Sentences with phrase «key client information»

Understands key client information including business strategy, industry issues, products and services, key customers and competitors

These forms would inevitably get set aside, misplaced, or lost, leading to wasted time tracking down key client information.

Not exact matches

Make sure the document includes all the information you've gathered so far: supplier contact information, backup suppliers, employee contact information, the roles and responsibilities of key employees, major client contact information, backup equipment and IT data, and the place of the off - site recovery location.

A whistleblower is accusing some key financial regulators of allowing sensitive broker information to become readily accessible, even as industry watchdogs emphasized the need for companies to protect client data.

Our existing clients were also very impressed with the results and were reassured when key information on press adverts we had designed for them featured prominently on the heat map results.»

It combines key company information, your unique selling proposition, and your knowledge of a client's needs and wants into a single document that can also serve as a basis for contract negotiations.

Because of the way things have evolved in the past year or so, I've found myself gathering a lot of information, and forming a lot of opinions, in two key areas: firstly, life purpose and career design (the original subjects of my coaching practice and this blog) and latterly, real food, cooking and ancestral health (as a result of my own dietary experimentations and my work with clients — and as one of the original contributors to the Paleo Diet News website).

«I was shocked when we won,» said Bruno, who spent a lot of time with their client gathering background information on the Sonoma Humane Society and was a key proposal writer.

Reinforcement is the key to a client's ability to retain information and follow - through — so be sure to show, tell, and reiterate your instructions often.

Information is key for both law firms and clients.

One key area where the SFO has sought to redress the balance in its favour is legal professional privilege (LPP): a long - established legal principle which ensures that communications between clients and their lawyers remain confidential, facilitating the frank disclosure of information between them.

Maybe you forgot to tell them a key piece of information about the case or your client.

Designed for the iPad, iPad Mini and iPhone, iOrion enables mobile access to key Orion financial management tools as well as to information about clients, cases and contacts.

Make it standard practice for your firm to collect and reflect on this information for each of its key clients.

A list (with contact information) of the key individuals working on the engagement, including any lawyers and staff with more than minimal involvement and the key representatives on the client side.

Maximizing client communication and access to information was important to her not only because doing so increases efficiency, but because it is the key to happy clients.

Fully appreciating that technology is a key driver in our ability to manage «legal spend,» our director of information technology, Roger Bonine, is developing several initiatives which should yield further value for our clients.

As NSU explains, «This course provides hands - on experience for students on a number of key operational aspects of the practice of law, including the business foundation of successful law firm management; security and confidentiality of client information; marketing, public relations, advertising and social media; duties of technological competence under ABA «Ethics 20/20» amendments to the Model Rules of Professional Responsibility; predictive coding and other eDiscovery issues; client intake and case management; and issues related to the scope and composition of representation, including the unauthorized practice of law and unbundled legal services.»

As with the prior version, the app continues to allow access to all contacts, key case information, and key client and matter financial information.

It can also push datasets directly to clients» property management software and provide visualisations of key information.

For example, if Twitter isn't a key source of information for you, and your clients and prospects aren't using it; you may not need to worry about it — today.

Key points here are to obtain the e-mail addresses of clients and contacts; permission to send the e-newsletter; enough information abut them to know what is likely to be of interest; and to add a peroration to pass the e-newsletter on.

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.

You have to get the key information about the potential case and decide whether or not to represent the potential client.

Whatever key information is communicated to the client, make sure you set reasonable expectations with the very first thing you say.

Key features of BillQuick Legal 2016 include a high degree of automation including the ability to automatically import transactions, auto - update matter information from the client screen.

I believe that details are important in supporting a client's claim and I have the patience and experience needed to pull the key pieces of information from a client's medical records to develop a narrative that summarizes the client's journey.

The Legal 500 UK is a key industry report that grades law firms following a rigorous research process that includes interviews with clients and peers and information provided by the firms themselves.

Offer top clients via key account programmes the opportunity to access services and information for themselves wherever they are in the world.

Hiring a competitor's employee can provide access to useful information about distributors, clients, pricing and general business practice, which can prove key when looking to undercut the competition.

One of the key benefits of a data retention policy is that it puts in place a system to track, retain and, when they are no longer needed, delete client information.

Each type of practice area has different key information that needs to be captured during the initial client meeting.

A website's interaction with site visitors is a key component to ensuring a higher conversion rate of visitor to client due to the interactive content's ability to convey more information more effectively.

Either in Word, Excel or Adobe, create a document template / form that contains all of these key discussion points and has areas where both the client and the firm can enter information.

The Legal 500 UK is a key industry report that grades law firms following a rigorous research process that includes interviews with clients and peers as well as information provided by the firms themselves.

Then, Waisberg noted, HighQ holds the analysis in accessible reports, ensuring that key information is available to clients 24/7.

Document key information regarding clients» information technology infrastructure and organization

Family law practitioners routinely receive information about the «other side» from clients who get their hands on keys to cabinets and / or electronic passwords, or find other ways to retrieve the other spouse's personal information.

Glenn LaForce, Handshake Software's vice president of global sales & marketing, said, «The Neudesic Firm Directory partnership brings two key benefits the market has been asking for: social collaboration around clients, matters and practice areas; and a 360 - degree view of firm expertise from firm data and people - derived information.»

«The Neudesic Firm Directory partnership brings two key benefits the market has been asking for: social collaboration around clients, matters and practice areas; and a 360 - degree view of firm expertise from firm data and people - derived information.»

The program does not contemplate and is not intended to create a formal association between the inquiring attorney and the panel attorney, or any attorney - client relationship between the panel member and the ultimate client, and care should be taken not to reveal confidences or key strategic information.

Clients will even complete first drafts of certain documents by keying in relevant information.

In today's world, the management of information is key and in - house counsel sees value in the culling of information done by outside parties presenting information to clients in a usable format.

However, where a third party is instructed to gather information to provide to a lawyer in order to provide legal advice or a third party is directed to carry out instructions of a lawyer, these roles will not be considered a key function of the solicitor - client relationship such that privilege would apply.

London, UK, 8 April 2015 — The risk of key staff being poached by rival firms, potentially taking major clients with them, now poses a significant threat to the profitability of City law firms, reveals new research by Thomson Reuters Legal business, the world's leading source of intelligent information for businesses and professionals.

Other steps that lawyers should take in an attempt to avoid this limitation period pitfall include: a) promptly obtaining and reviewing relevant documents / information upon being retained; b) taking good notes with respect to discussions with clients regarding the background facts; c) writing to clients for the purpose of confirming key dates / facts and warning of the need to ensure that the dates / facts are accurate; and d) commencing litigation promptly.

Pre-filled forms can be sent to a lawyer immediately before meeting a client for an initial interview, or pre-formatted fields can guide an interview to focus on key information.

We will promote your strengths and help prepare you for your interview by supplying you with key information about our client.

Focus this section on quantifiable achievements and valuable skills you possess, she says, noting that she sometimes suggests her clients include information such as «key business development or top sales success» and then follow up with factual, numerical information to back up those statements.

The role: Recruiting professionals from operational team leader level to director / exec level and all inbetween Over time and in line with new client wins, this role will grow significantly with the ultimate aim being for the successful candidate to managing a team of internal recruitment consultants based in locations across Europe You will lead key projects such as new site openings as per client wins and demand You will adapt current recruitment processes to suit the markets in which you will be working You will deal with agency relationships and ultimately ensure delivery across multiple site This role will report into stakeholders based offshore and so will involve regular travel The successful candidate will: Have come from a BPO call centre background Have demonstrable and extensive experience of recruiting for a large BPO client from advisor to director level Be comfortable and able to communicate effectively with senior stakeholders across the business Thrive in an ever - changing and busy position where adaptability is key European experience is preferable though not essential For more information please apply or contact Amy at CCA recruitment.