Transcript Evalueserve: An Introduction

Legal Process Services
for International Society of Primerus Law Firms
Your Alliance Executive:
Paul N. Hoagland
Evalueserve North America
Tel: +1 315 655 2262
[email protected]
www.Evalueserve.com
June 20, 2008
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
 Evalueserve Overview
 Legal Process Services
 Project Execution Process
 Confidentiality & Client Feedback
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve – Your Global Knowledge Partner
 Evalueserve is a Knowledge Process Outsourcing (KPO) firm that provides custom
research and analytics services to companies in the US and worldwide
 Our services include: Legal Process Services, Intellectual Property Research,
Market Research, Business Research, Data & Financial Analytics, Investment
Research, and access to a global network of domain and Industry experts through
Evalueserve Circle of Experts.
 The firm was founded by IBM and McKinsey alumni, and has completed over 12,000
client engagements.
 We currently employ over 2,100 full-time professionals located in research centers in
India, China, Chile, New York, and Romania.
 Evalueserve has won several recent awards, including: 2007 CIO-100; 2006 Red Herring
Asia Top 100 Private Companies; 2006 NASSCOM IT Innovation Award for Business
Model Innovation; Wall Street Journal (Asia) Top Six Innovative Emerging Companies in
Asia; Outsell Top 50 Research, Reports and Services Companies Worldwide; and
Deloitte Top 150 High-Growth Companies in Asia-Pacific.
Slide 3
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
A Full-Service Global Research Firm
 Evalueserve has various competencies—
Legal Process Services,
Intellectual Property, Investment Research, Business Research, Data and
Financial Analytics, Market Research, and Circle of Experts.
 Our research teams are comprised of highly skilled professionals including
Lawyers, Paralegals, MBAs, PhDs, Engineers, MDs, Chartered
Accountants, Scientists, Architects, Industry Experts, etc.
Evalueserve Value Proposition
 Quality
 Global Coverage
→ Attention to detail in every element
of client interaction
→ Disciplined project management
and communication
→ Accurate and insightful analysis
→ Extensive research infrastructure
→ Operation centers in India, China,
and Chile
→ Multi-lingual capabilities (50+)
→ Research conducted in the
Americas, Asia Pacific, and
EMEA
→ Local ‘in-country’ support
→ 24x5 coverage
 Custom/Cost-Eeffective
→
→
→
→
Fraction of traditional cost
100% customized projects
Access to experts in your field
Multi-industry experience
(10,000+ completed projects)
→ Highly scalable/rapid response
→ Flexible working relationship
Slide 4
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Synergistic Competencies
Circle of Experts
 Fast access to frontline industry experts with unique opinions
on markets, companies, products; 360° view of market due
diligence on long-term investments
 ‘Executive confidante’ for one-on-one discussions on strategic
issues
 Elicitation training on most effective and compliant methods to
interview experts
Market Research
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End-to-end market research services
Design, conduct and analysis of surveys: B2B, B2C
Data processing
Survey analytics
Market research solutions: employee satisfaction, customer
satisfaction, brand perception, new product development,
advertisement effectiveness
Business Research
Investment Research
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Validation of investment ideas
Corporate finance
Equity research support
Industry landscape and company profiles
Fixed income research
Target identification
Quantitative Analysis
Financial modeling and valuation
Legal Process Services
 Paralegal and litigation support services
 Legal research
 Contract related services
Data and Financial Analytics
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Data cleansing, validation, and treatment
Dashboard solutions and reporting
Statistical modeling and forecasting
Data-driven strategies including profitability analysis, channel
assessment, product affinity analysis/cross selling
 Segmentation and cluster analysis
Market sizing and estimation
Industry and company profiling
Benchmarking
Value chain analysis
Newsletters
Custom list generation
Marketing and sales operations support
Intellectual Property
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Patent application drafting and filing with USPTO, EPO, etc.
IP asset management
Other IP analysis, e.g, licensing of valuable patents,
Infringement analysis (preliminary)
Technology Assessment
Slide 5
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
EVS Serves 1,100+ Leading-Edge Clients
Automotive
Financial Services
100+ Fortune 1000 Companies
Energy and Utilities
Asia Pacific
Chemicals
Consumer Goods
Europe, Middle East
and Africa
Latin America and
the Caribbean
Retail
200+ Research, Consulting and
Law Firms
Life Sciences
Information
Technology
Manufacturing
North America
Media and
Entertainment
800+ Small and Medium Businesses
Telecommunication
Logistics and
Transportation
Slide 6
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Growth Milestones
Aug ’07:
2,000+ Professionals; 1,000+ Clients
Feb ’07:
Acquired Nitron Circle of Experts
Dec ’06:
1,400+ Professionals; 1,000+ Clients
Nov ’06:
Commenced Chile Operations
2007
2006
2005
Dec ’05:
800 Professionals; 800 Clients
Sept ’05:
Commenced China Operations
2004
Dec ’04:
400 Professionals; 500 Clients
2003
Dec ’03:
240 Professionals; 200 Clients
Dec ’02:
100 Professionals; 50 Clients
Mar ’02:
Achieved Profitability
2002
2001
Jul ’01:
First Major Client Signed Up
Jan ’01:
Commenced India Operations
Dec' 00: Founded
Slide 7
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve Language Capabilities
Asia Pacific
Europe
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Bulgarian
Croatian
Czech
Danish
Dutch
English
Estonian
Finnish
Flemish
French
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German
Greek
Hungarian
Italian
Latvian
Norwegian
Polish
Portuguese
Romanian
Russian
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Bangla
 Burmese
 Cantonese
 Chinese
 Hindi
 Indonesian
 Japanese
 Korean
 Malay
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Serbian
Slovak
Slovenian
Spanish
Swedish
Turkish
Turkmen
Ukrainian
Middle East
Americas
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English
Portuguese
Spanish
Mandarin
 Mongolian
 Punjabi
 Sinhalese
 Tamil
 Telegu
 Thai
 Taiwanese
 Urdu
 Vietnamese
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Arabic
 Hebrew
 Persian
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Slide 8
© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential
Primerus Members can rely on Evalueserve
for many types of custom research projects!
The default location for all work is India. The India hourly pricing rates for the term of this Agreement for Evalueserve’s
various service lines are tabulated below.
COST
PER HOUR *
EVALUESERVE LINE OF BUSINESS
Legal Process Services (Legal Research, M&A Due Diligence Back-End Research Support, Paralegal and Litigation Support Services-- including Document
Discovery and Compliance with e-Discovery Rules, Contract-Related Services, Legal Organization Benchmarking, Contract Review & Negotiation Support, InHouse Tool Development to Streamline Contract Management, Legal Data Extraction and Entry, Secretarial Assistance for Legal e-Filings and Application
Processing, CRM Database Setup / Entry / Cleanup / Maintenance, etc.)
$36.00
Intellectual Property Research (Patent Landscapes, Patent Infringement Studies and Ongoing Monitoring, Patent Filing, Research for Investment Banks & Future
IP-Based Valuations, Patent Proofreading, IP Organization Benchmarking, Legal & IP Opportunity ‘White Space’ Identification, Patent Mapping, etc.)
$50.00
Circle of Experts (Expert Witnesses, Industry Experts, Retired Executives from Client’s Competitors, Advisory Board Members, Strategic Advisors, etc.)
$250-$750 per
hour of Expert
consultation **
Business Research (Industry & Market Studies, Competitor Profiles, Identification of - and Outreach to - Target Clients / Suppliers / Distributors / Channel Partners
/ Partners / Buyers / Sellers, etc.)
$36.00
Investment Research (Newsletters, Financial Profiles, Sector Reports, News Flows, Target Scouting, Equity Research, Company & Industry Report Updates, etc.)
$36.00
Market Research (Phone/Web Market Surveys, Quantitative and Qualitative Expert Interviews, Member Firm/Customer/Employee Satisfaction Studies, Brand
Perception Studies, etc.)
$30.00
Data and Financial Analytics (Econometric/Quantitative Modeling, Back Testing Strategies, Forecasting Volatility, Monte-Carlo Simulation, Data/Financial
Analysis, Proof of Concept Validation, Cash Flow & Balance Sheet Models, etc.)
$40.00
Knowledge Technology (KT) (Sales Dashboards, Management Cockpits, Knowledge & Research Portals, File Conversion, Data Validation and Scrubbing,
CRM/Supplier /Vendor File Maintenance, etc.)
$36.00
Marketing & Sales Support (ListGen, Updates & Maintenance -- Potential Clients, Investors, Suppliers, Vendors, Business Partners, Partners; Warm Lead
Generation Phone & Mail Campaigns, etc.)
$36.00
Desktop Publishing & Technical Writing (File layout, formatting, color/logo schemes, document setup, template development, newsletter/marcom collateral/slide
deck reformatting, etc.)
$25.00
Other (Administrative Support, File/Letter/Marcom Collateral Printing, Hand-Addressed Mailings, etc.)
TBD
* For China: multiply India rate by 1.2. For Chile: multiply India rate by 1.33. For Europe & future Research Centers: TBD.
** Evalueserve will provide access to frontline industry experts-- in any industry vertical, any geography-- through its subsidiary Circle of Experts
(CoE). CoE introductory fees are waived for Primerus & its Member Firm projects per this Agreement.
NOTE: Evalueserve will provide fixed pricing for individual on-demand projects upon request.
Slide 9
© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential
Take advantage of our proposal development process…
WITH JUST A SHORT PHONE CONVERSATION AND A LITTLE BACKGROUND
INFORMATION ON YOUR NEEDS AND CHALLENGES, I CAN DEVELOP A
DETAILED CUSTOM PROPOSAL FOR YOU OR YOUR CLIENT.
(PLEASE PLEASE LET ME KNOW IF YOU’D LIKE US TO SIGN
A NONDISCLOSURE AGREEMENT WITH YOU OR YOUR CLIENT.)
PAUL N. HOAGLAND – PRIMERUS ALLIANCE EXECUTIVE
OFFICE: 1-315-655-2262
[email protected]
Prior to joining Evalueserve, Paul was founder and CEO of AWC Business Coaches, a nationwide
consortium of cross-industry professionals. While at IBM Consulting Paul held several titles, including
Global Market Development Executive with the Global Marketing Strategy Practice, and Principal with the
National Strategy Practice. Prior to IBM, he was a Principal with Computer Sciences Corporation. He has
sold, planned, managed, and quality-assured complex strategic projects in various industries over the
past 25 years. Paul earned his Bachelors degree (magna cum laude) from University of MassachusettsAMHERST, and his Masters degree from Columbia University in New York City.
Let me put together a custom proposal for you!
Slide 10
© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential
Presentation Plan
 Evalueserve Overview
 Legal Process Services
 Project Execution Process
 Confidentiality & Client Feedback
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve’s Legal Process Services
Paralegal and Litigation Support
Legal
Process
Services
Legal Research
Contract Related
Trade Marks related
Slide 12
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
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
 Term Sheets: Providing support services relating to counterparty documents
 Document Discovery: Identifying and extracting documents related to litigation from the
Client’s internal knowledge repository to prepare a chronology of events to support evidence
Litigation
Support
 Email Discovery: Reviewing, extracting, coding, summarizing & organizing scanned legal
documents, emails with the help of specific software and programmes
 Motion Drafting: Preparing motion drafts covering pleadings, briefs, complaints, claims etc.
Slide 13
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Term Sheets: Assisting in Various Parts of OTC Trade Process…
OTC Trade
Process
EVS
Services
Key
Benefits
Account
Master
Opening
 Receive and catalogue all
required counterparty
documents
 Ensure counterparty is not
on internal black-list
 Ensure counterparty is in
company register
 Check company register to
ensure that only authorized
signatory has signed
documents
Trade
Agreements
 Assist in drafting and
negotiating Master
Agreement with the
counterparty
 Assist in drafting and
collateral agreement
(CSA)
 Drafting and negotiating
confidentiality
agreements
Execution
 Compare term-sheets
against pre-approved
templates for consistency
 Identify simple errors such
as business day
convention, incorrect trade
date or counterparty name,
etc.
 Assist with internal
approval process and
warehouse all approvals
received
Much quicker turn around
Reduced cost
Slide 14
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies – Paralegal Services
(1/5)
Paralegal assistance related to Immigration work
Client
One of the Fortune 50 information technology companies with revenue over USD 50 billion
Team
One Lawyer, Two Paralegals and One Shadow Analyst
Project Scope
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Drafting and e-filing Labor Condition Application (LCA)
→ Create the project in database
→ Prepare and submit LCA on-line at DoL website
→ Send it to Attorneys for their signature
→ Update the database to reflect the current status
→ A spread sheet is maintained for records
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Creation of Wagemail
→ Receive wagemail request
→ Execute spreadsheet
→ Create first wagemail draft
→ Send it to respective manager
→ Follow-up on completion of wagemail draft
→ Review the wagemail for accuracy and update the database
Approximately, the team processes 20 -25 requests of each Process in a day. Client benefits
from huge saving in cost and time
Slide 15
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies – Paralegal Services
(2/5)
Creation of Visitor Visa Letter (Repeat Customer)
Client
One of the Fortune 50 information technology companies with revenue over USD 50 billion
Team
One Lawyer, Two Paralegals
Project Scope
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Access to Clients' group ID, which receives all queries, requests related to visitor visa letters
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Draft the letters in accordance with the information provided in duly filled questionnaire
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Respond to queries regarding the issuance of visitor visa letter. However, in case of
ambiguity, the team co-ordinates with Client’s attorney before responding
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Legal research related to visa requirements in various jurisdictions, as and when required
The project is carried out in a systematic way and as per the well-defined process charts
which ensures better efficiency and quality. Approximately, 20 - 25 requests are processed in
a day
Slide 16
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies – Paralegal Services
(3/5)
Deposition Summary
Client
Litigation Practice law firm
Team
One Lawyer and Two Paralegals
Project Scope
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Receiving the documents containing complex testimonies from the client
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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
Slide 17
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies – Litigation Support Services
(4/5)
Document Discovery Process
Client
An international investment bank having over 800 employees across Europe, US and Asia with
revenue of over USD 30 million
Team
Two analysts from the Investment Research team and Two Lawyers
Project Scope
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Sorting documents available on the Client website and cataloguing them
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Conducting secondary research by using various databases
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Preparing comprehensive chronology of various transactions
Slide 18
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies – Litigation Support Services
(5/5)
Email Discovery
Client
A practicing securities attorney
Team
One analyst from IT team, One Lawyer and One paralegal
Project Scope
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Retrieving of information from the hard drive containing PST folders
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Searching key words in those PST folders
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Identifying and procuring appropriate software to extract and search emails from the hard
drive
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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
Slide 19
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Legal Research Services
Legislation
Research
Legal Updates/
Newsletters
Background
support in
Mergers &
Acquisitions
 Conducting research related to specific laws in various jurisdictions such as labor laws in
different states, rights and penalties of directors, prospective regulations in particular sectors
etc.
 Tracking industry–specific legal updates
 Assisting drafting of the content for legal newsletter, legal reports, bulletin and alerts
 Preparing checklists, rights and liabilities charts in order to assist attorneys in conducting
due diligence.
Slide 20
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(1/3)
Legislation Research
Client
One of the biggest Companies in telecom sector
Team
Three analysts from the Business Research division
Project Scope
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To Conduct a research and analysis of the wire-tap laws with the help of a website dedicated
by the government of particular country in its jurisdiction
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The team successfully overcame the language problem in non-English speaking jurisdictions
by working closely with the translation staff, besides seeking assistance from numerous
language websites
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The project was completed within 350 hours
Slide 21
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(2/3)
Legal Research
Client
An insurance company having revenue in excess of USD 100 million.
Team
Two Lawyers
Project Scope
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Conducting primary and secondary research to determine the rights and liabilities of directors
in different jurisdictions
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Preparing a comprehensive report.
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The research helped Client in drafting the terms and conditions for selling directors’
insurance
Slide 22
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(3/3)
Legal Research
Client
A full service investment banking and securities firm with 30, 000 employees and revenues in
excess of USD 35.6 billion
Team
One Lawyer and one Paralegal
Project Scope
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Study of regulatory regime in the Indian media industry
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Primary and secondary research
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Comparison Matrix – Difference in Indian and US regulatory regime in media industry on
certain parameters
Slide 23
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Contract Related Services
Creating Rule
Book
Contract
Review &
Negotiation
Support
 Preparing a rule book and comparison chart to highlight the inconsistencies in Clients’
standard contracts
 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
Management
 Creating database and checklist of all contracts in order to provide an in-house
management tool to streamline the contract management process across the company
Contract
Templatization
 Tracking important clauses in a database such as effective date, execution date, term,
indemnity and other minute details in different categories of contracts
Contract
Drafting
 Preparing first drafts of contracts, supplier agreements, licensing agreements, nondisclosure agreements, terms and conditions, shareholder agreements, service level
agreements etc.
Slide 24
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(1/4)
Creation of Manual Database
Client
One of a biggest manufacturer and distributor of building products employing over 12,000
employees and revenues of approximately USD 80 million
Team
One Lawyer and one Paralegal
Project Scope
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Receiving both hard copies and soft copies of contracts
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Segregating of Contracts as per category
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Scanning of hard copies to be converted to PDF [Document Conversion]
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Reviewing the Contracts for specific clauses
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Creating Manual Database to capture the important provisions of the contracts
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Identifying and extracting specific key Clauses i.e. liability, indemnity, term, termination
charges, value of the contract, renewal period etc.
Deliverable
Slide 25
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(2/4)
Contracts – Templatization
Client
One of the biggest telecom and mobile companies with almost 9000 employees with revenue of
USD 40 billion
Team
One Lawyer and two Paralegals
Project Scope
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Accessing Clients’ repository
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Reviewing the contracts for specific information
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Tracking the information such as type of agreement, class, name of the contracting party,
name of client’s company, payment terms, execution date, effective date, expiration date,
indemnity provisions etc.
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Populating details in a software ( See sample of profile sheet in a software below)
Deliverable
Slide 26
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(3/4)
Contract Review and Negotiation Support
Client
A technology company with revenues over USD 250 million and large employee base.
Team
One Lawyer and one Paralegal
Project Scope
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Reviewing Clients’ contracts on stipulated parameters and guidelines
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Highlighting modifications and inconsistencies in a track change mode, along with the
comments
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“Negotiating” the clauses of contracts with third parties to bring them in accordance with
clients’ policies
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In order to facilitate smooth flow of operations, a web based access has been provided by
client to Evalueserve’s Legal Process team
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Tracking and populating the spreadsheet with the details, pertaining to the number of
contracts reviewed and negotiated during the month
Slide 27
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(4/4)
Drafting & Reviewing Technology Licensing Agreements (Repeat Customer)
Client
A technology company with revenues over USD 250 million and large employee base.
Team
One Lawyer and one Paralegal
Project Scope
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Creating rule book based on Clients’ standard and sample TLA’s
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Reviewing the Technology Licensing Agreements in accordance with the rule book
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Conducting an advanced review and negotiation support of Technology Licensing
Agreements on ongoing basis
Deliverable
Slide 28
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Trademark Related Services
Trademark
Search
Filing and
Prosecution
Maintenance
and Database
Updating
 Search on free, paid and commercial TM Databases for various countries
 Filing and prosecution of the Trade Mark applications in India and in various other
jurisdictions through our global network of Trademark attorneys
 Renewal of registered Trade Marks and licenses of trademarks in India and in various other
jurisdictions through our global network of Trademark attorneys
 Maintain and populate the trademark specific details in the profile sheets / databases
 Liaison and co-ordinate with attorneys and Clients’ offices to seek necessary information
 Drafting and sending Cease and Desist Letters along with screenshots
Slide 29
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(1/2)
Filing of a Trademark Application
Client
One of the largest financial services company in the world
Team
One Trademark Attorney (Project Manager) and a paralegal
Project Scope
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To conduct trademark search in various jurisdictions
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To prepare relevant documents and to file the same with the Indian Trademark registry
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To co-ordinate with Partner Associates in Germany and the US to file the TM application
Slide 30
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies
(2/2)
Database Maintenance
Client
The client is a developer and provider of systems for real- time measurement and analysis of biomolecular interaction
Team
One Trademark Attorney as project Manager and a paralegal
Project Scope
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To track the specific information from the trademark applications and relevant documents
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To populate the details in a spreadsheet
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To keep a track of reminders and send an email to Client regarding it
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To co-ordinate with officials at various Clients locations in order get the specific information
from them.
Slide 31
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Research Resources and Tools
Databases
Individual Databases
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Westlaw
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One Source
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Bloomberg
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Profound
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Factiva
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Executive Select
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Morningstar
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Dialog PRO
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Reuters Knowledge
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Reuter 3000 Xtra OneSource
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Economic Intelligence Unit
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ISI Emerging Markets – Asia and Australia
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Boxscore, Association for Computing Machinery (ACM)
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Delphion
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IEEE Enterprise
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STN,
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IP.com
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Micropatent,
Paid database on trademarks (trademark.com) offers
Search Facilities for:

ICO Suite
UK, US, EC, Canadian, WIPO and German

SPIE Digital Library

Kompass
@ $110 for a contiguous period of 12 hours (through
Micropatent database)
US Trademark Office
British Trademark Office
Japanese Trademark Office
European Trademark Office
WIPO Trademark Office
German Trademark Office
French Trademark Office
Paid Database
Slide 32
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
 Evalueserve Overview
 Legal Process Services
 Project Execution Process
 Confidentiality & Client Feedback
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve’s Project Execution Process
Project Owner at Client’s Company
Project Request
Client
Drafting Proposals
Project
Understanding
Call
Analyzing Request
Rejection
Proposal Delivery
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
Conference Call/s
Interim Deliverable (s)
 Status report
 Status conference call
Final Deliverable (s)
Invoicing and Client Feedback
Slide 34
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Project Methodology (On-Demand Model)
Project Closure
Project Execution
Project Closure
Final Deliverable and
Feedback
Project Initiation
Project Initiation
 Client request
 Project assessment call
with the Client
 Proposal drafting
 Project initiation call
Interim Deliverable
and Feedback
 Send near-final
deliverable to the Client
 Send interim
deliverable(s) to the
Client
 Incorporate Client’s
feedback
 Incorporate Client’s
feedback
 Re-send revised/final
deliverable
 Project closure
communications
 Send Invoice
 Overall project
review/feedback
 Responsive action
within EVS in
accordance with the
feedback
 Further research for
project completion
 Project staffing
Regular Status Reports (in Writing)
Regular Conference Calls (Updates)
Disciplined Project Communication
Slide 35
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Project Methodology (ORC/ Dedicated Team Model)
Steady State
Growth
Project Initiation
Pilot Projects
 Client understanding
 Project
understanding
 Proposal/Initiation
 Staffing
Offshore Research
Center
Multiple Projects
 Multiple projects for
a Client, including
BR, MR, IP and
Analytics
 Project life cycle
→ Project Initiation
 Dedicated team to
manage all the
Client requests
 Regular/Repeat
requests
 On-demand
requests
→ Interim
deliverable and
feedback
→ Final deliverable
and feedback
Regular Status Reports (in Writing)
Regular Conference Calls (Updates)
Disciplined Project Communication
Slide 36
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
 Evalueserve Overview
 Legal Process Services
 Project Execution Process
 Confidentiality & Client Feedback
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Confidentiality Management System
Legal Measures
Dedicated Teams
 NDA
 Western jurisdiction
 IP of projects belongs to Client
 Chinese Walls
 Staffing rules
Confidentiality





Clean desk
‘Need-to-know’
IS0 27001 Certification
Confidentiality as element of quality
Strict ‘ethical research’ guidelines
Process Measures
 Secure transmission
 Secure storage
 Data access for
team members only
Technology
Slide 38
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Client Recognition of Evalueserve Quality
“…EVS is the finest professional services organization I
have worked with in my 40 years in business.”
“…by leveraging EVS, we have seen significant cost
savings and improvement in delivery time to our Clients.
This is a dependable company, responsive to our
needs…”
“…I was very pleased with the work, I have referred
you to several patent attorneys at my firm.”
“[Circle of Experts] has delivered the most relevant
experts for our needs, without fail, from engineers to
managers.”
“…You exceeded our expectations in each area. We
truly appreciate your clarity, professionalism and
devoted organizational management.”
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
“Your proposals and reports are (in my opinion) second
to none.”
“…Always a pleasure working with the EVS team,
always thoroughly professional, I look forward to
working on many more projects together.”
“…The EVS team was well organized and operated in a
highly disciplined manner.”
“…Wonderful job on this project; thank you for being
flexible and finishing on time (even under pressure).”
“I was impressed with the speed, follow up and value of
deliverables. I will recommend evalueserve to many of
my collaborators.”
Thank you…
for considering us as your
Global Knowledge Partner
Paul Hoagland
Solutions Executive
Evalueserve
Tel: +1 315 655 2262
[email protected]
www.Evalueserve.com
© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential