client

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client

a BUYER of a professional SERVICE.

client

The person to whom an agent owes duties of integrity, confidentiality, loyalty, and hard work. Contrast with customer, who is owed the duty of honesty.

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This article discusses the effects of digitizing client files and firm information in light of lawyer mobility and evaluates the existing framework of law and ethics developed largely in a world of hard copies.
Client files and digital law practices: rethinking old concepts in an era of lawyer mobility
Hold on to items that would be hard to replace, or those required by law or integral to a project or client file.
Get things in order: organize the clutter on your desk
Analysis of the data revealed that responding firms were aware of issues concerning their handling of client files, correspondence, and tax returns.
It's 10.00 p.m. Do you know where your garbage is?
Even client files, as we began to add them, became a source of file update data-Quickly we began to realize that our file approached the U.
Making database marketing work for newspapers
Giommi can not only monitor the performance of stocks and of such investment vehicles as futures, options and mutual funds, but she can also enter orders for such items as guarantied investment certificates and treasury bills, maintain client files and access resource files on traded companies.
Investment industry offers improved transaction times through the computer's use
Fullcycle support for creation of electronic client files and loading of documents coming from different banking systems to the relevant client files A comprehensive search of client files and documents A distributed access to the logging system Building of analytical reports on system operation and document processing by different criteria Quick access to secure information based on different access rights.
Czech Republic : IBA Group Implements Online Client Repository in Leading Belarusian Banks
Director Debbie Jones said: "We will be offering a range of promotions to clients, including a 100-year guarantee on our latest client files, which is testimony to how confident we are in the products.
Brief Case: SOUTHPORT filing system company
Identify client files for which the departing lawyer is the originating and/or responsible attorney and prepare a written list of these files containing addresses, phone numbers, and other contact information related to the file.
When a lawyer leaves the firm
Careful buyers will review books and records, malpractice claims history, client files, financial information, retirement plans, practice policies and procedures, and all contracts, including leases, employment agreements and policy manuals, to identify and correct any possible issues and problems.
Looking ahead: too often, CPAs ignore their own succession planning advice
Report on Issues Surrounding Retention of Client Files in Law Firms Helen Andrews, Phillip L.
Sector specific
schedules appointments, manages to-do lists, records billable time, and tracks client files, phone calls, and e-mail messages.
Reduce data-entry chores

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