Sentences with phrase «other client documents»
This could be useful for saving messages in the same folders as other client documents, for storing messages for legal compliance, or for keeping an audit trail.
https://www.lawsitesblog.com/ Not exact matches
Sun Life will also conduct periodic reviews of the growing body of clinical research supporting the use of medical cannabis for other conditions, and update its criteria if necessary, the company said in a document updating their client base of 22,300 plan sponsors.
footnote ** There are no fees if you sign up to receive statements and other important documents electronically or if you're a Voyager, Voyager Select, Flagship, or Flagship Select client.
Blake also regularly advises buy - side and sell - side clients in structuring and documenting derivatives and other structured products.
If you have a CPA license, you can help business owners file taxes, generate balance sheets and other accounting documents, and make your professional recommendations about your client's bottom line.
Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nother activities in the area • Other assignments as nOther assignments as needed
We discuss client scenarios, discuss marketing strategies, talk about the latest sleep research, offer each other resources, share documents, and so much more!
The town had asserted attorney - client privilege, among other arguments, and opposed handing over that information and unredacted copies of other documents.
NEW YORK CITY — Sheldon Silver had extramarital affairs with two women while he was speaker of the state Assembly, one of whom was a lobbyist for clients with business before the state and the other he helped land a state job, according to court documents unsealed Friday.
Hiscock & Barclay's subpoena, which was disclosed in the court docket, does not reference Breslin but seeks Barclay's invoices, hourly billings, client lists and other documents from January 1, 2010 to the present.
Learning Pool is talking to existing and potential clients in financial services, retail and contact centres about the use of Otto as a pure performance support tool for querying knowledge bases crafted from inbound call logs, compliance documents and other knowledge sources.
For enterprise tablet users, Fire OS 3.1 offers several new features, including the ability to securely connect to enterprise Wi - Fi networks to access corporate apps, documents and other resources on Microsoft SharePoint, and support for Kerberos authentication which enables secure intranet browsing from the Amazon Silk browser, as well as a native VPN client and native SCEP (Simple Certificate Exchange Protocol) client that lets users retrieve digital certificates for secure resources.
The «turn - key» solutions have everything you need to start a credit repair business, including client contracts, power of attorney and many other necessary documents and additional letters.
(8) Engage or offer to engage in the business of credit repair which includes obtaining, for others, improvements in credit records, extensions of credit for clients, or causing the removal of documents from the credit records of a client maintained by a credit reporting agency.
Information clients provide in engagement agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts
The pension metrics system will give Wells Fargo Institutional Retirement and Trust the flexibility to offer clients live modeling updates by changing assumptions and other factors, generating a living document that matches today's volatile investment climate.
U.S. citizens must provide a signed Waiver of Client Confidentiality and W - 9 along with all other signed new account application documents.
These services provide access to accounts using a client card number issued by the Bank and a password chosen by the client, and allow clients to carry out various banking transactions including account, line of credit and credit card balance inquiries, transaction history requests (deposits and withdrawals), wire transfers, fund transfers to other National Bank account holders, requests to access documents, cheque images and bills, bill payments and cheque orders.
footnote ** There's no annual account service fee if you sign up to receive statements and other important documents electronically or if you're a Voyager, Voyager Select, Flagship, or Flagship Select client.
footnote ** There are no fees if you sign up to receive statements and other important documents electronically or if you're a Voyager, Voyager Select, Flagship, or Flagship Select client.
Clients who choose the backpacker policy are instantly covered for 24 - hour emergency medical assistance, holiday abandonment and loss of passport and other travel documents.
I was also authorized to exchange information and review briefing documents used by private intelligence services for their clients (in other words, I was a primary confidential source).
Prior to joining Deepwater Wind, Stephanie worked as an environmental consultant, preparing and reviewing impact assessment documents, and collaborating with federal and state agencies and other key stakeholders, on behalf of clients associated with various coastal development projects, including offshore energy development projects.
Other documents mentioned in the story suggest that Pang was double - billing his private - equity clients for $ 1 million to pay his Fulbright legal fees.
This is a legal blawg of interest to lawyers who occasionally or regularly deal with clients, plaintiffs, defendants, and witnesses from other cultures or who encounter foreign - language evidence requiring foreign - language document translation in the course of litigation.
All of the information a client or potential client enters is directly added to the firm's contacts on Rocket Matter and can then be used to automate the creation of engagement letters, pleadings, wills or other legal documents.
If you get any complaints from clients or others you exchange documents with that your quotation marks have been replaced by capital A, you might want to uncheck this particular box.
Other names for this document: Architect Agreement, Architect Client Contract
Where are the charter and other documents, both team and client documents?
Box also lets you add an embeddable upload widget allowing clients and other third - parties to upload documents at their convenience.
Other features which I appreciate in HelloFax and HelloSign are the ability to create reusable documents (for my retainer agreement, for example, or for frequently - used forms that I send to clients), and the ability to add users to your account for either sending or receiving faxes.
Documents and email would be relatively easy to match to a specific client group; other screen shots would be ambiguous.
And if they can access your data, they could make off not only with your documents and sensitive client information, but use you to gain access to your vendors, client trust account and other abundant sources of digital treasure.
And needless to say, you don't want sensitive documents — such as patents and client tax returns — about a case or other attorney - client privileged communications falling into unfriendly hands.
This is where many legal services are heading, especially those for which the outcome is a document or other tangible output: lawyers will help create processes and algorithms by which clients can take on more of the work, corresponding to clients» growing readiness to assume more responsibility for their legal affairs.
Perfect for any practice area where sensitive documents are shared with experts, co-counsel, clients, and others, DocEx users maintain full control while managing and tracking forwards, views, prints, downloads, and all other actions.
«Each time the Dorsey administrators presented Placide with an e-mail or other document that showed her contact with outside clients, she would admit to representing that client, but no others,» the court said.
Often, when distributing an email announcement to a large number of clients and other contacts, a law firm would like to include a document (e.g., PDF, Powerpoint) with the email.
Should the lawyer receiving the certificate of ILA make sure that the lawyer giving the ILA is aware of critical documents or other facts, of which the client might not be aware, or about which the client might omit to tell the lawyer giving the ILA?
OK — I made that up — but lawyers and clients often get frustrated when the other party to a document steadfastly refuses to change something that makes no sense.
Mr. Montgomery has extensive experience helping entrepreneurs and established clients choose the most advantageous form of business entity and performing the attendant legal requirements to preserve those advantages for their business, along with negotiating and drafting commercial legal documents such as contracts, purchase / sale agreements, and promissory notes, as well as representing businesses in their commercial transactions with others, including:
timely responses to communications by email and telephone timely production of documents especially medical counsel for plaintiffs advising their clients about early settlement and realistic expectations counsel for defendants advising their clients to attend mediations with sufficient settlement authority expertise in a particular area of law posturing and egotism on both sides claims for punitive damages where none are warranted under law preparation for significant events such as examinations for discovery and motions accountability for the consequences of steps taken or delayed unnecessary or defensive crossclaims and third party claims by defence counsel regional differences (some local bars are more collegial than others)
To protect the business interests of our health care clients, the firm's attorneys regularly draft, review, revise, and negotiate vendor contracts, employment agreements, non-competition agreements, leases and other documents which govern the essential relationships of health care clients.
We also advise clients in claims prevention and on warning and recall issues, document creation and retention programs, and other strategies and practices to limit and defend against potential litigation.
She is proficient in all aspects of file management, legal research, and the drafting of pleadings, motions and other court documents required to successfully prosecute our clients» claims.
Mr. Montgomery has extensive experience helping entrepreneurs and established clients choose the most advantageous form of business entity and performing the attendant legal requirements to preserve those advantages for their business, along with negotiating and drafting commercial legal documents such as contracts, purchase / sale agreements, and promissory notes, as well as representing businesses in their commercial transactions with others.
During the developmental stage we were always open to examining other ways we could help firms, so we did some document analysis, most notably helping a law firm's supermarket client review 10,000 contracts in a matter of hours.
PH: Juniors do a lot of diligence work — reviewing contracts and other key documents — and draft red - flag reports for the client, which highlight problematic legal and commercial issues and recommend what to do about them.
Although each state defines UPL differently, the practice of law is generally recognized to include: (1) accepting cases from a client; (2) setting fees; (3) rendering legal advice; (4) signing legal documents; and (5) appearing in a representative capacity before a court or other adjudicatory body.
According to the American Bar Association, practice management (PM) software «provides attorneys with a convenient method of effectively managing client and case information, including contacts, calendaring, documents, and other specifics by facilitating automation in law practices.»