Dan,
We (the Records & Conflicts department) are responsible for the new
client/matter intake process for our firm. This includes opening all
new client / matters in our accounting system, name changes, address
changes, or modifications of any kind. I have the resources to do this
so it really does not interfere with our records management and
conflicts functions. Hope this helps, thanks, scott
J. Scott Taylor
Records Manager
Smith, Gambrell & Russell, LLP
Promenade II, Suite 3100
1230 Peachtree St., N.E.
Atlanta, Georgia 30309-3592
Phone: (404) 815-3521
Fax: (404) 685-6821
[log in to unmask] <mailto:[log in to unmask]>
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Dan Lewis
Sent: Friday, June 23, 2006 10:52 AM
To: [log in to unmask]
Subject: [RM] Accounting question
Hello all. Let me first re-introduce myself. I'm Dan Lewis and I've been
the records manager for Zelle Hofmann Law Firm in Minneapolis for the
past 13 years. I'm relatively new to the list (about a year), but have
lurked on it off and on through the website.
My query is, how many of you work with or through your accounting
departments? What type of work do you do for them in regards to your
records (i.e. address changes, billing rates)? Or are these functions
done entirely by your accounting departments? The reason for my query
is I seem to be more and more involved with doing data entry changes for
accounting and less of the job of Records and conflicts.
Thanks for any and all responses in advance.
Dan Lewis
Records Manager
Zelle, Hofmann, Voelbel, Mason & Gette LLP 500 Washington Avenue So.
Suite 4000
Minneapolis, MN 55415
(612) 336-9128
<[log in to unmask]>
This message may be an Attorney-Client communication, and as such is
privileged and confidential. If the reader of this message is not the
intended recipient, you are hereby notified that you have received this
communication in error, and that any review, dissemination, distribution
or copying of the message is strictly prohibited. If you have received
this transmission in error, please notify us immediately by telephone
and/or reply e-mail
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
IRS Circular 230 Disclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Confidentiality Notice
This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged or confidential or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message.
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
|
