Transcript Evalueserve: An Introduction

Legal Support Services
Patrick Madden
Client Executive
Evalueserve
Tel: + 1 614 829 3580
[email protected]
www.Evalueserve.com
2008
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
 Legal Support Services
 Project Execution Process
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve Legal Process Services
Paralegal and Litigation Support
Legal
Process
Services
Legal Research
Contract Related
Intellectual Property
Slide 3
© 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
 Document Discovery:
 Identifying and extracting documents from the Client’s internal knowledge repository
in response to discovery requests from adverse party (relevance & privilege review)
Litigation
Support
 Reviewing, summarizing, and classifying documents produced by adverse party in
response to discovery requests
 E - Discovery: Reviewing, extracting, coding, summarizing & organizing electronic
communications and files
 Preliminary Drafting: Preparing initial drafts of motions, pleadings, briefs, etc.
Slide 4
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies – Paralegal Services
(1/3)
Deposition Summary
Client
Litigation Practice law firm
Team
One Lawyer and Two Paralegals
Project Scope

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 5
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Case Studies – Litigation Support Services
(2/3)
Drafting of Legal Memorandum
Client
A Practicing Attorney
Team
Three Lawyers
Project Scope

Receiving the document containing pertinent facts and details of decided cases

Preparing memorandum on the basis of facts in light of decided cases and relevant
provisions of the statute
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Sending the draft to the Client for review and feedback

Incorporating the changes requested by the client and sending it back
Email Discovery
Client
A practicing securities attorney
Team
One analyst from IT team, One Lawyer and One paralegal
Project Scope

Retrieving of information from the hard drive containing PST folders

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

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 6
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Case Studies – Litigation Support Services
(3/3)
Drafting of Legal Memorandum
Client
A Practicing Attorney
Team
Three Lawyers
Project Scope

Receiving the document containing pertinent facts and details of decided cases

Preparing memorandum on the basis of facts in light of decided cases and relevant
provisions of the statute

Sending the draft to the Client for review and feedback

Incorporating the changes requested by the client and sending it back
Slide 7
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Legal Research Services
Legislative
Research
 Conducting research related to specific laws in various jurisdictions (ie. labor laws, rights
and penalties of corporate directors, regulations applying to particular industries, etc.)
 Identifying relevant cases to support legal strategy
Case Law
Analysis and
Newsletters
 Case law analysis and summary
 Tracking industry–specific legal updates and preparing memos
 Drafting periodic industry updates for newsletter
 Document review and analysis in accordance with checklist
Due Diligence
 Background support for M & A
 Background support for real estate transactions and foreclosures
Slide 8
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Contract Related Services
Acceptability
Matrix for
complex
review
Contract
Review &
Negotiation
Support
Contract
Management
Contract
Drafting
 Preparing matrix of acceptable parameters after reviewing Clients executed
contracts/documents.
 Highlight inconsistencies in existing contracts based on the matrix.
 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)
 Streamlining contract management across the company with the help of software.
 Tracking important clauses in a database such as effective date, execution date, term,
indemnity etc. in different categories of contracts
 Preparing first drafts of contracts, supplier agreements, licensing agreements, nondisclosure agreements, terms and conditions, shareholder agreements, service level
agreements etc.
Slide 9
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Intellectual Property Services
Services Spectrum
Competitive Intelligence
Prior Art Search

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Patentability assessment
Freedom to operate
State-of-the-art searches

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Patent landscape analysis
Portfolio analysis
Patent watch
Patent Litigation Support
Patent Drafting and Filing

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Patent drafting, filing and prosecution in the
US, EP, PCT, Indian Patent Offices, etc.
Office action responses
Patent proof reading
Foreign filing permits
Translation services
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Overlap analysis
Claims charts
Invalidity search
Trademark Services
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Searches & watches
Filing, prosecution & maintenance
Global portfolio management/.maintenance
Patent Licensing Support
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Patent out-licensing analysis
Patent in-licensing analysis
Patent valuation
Technology valuation analysis
Technical Writing
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Courseware drafting
User manual preparation
Brochure preparation
Slide 10
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Research Resources and Tools
Databases
Individual Databases

Westlaw

One Source

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 11
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
 Legal Process Services
 Project Execution Process
© 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 13
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Thank you…
Patrick Madden
Client Executive
Evalueserve
Tel: + 1 614 829 3580
[email protected]
www.Evalueserve.com
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential