Legatech is a legal process outsourcing company based in India that provides services to in-house legal teams. It has over 300 employees including 150 attorneys. The document discusses Legatech's service offerings such as litigation support, contract management, compliance support, and intellectual property services. It also covers their approach to ensuring data security, quality control, and rolling out new client engagements.

1. w w w .L e g a t e c h. c o m
Legal Process Outsourcing Specialist for In house counsels
Experience | Focus | Commitment
“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
E: vivek.tandon@legatech.com
© Legatech 2011
www.legatech.com

2. Table of Contents
• Legatech: Overview
• Legatech: Corporate Legal Services
• Data Security and Confidentiality
• Quality @ Legatech
• Talent @ Legatech
• Engagement Roll-out
Process Outsourcing
Pioneers in Legal
© Legatech 2011
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www.legatech.com

3. Overview
“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
• 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
Process Outsourcing
Pioneers in Legal
• Dedicated engagements with over 42 clients
• US attorneys part of core delivery team
© Legatech 2011
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www.legatech.com

4. Corporate Legal Support Services
Legal Support Services Paralegal Services Secretarial Services
Litigation Support Administrative Support Services Word Processing
Contract Life Cycle Management Document Upload and Proofreading and editing
Information capture Formatting and Styling
Compliance Support Services
Filtering, Tagging of key Presentation and Content
Document Management Services information Graphics
Immigration Services Deposition summaries (Livenote, Legal Transcription
Legal Research Textmap)
Process Outsourcing
Pioneers in Legal
Legatech 24X7 Mirror Office – Cytrix - IT Network Systems, Case Management
tools , Concordance , Summation, Casemap, Lexis, Westlaw
© Legatech 2011
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www.legatech.com

5. Corporate Legal Support Services
Litigation Support Contract Life Cycle Management Compliance Support Services
Provide first pass review of •Draft, review, revise simple •EDGAR Processing/SEC Filing
documents for responsiveness and agreements, NDA, Standard •SOX Compliance Support
privilege template technology License
agreement •I-9 Audit Support
Complete E-discovery Solutions
Document /Case Summarization •Central repository of all Data for
easy access
Document Management Immigration Services Legal Research
Services
Preparation support for ETA •Multi-state/multi-jurisdictional
•Collection and storage of all types 9089, I-140, I-485, I-765, I-131 legal review
of documents – Expiration date and I-130 •Report on regulatory
and other relevant data about Specialized support in I-9 audits requirements in multiple
Process Outsourcing
document and compliance jurisdictions relating to a single
Pioneers in Legal
•Imaging & data capture solutions Research on Immigration laws & subject matter
•Records management Amendments
© Legatech 2011
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www.legatech.com

6. Intellectual Property Services – Patent Services
Technology & Competitive
White space & Gap Analysis State-of-the-Art studies
Landscape
Innovation IP Portfolio IP IP
IP Litigation
Protection Acquisition Management Enforcement Monetization
Patentability Portfolio  Portfolio  Infringement  Patent
Mapping / Pre-litigation
Searches validation & Monitoring & Licensing
Categorization Investigations
Patent Drafting valuation Analysis  Patent
 Portfolio eDiscovery &
Illustration Risk Valuation
Mining Document
Office action assessment
 Portfolio Review
responses Title updates
Updating Markman
Patent Proof Post M&A
 Portfolio Hearing-
reading Portfolio
Pruning Summary
Paralegal Integration
 Patent Judgment
support
Renewals support
Trial Support
Process Outsourcing
Pioneers in Legal
© Legatech 2011
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www.legatech.com

7. Intellectual Property Services - NPE Risk Mitigation
Cost of litigation
Cost of NPE Law suits accumulates as lawsuit
Expert Discovery progresses ($1m -$5m )
Pre-trial hearing
Trial
Invalidity Reports
Depositions
Claim constructions & Hearing
Complaint & Answers
Infringement Contentions
Interrogatories
Legatech’s Proposition Fixed cost for Actionable
report on potential
Team of Specialist NPE’s in your
•Legatech team pulls out for Legatech • Relevant claim portions technology area.
all the data from public mapped
websites •Identify relevant patents • Actionable Report Enabling client to
•Client can share any •Categorize patents matching drawing, mitigate any potential
previous prior art if any according to relevance claims and other aspects risk from NPE’s
Process Outsourcing
available i.e. High, Medium & Low
Pioneers in Legal
Patent no or Claim Claim by Claim
no to be invalidated report
© Legatech 2011
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www.legatech.com

8. Intellectual Property Services - Patent re-examination
Patent re-examination as an effective tool
Prior art
and litigation strategy search to file a
re-
examination
Ex parte request
Inter parte
To formulate
A process oriented approach to mitigate argument
risk of litigation at an early stage, during and present
to USPTO
the process of litigation or when litigation examiner
is merely contemplated
Prepare and submit a
USPTO patent re-
examination request
Other Risk mitigation services
Freedom to Operate
Patent Watch
IP Validation
Process Outsourcing
Pioneers in Legal
© Legatech 2011
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www.legatech.com

9. Intellectual Property Services – Trademark services
Trademark Trademark Trademark Trademark
Acquisition Protection Management Enforcement
Due diligence Searching Trademark Trademark
Trademark legal (Knockout & Full renewals Monitoring
status updates comprehensive Trademark Infringement
text search) docketing Analysis
Preparation of Trademark Preparation of
Application Licensing Cease & Desist
Response to Letters
office action Trademark
Trademark Litigation Support
registration
• Trademark.com, Thomson saegis, CT Coresearch,
Databases covered Compumark, whois lookup, Domainsearch.com, Free
databases & National trademark offices database
Process Outsourcing
Pioneers in Legal
• Global 65 + , European Union, North America, Latin
Scope of coverage
America and APAC
© Legatech 2011
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www.legatech.com

10. AmLaw 50 Firm Case Study - 1
Customer Delivery
Pan US based 700 attorney firm
• Dedicated team of lawyers working across
Focus Areas multiple shifts process case work for 20
All areas of corporate practice including commercial hours of the day as virtually extended office
litigation, transactional services, real estate, of client
immigration, financial services, bankruptcy, IP • Team working remotely on secure VPN
• Starting with 1 department, the backoffice
at Legatech has expanded to cover 5
Legatech Scope departments
Highlights
Real Estate – Due diligence support • Tier 1 team deployed
- Lease and Contract review and drafting
- Title and survey reports • Onsite training for focused knowledge
Commercial Litigation transfer
- Drafting of Motions, Briefs • Ability to deploy additional flexible team at
- Research
short notice of 2 weeks
- Document Review
Immigration
Process Outsourcing
- Case Management for immigrant / non-immigrant
Pioneers in Legal
Results
visas
Word Processing One good instance of Legatech’s vision:
- Transcriptions “Cost savings, flexibility, efficiency, growth.”
- Document styling and formatting
- Conflicts Search
© Legatech 2011
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www.legatech.com

11. Corporations Case Study - 2
Customer Delivery
Global Pharmaceutical Company
•Centralized administration of all agreements
along with reporting
Focus Areas •A team of 5 attorneys reviewed agreements
Our client requirement was to set up an offshore redlining deviations based on the instructions
contract review team for their Global Suppliers. The given by the client
scope of work involved executing new supplier •Appropriate changes incorporated and
agreement and incorporate changes to existing finalized agreement based on the feedback
agreements to all parties across 86 countries received by client.
Legatech Scope Highlights
• To form a centralized repository of all agreements On-time delivery with centralized
• To create a reporting process to recognize and administration by Legatech
incorporate changes to the agreements 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
Process Outsourcing
Total cost was less than 28% of client budget
Pioneers in Legal
© Legatech 2011
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www.legatech.com

12. Corporations - IP Case Study - 3
Customer Delivery
Global Pharmaceutical Company
Focus Areas •Client dedicated team of specialist in specific
Our client wanted to prepare Information disclosure domain areas – Patent, Trademark & IDS
statements for 150+ patent applications with a quick •Conducted training specifically for IDS to
turnaround time and keep the cost down. Further, communicate the scope of work
wanted to optimize the process of Patent & •Understand the current process followed by
trademark search by including our offshore the US team
component •Incorporated changes reviewed by the US
team
Legatech Scope Highlights
• To create a team of reviewers to study & prepare  Legatech empowered client to save over
IDS
• To form a team of dedicated search specialist with 50% in Patent and trademark searching
the right kind of domain expertise to work with in- costs
house patent counsel
• To create a team of dedicated trademark searching  Delivered 30 international trademark
experts to conduct global trademark searching searches and 280 hours of Patent search
Process Outsourcing
Pioneers in Legal
 Consistently delivering turn-around-time
(TAT) of 48 hours for trademark
© Legatech 2011
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www.legatech.com

13. 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
Process Outsourcing
Pioneers in Legal
– 2 of top 10 Global Technology VC Funds are minority investors in Legatech
• Cosmopolitan Bangalore is well placed to attract best talent
© Legatech 2011
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www.legatech.com

14. Data Security and Confidentiality @ Legatech
© Legatech 2011
www.legatech.com

15. Rigorous Data Confidentiality
1. No local storage of data at
Nodes
Offshore location
Client Legatech
Server Site
Switch 2. Remote access of Client
server only
3. Point to point Virtual
Private Network (VPN)
Switch
4. Highest degree of data
VPN Switch encryption
Tunnel
Firewall
5. Firewalls to ensure IT
Firewall systems protection
Router Mode Modem Router
m
6. Strict NDA between
Legatech and its
employees
Process Outsourcing
7. Restricted access to
Pioneers in Legal
workspace area to Client’s
dedicated team only
Summary: Data does not leave the client servers !
© Legatech 2011
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www.legatech.com

16. 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
Process Outsourcing
– Strict authorization protocol
Pioneers in Legal
• Adherence to BS7799 data security standards
© Legatech 2011
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www.legatech.com

17. Quality @ Legatech
© Legatech 2011
www.legatech.com

18. 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
Process Outsourcing
Pioneers in Legal
o Retraining & Star performers
© Legatech 2011
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www.legatech.com

19. Engagement roll-out
© Legatech 2011
www.legatech.com

20. 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
Process Outsourcing
Pioneers in Legal
© Legatech 2011
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www.legatech.com

21. w w w .l e g a t e c h . c o m
Lets walk the talk!
Legatech
213.394.5527 | vivek.tandon@legatech.com | www.legatech.com
© Legatech 2011
www.legatech.com