legatech

© Legatech 2011www.legatech.com

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 protected]

- 2 - © Legatech 2011www.legatech.com

Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Table of Contents

• Legatech: Overview

• Legatech: Corporate Legal Services

• Data Security and Confidentiality

• Quality @ Legatech

• Talent @ Legatech

• Engagement Roll-out


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

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


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Corporate Legal Support Services

Legal Support ServicesLegal Support Services Paralegal ServicesParalegal Services Secretarial Services Secretarial Services


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Corporate Legal Support Services

Litigation Support

Provide first pass review of documents for responsiveness and privilegeComplete E-discovery SolutionsDocument /Case Summarization

Litigation Support

Provide first pass review of documents for responsiveness and privilegeComplete E-discovery SolutionsDocument /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

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

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

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-130Specialized support in I-9 audits and complianceResearch on Immigration laws & Amendments

Immigration Services

Preparation support for ETA 9089, I-140, I-485, I-765, I-131 and I-130Specialized support in I-9 audits and complianceResearch 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

Legal Research

•Multi-state/multi-jurisdictional legal review

•Report on regulatory requirements in multiple jurisdictions relating to a single subject matter


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Intellectual Property Services – Patent Services

Patentability SearchesPatent DraftingIllustrationOffice action responsesPatent Proof readingParalegal support

Portfolio validation & valuationRisk assessment Title updatesPost 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

Technology & Competitive Landscape White space & Gap AnalysisWhite space & Gap Analysis State-of-the-Art studiesState-of-the-Art studies


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Intellectual Property Services - NPE Risk Mitigation

Cost of NPE Law suitsCost 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


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Intellectual Property Services - Patent re-examination

Patent re-examination as an effective tool and litigation strategy

Ex parteInter 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 OperatePatent WatchIP Validation


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Intellectual Property Services – Trademark services

Due diligenceTrademark legal status updates

Due diligenceTrademark legal status updates

Searching (Knockout & Full comprehensive

text search)Preparation of ApplicationResponse to office actionTrademark registration

Searching (Knockout & Full comprehensive

text search)Preparation of ApplicationResponse to office actionTrademark registration

Trademark renewalsTrademark docketingTrademark Licensing

Trademark renewalsTrademark docketingTrademark Licensing

Trademark Monitoring

Infringement Analysis

Preparation of Cease & Desist Letters

Trademark Litigation Support

Trademark Monitoring

Infringement Analysis

Preparation of Cease & Desist Letters

Trademark Litigation Support

Trademark AcquisitionTrademark Acquisition

Trademark ProtectionTrademark Protection

Trademark ManagementTrademark

ManagementTrademark

EnforcementTrademark

Enforcement


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

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

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

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 departmentsHighlights

• 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.”


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Corporations Case Study - 2

Customer

Global Pharmaceutical Company

Focus AreasOur 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

Customer


Focus AreasOur 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

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


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Corporations - IP Case Study - 3

Customer


Focus AreasOur 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

Customer


Focus AreasOur 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

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


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

What makes Legatech unique?

• Largest Legal Outsourcing firm in India focused on US Law firms & Corporationso Most experienced with over 8 years of legal outsourcing experienceo Large number of referencable clientso Mature Process Capabilitieso 24*7 functioning delivery platformo US attorneys part of core delivery team

• Strong integration of technology and operations

• Services spectrum to serve entire support requirements of a law firm & Corporationso Legal, paralegal, secretarial, IT, backofficeo 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 clientso 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


Data Security and Confidentiality @ Legatech


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Rigorous Data Confidentiality

VPN Tunnel

VPN Tunnel

Switch

Firewall

Switch

Modem

Firewall

Switch

Modem

Server

RouterRouter

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 !


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

IP protection and confidentiality – Multiple Levels

• IP protection policies and procedures exceed industry standards:

o IT securityo Physical securityo People level – employee data security policieso 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


Quality @ Legatech


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

Overview

• Monitoring and Quality systems benchmarked to ISO 9001o Process Level

• Six Sigma implementation

• Extensive documentation at 3 levelso Module

o Submodule

o Keystroke

• Checks and balances for each processo Reviews by Quality team

o Statistical monitoring

o Monitoring based on Employee performance

o People Level

• Defined performance levels

• Balanced Scorecard Technique

• Active monitoringo Retraining & Star performers


Engagement roll-out


Pio

neers

in

Leg

al

Pro

cess O

uts

ou

rcin

g

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


Lets walk the talk!

Legatech

213.394.5527 | [email protected] | www.legatech.com

w w

w .l e g

a t

e c

h . c

o m

legatech

Documents

transactional services

financial services

process of litigation

specialized support

risk of litigation

commercial litigation

diligence support lease

litigation strategy