Sentences with phrase «include information about the clients»

For attorneys, of course, there is a concern that your browser history might include information about your clients: online research you have conducted, addresses you've looked up that could pinpoint a client's location, etc..
Confidentiality in this context is properly understood in the broader sense of information that the lawyer is not at liberty to disclose and may include information about a client that is in fact in the public domain: see the decision of the House of Lords in Hilton v. BBE [2005] 1 WLR 567, para. 34.
Clients» confidentiality must be maintained at all times and social media should not include any information about clients, unless clients have consented.

Not exact matches

Drawing from real - life client experiences, Krisay says she has a realtor client who started including information about the homes he was showing (price, number of bedrooms and bathrooms, etc.) and doubled the number of direct leads on his website.
The firm had shared information about the malware, dubbed ModPOS, with clients in October, and briefed dozens of companies, including retailers, hospitality companies and payment - card processors, about its dangers.
Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.
A good dating site has to make sure that it keeps all its clients interests confidential and this includes information about someone's finances.
While registering, all clients must provide their personal and contact information, including name, age, sex, city of residence, zip code, e-mail address, as well as information about their preferences in partner.
Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.
These new rules included providing consumers with clear information about products and a requirement to «operate in a way that is fair to clients».
The public information section of the credit report includes publicly available information about legal matters affecting your client's credit.
Three quarters of them fell short on collecting and documenting important information about clients, including their risk tolerance.
In addition to these links, we also provide helpful information about our hospital, including accessible client forms, frequently asked questions, and comprehensive educational information covering a broad range of veterinarian topics here on our website.
When you call to schedule an appointment, the Client Services staff member will ask for information to complete the registration form including information about your personal veterinarian.
RRR technical fact sheet — a resource for you and your veterinary team that summarizes the most current research on RRR as a diagnostic and monitoring tool; includes information and tips about how to promote the RRR app to your clients.
The tour will include information about the center's lifesaving programs, including dog play groups and behavior training, client - focused adoptions, specialty cat programming (e.g., ringworm management and «working cat» adoptions) and Best Friends» kitten nursery.
The Client Information Sheet, modeled after similar drug information sheets included with many human drugs, was to provide pet owners with easily understandable information about the potential side - effects and what to do if side - effInformation Sheet, modeled after similar drug information sheets included with many human drugs, was to provide pet owners with easily understandable information about the potential side - effects and what to do if side - effinformation sheets included with many human drugs, was to provide pet owners with easily understandable information about the potential side - effects and what to do if side - effinformation about the potential side - effects and what to do if side - effects occur.
Utilize technology that allows entering the client, his or her address, and information about the pet, including its age, color, name, breed, and what products and services it enjoys.
We have included links to online pet websites, helpful information about our hospital, including accessible client forms, frequently asked questions and comprehensive educational information covering a broad range of veterinarian topics.
The goal of TEVENE'I MARINE is to provide high quality scientific information about the ecology of coral reefs to a diverse range of clients, including Government Institutions, Private Business, University and Secondary school students, Eco-tourists, and Film - makers.
Each client who earns and / or redeems points and / or receives rewards consents to, and authorizes RBC Bank, any of their respective subsidiaries and affiliates, and any non-affiliated third parties with whom any of the foregoing contract in order to manage and administer the Program, to share information about the client and the card account (including the Program component) as necessary or appropriate to effect, administer, enforce, service, or fulfill the terms of the Program.
Formal Opinion 480 explains that lawyers communicating about legal topics in public commentary must comply with the ABA Model Rules of Professional Conduct, including Rule 1.6 (a) which says: «A lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation, or the disclosure is permitted by paragraph (b).»
You can suggest to the client that the best reviews include information about what someone hiring an attorney may be interested in knowing.
Include some information about yourself, your areas of practice, the services you offer, and how potential clients can contact you.
It also includes a «Vault» where clients can store information about their online accounts and digital assets, the locations of valuables, and the locations of critical certificates and documents.
Ideas include: 1) writing about a recent news story as it relates to your practice areas, 2) writing about new cases as they are issued and include your take on the case, 3) writing about another blogger's recent post and provide an opposing, or alternate, viewpoint, or 4) answering questions about the legal process that clients typically ask you, such as what types of information they should bring to the first appointment or how long a jury trial might last.
Static Pages — These pages provide information about your areas of practice, including explanations of laws and statutes related to your practice and useful information about the type of legal matter that concerns the potential client.
A good welcome package should include three categories of materials: information about the client's issue or matter, tools to aid your client throughout the engagement, and information about who you are and what you do.
[123] In law firms policies that explicitly or implicitly provide messages about what is valued by the institution include, for example, various orientation information provided to students and new associates, website and other recruitment materials, policies regarding client recruitment and processes (including conflicts searches).
For example, if a lawyer's website encourages a website visitor to submit a personal inquiry about a proposed representation and the website fails to include any cautionary language, the person submitting the information could become a prospective client.
In contrast, if a website offers only information about the lawyer or the lawyer's firm, including the lawyer's contact information, this information alone is typically insufficient to create a reasonable expectation that the lawyer is willing to consider forming a client - lawyer relationship.
As to divulging client confidences, the majority of the Court held that the First Amendment protects an attorney who disseminates information about a client, even where as here Mr. Hunter identified the clients by name, when the information has already been divulged publicly, including in court proceedings.
The lawyer testified that he usually gives or sends to clients involved in an alleged «hit and run» accident a brochure or excerpts from a book he had self - published that includes information about s. 24 (5) of the Insurance (Vehicle) Act, but did not recall and made no record of whether he did so in this case.
Information about companies that are acting as clients can be filtered too, including the kind and amount of litigation they have been involved in.
Includes an obligation to safeguard all of the information about a client against misuse and disclosure.
Some of the key points raised included the importance of keeping clients updated on legal or industry developments, keeping clients informed about their budget expectations (especially if expected to go over a proposed budget) and, most importantly, provide clients with information they need before they even ask for it or know they need it.
This would also include information about intake, clients and adverse parties, as well as all documents, emails, deadlines and conflict checking.»
While some parts of fact investigations can be automated (including pulling together information about a client or opponent), much of it relies on interviews where «significant amounts of information may be transmitted nonverbally, in ways a computer would have difficulty detecting.»
The search revealed to the court that not only was the client company indeed still active, but that a variety of information about the client was readily available — including the client's website, mailing address, phone numbers, email addresses, names, and other contact information.
This information is intended to inform clients and friends about legal developments, including recent decisions of various courts and administrative bodies.
For more information about what we know about these systems including a copy of our latest PowerPoint presentation, please see our blog or if you are a law firm partner or manager, schedule a free live Client Profitability fundamentals webinar for your firm.
109 See Hazelwood, supra note 19, at 286 — 89 (listing a number of ethical issues surrounding email that legal writing courses could raise, including third - party access / interception, metadata, data retention, and inadvertent disclosure); Dragnich, supra note 36 at 15 (discussing how an email assignment could include lessons about confidentiality, attorney - client privilege, and «contemporary issues such as information security and removal of metadata prior to transmitting documents»); Tracy Turner, E-mail Etiquette in the Business World, 18 No. 1 Persps.: Teaching Legal Research & Writing 18, 19 — 20 (2009)(discussing ethical and professional email issues, including when to use email versus other forms of communication, forwards and replies, and CC and BCC use); see also Shapo, supra note 3, at 345 («If you are forwarding a message to another attorney, for example, check that there is nothing in the thread that is not for the eyes of that recipient.
For example, the largest employment law firm in the US, Littler & Mendelson developed subscription based cloud software that any employer (including those that are not clients of the firm) can log into, enter various information and have the software automatically produce a report advising whether the particular person the employer is concerned about, is technically speaking an employee or an independent contractor with all the attendant income tax, pensions and related implications.
In support of Minnesota Legal Services Coalition, Manire Vaughn work consisted of several projects including: «know your rights» fact sheets about criminal law, video design, uploading video content, assisting clients with identifying legal information, testing A2J interviews, legal research, and data analysis.
Plans for Phase 2 and Phase 3 include surveying clients and requesting that law firms provide information about their innovation efforts and technology usage.
Whether you're the client or the accountant, a solid contract should include: the name and address of the accountant or accounting firm; the name and address of the client; information about the accountant's license; when the agreement starts and for how long; what the accountant will be doing for the client; anything that the bookkeeper won't be doing; the price of services and how payment will be made, how the agreement can be ended; and which state's laws will govern the agreement.
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.
To enhance client service, firms continually need to look for ways to understand and anticipate their clients» specific priorities and concerns, including conducting substantive client interviews and systematically gathering information about their industries, markets, and competitive environments.
The report will include recommendations about what information should be disclosed in light of national security and international relations interests, and if any of the information is subject to solicitor - client privilege.
The essence of the problem is developing a sufficient understanding of the case, given cost constraints, incomplete or inaccurate information (including clients who are less than forthcoming about the facts).
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