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Legal Support Services. Patrick Madden Client Executive Evalueserve Tel: + 1 614 829 3580 patrick.madden@evalueserve.com www.Evalueserve.com. 2008. Presentation Plan. Legal Support Services Project Execution Process. Evalueserve Legal Process Services. Legal Process Services.
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Legal Support Services Patrick Madden Client Executive Evalueserve Tel: + 1 614 829 3580 patrick.madden@evalueserve.com www.Evalueserve.com 2008
Presentation Plan • Legal Support Services • Project Execution Process
Evalueserve Legal Process Services Legal Process Services Paralegal and Litigation Support Legal Research Contract Related Intellectual Property
Paralegal and Litigation Support Services Paralegal Support • Assistance in e-filings and processing: Immigration compliance support such as preparing and filing Labor Condition Application, Visitor Visa Letters, Employee Verification Letter, etc. • Preparing Deposition Summaries: Summarizing complex testimonies • Lease Abstraction: Creating brief abstracts of the leases to track specific details • Document Discovery: • Identifying and extracting documents from the Client’s internal knowledge repository in response to discovery requests from adverse party (relevance & privilege review) • Reviewing, summarizing, and classifying documents produced by adverse party in response to discovery requests • E - Discovery: Reviewing, extracting, coding, summarizing & organizing electronic communications and files • Preliminary Drafting: Preparing initial drafts of motions, pleadings, briefs, etc. Litigation Support
Case Studies – Paralegal Services (1/3) Deposition Summary Client Litigation Practice law firm Team One Lawyer and Two Paralegals Project Scope Receiving the documents containing complex testimonies from the client Reviewing the testimonies and prepare their customized synopsis Benefit to client This enables client to get a crisp and clear view of various submissions made before the court along with any corresponding references in the documents Deliverable
Case Studies – Litigation Support Services (2/3) Drafting of Legal Memorandum Client A Practicing Attorney Team Three Lawyers Project Scope Receiving the document containing pertinent facts and details of decided cases Preparing memorandum on the basis of facts in light of decided cases and relevant provisions of the statute Sending the draft to the Client for review and feedback Incorporating the changes requested by the client and sending it back Email Discovery Client A practicing securities attorney Team One analyst from IT team, One Lawyer and One paralegal Project Scope Retrieving of information from the hard drive containing PST folders Searching key words in those PST folders Identifying and procuring appropriate software to extract and search emails from the hard drive Using the software program to conduct the search in the body of email and attachments and cross checking it for accuracy. Finally, the search was customized in order to meet Client’s requirement
Case Studies – Litigation Support Services (3/3) Drafting of Legal Memorandum Client A Practicing Attorney Team Three Lawyers Project Scope Receiving the document containing pertinent facts and details of decided cases Preparing memorandum on the basis of facts in light of decided cases and relevant provisions of the statute Sending the draft to the Client for review and feedback Incorporating the changes requested by the client and sending it back
Legal Research Services Legislative Research • Conducting research related to specific laws in various jurisdictions (ie. labor laws, rights and penalties of corporate directors, regulations applying to particular industries, etc.) Case Law Analysis and Newsletters • Identifying relevant cases to support legal strategy • Case law analysis and summary • Tracking industry–specific legal updates and preparing memos • Drafting periodic industry updates for newsletter Due Diligence • Document review and analysis in accordance with checklist • Background support for M & A • Background support for real estate transactions and foreclosures
Contract Related Services Acceptability Matrix for complex review • Preparing matrix of acceptable parameters after reviewing Clients executed contracts/documents. • Highlight inconsistencies in existing contracts based on the matrix. • Reviewing various contracts such as NDAs, TLAs, vendor agreements, MSLAs etc. • Providing negotiating support by consulting the terms of contract with Clients’ customer (based on defined parameters) Contract Review & Negotiation Support • Streamlining contract management across the company with the help of software. • Tracking important clauses in a database such as effective date, execution date, term, indemnity etc. in different categories of contracts Contract Management • Preparing first drafts of contracts, supplier agreements, licensing agreements, non-disclosure agreements, terms and conditions, shareholder agreements, service level agreements etc. Contract Drafting
Intellectual Property Services Services Spectrum Competitive Intelligence Prior Art Search • Patent landscape analysis • Portfolio analysis • Patent watch • Patentability assessment • Freedom to operate • State-of-the-art searches Patent Litigation Support Patent Drafting and Filing • Overlap analysis • Claims charts • Invalidity search • Patent drafting, filing and prosecution in the US, EP, PCT, Indian Patent Offices, etc. • Office action responses • Patent proof reading • Foreign filing permits • Translation services Trademark Services • Searches & watches • Filing, prosecution & maintenance • Global portfolio management/.maintenance Patent Licensing Support Technical Writing • Patent out-licensing analysis • Patent in-licensing analysis • Patent valuation • Technology valuation analysis • Courseware drafting • User manual preparation • Brochure preparation
Research Resources and Tools Individual Databases Databases • Westlaw • One Source • Bloomberg • Profound • Factiva • Executive Select • Morningstar • Dialog PRO • Reuters Knowledge • Reuter 3000 Xtra OneSource • Economic Intelligence Unit • ISI Emerging Markets – Asia and Australia • Boxscore, Association for Computing Machinery (ACM) • Delphion • IEEE Enterprise • STN, • IP.com • Micropatent, • ICO Suite • SPIE Digital Library • Kompass US Trademark Office British Trademark Office Japanese Trademark Office European Trademark Office WIPO Trademark Office German Trademark Office French Trademark Office Paid Database Paid database on trademarks (trademark.com) offers Search Facilities for: UK, US, EC, Canadian, WIPO and German @ $110 for a contiguous period of 12 hours (through Micropatent database)
Presentation Plan • Legal Process Services • Project Execution Process
Evalueserve’s Project Execution Process Project Owner at Client’s Company Project Request Client Drafting Proposals Analyzing Request Proposal Delivery Rejection Project Understanding Call Effort and Cost Estimation Acceptance Project Execution Project Kick-off Call Finalization of Project objective, Scope, Methodology, Deliverable format, Project schedule, Communications plan, Schedule and Process Generally weekly or as required Conducting Research Interim Deliverable (s) Conference Call/s • Status report • Status conference call Final Deliverable (s) Invoicing and Client Feedback
Thank you… Patrick Madden Client Executive Evalueserve Tel: + 1 614 829 3580 patrick.madden@evalueserve.com www.Evalueserve.com