Sentences with phrase «of client information»

To be specific: maintaining confidentiality of client information will be the top priority for law firms according to this article.

It provides guidance on the steps lawyers should take to protect the confidentiality and security of client information in electronic communications.

While the opinions provide numerous considerations and suggestions relating to the protection of client information in electronic communications, here are just a few considerations a prudent lawyer may need to make.

Rule 1.6 states that a lawyer must make «reasonable efforts» to prevent access or disclosure of client information.

The bottom line in veterinary practice and human medicine is simple... You are legally entitled to a copy of the Client Information Sheet - YOU are the client.

Whether lawyers like it or not, a lot of client information is now electronic / digital.

The transmission of client information by email and / or texting has a number of risks that clients should consider prior to the use of email and / or texting.

They'll request and review a lot of documents, including communications with the public and the type and extent of client information gathered by the advisor in order to make their investment recommendations.

See our full list of our client information brochures.

We take our responsibility to protect the privacy and confidentiality of any client information very seriously.

In addition, as long as a formal, properly justified data retention policy is in place, a firm can justify its disposal of client information if this information is legally requested.

Many lawyers have concerns about the security of client information stored in the «cloud».

He has been the driving force behind the firm's adoption of innovative technology in the courtroom and for delivery of client information.

Sales Professional with demonstrated business development in marketing, strategic planning, market research and processing of client information.

Maintain confidentiality of client information and ensures compliance with privacy regulations.

Obviously, the protection of client information is important, but the personal safety of agents deserves equal attention.

Lawyers have an ethical duty to exercise reasonable care to protect the confidentiality and security of client information.

However, a lawyer may be required to take special security precautions to protect against the inadvertent or unauthorized disclosure of client information when required by an agreement with the client or by law, or when the nature of the information requires a higher degree of security.

I addressed this question in Professional Conduct Rules and Confidential information versus Solicitor - Client Privilege: Lawyers» Disputes and the use of Client Information, (2015) 92 Can.

A number of Client Information Bulletins on business issues are part of this website to help business owners understand some of the frequent issues encountered in business.

The Practice Areas identified below provide links to a number of client information bulletins about various legal subjects.

¥ Developed and maintained database of client information.

Developed an updated system for checking the accuracy of client information that was later fully implemented.

Responsible for the safe and confidential handling of client information, confirmations and statements.

Creates records of client information and history of relationships, including transactions.

-- Informing the client about the security measures and due diligence completed in order to ensure the confidentiality, integrity and availability of client information managed in the cloud.

I predict that these laws, most of which currently apply primarily to financial institutions, will ultimately incorporate some of the types of client information contained in attorney - client communications, in large part because of rising concerns due to recent large - scale data disclosures.

Instead, try using OneNote to organize your notes on witness interviews, to keep your deposition prep outline, or even to maintain a one - tab - per - client notebook of client information.

Better yet, you can integrate with your other electronic marketing resources like Mail Chimp and Zapier, allowing you to get more out of your client information, in less time!

«Paralegals often handle volumes of client information in the form of paper and electronic documents,» Call says.

As mentioned, the challenges for law firms in mitigating security issues tend to revolve around their data given the sensitive nature of client information they hold.

Won summary judgment dismissing a Texas Uniform Fraudulent Transfer Act suit filed against a Texas - based, public accounting and advisory services company in which the plaintiff alleged our client was the wrongful recipient of over $ 1.8 million worth of client information and company goodwill.

The growth of LS - ISAO is evidence that firms are taking proactive steps as responsible stewards of client information, and are committed to defending themselves in today's environment.

For many firms, issues of cyber and data security have crept up on them in recent years, but recent high profile breaches of client information have added a sense of urgency.

Lawyers, we know, are often traditionalists and can often be wary of both the system and sharing of client information.

Without digressing too much, suffice it to say that while all attorney - client privileged communications are confidential, only a small portion of the client information lawyers are required to treat as confidential is also privileged.

Firstly it means that the agent or broker will have been properly trained in meeting all their responsibilities under state law in respect of client information capture and processing of the appropriate paperwork for the insurers to ensure the legal validity of any policy purchased through them.

The instructor left after a strong disagreement over money, and took a lot of the client information with him — clients, the inner workings, the market, the contacts at local schools, the relationships with the other instructors.

Organize meetings with the clients and the employers to ensure that the information gathered accurate and correct as it can be gathered in making decision regarding the eligibility of the client

Provide up - to - date information and employee engagement activities that will facilitate effective client engagement and relationship management with key decision - makers of each client

Review client files and cross check the information related to the financial and social background of the client

Utilize automated computer software to take messages for physician offices, and effectively communicate such information to the appropriate party per established protocols or rules of the client

Tags for this Online Resume: multiple - line telephone, Scheduled appointments and travel arrangements, Transcribed legal documents, reports, memorandums and correspondence, Microsoft Office Suite (Word, Excel, Outlook), Electronically filed patent and trademark applications, Data entry of client information, Received and distributed mail, attended meetings and recorded minutes, Administered entrance tests and assisted recruiting personnel

I have 6 of experience as a budget coordinator; prepared monthly and quarterly reports; maintained records of expense reports conducted research and worked on data base to facilitate input of client information; assisted in the creation of the policy manual for the physically handicapped children's program

Maintenance and security of all client information which included private and confidential documentation

Preparation of tax returns both personal and corporate Conducted cash handling and credit card processing Maintained confidentiality of client information Answered phone inquiries regarding tax issues Researched information on other state returns.