© Legatech 2011
www.legatech.com
Legal Process Outsourcing Specialist for In house counsels
Experience | Focus | Commitment
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“Rated as among the best emerging companies by NASSCOM”
“Rated as one among the most promising companies by Deloitte “
Contact: Vivek Tandon, Esq. P: 213.394.5527
W: www.legatech.com
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Table of Contents
• Legatech: Overview
• Legatech: Corporate Legal Services
• Data Security and Confidentiality
• Quality @ Legatech
• Talent @ Legatech
• Engagement Roll-out
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Overview
• 2 Delivery centers in India – Bangalore, Hubli
• Team of 300 people with 150 attorneys, 100 paralegals and 50 graduates
• Specialist Legal Process Outsourcing firm focused on Corporations
• Over 8 years of legal outsourcing experience
• Process and Metrics driven project management
• Dedicated engagements with over 42 clients
• US attorneys part of core delivery team
“Legatech builds remote delivery centers for clients in India, that leverage
offshore cost benefits and scalability to provide sustainable competitive
advantage for the Client company”
Fact Sheet
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Corporate Legal Support Services
Legatech 24X7 Mirror Office – Cytrix - IT Network Systems, Case Management tools , Concordance , Summation, Casemap, Lexis, Westlaw
Litigation Support
Contract Life Cycle Management
Compliance Support Services
Document Management Services
Immigration Services
Legal Research
Administrative Support Services
Document Upload and Information capture
Filtering, Tagging of key information
Deposition summaries (Livenote, Textmap)
Word Processing
Proofreading and editing
Formatting and Styling
Presentation and Content Graphics
Legal Transcription
Legal Support Services Paralegal Services Secretarial Services
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Corporate Legal Support Services
Litigation Support
Provide first pass review of documents for responsiveness and privilege
Complete E-discovery Solutions
Document /Case Summarization
Contract Life Cycle Management
•Draft, review, revise simple agreements, NDA, Standard template technology License agreement
•Central repository of all Data for easy access
Compliance Support Services
•EDGAR Processing/SEC Filing
•SOX Compliance Support
•I-9 Audit Support
Document Management Services
•Collection and storage of all types of documents – Expiration date and other relevant data about document
•Imaging & data capture solutions
•Records management
Immigration Services
Preparation support for ETA 9089, I-140, I-485, I-765, I-131 and I-130
Specialized support in I-9 audits and compliance
Research on Immigration laws & Amendments
Legal Research
•Multi-state/multi-jurisdictional legal review
•Report on regulatory requirements in multiple jurisdictions relating to a single subject matter
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Intellectual Property Services – Patent Services
Innovation Protection
IP Acquisition
Portfolio Management
IP Enforcement
IP Monetization
IP Litigation
Patentability Searches Patent Drafting Illustration Office action responses Patent Proof reading Paralegal support
Portfolio validation & valuation Risk assessment Title updates Post M&A Portfolio Integration
Portfolio Mapping / Categorization
Portfolio Mining
Portfolio Updating
Portfolio Pruning
Patent Renewals
Infringement Monitoring & Analysis
Patent Licensing
Patent Valuation
Pre-litigation Investigations
eDiscovery & Document Review
Markman Hearing- Summary Judgment support
Trial Support
Technology & Competitive Landscape
White space & Gap Analysis State-of-the-Art studies
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Intellectual Property Services - NPE Risk Mitigation
•Legatech team pulls out all the data from public websites
•Client can share any previous prior art if any available
Patent no or Claim no to be invalidated
•Identify relevant patents •Categorize patents according to relevance i.e. High, Medium & Low
Team of Specialist for Legatech • Relevant claim portions
mapped • Actionable Report matching drawing, claims and other aspects
Claim by Claim report
Cost of NPE Law suits
Complaint & Answers
Infringement Contentions
Interrogatories
Invalidity Reports
Depositions
Claim constructions & Hearing
Expert Discovery
Pre-trial hearing
Trial
Cost of litigation accumulates as lawsuit
progresses ($1m -$5m )
Fixed cost for Actionable report on potential NPE’s in your technology area. Enabling client to mitigate any potential risk from NPE’s
Legatech’s Proposition
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Intellectual Property Services - Patent re-examination
Prepare and submit a USPTO patent re-
examination request
To formulate argument
and present to USPTO examiner
Prior art search to file a
re-examination
request
Patent re-examination as an effective tool and litigation strategy Ex parte Inter parte
A process oriented approach to mitigate risk of litigation at an early stage, during the process of litigation or when litigation is merely contemplated Other Risk mitigation services Freedom to Operate Patent Watch IP Validation
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Intellectual Property Services – Trademark services
Due diligence Trademark legal status updates
Searching (Knockout & Full comprehensive
text search) Preparation of Application Response to office action Trademark registration
Trademark renewals Trademark docketing Trademark Licensing
Trademark Monitoring Infringement
Analysis Preparation of
Cease & Desist Letters Trademark
Litigation Support
Trademark Acquisition
Trademark Protection
Trademark Management
Trademark Enforcement
• Trademark.com, Thomson saegis, CT Coresearch, Compumark, whois lookup, Domainsearch.com, Free databases & National trademark offices database
Databases covered
• Global 65 + , European Union, North America, Latin America and APAC
Scope of coverage
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AmLaw 50 Firm Case Study - 1
Customer
Pan US based 700 attorney firm
Focus Areas
All areas of corporate practice including commercial
litigation, transactional services, real estate,
immigration, financial services, bankruptcy, IP
Legatech Scope
Real Estate – Due diligence support - Lease and Contract review and drafting
- Title and survey reports
Commercial Litigation - Drafting of Motions, Briefs - Research - Document Review
Immigration - Case Management for immigrant / non-immigrant
visas
Word Processing - Transcriptions - Document styling and formatting - Conflicts Search
Delivery
• Dedicated team of lawyers working across
multiple shifts process case work for 20
hours of the day as virtually extended office
of client
• Team working remotely on secure VPN
• Starting with 1 department, the backoffice
at Legatech has expanded to cover 5
departments Highlights
• Tier 1 team deployed
• Onsite training for focused knowledge
transfer
• Ability to deploy additional flexible team at
short notice of 2 weeks
Results
One good instance of Legatech’s vision:
“Cost savings, flexibility, efficiency, growth.”
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Corporations Case Study - 2
Customer
Global Pharmaceutical Company
Focus Areas
Our client requirement was to set up an offshore contract review team for their Global Suppliers. The scope of work involved executing new supplier agreement and incorporate changes to existing agreements to all parties across 86 countries
Legatech Scope
• To form a centralized repository of all agreements • To create a reporting process to recognize and
incorporate changes to the agreements
Delivery
•Centralized administration of all agreements along with reporting •A team of 5 attorneys reviewed agreements redlining deviations based on the instructions given by the client •Appropriate changes incorporated and finalized agreement based on the feedback received by client.
Highlights
On-time delivery with centralized administration by Legatech Process oriented approach by Legatech helped mitigate legal and operational risk in contracts Quick turn around time enabling in-house counsel staff to focus on core activities Total cost was less than 28% of client budget
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Corporations - IP Case Study - 3
Customer
Global Pharmaceutical Company
Focus Areas
Our client wanted to prepare Information disclosure statements for 150+ patent applications with a quick turnaround time and keep the cost down. Further, wanted to optimize the process of Patent & trademark search by including our offshore component
Legatech Scope
• To create a team of reviewers to study & prepare IDS
• To form a team of dedicated search specialist with the right kind of domain expertise to work with in-house patent counsel
• To create a team of dedicated trademark searching experts to conduct global trademark searching
Delivery
•Client dedicated team of specialist in specific domain areas – Patent, Trademark & IDS •Conducted training specifically for IDS to communicate the scope of work •Understand the current process followed by the US team •Incorporated changes reviewed by the US team
Highlights
Legatech empowered client to save over
50% in Patent and trademark searching
costs
Delivered 30 international trademark
searches and 280 hours of Patent search
Consistently delivering turn-around-time
(TAT) of 48 hours for trademark
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What makes Legatech unique?
• Largest Legal Outsourcing firm in India focused on US Law firms & Corporations
o Most experienced with over 8 years of legal outsourcing experience
o Large number of referencable clients
o Mature Process Capabilities
o 24*7 functioning delivery platform
o US attorneys part of core delivery team
• Strong integration of technology and operations
• Services spectrum to serve entire support requirements of a law firm & Corporations
o Legal, paralegal, secretarial, IT, backoffice
o Strong proposition of being able to support across practice areas of litigation and non-litigation
• Delivery model of custom dedicated team is strong value for clients
o Data Security
o Scalability with control
• Backed by Top US Venture Capital funds
– 2 of top 10 Global Technology VC Funds are minority investors in Legatech
• Cosmopolitan Bangalore is well placed to attract best talent
© Legatech 2011
www.legatech.com
Data Security and Confidentiality @ Legatech
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Rigorous Data Confidentiality
VPN
Tunnel
Switch
Firewall
Switch
Modem
Firewall
Switch
Modem
Server
Router Router
Nodes
Client Site
Legatech
1. No local storage of data at Offshore location
2. Remote access of Client server only
3. Point to point Virtual Private Network (VPN)
4. Highest degree of data encryption
5. Firewalls to ensure IT systems protection
6. Strict NDA between Legatech and its employees
7. Restricted access to workspace area to Client’s dedicated team only
Summary: Data does not leave the client servers !
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IP protection and confidentiality – Multiple Levels
• IP protection policies and procedures exceed industry standards:
o IT security
o Physical security
o People level – employee data security policies
o IP protection policy
• No data transfer to Legatech: complete data security
o Setting up segregated work environments:
• At work station level
– Dummy terminals – isolated from Legatech corporate network, and from shared network services (file servers, print servers)
– Enabled through VPN, Remote Desktop Connection
• Company-wide IT policy
– Passwords changed frequently
– Strict authorization protocol
• Adherence to BS7799 data security standards
© Legatech 2011
www.legatech.com
Quality @ Legatech
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Overview
• Monitoring and Quality systems benchmarked to ISO 9001
o Process Level
• Six Sigma implementation
• Extensive documentation at 3 levels
o Module
o Submodule
o Keystroke
• Checks and balances for each process
o Reviews by Quality team
o Statistical monitoring
o Monitoring based on Employee performance
o People Level
• Defined performance levels
• Balanced Scorecard Technique
• Active monitoring
o Retraining & Star performers
© Legatech 2011
www.legatech.com
Engagement roll-out
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3 Step Process
• Proof of Concept (POC) Stage
o Define projects for pilot period across 2 practice areas
o Test remote access for data access
o Set performance benchmarks and define Operation procedures
o Evaluate the success of the pilot
• Full fledged engagement
– Ongoing dedicated support teams for each practice areas cutting across offices
– Onsite visit of team for training and transition
• Expand the scope of each practices areas
© Legatech 2011
www.legatech.com
Lets walk the talk!
Legatech
213.394.5527 | [email protected] | www.legatech.com
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