Rezoud CorporationIntroduction Presentation for:

David Puckett, Founder/CEO

Outline

Terms, Trends, & Elements

Why Rezoud?

Market Adoption (CRM v. TeDR™) & Barriers

Funnel Market Models

Market, Evolution, Transformation & Paradigms

TeDR™, Settle-Now and Family Settle

Rezoud Academy & Rezoud Europe

✓

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Alternative Dispute Resolution (ADR)Online Dispute Resolution (ODR) or Technology-enhanced Dispute

Resolution (TeDR™)?

On-Line ADR

(oADR)

Internet Dispute

Resolution

(iDR)

On-Line Dispute

Resolution

(ODR)

Technology-

enhanced

Dispute

Resolution

(TeDR™)

Electronic

Dispute

Resolution

(eDR)

Electronic

Dispute

Resolution

(eDR)

OR

This capability

should not be

associated only with

Internet based Video

Conferencing for

Mediations &

Arbitrations!

Source – The term 4th Party related to ODR, Ethan Katsh, 2001.

Current Research & Trends

“ODR is not in itself a distinct field but more like a support

system for mediators and arbitrators addressing

individual disputes”

Ethan Katsh, 2012

The internet is a culture, “what appears to be

happening in the world of international e-commerce is

the development of an online culture”

Daniel Rainey, 2012

The field of Dispute System Design (DSD) is based on the

theory: “Distinguish three major ways for resolving

disputes: underlying interests, determine who is right and determine who has more

power”

Ury, Brett & Goldberg, 1988

”ODR needs to orient itself to systems and well as tools and ADR needs to incorporate new

technologies into the theory and practice of Dispute

System Design”

Ethan Katsh, 2012

Source:On-Line Dispute Resolution: Theory & Practice,

Eleven International Publishing, 2012

Actual Mediation - Online via Video Conferencing or Traditional In-Person including case disposition and settlement

recording/eFiling functionality

Neutral Registration & Marketing – central place to promote and find neutrals Promotion (Social Network for

Neutrals nationally)

Traditional Case Management - Traditional legal case management functions including contact management,

time tracking and billing

Communication System and Log - Scheduling, email, instant messaging and recording of

all communication related to the case and the mediation/arbitration process.

Neutral Selection - both parties need to find neutral-neutrals. This process of selection is the biggest industry

challenge today related to massive or mainstream acceptance (We own: www.neutralcommunity.com)

Data & Case Information Repository - Contracts, Background of Parties, Discovery and all

documentation related to the case

Case/Business Intelligence - a modern system should have business intelligence capabilities or linkage to

precedence history of settlement of similar cases and even advanced algorithms to propose solutions

Elements of an Dispute Resolution System

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Market Summary & Opportunities

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Consumer & Corporate Legal

Personal Injury/Medical Malpractice

Condominium Association Disputes

Financial Services. Corporate Disputes

Oil & Gas, Federal, State & Local Govt

Opportunities – Industry Verticals Foreign Geographies

Still at the early adopter stage though with some notable working

examples: Insurance Industry (Cybersettle) OnLine Markets

(eBay), Vancouver Consumer Protection Service (Consumer BC)

Emerging Technology Market - Technology Adoption Cycle

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Modria – an eBay spin-off. Recently received additional funding for European market entry

Virtual Courthouse – Website meeting place for traditional ADR practitioners

CyberSettle – focuses on Commercial Insurance disputes

Few Competitors

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Europe – EU ODR regulation related to Online

product vendors in the European Union

Other English speaking (ANZ, S.Africa)

Evolution Projections

• Monolithic legal industry

• Legal Industry not generally considering high-

tech profession

• Need for a National Consumer brand

• Lack of Consumer Awareness and Demand

• Confusion in marketplace caused by mixed

marketing message and brand by lawyer and

non-lawyer professionals

• Need for Top Technology provider offering a

platform

• Lack of Tier-1 Consultancies offering

businesses and the courts advisory services to

generate understanding, value justifications

and desire for these services

• Lack of Corporate Awareness of Dispute

System design

General BarriersComponents

1• Flexible components for resovling all types of

disputes (C2C, P2P (marital or other),B2C,

B2B)

• On-Line Automated or Assisted Aribration,

Mediation, Facilitation or Restorative Justice

• Access and selecting Neutrals

• Scheduling, Case Discovery Repository

• Time Keeping and Billing

• Marketing Services

• Case Precedent Intelligence

• Case Information with Intelligent Agorthrims

• Integration with Social Media

• Integration to Accounting System and Court

eFiling Systems

• Simple Consumer Brand and Service to

access

• Empower Consumers and Disputing Parties

Dispute Transformation Model

The standard model of technology adoption has to start with changing Culture

and Governance. 95+% of all business contracts have Mediation & Arbitration

clauses, however the challenge remains. What actually happens internally

when a conflict arises? Traditionally, it goes to the Legal Department or

Attorneys. Our processes and technology allow people and companies to

improve their processes and options for resolving disputes directly.

Culture &

Governance is

the largest

obstacle

The Technology

is actually the

easist part

Processes and

Human Factors

follow

Graphic Source: AlignedManagement.com

Your own sub headlineParadigm shift in Dispute Resolution

tOur proposed path is a

partnership with the legal

industry.

We want to encourage

the legal industry to

embrace new technology

that will provide

complimentary services

to their existing offering

and add new sources of

revenue.

Legal Industry Partner

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State of the Union

tWe do not believe that

either ADR or ODR are

good brands.

We will provide

innovative resolution

solutions that leverage

BOTH proven ADR

methodologies and DSD

(Dispute Systems

Design) technology.

We therefore plan to

abandon the terms ADR

and ODR in favor of

TeDR (Technology

enhanced Dispute

Resolution).

From ADR/ODR to TeDR

Our more than 3+ years

of research, planning

shows that all current

market entrants have

positioned themselves as

alternatives to the legal

industry.

The mediation and

arbitration industries are

dominated by attorneys,

former judges and bar

associations

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Future2010-20152000-20101980-20001960-1980AD - 1960

Mainframe

computers

introduced.

Client information

and sales data

now stored. Early

contact

management

evolves

ADR emanated

from Civil Rights

movement.

Mediation and

Arbitration

service emege

CRM done

manually.

Personal

relationships

were primary

interactions in

business

Mediation and

other Dispute

resolution forms

have existed

throughout

history

Arrival of PC.

Information

moved to remote

systems. 2nd

generation

contact

managers.

Limited

integration

Professional

standards

Emerge. Web &

eCommerce

arrive. Courts

struggle with

jurisdiction

questions

CRM software

introduced. Mass

adoption.

Integrated into

ERP systems

ODR term

adopted.

Applications

Arrive Video

conferencing

arrives. Attorneys

offer mediation

services

CRM sales

exploded. SAAS

CRM arrives.

SFDC. Many

industry experts

proven wrong

Early Adopton

begins.

SmartPhone &

Pads

eBay handles

60M disputes

using ODR 80%

without human

involvement

CRM

everywhere.

Especially on

mobile devices

Salesforce.com

Dominates

market

Expect ISV’s to

enter market with

Tier 1 Consulting

Groups. Further

growth from

Fortune 500

companies,

mobile devices

Tech

no

log

y A

do

pti

on

Mo

dels

Compare Market Adoption Models:CRM vs. ODR/TeDR™

Barriers & Opportunities:Corporate & Legal Industry

• Court Jurisditions need to consider technology badedispute resolution ”a basic public service”

• Recongized as lower cost public service• Constrained Court Budgets, backlogged dockets will

be the key driver in the coming years• Industry lacks financing and uniform procedures.• Difficult to cross county & state jurisdictions. We

can’t have hundreds of individual systems!• Most courts today, allow electronic case filings &

case management, so the natural next step wouldbe implementation of dispute systems

• Many professionals feel video conferencing is not areplacement for face-to-face meetings (WE AGREE)thus our processes and technology is designed toallow for best of both approaches

• Needs to be considered new form of revenue forlaw firms and courts

• Consumers need to demand it from courts and legalservice providers

Legal/ADR IndustryCorporate/Commercial ODR

1• Tier-1 Consultancies need to enter space to push

Dispute Systems• Aquistion and investment in this technology by top

tier technology vendors• Consulting engagements in Fortune 2000 to build

desire and justification• Not current top priority of CIO’s, has to be sold

from an economic value and process improvementjustification

• Additional Technology Standards required• Training and mandate in Corporations• Build Consumer Awarenes and Demand• New business processes and procedures to take

conflicts direct to mediation or arbitration asrequired by most contracts.

• Dispute Systems Design not in use today in mostcorporations

• Businesses need to consider it a method ofimproving their corporate reputations

Technology-enhanced Dispute

Resolution (TeDR™)

TeDR solutions are Cloud-based (SaaS or PaaS)

Ready Made, Pay-as-you-Go,

access immediately, pay-by-user,

easy deployment

Cloud Highlights

No server hardware investment

required, device agnostic, and

regular S/W upgrade cycles

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Lower Cost overall, User Friendly,

No Training, Use any device with

browser

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1

Industry

Standard Solutions

Pay-as-you go,

Internet Accessible

Device Agnostic

Easy Collaboration

Automatic and regular upgrades

Easy integration & No Training

Lower Cost of Ownership

Immediate Deployment

Lower Training Costs

Graphic Source: Rezoud Corporation, 2012

Settle-Now.com

FamilySettle.com

Our two Adoption Models:

Legal and Vertical Industry

Educational Offerings:• All Courses designed Advanced Practitioner Training level and fully online

or hybrid delivered in – Facilitation, Negotiation, Corporate Dispute

Resolution and Dispute System Design

• Complete Portable Masters or Masters Certificate Program (Courses &

Instructors with unique economic models

• Soon to be released – Corporate Dispute Resolution Board Game

First University Partnership signed• Executive Non-Credit Courses & Certificate Programhttp://www1.usfsp.edu/cob/graduate_studies/DisputeResolution.htm

• Master’s Level Courses in Dispute Resolution as electives in USF-SP online

nationally recognized MBA program

Rezoud AcademyEducation Subsidiary

Rezoud EuropeEuropean Subsidiary

Why Europe ?

• The ADR Industry is further along the road to full recognition:• ADR Directive issued in 2012

• ODR Regulation issued 2013

• ADR already obligatory in Italy for most civil and commercial disputes

• 2013 EU Parliament report highlights inefficiency and high cost of court litigation

• ODR Regulation involves mandatory link to ODR site for all online

Product & Services vendors by 2015• Online retail vendors will need to offer ODR or teDR

• eBay competitor companies will require an ODR portal

• New Legislation will create a market for TeDR !!

Why Rezoud ?

Published the TeDR™ methodology open-source to

the industry

Strong brands and technology

Thought-Leadership and Proven Management

Patent (applied) Technology Architecture

Industry Vertical feeder models

Education Division with innovative programs

Strong Partnering Programs for growth

Scalable and Server Platform-as-a-Service model

Europe Organization – Global Growth Models

Vertical Industry Partner Feeder Programs

Our Corporate Website: www.rezoud.com

Linkedin: http://www.linkedin.com/company/2711422?trk=tyah&trkInfo=tas%3ARezoud%2Cidx%3A1-1-1

Facebook: https://www.facebook.com/RezoudCorporation?ref=br_tf

Twitter: https://twitter.com/Rezoud

YouTube: http://www.youtube.com/channel/UCIKL9Nq9A_EAPYizbhTCu7g

Phone: 727.290.2585

Email: info@rezoud.com

Questions & Follow-up