© Legatech 2011

www.legatech.com

Legal Process Outsourcing Specialist for In house counsels

Experience | Focus | Commitment

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“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: vivek.tandon@legatech.com

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Table of Contents

• Legatech: Overview

• Legatech: Corporate Legal Services

• Data Security and Confidentiality

• Quality @ Legatech

• Talent @ Legatech

• Engagement Roll-out

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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

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Corporate Legal Support Services

Legatech 24X7 Mirror Office – Cytrix - IT Network Systems, Case Management tools , Concordance , Summation, Casemap, Lexis, Westlaw

Litigation Support

Contract Life Cycle Management

Compliance Support Services

Document Management Services

Immigration Services

Legal Research

Administrative Support Services

Document Upload and Information capture

Filtering, Tagging of key information

Deposition summaries (Livenote, Textmap)

Word Processing

Proofreading and editing

Formatting and Styling

Presentation and Content Graphics

Legal Transcription

Legal Support Services Paralegal Services Secretarial Services

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Corporate Legal Support Services

Litigation Support

Provide first pass review of documents for responsiveness and privilege

Complete E-discovery Solutions

Document /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

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

Immigration Services

Preparation support for ETA 9089, I-140, I-485, I-765, I-131 and I-130

Specialized support in I-9 audits and compliance

Research 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

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Intellectual Property Services – Patent Services

Innovation Protection

IP Acquisition

Portfolio Management

IP Enforcement

IP Monetization

IP Litigation

Patentability Searches Patent Drafting Illustration Office action responses Patent Proof reading Paralegal support

Portfolio validation & valuation Risk assessment Title updates Post 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

White space & Gap Analysis State-of-the-Art studies

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Intellectual Property Services - NPE Risk Mitigation

•Legatech team pulls out all the data from public websites

•Client can share any previous prior art if any available

Patent no or Claim no to be invalidated

•Identify relevant patents •Categorize patents according to relevance i.e. High, Medium & Low

Team of Specialist for Legatech • Relevant claim portions

mapped • Actionable Report matching drawing, claims and other aspects

Claim by Claim report

Cost of NPE Law suits

Complaint & Answers

Infringement Contentions

Interrogatories

Invalidity Reports

Depositions

Claim constructions & Hearing

Expert Discovery

Pre-trial hearing

Trial

Cost 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

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Intellectual Property Services - Patent re-examination

Prepare and submit a USPTO patent re-

examination request

To formulate argument

and present to USPTO examiner

Prior art search to file a

re-examination

request

Patent re-examination as an effective tool and litigation strategy Ex parte Inter 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 Operate Patent Watch IP Validation

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Intellectual Property Services – Trademark services

Due diligence Trademark legal status updates

Searching (Knockout & Full comprehensive

text search) Preparation of Application Response to office action Trademark registration

Trademark renewals Trademark docketing Trademark Licensing

Trademark Monitoring Infringement

Analysis Preparation of

Cease & Desist Letters Trademark

Litigation Support

Trademark Acquisition

Trademark Protection

Trademark Management

Trademark Enforcement

• Trademark.com, Thomson saegis, CT Coresearch, Compumark, whois lookup, Domainsearch.com, Free databases & National trademark offices database

Databases covered

• Global 65 + , European Union, North America, Latin America and APAC

Scope of coverage

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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

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

departments Highlights

• 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.”

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Corporations Case Study - 2

Customer

Global Pharmaceutical Company

Focus Areas

Our 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

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

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Corporations - IP Case Study - 3

Customer

Global Pharmaceutical Company

Focus Areas

Our 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

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

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What makes Legatech unique?

• Largest Legal Outsourcing firm in India focused on US Law firms & Corporations

o Most experienced with over 8 years of legal outsourcing experience

o Large number of referencable clients

o Mature Process Capabilities

o 24*7 functioning delivery platform

o US attorneys part of core delivery team

• Strong integration of technology and operations

• Services spectrum to serve entire support requirements of a law firm & Corporations

o Legal, paralegal, secretarial, IT, backoffice

o 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 clients

o 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

© Legatech 2011

www.legatech.com

Data Security and Confidentiality @ Legatech

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Rigorous Data Confidentiality

VPN

Tunnel

Switch

Firewall

Switch

Modem

Firewall

Switch

Modem

Server

Router Router

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 !

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IP protection and confidentiality – Multiple Levels

• IP protection policies and procedures exceed industry standards:

o IT security

o Physical security

o People level – employee data security policies

o 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

© Legatech 2011

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Quality @ Legatech

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Overview

• Monitoring and Quality systems benchmarked to ISO 9001

o Process Level

• Six Sigma implementation

• Extensive documentation at 3 levels

o Module

o Submodule

o Keystroke

• Checks and balances for each process

o Reviews by Quality team

o Statistical monitoring

o Monitoring based on Employee performance

o People Level

• Defined performance levels

• Balanced Scorecard Technique

• Active monitoring

o Retraining & Star performers

© Legatech 2011

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Engagement roll-out

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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

© Legatech 2011

www.legatech.com

Lets walk the talk!

Legatech

213.394.5527 | vivek.tandon@legatech.com | www.legatech.com

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