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© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Legal Process Servicesfor International Society of Primerus Law Firms
June 20, 2008
Your Alliance Executive:
Paul N. Hoagland
Evalueserve North America
Tel: +1 315 655 2262 Paul.Hoagland@Evalueserve.com www.Evalueserve.com
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
Evalueserve Overview
Legal Process Services
Project Execution Process
Confidentiality & Client Feedback
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 3
Evalueserve – Your Global Knowledge Partner
Evalueserve is a Knowledge Process Outsourcing (KPO) firm that provides custom research and analytics services to companies in the US and worldwide
Our services include: Legal Process Services, Intellectual Property Research, Market Research, Business Research, Data & Financial Analytics, Investment Research, and access to a global network of domain and Industry experts through Evalueserve Circle of Experts.
The firm was founded by IBM and McKinsey alumni, and has completed over 12,000 client engagements.
We currently employ over 2,100 full-time professionals located in research centers in India, China, Chile, New York, and Romania.
Evalueserve has won several recent awards, including: 2007 CIO-100; 2006 Red Herring Asia Top 100 Private Companies; 2006 NASSCOM IT Innovation Award for Business Model Innovation; Wall Street Journal (Asia) Top Six Innovative Emerging Companies in Asia; Outsell Top 50 Research, Reports and Services Companies Worldwide; and Deloitte Top 150 High-Growth Companies in Asia-Pacific.
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 4
A Full-Service Global Research Firm
Evalueserve has various competencies— Legal Process Services, Intellectual Property, Investment Research, Business Research, Data and Financial Analytics, Market Research, and Circle of Experts.
Our research teams are comprised of highly skilled professionals including Lawyers, Paralegals, MBAs, PhDs, Engineers, MDs, Chartered Accountants, Scientists, Architects, Industry Experts, etc.
→ Fraction of traditional cost→ 100% customized projects→ Access to experts in your field→ Multi-industry experience
(10,000+ completed projects)→ Highly scalable/rapid response→ Flexible working relationship
→ Operation centers in India, China, and Chile
→ Multi-lingual capabilities (50+)→ Research conducted in the
Americas, Asia Pacific, and EMEA
→ Local ‘in-country’ support → 24x5 coverage
→ Attention to detail in every element of client interaction
→ Disciplined project management and communication
→ Accurate and insightful analysis → Extensive research infrastructure
Quality Quality Custom/Cost-Eeffective Custom/Cost-Eeffective Global Coverage Global Coverage
Evalueserve Value PropositionEvalueserve Value Proposition
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 5
Market sizing and estimation Industry and company profiling Benchmarking Value chain analysis Newsletters Custom list generation Marketing and sales operations support
Business ResearchBusiness Research
Synergistic Competencies
Fast access to frontline industry experts with unique opinions on markets, companies, products; 360° view of market due diligence on long-term investments
‘Executive confidante’ for one-on-one discussions on strategic issues
Elicitation training on most effective and compliant methods to interview experts
Circle of ExpertsCircle of Experts End-to-end market research services Design, conduct and analysis of surveys: B2B, B2C Data processing Survey analytics Market research solutions: employee satisfaction, customer
satisfaction, brand perception, new product development, advertisement effectiveness
Market ResearchMarket Research
Data cleansing, validation, and treatment Dashboard solutions and reporting Statistical modeling and forecasting Data-driven strategies including profitability analysis, channel
assessment, product affinity analysis/cross selling Segmentation and cluster analysis
Data and Financial AnalyticsData and Financial Analytics
Validation of investment ideas Corporate finance Equity research support Industry landscape and company profiles Fixed income research Target identification Quantitative Analysis Financial modeling and valuation
Investment ResearchInvestment Research
Patent application drafting and filing with USPTO, EPO, etc. IP asset management Other IP analysis, e.g, licensing of valuable patents, Infringement analysis (preliminary) Technology Assessment
Intellectual PropertyIntellectual Property
Paralegal and litigation support services Legal research Contract related services
Legal Process ServicesLegal Process Services
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 6
800+ Small and Medium Businesses800+ Small and Medium Businesses
200+ Research, Consulting and Law Firms
200+ Research, Consulting and Law Firms
Asia Pacific
Europe, Middle East and Africa
Latin America and the Caribbean
North America
100+ Fortune 1000 Companies100+ Fortune 1000 Companies
EVS Serves 1,100+ Leading-Edge ClientsAutomotive
Financial Services
Energy and Utilities
Chemicals
Consumer Goods
Retail
Life Sciences
Information Technology
Manufacturing
Media and Entertainment
Telecommunication
Logistics and Transportation
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 7
Growth Milestones
Mar ’02: Achieved Profitability
2001
2002
2003
2004
2005
2006
Dec' 00: Founded
Dec ’02: 100 Professionals; 50 Clients
Dec ’03: 240 Professionals; 200 Clients
Dec ’04: 400 Professionals; 500 Clients
Sept ’05: Commenced China Operations
Dec ’05: 800 Professionals; 800 Clients
Jan ’01: Commenced India Operations
Jul ’01:First Major Client Signed Up
Dec ’06: 1,400+ Professionals; 1,000+ Clients
Nov ’06: Commenced Chile Operations
Aug ’07: 2,000+ Professionals; 1,000+ Clients
2007Feb ’07:
Acquired Nitron Circle of Experts
© Evalueserve, 2007. All Rights Reserved - Privileged and ConfidentialSlide 8
Asia Pacific Bangla Burmese Cantonese Chinese Hindi Indonesian Japanese Korean Malay
Mandarin Mongolian Punjabi Sinhalese Tamil Telegu Thai Taiwanese Urdu Vietnamese
Europe Bulgarian Croatian Czech Danish Dutch English Estonian Finnish Flemish French
German Greek Hungarian Italian Latvian Norwegian Polish Portuguese Romanian Russian
Serbian Slovak Slovenian Spanish Swedish Turkish Turkmen Ukrainian
Middle East Arabic Hebrew Persian
Americas English Portuguese Spanish
Evalueserve Language Capabilities
© Evalueserve, 2007. All Rights Reserved - Privileged and ConfidentialSlide 9
Primerus Members can rely on Evalueservefor many types of custom research projects!
The default location for all work is India. The India hourly pricing rates for the term of this Agreement for Evalueserve’s various service lines are tabulated below.
EVALUESERVE LINE OF BUSINESSCOST
PER HOUR *
Legal Process Services (Legal Research, M&A Due Diligence Back-End Research Support, Paralegal and Litigation Support Services-- including Document Discovery and Compliance with e-Discovery Rules, Contract-Related Services, Legal Organization Benchmarking, Contract Review & Negotiation Support, In-House Tool Development to Streamline Contract Management, Legal Data Extraction and Entry, Secretarial Assistance for Legal e-Filings and Application Processing, CRM Database Setup / Entry / Cleanup / Maintenance, etc.)
$36.00
Intellectual Property Research (Patent Landscapes, Patent Infringement Studies and Ongoing Monitoring, Patent Filing, Research for Investment Banks & Future IP-Based Valuations, Patent Proofreading, IP Organization Benchmarking, Legal & IP Opportunity ‘White Space’ Identification, Patent Mapping, etc.)
$50.00
Circle of Experts (Expert Witnesses, Industry Experts, Retired Executives from Client’s Competitors, Advisory Board Members, Strategic Advisors, etc.) $250-$750 per hour
of Expert consultation **
Business Research (Industry & Market Studies, Competitor Profiles, Identification of - and Outreach to - Target Clients / Suppliers / Distributors / Channel Partners / Partners / Buyers / Sellers, etc.)
$36.00
Investment Research (Newsletters, Financial Profiles, Sector Reports, News Flows, Target Scouting, Equity Research, Company & Industry Report Updates, etc.) $36.00
Market Research (Phone/Web Market Surveys, Quantitative and Qualitative Expert Interviews, Member Firm/Customer/Employee Satisfaction Studies, Brand Perception Studies, etc.)
$30.00
Data and Financial Analytics (Econometric/Quantitative Modeling, Back Testing Strategies, Forecasting Volatility, Monte-Carlo Simulation, Data/Financial Analysis, Proof of Concept Validation, Cash Flow & Balance Sheet Models, etc.)
$40.00
Knowledge Technology (KT) (Sales Dashboards, Management Cockpits, Knowledge & Research Portals, File Conversion, Data Validation and Scrubbing, CRM/Supplier /Vendor File Maintenance, etc.)
$36.00
Marketing & Sales Support (ListGen, Updates & Maintenance -- Potential Clients, Investors, Suppliers, Vendors, Business Partners, Partners; Warm Lead Generation Phone & Mail Campaigns, etc.)
$36.00
Desktop Publishing & Technical Writing (File layout, formatting, color/logo schemes, document setup, template development, newsletter/marcom collateral/slide deck reformatting, etc.)
$25.00
Other (Administrative Support, File/Letter/Marcom Collateral Printing, Hand-Addressed Mailings, etc.) TBD
* For China: multiply India rate by 1.2. For Chile: multiply India rate by 1.33. For Europe & future Research Centers: TBD.
** Evalueserve will provide access to frontline industry experts-- in any industry vertical, any geography-- through its subsidiary Circle of Experts (CoE). CoE introductory fees are waived for Primerus & its Member Firm projects per this Agreement.
NOTE: Evalueserve will provide fixed pricing for individual on-demand projects upon request.
© Evalueserve, 2007. All Rights Reserved - Privileged and ConfidentialSlide 10
Take advantage of our proposal development process…
WITH JUST A SHORT PHONE CONVERSATION AND A LITTLE BACKGROUND INFORMATION ON YOUR NEEDS AND CHALLENGES, I CAN DEVELOP A
DETAILED CUSTOM PROPOSAL FOR YOU OR YOUR CLIENT.
(PLEASE PLEASE LET ME KNOW IF YOU’D LIKE US TO SIGNA NONDISCLOSURE AGREEMENT WITH YOU OR YOUR CLIENT.)
PAUL N. HOAGLAND – PRIMERUS ALLIANCE EXECUTIVEOFFICE: 1-315-655-2262 PAUL.HOAGLAND@EVALUESERVE.COM
Prior to joining Evalueserve, Paul was founder and CEO of AWC Business Coaches, a nationwide consortium of cross-industry professionals. While at IBM Consulting Paul held several titles, including Global Market Development Executive with the Global Marketing Strategy Practice, and Principal with the National Strategy Practice. Prior to IBM, he was a Principal with Computer Sciences Corporation. He has sold, planned, managed, and quality-assured complex strategic projects in various industries over the past 25 years. Paul earned his Bachelors degree (magna cum laude) from University of Massachusetts-AMHERST, and his Masters degree from Columbia University in New York City.
Let me put together a custom proposal for you!
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
Evalueserve Overview
Legal Process Services
Project Execution Process
Confidentiality & Client Feedback
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 12
Evalueserve’s Legal Process Services
Paralegal and Litigation SupportParalegal and Litigation Support
Legal ResearchLegal Research
Contract RelatedContract Related
Trade Marks relatedTrade Marks related
Legal Process Services
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 13
Paralegal and Litigation Support Services
Document Discovery: Identifying and extracting documents related to litigation from the Client’s internal knowledge repository to prepare a chronology of events to support evidence
Email Discovery: Reviewing, extracting, coding, summarizing & organizing scanned legal documents, emails with the help of specific software and programmes
Motion Drafting: Preparing motion drafts covering pleadings, briefs, complaints, claims etc.
Document Discovery: Identifying and extracting documents related to litigation from the Client’s internal knowledge repository to prepare a chronology of events to support evidence
Email Discovery: Reviewing, extracting, coding, summarizing & organizing scanned legal documents, emails with the help of specific software and programmes
Motion Drafting: Preparing motion drafts covering pleadings, briefs, complaints, claims etc.
Litigation Support
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
Term Sheets: Providing support services relating to counterparty documents
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
Term Sheets: Providing support services relating to counterparty documents
Paralegal Support
Paralegal Support
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 14
Term Sheets: Assisting in Various Parts of OTC Trade Process…
Receive and catalogue all required counterparty documents
Ensure counterparty is not on internal black-list
Ensure counterparty is in company register
Check company register to ensure that only authorized signatory has signed documents
Assist in drafting and negotiating Master Agreement with the counterparty
Assist in drafting and collateral agreement (CSA)
Drafting and negotiating confidentiality agreements
Compare term-sheets against pre-approved templates for consistency
Identify simple errors such as business day convention, incorrect trade date or counterparty name, etc.
Assist with internal approval process and warehouse all approvals received
Much quicker turn aroundMuch quicker turn around
Reduced costReduced cost
Master
Agreements
Master
Agreements
Account
Opening
Account
Opening
Trade
Execution
Trade
Execution
EVS Services
EVS Services
Key Benefits
Key Benefits
OTC Trade Process
OTC Trade Process
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 15
Paralegal assistance related to Immigration work Paralegal assistance related to Immigration work
Case Studies – Paralegal Services (1/5)
ClientClient One of the Fortune 50 information technology companies with revenue over USD 50 billionOne of the Fortune 50 information technology companies with revenue over USD 50 billion
TeamTeam One Lawyer, Two Paralegals and One Shadow AnalystOne Lawyer, Two Paralegals and One Shadow Analyst
Project ScopeProject Scope Drafting and e-filing Labor Condition Application (LCA)
→ Create the project in database
→ Prepare and submit LCA on-line at DoL website
→ Send it to Attorneys for their signature
→ Update the database to reflect the current status
→ A spread sheet is maintained for records
Creation of Wagemail
→ Receive wagemail request
→ Execute spreadsheet
→ Create first wagemail draft
→ Send it to respective manager
→ Follow-up on completion of wagemail draft
→ Review the wagemail for accuracy and update the database
Drafting and e-filing Labor Condition Application (LCA)
→ Create the project in database
→ Prepare and submit LCA on-line at DoL website
→ Send it to Attorneys for their signature
→ Update the database to reflect the current status
→ A spread sheet is maintained for records
Creation of Wagemail
→ Receive wagemail request
→ Execute spreadsheet
→ Create first wagemail draft
→ Send it to respective manager
→ Follow-up on completion of wagemail draft
→ Review the wagemail for accuracy and update the database
Approximately, the team processes 20 -25 requests of each Process in a day. Client benefits from huge saving in cost and timeApproximately, the team processes 20 -25 requests of each Process in a day. Client benefits from huge saving in cost and time
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 16
Creation of Visitor Visa Letter (Repeat Customer)Creation of Visitor Visa Letter (Repeat Customer)
Case Studies – Paralegal Services (2/5)
ClientClient One of the Fortune 50 information technology companies with revenue over USD 50 billionOne of the Fortune 50 information technology companies with revenue over USD 50 billion
TeamTeam One Lawyer, Two ParalegalsOne Lawyer, Two Paralegals
Project ScopeProject Scope Access to Clients' group ID, which receives all queries, requests related to visitor visa letters
Draft the letters in accordance with the information provided in duly filled questionnaire
Respond to queries regarding the issuance of visitor visa letter. However, in case of ambiguity, the team co-ordinates with Client’s attorney before responding
Legal research related to visa requirements in various jurisdictions, as and when required
Access to Clients' group ID, which receives all queries, requests related to visitor visa letters
Draft the letters in accordance with the information provided in duly filled questionnaire
Respond to queries regarding the issuance of visitor visa letter. However, in case of ambiguity, the team co-ordinates with Client’s attorney before responding
Legal research related to visa requirements in various jurisdictions, as and when required
The project is carried out in a systematic way and as per the well-defined process charts which ensures better efficiency and quality. Approximately, 20 - 25 requests are processed in a day
The project is carried out in a systematic way and as per the well-defined process charts which ensures better efficiency and quality. Approximately, 20 - 25 requests are processed in a day
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 17
Deposition SummaryDeposition Summary
Case Studies – Paralegal Services (3/5)
ClientClient Litigation Practice law firmLitigation Practice law firm
TeamTeam One Lawyer and Two ParalegalsOne Lawyer and Two Paralegals
Project ScopeProject 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 clientBenefit 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 documentsThis enables client to get a crisp and clear view of various submissions made before the court along with any corresponding references in the documents
DeliverableDeliverable
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 18
Document Discovery ProcessDocument Discovery Process
Case Studies – Litigation Support Services (4/5)
ClientClient An international investment bank having over 800 employees across Europe, US and Asia with revenue of over USD 30 millionAn international investment bank having over 800 employees across Europe, US and Asia with revenue of over USD 30 million
TeamTeam Two analysts from the Investment Research team and Two LawyersTwo analysts from the Investment Research team and Two Lawyers
Project ScopeProject Scope Sorting documents available on the Client website and cataloguing them
Conducting secondary research by using various databases
Preparing comprehensive chronology of various transactions
Sorting documents available on the Client website and cataloguing them
Conducting secondary research by using various databases
Preparing comprehensive chronology of various transactions
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 19
Email DiscoveryEmail Discovery
Case Studies – Litigation Support Services (5/5)
ClientClient A practicing securities attorneyA practicing securities attorney
TeamTeam One analyst from IT team, One Lawyer and One paralegalOne analyst from IT team, One Lawyer and One paralegal
Project ScopeProject 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 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
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 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
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 20
Legal Research Services
Conducting research related to specific laws in various jurisdictions such as labor laws in different states, rights and penalties of directors, prospective regulations in particular sectors etc.
Conducting research related to specific laws in various jurisdictions such as labor laws in different states, rights and penalties of directors, prospective regulations in particular sectors etc.
Legislation Research
Legislation Research
Tracking industry–specific legal updates
Assisting drafting of the content for legal newsletter, legal reports, bulletin and alerts
Tracking industry–specific legal updates
Assisting drafting of the content for legal newsletter, legal reports, bulletin and alerts
Legal Updates/Newsletters
Legal Updates/Newsletters
Preparing checklists, rights and liabilities charts in order to assist attorneys in conducting due diligence.
Preparing checklists, rights and liabilities charts in order to assist attorneys in conducting due diligence.
Background support in Mergers &
Acquisitions
Background support in Mergers &
Acquisitions
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 21
Legislation Research Legislation Research
Case Studies (1/3)
ClientClient One of the biggest Companies in telecom sectorOne of the biggest Companies in telecom sector
TeamTeam Three analysts from the Business Research divisionThree analysts from the Business Research division
Project ScopeProject Scope To Conduct a research and analysis of the wire-tap laws with the help of a website dedicated by the government of particular country in its jurisdiction
The team successfully overcame the language problem in non-English speaking jurisdictions by working closely with the translation staff, besides seeking assistance from numerous language websites
The project was completed within 350 hours
To Conduct a research and analysis of the wire-tap laws with the help of a website dedicated by the government of particular country in its jurisdiction
The team successfully overcame the language problem in non-English speaking jurisdictions by working closely with the translation staff, besides seeking assistance from numerous language websites
The project was completed within 350 hours
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 22
Case Studies
(2/3)Legal ResearchLegal Research
ClientClient An insurance company having revenue in excess of USD 100 million.An insurance company having revenue in excess of USD 100 million.
TeamTeam Two LawyersTwo Lawyers
Project ScopeProject Scope Conducting primary and secondary research to determine the rights and liabilities of directors in different jurisdictions
Preparing a comprehensive report.
The research helped Client in drafting the terms and conditions for selling directors’ insurance
Conducting primary and secondary research to determine the rights and liabilities of directors in different jurisdictions
Preparing a comprehensive report.
The research helped Client in drafting the terms and conditions for selling directors’ insurance
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 23
Legal Research Legal Research
Case Studies (3/3)
ClientClient A full service investment banking and securities firm with 30, 000 employees and revenues in excess of USD 35.6 billionA full service investment banking and securities firm with 30, 000 employees and revenues in excess of USD 35.6 billion
TeamTeam One Lawyer and one ParalegalOne Lawyer and one Paralegal
Project ScopeProject Scope Study of regulatory regime in the Indian media industry
Primary and secondary research
Comparison Matrix – Difference in Indian and US regulatory regime in media industry on certain parameters
Study of regulatory regime in the Indian media industry
Primary and secondary research
Comparison Matrix – Difference in Indian and US regulatory regime in media industry on certain parameters
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 24
Contract Related Services
Preparing a rule book and comparison chart to highlight the inconsistencies in Clients’ standard contracts
Preparing a rule book and comparison chart to highlight the inconsistencies in Clients’ standard contracts
Creating Rule Book
Creating Rule Book
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)
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
Contract Review &
Negotiation Support
Creating database and checklist of all contracts in order to provide an in-house management tool to streamline the contract management process across the company
Creating database and checklist of all contracts in order to provide an in-house management tool to streamline the contract management process across the company
Contract Management
Contract Management
Tracking important clauses in a database such as effective date, execution date, term, indemnity and other minute details in different categories of contracts
Tracking important clauses in a database such as effective date, execution date, term, indemnity and other minute details in different categories of contracts
Contract Templatization
Contract Templatization
Preparing first drafts of contracts, supplier agreements, licensing agreements, non-disclosure agreements, terms and conditions, shareholder agreements, service level agreements etc.
Preparing first drafts of contracts, supplier agreements, licensing agreements, non-disclosure agreements, terms and conditions, shareholder agreements, service level agreements etc.
Contract DraftingContract Drafting
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 25
Creation of Manual DatabaseCreation of Manual Database
Case Studies (1/4)
ClientClient One of a biggest manufacturer and distributor of building products employing over 12,000 employees and revenues of approximately USD 80 millionOne of a biggest manufacturer and distributor of building products employing over 12,000 employees and revenues of approximately USD 80 million
TeamTeam One Lawyer and one ParalegalOne Lawyer and one Paralegal
Project ScopeProject Scope Receiving both hard copies and soft copies of contracts
Segregating of Contracts as per category
Scanning of hard copies to be converted to PDF [Document Conversion]
Reviewing the Contracts for specific clauses
Creating Manual Database to capture the important provisions of the contracts
Identifying and extracting specific key Clauses i.e. liability, indemnity, term, termination charges, value of the contract, renewal period etc.
Receiving both hard copies and soft copies of contracts
Segregating of Contracts as per category
Scanning of hard copies to be converted to PDF [Document Conversion]
Reviewing the Contracts for specific clauses
Creating Manual Database to capture the important provisions of the contracts
Identifying and extracting specific key Clauses i.e. liability, indemnity, term, termination charges, value of the contract, renewal period etc.
DeliverableDeliverable
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 26
Contracts – TemplatizationContracts – Templatization
Case Studies (2/4)
ClientClient One of the biggest telecom and mobile companies with almost 9000 employees with revenue of USD 40 billionOne of the biggest telecom and mobile companies with almost 9000 employees with revenue of USD 40 billion
TeamTeam One Lawyer and two ParalegalsOne Lawyer and two Paralegals
Project ScopeProject Scope Accessing Clients’ repository
Reviewing the contracts for specific information
Tracking the information such as type of agreement, class, name of the contracting party, name of client’s company, payment terms, execution date, effective date, expiration date, indemnity provisions etc.
Populating details in a software ( See sample of profile sheet in a software below)
Accessing Clients’ repository
Reviewing the contracts for specific information
Tracking the information such as type of agreement, class, name of the contracting party, name of client’s company, payment terms, execution date, effective date, expiration date, indemnity provisions etc.
Populating details in a software ( See sample of profile sheet in a software below)
DeliverableDeliverable
Sample
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 27
Contract Review and Negotiation Support Contract Review and Negotiation Support
Case Studies (3/4)
ClientClient A technology company with revenues over USD 250 million and large employee base. A technology company with revenues over USD 250 million and large employee base.
TeamTeam One Lawyer and one ParalegalOne Lawyer and one Paralegal
Project ScopeProject Scope Reviewing Clients’ contracts on stipulated parameters and guidelines
Highlighting modifications and inconsistencies in a track change mode, along with the comments
“Negotiating” the clauses of contracts with third parties to bring them in accordance with clients’ policies
In order to facilitate smooth flow of operations, a web based access has been provided by client to Evalueserve’s Legal Process team
Tracking and populating the spreadsheet with the details, pertaining to the number of contracts reviewed and negotiated during the month
Reviewing Clients’ contracts on stipulated parameters and guidelines
Highlighting modifications and inconsistencies in a track change mode, along with the comments
“Negotiating” the clauses of contracts with third parties to bring them in accordance with clients’ policies
In order to facilitate smooth flow of operations, a web based access has been provided by client to Evalueserve’s Legal Process team
Tracking and populating the spreadsheet with the details, pertaining to the number of contracts reviewed and negotiated during the month
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 28
Drafting & Reviewing Technology Licensing Agreements (Repeat Customer)Drafting & Reviewing Technology Licensing Agreements (Repeat Customer)
Case Studies (4/4)
ClientClient A technology company with revenues over USD 250 million and large employee base.A technology company with revenues over USD 250 million and large employee base.
TeamTeam One Lawyer and one ParalegalOne Lawyer and one Paralegal
Project ScopeProject Scope Creating rule book based on Clients’ standard and sample TLA’s
Reviewing the Technology Licensing Agreements in accordance with the rule book
Conducting an advanced review and negotiation support of Technology Licensing Agreements on ongoing basis
Creating rule book based on Clients’ standard and sample TLA’s
Reviewing the Technology Licensing Agreements in accordance with the rule book
Conducting an advanced review and negotiation support of Technology Licensing Agreements on ongoing basis
DeliverableDeliverable
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 29
Trademark Related Services
Search on free, paid and commercial TM Databases for various countries Search on free, paid and commercial TM Databases for various countries Trademark Search
Trademark Search
Filing and prosecution of the Trade Mark applications in India and in various other jurisdictions through our global network of Trademark attorneys
Filing and prosecution of the Trade Mark applications in India and in various other jurisdictions through our global network of Trademark attorneys
Filing and ProsecutionFiling and
Prosecution
Renewal of registered Trade Marks and licenses of trademarks in India and in various other jurisdictions through our global network of Trademark attorneys
Maintain and populate the trademark specific details in the profile sheets / databases
Liaison and co-ordinate with attorneys and Clients’ offices to seek necessary information
Drafting and sending Cease and Desist Letters along with screenshots
Renewal of registered Trade Marks and licenses of trademarks in India and in various other jurisdictions through our global network of Trademark attorneys
Maintain and populate the trademark specific details in the profile sheets / databases
Liaison and co-ordinate with attorneys and Clients’ offices to seek necessary information
Drafting and sending Cease and Desist Letters along with screenshots
Maintenance and Database
Updating
Maintenance and Database
Updating
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 30
Filing of a Trademark ApplicationFiling of a Trademark Application
Case Studies (1/2)
ClientClient One of the largest financial services company in the worldOne of the largest financial services company in the world
TeamTeam One Trademark Attorney (Project Manager) and a paralegalOne Trademark Attorney (Project Manager) and a paralegal
Project ScopeProject Scope To conduct trademark search in various jurisdictions
To prepare relevant documents and to file the same with the Indian Trademark registry
To co-ordinate with Partner Associates in Germany and the US to file the TM application
To conduct trademark search in various jurisdictions
To prepare relevant documents and to file the same with the Indian Trademark registry
To co-ordinate with Partner Associates in Germany and the US to file the TM application
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 31
Database MaintenanceDatabase Maintenance
Case Studies (2/2)
ClientClient The client is a developer and provider of systems for real- time measurement and analysis of bio-molecular interactionThe client is a developer and provider of systems for real- time measurement and analysis of bio-molecular interaction
TeamTeam One Trademark Attorney as project Manager and a paralegalOne Trademark Attorney as project Manager and a paralegal
Project ScopeProject Scope To track the specific information from the trademark applications and relevant documents
To populate the details in a spreadsheet
To keep a track of reminders and send an email to Client regarding it
To co-ordinate with officials at various Clients locations in order get the specific information from them.
To track the specific information from the trademark applications and relevant documents
To populate the details in a spreadsheet
To keep a track of reminders and send an email to Client regarding it
To co-ordinate with officials at various Clients locations in order get the specific information from them.
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 32
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 OfficeUS Trademark Office
British Trademark OfficeBritish Trademark Office
Japanese Trademark OfficeJapanese Trademark Office
European Trademark OfficeEuropean Trademark Office
WIPO Trademark OfficeWIPO Trademark Office
German Trademark OfficeGerman Trademark Office
French Trademark OfficeFrench Trademark Office
Paid DatabasePaid Database
Paid database on trademarks (trademark.com) offers Search Facilities for:
UK, US, EC, Canadian, WIPO and German
@ $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 German
@ $110 for a contiguous period of 12 hours (through Micropatent database)
Databases Databases Individual DatabasesIndividual Databases
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Presentation Plan
Evalueserve Overview
Legal Process Services
Project Execution Process
Confidentiality & Client Feedback
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 34
Evalueserve’s Project Execution Process
Invoicing and Client FeedbackInvoicing and Client Feedback
Project ExecutionProject Execution
Project Kick-off CallProject Kick-off Call
Conducting Research Conducting Research
Interim Deliverable (s)Interim Deliverable (s)
Conference Call/sConference Call/s
Status report
Status conference call
Generally weekly or as required
Drafting ProposalsDrafting Proposals
Project Understanding
Call
Project Understanding
CallAcceptanceAcceptance
RejectionRejectionAnalyzing RequestAnalyzing Request
Effort and Cost Estimation
Effort and Cost Estimation
Project Owner at Client’s Company Project Owner at Client’s CompanyProject RequestProject Request
ClientClient
Finalization of Project objective, Scope, Methodology, Deliverable format, Project schedule, Communications plan, Schedule and Process
Final Deliverable (s)Final Deliverable (s)
Proposal Delivery Proposal Delivery
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 35
Project Methodology (On-Demand Model)
Project Initiation
Client request
Project assessment call with the Client
Proposal drafting
Project initiation call
Project staffing
Project Closure
Project closure communications
Send Invoice
Overall project review/feedback
Responsive action within EVS in accordance with the feedback
Project Initiation
Project Execution
Project Closure
Interim Deliverable and Feedback
Send interim deliverable(s) to the Client
Incorporate Client’s feedback
Further research for project completion
Final Deliverable and Feedback
Send near-final deliverable to the Client
Incorporate Client’s feedback
Re-send revised/final deliverable
Disciplined Project Communication
Regular Status Reports (in Writing) Regular Conference Calls (Updates)
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 36
Project Methodology (ORC/ Dedicated Team Model)
Pilot Projects
Client understanding
Project understanding
Proposal/Initiation
Staffing
Growth
Steady State
Multiple Projects
Multiple projects for a Client, including BR, MR, IP and Analytics
Project life cycle
→ Project Initiation
→ Interim deliverable and feedback
→ Final deliverable and feedback
Offshore Research Center
Dedicated team to manage all the Client requests
Regular/Repeat requests
On-demand requests
Project Initiation
Disciplined Project Communication
Regular Status Reports (in Writing) Regular Conference Calls (Updates)
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Evalueserve Overview
Legal Process Services
Project Execution Process
Confidentiality & Client Feedback
Presentation Plan
© Evalueserve, 2008. All Rights Reserved - Privileged and ConfidentialSlide 38
Confidentiality Management System
NDA Western jurisdiction IP of projects belongs to Client
Chinese Walls Staffing rules
Clean desk ‘Need-to-know’ IS0 27001 Certification Confidentiality as element of quality Strict ‘ethical research’ guidelines
Secure transmission Secure storage Data access for
team members only
Legal MeasuresLegal Measures Dedicated TeamsDedicated Teams
Process MeasuresProcess Measures TechnologyTechnology
Confidentiality
© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential
Client Recognition of Evalueserve Quality
“…EVS is the finest professional services organization I have worked with in my 40 years in business.”
“Your proposals and reports are (in my opinion) second to none.”
“I was impressed with the speed, follow up and value of deliverables. I will recommend evalueserve to many of my collaborators.”
“…by leveraging EVS, we have seen significant cost savings and improvement in delivery time to our Clients. This is a dependable company, responsive to our needs…”
“…I was very pleased with the work, I have referred you to several patent attorneys at my firm.”
“…The EVS team was well organized and operated in a highly disciplined manner.”
“[Circle of Experts] has delivered the most relevant experts for our needs, without fail, from engineers to managers.”
“…Wonderful job on this project; thank you for being flexible and finishing on time (even under pressure).”
“…You exceeded our expectations in each area. We truly appreciate your clarity, professionalism and devoted organizational management.”
“…Always a pleasure working with the EVS team, always thoroughly professional, I look forward to working on many more projects together.”
© Evalueserve, 2007. All Rights Reserved - Privileged and Confidential
Thank you…for considering us as yourGlobal Knowledge Partner
Paul Hoagland
Solutions Executive
Evalueserve
Tel: +1 315 655 2262
Paul.Hoagland@Evalueserve.com
www.Evalueserve.com
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