Does anybody have a good guide or resource they can point to in regards to show clients how to organize their documents for our firm? A lot of time is wasted here going through discovery documents we receive from clients because the docs are disorganized and not annotated - it just becomes a whole scavenger hunt and it’s eating into our time like crazy.

like
Posting as :
works at
You are currently posting as works at

Wait. Your clients organize their documents? Mine take pictures with their flip phones, I’m pretty sure

likefunny

We always request medical records ourselves.

Medical records directly from clients go straight into the file and maybe flipped through to confirm treatment facilities but nothing else.

Wouldn’t you want the documents delivered to you as kept by the client in the normal course of business? So you don’t have to then produce by specific request?

Otherwise, keep the set as is from the client and make a copy to organize them however it makes sense to you.

like

I am reviewing a lot of bank statements and it’s just not well organized. I work with individuals not with firms so it’s just a lot of pdfs with obscure names and if they attach a spreadsheet to indicate where I can find the info, it never makes sense

It sounds like it would be worth the time to set up a firm specific guide and create a document inventory template that you can provide them at the start to organize things the way you want.

like

Yes, hence I am asking whether anyone knows of a good resource that I could use to get started .

like

Or bill them for doing it yourself. This is easy collections just a hassle

like

Hi, happy to hear that not only in Italy we have clients sending pics with flip phones. According to my experience, it depends on clients. Sometimes they're meticulous, sometimes there are not.

like

Usually not

like

Related Posts

31/M/NYC/260k Freelance creative

like

YOE:1
I have just started my journey in Salesforce and I have started working on Salesforce Vlocity. Order management to be specific. I wanted to know what are the opportunities and what kind of job market is there in Salesforce/Vlocity.

Also is it good for learning to start off with Vlocity/Order Management right off cause it is a bit confusing for me.

Some guidance would be useful

like

Hi there, I am looking for companies/referrals hiring AE roles right now. I have 4 years full sales cycle experience and have been a top rep at my HR Tech company located in San Diego. Looking for a hybrid role in San Diego or remote position. Anything would be helpful, thanks in advance!

like

Will we get salary credited tomorrow? 30th and 31st and weekends

like

What is your socioeconomic background and how much NW do you consider “enough” to be able to live comfortably?

like

I need advice on how to approach a raise request.

I am a software sales representative in the manufacturing space. My starting salary was $85,000 in 2015 I did not receive a raise until I asked for one three years later in 2018. The raise was 5%. I have not received a raise since the 5% raise I received in 2018. They granted me a $2000 one time bonus in 2021 when I asked for a raise. How do I request a raise and get one?

I have brought up the cost of living expense and they do not acknowledg

like

Long does it take to switch from L1B to L1A visa? (Promoted to Manager). Nothing done yet. Any experiences?

like

Ntt data vs EY gds? Which is better?
Ntt ctc - 10.92(10 fixed)
EY - 9.5 fixed

Please help- priority is wlb and growth

Hi guys. Is EFA (Engagement Financial Advisor) under enabling areas coming to kolkata? TIA

like

American Express Hi Fishers, I'm working at FIS and my client is American express.We were not given a holiday on diwali nor on Guru purab.But people working in Amex were on leave.Why is it so?

Anyone know if AWS level 7 is a match for Accenture CL4? Is AWS level 7 really a senior manager?

like

Anyone know how to import Storybook elements into Figma? 🤯

like

Fun Things to do in Vancouver during the summer? Thanks in advance!

like

Hello everyone ,
Looking opportunities for singapore currently in India and Serving np lwd is 22 nov and skill set is performance and api testing . YoE = 8.5

What are your opinions on getting too much work in early phase of career? I have almost one year of experience and after switching to a new organisation I have like alot of work in my plate. I know it might be good for later part of career but just want to know your opinion. Tech stack .net, yoe <1

like

Hi everyone, how is OW in the middle east?

In terms of culture, career progression and projects?

Are their projects more into strategy or how exactly?

like

I just received email to submit documents for Wells Fargo. Before this , haven't had conversation with the HR.
1. Can I mail back asking for the budget they have for this role?
2. Can I keep the current CTC thet he asked as blank and just state my expected CTC in email?
3. He had asked for tenure in the current organisation. Does this affect the hike? My tenure in current organisation is 9 months.

Any suggestions on this will be helpful. Thanks.

like

My agency doesnt use briefs to kick off any projects... Is this normal for an ad agency? They JUST got this account a couple months ago and it’s a huge account. Should I be concerned?

like

I’m dealing with a difficult management situation and don’t know what to do, how would you report someone when nobody really cares what’s going on or is automatically going to side with the other person?

like

Additional Posts in Small Law / Solos

Bookkeeping service recommendations? Virtual service or through your CPA?

like

Does anybody have a resource available for pricing and billing? I am 2 years out of law school, working as a corporate attorney, and wanting to go solo. Ideally, I will take my corporate client with me, but am working to build work on the side during the transition. Also, do you have any recommendations for document preparation? I would like to draft wills, trusts, and other estate planning documents, but would like a resource that has boilerplate provisions to utilize as a reference.

like

I have my own practice for past 5 years and have spent a lot of time building up brand and reputation. I'm thinking of bringing on partners but am trying to figure out how to structure compensation, profit sharing and equity while maintaining control. I dont want to do associates bc I need someone with more experience than I can afford. Does anyone have any ideas on how one can up a law firm?

like

When potential clients tell you they’ll hire your firm but they want to be 100% reimbursed from you if you aren’t able to get them the outcome they want - how hard is it not to laugh?! 🤦🏽‍♀️🙄

like

Started my law firm this month. Have a few of-counsel positions and want to do mostly litigation (civil and commercial in NY). Besides word of mouth and networking, have any of you found any websites or services that generate legitimate leads?

like

How do you handle billing disputes? Already feel like we’re a steal compared to other firms, but it’s the pits when clients kvetch about the bill after working hard on their matters. For five figure disputes, anyone recommend collections? Don’t really want to institute retainers, especially since it doesn’t seem common for our practice area.

like

Advice for Of Counsel roles? I am of counsel at a firm where I can set my own rate and keep a percentage of collections, which varies slightly depending on whether the client is one I generated or not. I’m finding that a lot of my work is for firm clients where the lawyer negotiated a flat fee (and the hours worked are less, due to efficiency etc). What is the right way for me to be compensated in this scenario?

like

Do solos get to write off pro bono work at all?

like

We are a firm of 5 transactional attorneys and the bonus structure is very unclear. The usual “based on personal performance and firm profitability” language. I wonder how this is calculated in general. What is the percentage bracket of the bonus? Assume it is a high performance 9+ year attorney and the firm is profitable (even with COVID). The based salary is low $120k. Firm is in Tx. I’d love to hear your comments.

like

Anyone have experience going back to school for either an LLM, MBA or something else while still maintaining their practice? Considering going for my MBA to open practice to more business consulting, but maintaining my full time practice. For context, I am an associate at a 5-7 attorney firm with a billable target in the 1300 vicinity.

like

Are there any real estate attorneys who have gotten into the title insurance business? What does that look like? Do you still carry on a private practice on the side?

like

Has anyone used a coaching service for their firm? If so, any recommendations?

like

Former client( filed a bar grievance that was dismissed, sent me a demand letter that an attorney responded to on my behalf, and filed a BBB complaint against my non-BBB law firm) has now pro se filed a lawsuit against me in small claims court. Alleging misrepresentation, failure to file a lawsuit, and failure to advise during the process. I have phone logs, emails, and billing notes (all of which she has) that show she’s lying. Should I notify my malpractice carrier? All advice appreciated!

like

Anyone have recs for best tax law training resources?

like

I believe improving one’s sales conversion rate is something everyone want to improve but no one wants to admit they would like to work it. Funny how lawyers will spend thousands on seminars to improve trial skills. But this topic is not discussed in our profession. I have read books in sales. But am unable to find any for lawyers. I want convert every lead I can. Does anyone have tips, books, cle’s or studied this topic?

like

Looking for atty to handle car rental co. Claim against a friend in Paris France. Rented from Enterprise in CA.

like

Has anyone here chosen Soluno over Quickbooks? Thoughts?

like
like

The past two days I’ve spent to my entire day doing things that really can be done by a paralegal. So I hired a freelance para. Any tips to make this a success? What’s your tips to train and get your para up to speed?

like

Has anyone received equity as contingency comp? I have a potential client with a founders dispute. He doesn’t have cash, and the other founder ripped him off and is now running the company. He wants to sue for equity and wants to pay me with whatever equity he wins. I’ve never done a deal like that. Is that even enforceable? CA law. The startup is actually quite promising.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal