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
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-----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
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