© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential Legal Process Services for...

© 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 [email protected] www.Evalueserve.com


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.


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


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


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


Growth Milestones

Mar ’02: Achieved Profitability

2001

2002

2003

2004

2005

2006

Dec' 00: Founded

Dec ’02: 100 Professionals; 50 Clients



Sept ’05: Commenced China Operations


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


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


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.


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 [email protected]

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!


Presentation Plan






Evalueserve’s Legal Process Services

Paralegal and Litigation SupportParalegal and Litigation Support

Legal ResearchLegal Research

Contract RelatedContract Related

Trade Marks relatedTrade Marks related



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


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


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


Creation of Visitor Visa Letter (Repeat Customer)Creation of Visitor Visa Letter (Repeat Customer)


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


Deposition SummaryDeposition Summary


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


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


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


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


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


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


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


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


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


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.



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)


Sample


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.


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


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.


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



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


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


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.


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


Presentation Plan






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


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)


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)






Presentation Plan


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


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.”


Thank you…for considering us as yourGlobal Knowledge Partner

Paul Hoagland

Solutions Executive

Evalueserve

Tel: +1 315 655 2262

[email protected]

www.Evalueserve.com

© Evalueserve, 2008. All Rights Reserved - Privileged and Confidential Legal Process Services for...

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