Sentences with phrase «keep client communications»

I am required by ethical rules to keep client communications private.

And most importantly, MyCase keeps your client communication safe and is much more secure than using email.

Kept the client communication logs, maintained, updated, and oversaw them.

Not exact matches

There has to be a mechanism to keep [the firm's] stakeholders in place, and there has to be communication with existing clients,» Carson said.

Keep them informed on all communication you have with their boss and / or clients.

From being honest with clients and maintaining communication to keeping the company focused, experienced CEO Mike Iacobucci shares tips for accelerating startup growth.

Advisors should set proactive reminders in their CRM system to maintain a steady stream of touchpoints for each millennial client and keep notes on preferred communication methods such as text, e-mail or phone calls.

Our primary goal is to create original, customized communication solutions for our ever - growing list of clients — all with a smile while keeping our eyes to art and design, our hearts towards honesty and integrity, and our minds towards quality and professionalism.

Communication is about more than simply keeping investors in the loop, it means letting VCs, client, board members and employees in the loop when something changes or pivots.

We pride ourselves on our personal service, communication skills and pro-active approach which we use to always keep our clients informed and so in control of their projects.

Communication, keeping the client in the loop from the brief to delivery, is key.

Constant communication was maintained between client and manufacturer throughout the four - year process, keeping 30 to 40 designers, engineers, craftspeople, and testers involved with the project.

We keep a constant communication between our writers and the clients.

All communication procedures that occur between the client and the writer are recorded to keep you safe from any issue as you discuss your term assignment.

With these number of communication channels, the discount broker has certainly made sure to keep multiple gates and windows open for clients.

Their straight forward customer service also reassures clients and keeps communication open between all parties.

Alex grew up in the mortgage industry watching his mother become one of the most respected agents in North Dakota — he knows that the key to success is to adhere to a timeline, keep clear and open communication, and to make himself available whenever the client needs it.

In addition, under the new EU - wide requirements of MiFID II set to begin in January 2018, companies will have to keep records of all communication with all clients for up to 7 years.

This would include client communications, blood draws, sample collection, restraint, patient record keeping, anesthesia monitoring, dental prophylaxis and surgical prep.

Our Animal Hospital is committed to ensuring and delivering the highest level of trust and communication with our clients and always offer the very best treatment, that is in the best interest of maintaining, or making your pet's health better and keeping them happy.

Another great way to keep tabs on your communication with pet owners is by sending out automated client satisfaction surveys.

Working in our emergency room, interns gain exposure to primary emergency cases to keep diagnostic and client communication skills sharp.

She also believes in the power of open, client communication and client education in keeping pets happy and healthy for a lifetime.

Keeping an open line of communication with clients and partnering with them to better the lives of their pets is her continual goal.

The guidelines consist of recommendations for preoperative care (eg, patient transport and housing, patient selection, client communication, record keeping, and medical considerations), anesthetic management (eg, equipment, monitoring, perioperative considerations, anesthetic protocols, and emergency preparedness), surgical care (eg, operating - area environment; surgical - pack preparation; patient preparation; surgeon preparation; surgical procedures for pediatric, juvenile, and adult patients; and identification of neutered animals), and postoperative care (eg, analgesia, recovery, and release).

Our bi-weekly customer service meetings and standards of appearance, standards of conduct, standards of communication and standards of care keep us continually focused on improvin g the client and patient experience and further bonding them to our practice.

Topics will include evaluating your intake forms and processes; techniques for keeping clients focused; behavior modification simplified; using modern technology for efficient communication; and how to structure your training and consultation sessions.

Once identified, you can set - up automatic client reminder communications to keep your appointment calendar full all day, every day.

Emphasizing client education and ongoing communication, we work with you to help keep your pets happy and healthy.

We pride ourselves on our personal service, communication skills and pro-active approach which we use to always keep our clients informed and so in control of their projects.

Make sure you keep the communication channels open during the process, and go above and beyond your client's expectations to deliver what they want.

Insightly: Even if you're only small, it's wise to keep track of your communication with each client, while monitoring potential leads.

Even if you only have a handful of clients it can still be valuable practice to keep track of your communication with each one, while monitoring potential leads is also crucial for building your business.

Nothing beats face - to - face communication to keep clients on track, so organise regular meetings to ensure you're achieving their goals.

To avoid this, keep the communication channels open with all clients.

Take the time you need to do a great job and if it means you go over deadline, just keep the communication channels open with your client.

Keep the communication channels open and be honest with your client.

Keep the communication channels open throughout any project and your client will be satisfied that you're doing your best.

Pop in to see your clients or suggest regular meetings to keep face - to - face communication ongoing.

Of course, the best course of action is to be mindful of bad client warning signs, provide competent service and keep open lines of communication.

As a result, two of the key skills needed to practice employment law are keeping calm under pressure, as there are tight deadlines involved and good communication skills because dealing with stressed clients is a large part of the job.

To ensure the cost - effective delivery of legal services, a lawyer in private practice needs to: (1) operate in a skilled and efficient manner; (2) keep accurate records of time and costs; (3) maintain communication with the client as the matter progresses; (4) inform the client is there is a need for change in the arrangements concerning the scope of the work or fees and expenses; (5) bill clients monthly or quarterly, or as arranged, but promptly in accordance with the arrangement; and (6) maintain an internal rate schedule justifiable to the consumer, and review it at least annually.

More often associated with sales teams, CRM software made for the legal sector is growing in popularity and can can provide lawyers with the ability to keep a more accurate and up to date database of clients referrals and retentions, new case matters, and other leads and communications.

In Upjohn Co. v. United States, 6 the United States Supreme Court held that a company's attorney — client privilege extends to company counsel's communications with employees in certain prescribed circumstances.7 Rather than providing a simple objective test, the Upjohn court instead established five factors to guide courts in determining whether the company's privilege should extend to counsel's communications with its employees: (1) whether the communications were made by employees at the direction of superior officers of the company for the purpose of obtaining legal advice; (2) whether the communications contained information necessary for counsel to render legal advice, which was not otherwise available from «control group» management; (3) whether the matters communicated were within the scope of the employee's corporate duties; (4) whether the employee knew that the communications were for the purpose of the company obtaining legal advice; and (5) whether the communications were ordered to be kept confidential by the employee's superiors, including that the communications were considered confidential at the time and kept confidential subsequent to the interview.8 When these elements are established, courts generally consider communications between company counsel and an employee to be within the scope of the company's attorney — client privilege.9

If the software has a communications portal, for example, clients can keep updated regularly without taking up your time, thus eliminating phone tag and other time wasters.

We are committed to full and open communication with our clients, always keeping you up - to - date on any developments in your case, as well as your options, so that you can make informed decisions that protect your future.

I am seeing IT as a real driver of success in UK law firms of all sizes: enabling compliance, productivity, cost cutting, improved client / internal communication... and all of these tools / skills are not ones that lawyers, what we call barristers and solicitors, are taught or knowledgeable about typically, so non-law associates and outsourced partners, we use http://www.rtwhosting.com, rather than having an in - 0house team as we are only a small / medium sized firm and simply can't keep up with technology otherwise

The app allows solicitors to increase their productivity across the working day, by keeping clients «in the loop» without the need for back and forth communication.

Approaching this special focus on litigation, in particular surrounding the Latin American region, our next thought leader believes keeping abreast with the latest legal developments, communication with foreign lawyers and clients, and effective translation of domestic legislation are key to secure and comfortable firm operations.

Approaching this special focus on litigation, in particular surrounding the Latin American region, our next thought leader believes keeping abreast with the latest legal developments, communication with foreign lawyers and clients, and effective translation of domestic legislation are key to secure...