Sentences with phrase «legal plan clients»

Therefore, to properly assess the financial sustainability of your firm, you must keep record of how your time is allocated as well as what client conversion and the average lifetime value of legal plan clients look like.

Not exact matches

Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Although they may be admitted attorneys, planning directors and other Wealth Planning Center personnel holding legal degrees and acting purely in a non-representative capacity, neither they nor Morgan Stanley Smith Barney LLC provide tax or legal advice to clients or to Morgan planning directors and other Wealth Planning Center personnel holding legal degrees and acting purely in a non-representative capacity, neither they nor Morgan Stanley Smith Barney LLC provide tax or legal advice to clients or to Morgan Planning Center personnel holding legal degrees and acting purely in a non-representative capacity, neither they nor Morgan Stanley Smith Barney LLC provide tax or legal advice to clients or to Morgan Stanley.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

We are qualified to assist our clients when they are in need of qualified legal advice or representation, in such legal matters concerning contracts, business formation, litigation, intellectual property including (trademarks and copyrights), real estate, taxes, estate planning, asset protection, and if the need should arise, reorganization in bankruptcy.

Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.

They have the kind of vast financial planning experience to ensure our clients are set up with portfolios aligned to their goals, and know all the totally - legal tricks to make sure you're not paying a penny more than you need to be in taxes.

Here at Golden Financial Services we have back - up plans and legal protection available through our partner attorney's, to assist consumers with negative consequences if they occur, ensuring client's graduate the programs successfully.

Just in case, Olsthoorn has set up a $ 500,000 legal defence fund that clients may access if the government does decide to test his plan in court.

Explores a range of strategies designed to help clients safeguard wealth through the use of insurance, retirement plans, and the establishment of legal structures such as LLCs and trusts.

Editor - in - Chief and Consulting Editors xv Contributors xvi Preface xx About the Companion Website xxi Section 1 Marketplace 1 Section 2 Client Relationship Management 59 Section 3 Communications 113 Section 4 Financial Management 165 Section 5 Cash Management 219 Section 6 Human Resources 271 Section 7 Marketing Management 333 Section 8 Operations Management 379 Section 9 Technology Management 429 Section 10 Administrative Management 483 Section 11 Practice Safety 537 Section 12 Legal Issues 571 Section 13 Planning and Decision Making 617 Section 14 Facility Management, Design, and Construction 675 Section 15 Appendices 727 Abbreviations 743 Glossary 747 Index 777

People left TBD with plans to leverage technology to solve more client needs, increase their document automation, figure out ways to unbundle legal services, and much more.

Think about how legal issues and technology are changing and their near - future implications and the types of things new grads typically ought to be able to do for employers: discovery / e-discovery, planning and writing research memos and legal analysis, noting up case law, relevant note taking and client interview techniques / etiquette.

I work closely with legal professionals in this area to create customized integrated web marketing plans designed to achieve my client's goals and maximize ROI.

Attorneys who participate in the legal plans will often see a difference in expectation between plan members and the more traditional client.

I specialize in creating customized integrated legal marketing plans that build your brand and make you more visible to prospective clients.

If you're in any way involved in the process of bringing new clients into your law firm, plan ahead to attend our February 24th webcast and get a handle on the behaviors and perspectives of today's legal consumer.

I use my Web marketing expertise, as well as FindLaw's vast legal resources and unique blend of digital marketing solutions to develop customized plans that maximize my clients» Web exposure and give them an edge in the digital marketplace.

LegalZoom's option to become a plan attorney is a good choice for attorneys who would like to expand their practice area and client base by leveraging LegalZoom's reach to answer relatively routine legal questions on a regular basis.

I specialize in developing integrated legal marketing plans customized around the needs of my clients to deliver optimal results.

The Premium Plan is our most popular choice, as it provides a personalised law firm website and the necessary legal marketing tools to attract more clients.

It acts as an internal resource for plan attorneys who may need to refer clients who have a legal issue that exceeds the scope of LegalZoom's plans.

Legal Week reported Thursday that law firm DLA Piper, which will become the largest in the world following a merger with its Australian partner DLA Phillips Fox, has distributed to partners a 2011 - 2014 strategic plan that contains an interesting requirement for new clients:

Our business planning lawyers provide legal counsel and litigation services to clients in a wide variety of industries, particularly the construction industry, insurance industry, Surety & Fidelity industry, leasing companies, banks and lending companies.

Our firm goes above and beyond the efforts offered by most attorneys, providing clients not only with a legal strategy, but a recovery plan that extends well after a case is settled.

When a new client signs up with The Food Law Firm, Jason provides a free legal assessment to advise companies what legal risks might be forthcoming, and how they should plan to address them.

Legal EFX offers scalable e-commerce solutions that range from accepting secure credit card payments to full case or account management for long - term clients and clients on installment plans.

This top Tulsabusiness law firmpractices in a number of legal areasbringing substantial expertise to each problem a client may experience, including taxation, bankruptcy, business planning and litigation.

How does the prospective client's legal needs comport with the firm's strategic plan regarding the firm's desired mix of business?

Jamie also contributes to the Trusts & Estates group by providing assistance to clients on legal matters involving estate planning and administration, estate and gift tax planning, nonprofit law, and trust administration.

In a statement the legal tech and publishing giant said that eBrevia's AI engine powers Thomson Reuters contract remediation services by identifying three critical data points based on the client's remediation plan: clauses needing revision, the absence of clauses required by the regulation, and the components required to generate a contract amendment.

Sometimes a settlement can not be reached and a well - planned, appropriately resourced and cost - effective legal team is required to provide the high levels of representation expected from our clients.

From civil or tax litigation in federal courts, state courts or administrative agencies, to corporate planning and wealth preservation planning ™, every client of this legal firm receives the same high level of personalized legal service from the attorneys and members of the law firm and the staff.

Chambers USA 2007 America's Leading Lawyers for Business reports: «Clients raved about Steve Geanacopoulos, who worked on various private equity matters: «He is a member of our strategic planning team as much as a legal resource — he offers invaluable commercial advice, interpreting the intricacies of the law in plain English, allowing you to make an informed decision.»

Consultants are perennially employed to plan and develop marketing strategies for educating attorneys about how they can use their legal abilities and business expertise to resolve clients» legal needs and to add value to their business objectives.

And it is really empowering for the legal assistants because they can see exactly where the matter is at, keep the clients well informed and plan and manage their workload.

At legal field, my experience is based upon delivering a tailored legal service to companies in several areas such as business law, dealing with international contracts in a private and public sectors, planning and structuring legal strategies in order to help clients to reach their goals in the Brazilian market and abroad.

Ron Friedmann is the founder and president of Prism Legal Consulting, Inc., which advises law firms and departments on strategic technology planning, knowledge management, litigation and practice support, and serving clients more effectively with technology.

InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal... as well as the consequences of ignoring the opportunity.

Clients also benefit from proactive transition planning, which affords them a stable long term solution for their legal needs.

Lisette, who also works in Harrison Clark Rickerbys» private client team, is adept at handling legal issues concerning estate planning, tax and trusts, as well as dealing with Court of Protection and power of attorney issues.

From time to time, Bootstrap Legal may perform certain attorney access services and introduce Client Users to attorneys through various methods, including but not limited to (i) legal plans, (ii) third - party attorney directory listings, and (iii) third - party limited scope agreemLegal may perform certain attorney access services and introduce Client Users to attorneys through various methods, including but not limited to (i) legal plans, (ii) third - party attorney directory listings, and (iii) third - party limited scope agreemlegal plans, (ii) third - party attorney directory listings, and (iii) third - party limited scope agreements.

Some of the overarching questions driving planning are pretty straightforward: How can we better align with our clients» business and legal needs, and service expectations?

Typically, a successful legal plan service provider, or law firm, operates in volume, dealing with all sorts of clients and legal matters on a daily basis.

In the world of legal plans specifically, clients expect a fast, hassle - free, and affordable experience.

This Legal Week Intelligence report, in association with RBC, offers an overview of the Lake Como event, covering subjects including the drive for financial transparency, the realities of family bereavement, succession planning considerations for family businesses, and the developing role of private client advisers.

Knowing your top clients» plans helps you know what legal services they might need — are they going to expand?

Clients are increasingly asking their solicitors about their business continuity plans, according to Legal Risk Solicitors» fifth annual survey.

Last week, I wrote about another legal research site, Casetext, that is planning to do something similar by adding law firm client alerts distributed via JD Supra.

Through these relationships and contacts, Marks IP Law Firm has access to a large network of lawyers practising in China, Korea, Hong Kong, Taiwan, Singapore, Malaysia, Thailand, Indonesia and other jurisdictions worldwide and will stand out as one of the few Japanese IP firms which can provide legal services to clients who are doing or planning to do business in the growing Asian economy.