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 - eff
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 - eff
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 - eff
information 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).