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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Unless prohibited by law, including but not limited to the rules and regulations of Alton's state board, she is permitted to transfer client files to the successor firm after the client's consent is obtained or after 90 days have lapsed following submission of a written request (item a of paragraph .01 of ET [section]1.400.205).
Ethics for CPA firm mergers and acquisitions: Obtaining clients' permission for transfer of files is a key responsibility
The lawyer should research the service provider to be used." When coupled with firm policies supporting document scanning and digital storage of client files, a cloud-based storage solution provides effective business continuity through the back up of data, and the automatic storage of data back-ups off-site.
When is it acceptable to discard old files?
The digitization of client files and law firm intellectual property, however, severely tests the existing framework for defining the relative rights and interests of law firms, lawyers, and clients.
Client files and digital law practices: rethinking old concepts in an era of lawyer mobility
Other problems identified by DCS included incomplete client files and a lack of qualified staff.
Independent Oversight of Recovery Act Funding for Mississippi's Weatherization Assistance Program
"However, there are other professional firms which get rid of old client files after only three years.
Not keeping records can jeopardise legal claims for professionals; Legal & Finance
Editorial is designed to help organize client files, determine the viability of a case, investigate all aspects of a case and determine whether a case should be settled before trial.
Medical malpractice
The client files are stored in VFSs on the NAS server.
The new world of NAS virtualization: the next generation could fulfill NAS' promise. (Storage Networking)
The new version is available in a client/server edition that lets up to 100 users access and update client files stored on a central database server.
Improve access to client files
has added to its portfolio of marketing services and list compiling capabilities by establishing a new division devoted to appending e-mail addresses to their client files. The appending service includes blasting the e-mail to allow the buyers or prospects to opt in or out of receiving future correspondence.
Dunhill Adds Appending Service
The new software will replace the time-consuming paper-based system used previously while enabling counselors to build streamlined, complete, lender-ready electronic client files that accurately record a client's progress over time and securely transfer the file to lenders for processing.
FREDDIE MAC AND LA RAZA UNVEIL TECH TOOL
She even goes so far as to ransack his therapist's client files and then use privileged information to pose as his dead lover, communicating with Robert from the beyond under the on-line handle "Archangel." A good half of the play takes place in the eerie virtual and artificial intimacy of cyberspace, which Robert--who's a sort of on-line Orpheus--likens to "life after death, all these disembodied souls." In this realm nothing is what it seems, and wounding sometimes masquerades as healing.
The Dying Gaul
"When messages, mail, client files and new assignments all end up in a jumble on your desk, problems arise," says Odette Pollar, president of Time Management Systems, an Oakland, California-based management training consulting firm.
Get things in order: organize the clutter on your desk

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