1. © Copyright 2014 Saul Ewing LLP Session #207: Drafting Contracts Using the Internet and Other Available Resources Presented by : Glenn Leger, General Counsel and VP Legal Affairs, Tedeschi Food Shops, Inc. Linda Sharp, Associate General Counsel, ZL Technologies, Inc. Greg Standeford, General Counsel & Corporate Secretary, Larson Financial Group, LLC Chad Williams, Partner, Saul Ewing, LLP 1

2. © Copyright 2014 Saul Ewing LLP Drafting Contracts Using the Internet and Other Available Resources Introduction Why Use Online Resources? Different Perspectives Specific Resources Q&A 2

3. © Copyright 2014 Saul Ewing LLP Introduction Glenn Leger – General Counsel and VP Legal Affairs, Tedeschi Food Shops, Inc. Linda Sharp – Associate General Counsel, ZL Technologies, Inc. Greg Standeford – General Counsel and Company Secretary, Larson Financial Group, LLC Chad Williams – Partner, Saul Ewing LLP 3

4. © Copyright 2014 Saul Ewing LLP Why Use Online Resources? Increasing internal demands (tight budgets, aggressive timelines, etc.) Quantity and Quality of low/no cost web-based research tools (good forms/substantive research) More effective use of outside counsel (by providing targeted requests for specific services) 4

5. © Copyright 2014 Saul Ewing LLP Different Perspectives Financial Services – A Law Department of One  Financial Services firm specializing in providing financial planning and other services to physicians and dentists  Internal client needs involve regulatory guidance, employment law and other matters  Rely upon online and other resources for updates on regulatory matters and enforcement actions 5

6. © Copyright 2014 Saul Ewing LLP Different Perspectives Technology/Data Company – Finding Quality Forms  Look for similarly situated companies  Review, analyze, keep what is relevant and discard the rest  Know when to seek the assistance of outside counsel 6

7. © Copyright 2014 Saul Ewing LLP Different Perspectives Multi-Location Retail Store – Diverse Transactional Demands  Can’t be an expert in everything  Utilize peer-to-peer networks (listserves, social networks, etc.)  When free resources aren’t enough, there are low cost options that provide effective solutions 7

8. © Copyright 2014 Saul Ewing LLP Specific Resources Variety of available free and low-cost resources For purposes of drafting contracts, split into two categories:  Research Information  Forms and Examples 8

9. © Copyright 2014 Saul Ewing LLP Specific Resources Research Information  Law firm alerts, articles, blogs, etc. ● Outside counsel can offer diverse perspective (e.g., issues that arise in the same or similar industries) ● Free, publicly available resources will provide up- to-date information based on recent developments in the law, current case law developments and best practices ● Only a starting point, and specific advice always depends on the facts 9

10. © Copyright 2014 Saul Ewing LLP Specific Resources Research Information  Google Scholar – search online repositories, academic publishers, professional societies, books, articles and other resources  Industry Specific Sites – regulatory, trade and practice specialty sites  Peer-to-Peer Networks – listserves, email groups, industry-based counsel networks, ACC 10

11. © Copyright 2014 Saul Ewing LLP Specific Resources Forms and Examples:  ACC Contracts Portal (Membership Required)  Practical Law (Fee Based)  FindLaw (Free)  OneCLE (Free)  Other (biztree.com, rocketlawyer.com, etc.) 11

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20. © Copyright 2014 Saul Ewing LLP Conclusion Greater demands on internal legal departments require in-house attorneys to be resourceful Variety of online and other available resources provide a valuable starting point for contract negotiation and drafting Publicly available research and analysis on legal trends, case law updates, etc., may inform negotiation strategy Peer-to-peer networks can be a great resource for best practices, substantive information, etc. Multiple resources for quality forms that can be used as a starting point for drafting purposes 20

21. © Copyright 2014 Saul Ewing LLP Discussion, Questions and Answers 21

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