Sentences with phrase «notes on client matters»

Progressive law firms are leveraging voice technology not only for dictating documents, but also for task delegation and taking notes on client matters.

Not exact matches

It is curious to note that more firms have started to (1) hold the billing or responsible lawyers accountable for client advances if payment is not received within a prescribed time, especially if retainers are not obtained from these clients at the inception of the matter, or if deposits are not received from these clients prior to incurring the advance, and (2) set «credit limits on cash advances» with prohibitions against the accounting department accepting requests for client advances in excess of a predetermined minimum amount, without prior approval of the managing partner.

Finally, the new edition of CosmoLex adds case notes, freeform note fields attached to each matter that make it easy to document information such as logs of conversations with clients or prospects, details about a particular expense, or additional information on a contact's relationship to a case.

CRM goes against the grain of lawyers» personalities, requiring them to share client information that they prefer to hold close to the chest and requiring them to enter detailed notes on matters where just getting them to log time is difficult.

When advising clients on estate matters, Trudelle notes, you must accumulate evidence that will assist in verifying capacity and ensure there is no undue influence at work.

Note that court rules and procedures have yet to be amended to specifically address some of the issues raised in the unbundling context (e.g., communicating with counsel who is only handling some issues on a matter; dealing with a client under a disability; going on or off the record; or the ghost - writing of pleadings).

You can grant specific clients access to designated matter files, specific documents, notes, and events on those files.

Noting that White & Case has long had «an international viewpoint,» Law360 remarked that in 2014, the Firm advised clients from 131 countries on matters involving 178 countries, and that, as of March, 69 percent of its lawyers work outside the United States.

Additionally, clients noted the «teamwork they demonstrate on a daily basis ensures that our matters are handled in a timely efficient matter.»

Simple gestures like sending a nice thank you note to a client after they pay their bill, or checking in on them from time to time after their matter has been resolved can go a long way toward increasing their satisfaction, which helps generate more referrals in the future.

JWK Solicitors» «efficient team» includes director Sarah Murphy, who advises on probate matters and is noted for her specialism in elder client work; «she provides a caring service to the local community».

Please also note that further communication from our office about legal developments which may be of interest to you are not a continuation of our solicitor - client relationship, as our solicitor - client relationship may only be renewed in accordance with the foregoing, and would require our specific assent to begin working on a new matter for you.

However, the court draws the line when it comes to requests for resumes of investigators, or the volume of work that investigators perform for their clients on other matters, and has refused to require production of these documents.3 Ontario courts have also held that although an investigator's notes need not be disclosed, the plaintiff is entitled to particulars of those notes.

We're major proponents of job sharing — an arrangement where two attorneys share work responsibility for client matters — having previously blogged on the concept as an attorney retention tool, and noted its use in other industries such as consulting and accounting.

Also advise this client, a noted leader in the implementation of the eICU, on a variety of intellectual property and patent matters including software licensing and acquisition, trademark and patent prosecution, health care informatics, privacy and data management projects, advertising, IP risk analysis and infringement litigation.

Significant matters / transactions include: Advised Xstrata South Africa (Proprietary) Limited on its offer to purchase Lonmin plc's entire issued share capital, # 5 billion Advised Telkom SA Limited on its unbundling of a 35 % stake in Vodacom Group (Proprietary) Limited, R35 billion Advised Edgars Consolidated Stores Limited on its acquisition by Bain Capital, R25, 5 billion Advised The Standard Bank of South Africa Limited and FirstRand Bank Limited (acting through its Rand Merchant Bank division) on the introduction of BEE equity participation in Sasol Limited and their arranging financing therefore, R25, 4 billion Advised FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Nedbank Limited (acting through its Nedbank Capital division) as lenders to Richards Bay Titanium (Proprietary) Limited and Richards Bay Mining (Proprietary) Limited, R19 billion Advised Citibank N.A. on a bridge loan granted to Turquoise Moon Trading 427 (Proprietary) Limited by Citibank N.A. and JP Morgan Chase, R10 billion Advised British American Tobacco plc on its secondary listing on the JSE, R550 billion Advised Pioneer Foods Limited on its listing on the JSE Securities Exchange, R6 billion Advised the South African National Roads Agency Limited in respect of the Gauteng Freeway Improvement Project involving the construction and upgrade of the Gauteng freeway and the procurement of an open road tolling system, R44 billion Advised Absa Bank Limited (acting though its Absa Capital division), FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Vunani Capital (as co-lead arrangers) and the South Africa National Roads Agency Limited (as issuer) on the establishment of its South African Guaranteed Domestic Medium Term Note Programme and the subsequent issue of notes thereunder, R32 billion Advised Shoprite Checkers (Proprietary) Limited on the proposed Brait Private Equity private equity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Government

In recommending a reprimand and that the lawyer be restricted to practising under supervision and taking on new client matters only with a supervisor's approval, the committee found that the lawyer was competent in his own area — commercial litigation — but noted that he «ran into trouble when he exercised poor judgment and took on cases outside his area of practice.»

As Sinead says: «On a positive note, there's a fair amount of cross referral: a solicitor might send a client my way for direct access advice on a discrete legal matter, because it's a cost effective way of proceedinOn a positive note, there's a fair amount of cross referral: a solicitor might send a client my way for direct access advice on a discrete legal matter, because it's a cost effective way of proceedinon a discrete legal matter, because it's a cost effective way of proceeding.

Arguing that it is unnecessary for the regulation to explicitly extend the duty to mitigate to business associates, commenters noted that: Any prudent entity would discipline a vendor or employee that violates a regulation; that the matter is best left to the terms of the contract, and that it is difficult and expensive for a Start Printed Page 82748business associate to have a separate set of procedures on mitigation for each client / provider.

Subscribers to LexisPSL Private Client can find further details on this matter in our Practice Note Family provision claims — children and those treated as children which includes a link to Ilott (Respondent) v The Blue Cross and others (Appellants)[2017] UKSC 17 directly.

Programming note: I will be in court again today on a client matter.

Building new talent pools within a shrinking sea of skillsWhen one of our sourcing partners noted that job boards results were beginning to dwindle and salaries were on the up 10 - 15 % over 18 months, in an area was going to be a continued area of focus for our client, he didn't just wait for war for talent to come to him, he took matters into his own hands.

With the ink barely dry on the ruling, the St. Louis accounting firm noted the outcome on its Gray Matter blog and linked the post to a social media site — a heads up to clients and potential customers that the company intended to stay on top of the situation.