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  1. 1. Legal Process Outsourcing Specialist for In house counsels Experience | Focus | Commitment w w w .L e g a t e c h. c o m “ 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: [email_address]
  2. 2. Table of Contents <ul><li>Legatech: Overview </li></ul><ul><li>Legatech: Corporate Legal Services </li></ul><ul><li>Data Security and Confidentiality </li></ul><ul><li>Quality @ Legatech </li></ul><ul><li>Talent @ Legatech </li></ul><ul><li>Engagement Roll-out </li></ul>
  3. 3. Overview <ul><li>2 Delivery centers in India – Bangalore, Hubli </li></ul><ul><li>Team of 300 people with 150 attorneys, 100 paralegals and 50 graduates </li></ul><ul><li>Specialist Legal Process Outsourcing firm focused on Corporations </li></ul><ul><li>Over 8 years of legal outsourcing experience </li></ul><ul><li>Process and Metrics driven project management </li></ul><ul><li>Dedicated engagements with over 42 clients </li></ul><ul><li>US attorneys part of core delivery team </li></ul>“ 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
  4. 4. Corporate Legal Support Services Legal Support Services Paralegal Services Secretarial Services
  5. 5. Corporate Legal Support Services <ul><li>Litigation Support </li></ul><ul><li>Provide first pass review of documents for responsiveness and privilege </li></ul><ul><li>Complete E-discovery Solutions </li></ul><ul><li>Document /Case Summarization </li></ul><ul><li>Contract Life Cycle Management </li></ul><ul><li>Draft, review, revise simple agreements, NDA, Standard template technology License agreement </li></ul><ul><li>Central repository of all Data for easy access </li></ul><ul><li>Compliance Support Services </li></ul><ul><li>EDGAR Processing/SEC Filing </li></ul><ul><li>SOX Compliance Support </li></ul><ul><li>I-9 Audit Support </li></ul><ul><li>Document Management Services </li></ul><ul><li>Collection and storage of all types of documents – Expiration date and other relevant data about document </li></ul><ul><li>Imaging & data capture solutions </li></ul><ul><li>Records management </li></ul><ul><li>Immigration Services </li></ul><ul><li>Preparation support for ETA 9089, I-140, I-485, I-765, I-131 and I-130 </li></ul><ul><li>Specialized support in I-9 audits and compliance </li></ul><ul><li>Research on Immigration laws & Amendments </li></ul><ul><li>Legal Research </li></ul><ul><li>Multi-state/multi-jurisdictional legal review </li></ul><ul><li>Report on regulatory requirements in multiple jurisdictions relating to a single subject matter </li></ul>
  6. 6. Intellectual Property Services – Patent Services <ul><li>Patentability Searches </li></ul><ul><li>Patent Drafting </li></ul><ul><li>Illustration </li></ul><ul><li>Office action responses </li></ul><ul><li>Patent Proof reading </li></ul><ul><li>Paralegal support </li></ul><ul><li>Portfolio validation & valuation </li></ul><ul><li>Risk assessment </li></ul><ul><li>Title updates </li></ul><ul><li>Post M&A Portfolio Integration </li></ul><ul><li>Portfolio Mapping / Categorization </li></ul><ul><li>Portfolio Mining </li></ul><ul><li>Portfolio Updating </li></ul><ul><li>Portfolio Pruning </li></ul><ul><li>Patent Renewals </li></ul><ul><li>Infringement Monitoring & Analysis </li></ul><ul><li>Patent Licensing </li></ul><ul><li>Patent Valuation </li></ul><ul><li>Pre-litigation Investigations </li></ul><ul><li>eDiscovery & Document Review </li></ul><ul><li>Markman Hearing- Summary Judgment support </li></ul><ul><li>Trial Support </li></ul>Technology & Competitive Landscape White space & Gap Analysis State-of-the-Art studies
  7. 7. Intellectual Property Services - NPE Risk Mitigation Cost of NPE Law suits 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
  8. 8. Intellectual Property Services - Patent re-examination <ul><li>Patent re-examination as an effective tool and litigation strategy </li></ul><ul><li>Ex parte </li></ul><ul><li>Inter parte </li></ul><ul><li>A process oriented approach to mitigate risk of litigation at an early stage, during the process of litigation or when litigation is merely contemplated </li></ul><ul><li>Other Risk mitigation services </li></ul><ul><li>Freedom to Operate </li></ul><ul><li>Patent Watch </li></ul><ul><li>IP Validation </li></ul>
  9. 9. Intellectual Property Services – Trademark services <ul><li>Due diligence </li></ul><ul><li>Trademark legal status updates </li></ul><ul><li>Searching (Knockout & Full comprehensive text search ) </li></ul><ul><li>Preparation of Application </li></ul><ul><li>Response to office action </li></ul><ul><li>Trademark registration </li></ul><ul><li>Trademark renewals </li></ul><ul><li>Trademark docketing </li></ul><ul><li>Trademark Licensing </li></ul><ul><li>Trademark Monitoring </li></ul><ul><li>Infringement Analysis </li></ul><ul><li>Preparation of Cease & Desist Letters </li></ul><ul><li>Trademark Litigation Support </li></ul>Trademark Acquisition Trademark Protection Trademark Management Trademark Enforcement
  10. 10. 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 <ul><li>Delivery </li></ul><ul><li>Dedicated team of lawyers working across multiple shifts process case work for 20 hours of the day as virtually extended office of client </li></ul><ul><li>Team working remotely on secure VPN </li></ul><ul><li>Starting with 1 department, the backoffice at Legatech has expanded to cover 5 departments </li></ul><ul><li>Highlights </li></ul><ul><li>Tier 1 team deployed </li></ul><ul><li>Onsite training for focused knowledge transfer </li></ul><ul><li>Ability to deploy additional flexible team at short notice of 2 weeks </li></ul><ul><li>Results </li></ul><ul><li>One good instance of Legatech’s vision: </li></ul><ul><li>“ Cost savings, flexibility, efficiency, growth.” </li></ul>
  11. 11. 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 <ul><li>Legatech Scope </li></ul><ul><li>To form a centralized repository of all agreements </li></ul><ul><li>To create a reporting process to recognize and incorporate changes to the agreements </li></ul><ul><li>Delivery </li></ul><ul><li>Centralized administration of all agreements along with reporting </li></ul><ul><li>A team of 5 attorneys reviewed agreements redlining deviations based on the instructions given by the client </li></ul><ul><li>Appropriate changes incorporated and finalized agreement based on the feedback received by client. </li></ul><ul><li>Highlights </li></ul><ul><li>On-time delivery with centralized administration by Legatech </li></ul><ul><li>Process oriented approach by Legatech helped mitigate legal and operational risk in contracts </li></ul><ul><li>Quick turn around time enabling in-house counsel staff to focus on core activities </li></ul><ul><li>Total cost was less than 28% of client budget </li></ul>
  12. 12. 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 <ul><li>Legatech Scope </li></ul><ul><li>To create a team of reviewers to study & prepare IDS </li></ul><ul><li>To form a team of dedicated search specialist with the right kind of domain expertise to work with in-house patent counsel </li></ul><ul><li>To create a team of dedicated trademark searching experts to conduct global trademark searching </li></ul><ul><li>Delivery </li></ul><ul><li>Client dedicated team of specialist in specific domain areas – Patent, Trademark & IDS </li></ul><ul><li>Conducted training specifically for IDS to communicate the scope of work </li></ul><ul><li>Understand the current process followed by the US team </li></ul><ul><li>Incorporated changes reviewed by the US team </li></ul><ul><li>Highlights </li></ul><ul><li>Legatech empowered client to save over 50% in Patent and trademark searching costs </li></ul><ul><li>Delivered 30 international trademark searches and 280 hours of Patent search </li></ul><ul><li>Consistently delivering turn-around-time (TAT) of 48 hours for trademark </li></ul>
  13. 13. What makes Legatech unique? <ul><li>Largest Legal Outsourcing firm in India focused on US Law firms & Corporations </li></ul><ul><ul><li>Most experienced with over 8 years of legal outsourcing experience </li></ul></ul><ul><ul><li>Large number of referencable clients </li></ul></ul><ul><ul><li>Mature Process Capabilities </li></ul></ul><ul><ul><li>24*7 functioning delivery platform </li></ul></ul><ul><ul><li>US attorneys part of core delivery team </li></ul></ul><ul><li>Strong integration of technology and operations </li></ul><ul><li>Services spectrum to serve entire support requirements of a law firm & Corporations </li></ul><ul><ul><li>Legal, paralegal, secretarial, IT, backoffice </li></ul></ul><ul><ul><li>Strong proposition of being able to support across practice areas of litigation and non-litigation </li></ul></ul><ul><li>Delivery model of custom dedicated team is strong value for clients </li></ul><ul><ul><li>Data Security </li></ul></ul><ul><ul><li>Scalability with control </li></ul></ul><ul><li>Backed by Top US Venture Capital funds </li></ul><ul><ul><li>2 of top 10 Global Technology VC Funds are minority investors in Legatech </li></ul></ul><ul><li>Cosmopolitan Bangalore is well placed to attract best talent </li></ul>
  14. 14. Data Security and Confidentiality @ Legatech
  15. 15. Rigorous Data Confidentiality <ul><li>No local storage of data at Offshore location </li></ul><ul><li>Remote access of Client server only </li></ul><ul><li>Point to point Virtual Private Network (VPN) </li></ul><ul><li>Highest degree of data encryption </li></ul><ul><li>Firewalls to ensure IT systems protection </li></ul><ul><li>Strict NDA between Legatech and its employees </li></ul><ul><li>Restricted access to workspace area to Client’s dedicated team only </li></ul>Summary: Data does not leave the client servers ! VPN Tunnel Switch Firewall Switch Modem Firewall Switch Modem Server Router Router Nodes Client Site Legatech
  16. 16. IP protection and confidentiality – Multiple Levels <ul><li>IP protection policies and procedures exceed industry standards : </li></ul><ul><ul><li>IT security </li></ul></ul><ul><ul><li>Physical security </li></ul></ul><ul><ul><li>People level – employee data security policies </li></ul></ul><ul><ul><li>IP protection policy </li></ul></ul><ul><li>No data transfer to Legatech: complete data security </li></ul><ul><ul><li>Setting up segregated work environments: </li></ul></ul><ul><ul><ul><li>At work station level </li></ul></ul></ul><ul><ul><ul><ul><li>Dummy terminals – isolated from Legatech corporate network, and from shared network services (file servers, print servers) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Enabled through VPN, Remote Desktop Connection </li></ul></ul></ul></ul><ul><ul><ul><li>Company-wide IT policy </li></ul></ul></ul><ul><ul><ul><ul><li>Passwords changed frequently </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Strict authorization protocol </li></ul></ul></ul></ul><ul><li>Adherence to BS7799 data security standards </li></ul>
  17. 17. Quality @ Legatech
  18. 18. Overview <ul><li>Monitoring and Quality systems benchmarked to ISO 9001 </li></ul><ul><ul><li>Process Level </li></ul></ul><ul><ul><ul><li>Six Sigma implementation </li></ul></ul></ul><ul><ul><ul><li>Extensive documentation at 3 levels </li></ul></ul></ul><ul><ul><ul><ul><li>Module </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Submodule </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Keystroke </li></ul></ul></ul></ul><ul><ul><ul><li>Checks and balances for each process </li></ul></ul></ul><ul><ul><ul><ul><li>Reviews by Quality team </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Statistical monitoring </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Monitoring based on Employee performance </li></ul></ul></ul></ul><ul><ul><li>People Level </li></ul></ul><ul><ul><ul><li>Defined performance levels </li></ul></ul></ul><ul><ul><ul><li>Balanced Scorecard Technique </li></ul></ul></ul><ul><ul><ul><li>Active monitoring </li></ul></ul></ul><ul><ul><ul><ul><li>Retraining & Star performers </li></ul></ul></ul></ul>
  19. 19. Engagement roll-out
  20. 20. 3 Step Process <ul><li>Proof of Concept (POC) Stage </li></ul><ul><ul><li>Define projects for pilot period across 2 practice areas </li></ul></ul><ul><ul><li>Test remote access for data access </li></ul></ul><ul><ul><li>Set performance benchmarks and define Operation procedures </li></ul></ul><ul><ul><li>Evaluate the success of the pilot </li></ul></ul><ul><li>Full fledged engagement </li></ul><ul><ul><li>Ongoing dedicated support teams for each practice areas cutting across offices </li></ul></ul><ul><ul><li>Onsite visit of team for training and transition </li></ul></ul><ul><li>Expand the scope of each practices areas </li></ul>
  21. 21. Lets walk the talk! Legatech 213.394.5527 | vivek.tandon@legatech.com | www.legatech.com w w w .l e g a t e c h . c o m