© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential Legal Support Services 2008 Patrick Madden Client Executive Evalueserve Tel: + 1.

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Presentation transcript:

© Evalueserve, All Rights Reserved - Privileged and Confidential Legal Support Services 2008 Patrick Madden Client Executive Evalueserve Tel:

© Evalueserve, All Rights Reserved - Privileged and Confidential Legal Support Services Project Execution Process Presentation Plan

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 3 Evalueserve Legal Process Services Paralegal and Litigation Support Legal Research Contract Related Intellectual Property Legal Process Services

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 4 Paralegal and Litigation Support Services Document Discovery: Identifying and extracting documents from the Client’s internal knowledge repository in response to discovery requests from adverse party (relevance & privilege review) 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. Litigation 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 Paralegal Support

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 5 Deposition Summary Case Studies – Paralegal Services (1/3) Client Litigation Practice law firm Team One Lawyer and Two Paralegals Project Scope Receiving the documents containing complex testimonies from the client Reviewing the testimonies and prepare their customized synopsis Receiving the documents containing complex testimonies from the client 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

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 6 Case Studies – Litigation Support Services (2/3) 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 Identifying and procuring appropriate software to extract and search s from the hard drive Using the software program to conduct the search in the body of and attachments and cross checking it for accuracy. Finally, the search was customized in order to meet Client’s requirement Retrieving of information from the hard drive containing PST folders Searching key words in those PST folders Identifying and procuring appropriate software to extract and search s from the hard drive Using the software program to conduct the search in the body of and attachments and cross checking it for accuracy. Finally, the search was customized in order to meet Client’s requirement 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 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

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 7 Drafting of Legal Memorandum Case Studies – Litigation Support Services (3/3) 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 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

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 8 Legal Research Services Conducting research related to specific laws in various jurisdictions (ie. labor laws, rights and penalties of corporate directors, regulations applying to particular industries, etc.) Legislative Research Identifying relevant cases to support legal strategy Case law analysis and summary Tracking industry–specific legal updates and preparing memos Drafting periodic industry updates for newsletter Case Law Analysis and Newsletters Document review and analysis in accordance with checklist Background support for M & A Background support for real estate transactions and foreclosures Due Diligence

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 9 Contract Related Services Preparing matrix of acceptable parameters after reviewing Clients executed contracts/documents. Highlight inconsistencies in existing contracts based on the matrix. Acceptability Matrix for complex review 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 Review & Negotiation Support 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 Contract Management Preparing first drafts of contracts, supplier agreements, licensing agreements, non- disclosure agreements, terms and conditions, shareholder agreements, service level agreements etc. Contract Drafting

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 10 Patentability assessment Freedom to operate State-of-the-art searches 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 Prior Art Search Patent Drafting and Filing Patent out-licensing analysis Patent in-licensing analysis Patent valuation Technology valuation analysis Patent Licensing Support Patent landscape analysis Portfolio analysis Patent watch Competitive Intelligence Overlap analysis Claims charts Invalidity search Patent Litigation Support Searches & watches Filing, prosecution & maintenance Global portfolio management/.maintenance Trademark Services Courseware drafting User manual preparation Brochure preparation Technical Writing Services Spectrum Intellectual Property Services

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 11 Westlaw One Source Bloomberg Profound Factiva Executive Select Morningstar Dialog PRO Reuters Knowledge Reuter 3000 Xtra OneSource Economic Intelligence Unit ISI Emerging Markets – Asia and Australia Boxscore, Association for Computing Machinery (ACM) Delphion IEEE Enterprise STN, IP.com Micropatent, ICO Suite SPIE Digital Library Kompass Research Resources and Tools US Trademark Office British Trademark Office Japanese Trademark Office European Trademark Office WIPO Trademark Office German Trademark Office French Trademark Office Paid Database Paid database on trademarks (trademark.com) offers Search Facilities for: UK, US, EC, Canadian, WIPO and $110 for a contiguous period of 12 hours (through Micropatent database) Paid database on trademarks (trademark.com) offers Search Facilities for: UK, US, EC, Canadian, WIPO and $110 for a contiguous period of 12 hours (through Micropatent database) Databases Individual Databases

© Evalueserve, All Rights Reserved - Privileged and Confidential Legal Process Services Project Execution Process Presentation Plan

© Evalueserve, All Rights Reserved - Privileged and Confidential Slide 13 Evalueserve’s Project Execution Process Invoicing and Client Feedback Project Execution Project Kick-off Call Conducting Research Interim Deliverable (s) Conference Call/s Status report Status conference call Generally weekly or as required Drafting Proposals Project Understanding Call Acceptance Rejection Analyzing Request Effort and Cost Estimation Project Owner at Client’s Company Project Request Client Finalization of Project objective, Scope, Methodology, Deliverable format, Project schedule, Communications plan, Schedule and Process Final Deliverable (s) Proposal Delivery

© Evalueserve, All Rights Reserved - Privileged and Confidential Thank you… Patrick Madden Client Executive Evalueserve Tel: