national and international clients Direct team of IT and customer service professional handling inquiries and escalations in a timely manner Responsible for Level 1, 2, and 3 service across a variety of highly technical IT matters Document customer service activities, update client accounts, and follow up as needed Build and strengthen professional relationships with clients and partners resulting in loyalty and strong revenue Responsible for departmental budget, team workflows, and IT inventory management Hire and train employees in customer service and IT management best practices Manage varied IT projects including migrations, infrastructure development, and network administration Utilize strong abilities and training in Microsoft, Linux, and Apple systems Serve as liaison between multiple departments and senior leadership Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Passports and Consular Officer — Customer Service Duties & Responsibilities Deliver on - site support to all departments and coordinate all daily business efforts through effective collaboration and communication with team members while providing and ensuring a high - quality customer service experience Track, file, and view important documents, applications, information and records on a daily basis, organizing and maintaining sensitive files in an efficient and organized manner Develop and employ a working knowledge of related procedures, regulations and legal applications with respect to the administration of organizational services Act as a liaison between all interested parties to ensure effective information flow, exceptional customer service, efficient operations administration and timely issue resolution Prepare various materials as well as manage all data and information with the utilization of various software applications, including word processing, database and spreadsheet programs Collaborate in the execution of various operational aspects, including statistics management, information exports and backups, and regular records updates Support various reception functions, including acting as first point of contact to guests as well as ensuring the placement of accurate and up - to - date information related to services and fees throughout reception area Address and resolve client queries and issues in a timely manner, researching all topics thoroughly for complete solutions Provide translation and interpretation services as needed to on - site and Australia - based staff in relation to complex consular matters, including official meetings and functions Maintain security of and access to sensitive information, systems and other data Provide phone coverage as needed as well as manage various forms of critical correspondence Assist mid - and senior - level management with various other duties as assigned to facilitate efficient administrative and business operations

Professional Experience Telsource Corporation (Fairfield, NJ) 1996 — 2010 Sales Support Manager (Year — Year) • Analyzed and evaluated subcontractor proposals, performed cost / price analysis, negotiated Subcontracts Agreements and executed a wide range of contractual documents; Non-Disclosure agreements (NDAs), and Teaming Agreements (TAs) • Monitored and managed contract change activity to prevent unauthorized work or scope creep • Composed responses to Request for Proposal (RFP), Request for Information (RFI), and federal / state / local bidder's lists • Conducted strategic planning sessions with sales, product management, operations, subject matter experts, and senior management to gain understanding of the prospect and how to best position the RFP response • Re - wrote / edited information received from other departments and ensured information met requirements of RFP • Managed annual proof of compliance documents for customers • Developed and maintained boilerplate proposal, statement of work, and correspondence templates • Customized and maintained client specific order forms • Trained new hires on internal ERP system, Sant Suite, and departmental processes and procedures

My office handles those matters on a regular basis, and we are happy to help our divorcing clients make sure their important legal documents are up to date.

All of our services are available through our Westside office, including mediation of family matters, drafting of settlement agreements and managing the court document process on behalf of clients.

Divorce and family mediation services Conejo Valley Office The Conejo Valley office of Divorce and Family Mediation Services provides easy access to clients living in the communities of, Newburry Park, Thousand Oaks, Moorpark in the West and Westlake Village, Oak Park, Agoura, Woodland Hills and Calabasas to the east; Malibu and Pacific Palisades to the south; All of our services are available through our Conejo Valley office, including mediation of family matters, drafting of settlement agreements and managing the court document process on behalf of clients.