Evalueserve: An Introduction - · PPT file · Web viewLegal 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. HoaglandEvalueserve North AmericaTel: +1 315 655 2262 [email protected] www.Evalueserve.com

http://www.primerus.com/index.htm


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 Custom/Cost-Eeffective Global Coverage

Evalueserve Value Proposition


Market sizing and estimation Industry and company profiling Benchmarking Value chain analysis Newsletters Custom list generation Marketing and sales operations support

Business 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 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 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 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 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 Property

Paralegal and litigation support services Legal research Contract related services

Legal Process Services


800+ Small and Medium Businesses

200+ Research, Consulting and Law Firms

Asia Pacific

Europe, Middle East and Africa

Latin America and the Caribbean

North America

100+ 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 Support

Legal Research

Contract Related

Trade Marks related

Legal Process Services


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.

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

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 around

Reduced cost

Master

Agreements

Account

OpeningTrade

Execution

EVS Services

Key Benefits

OTC Trade Process


Paralegal assistance related to Immigration work

Case Studies – Paralegal Services (1/5)

Client One of the Fortune 50 information technology companies with revenue over USD 50 billion

Team One Lawyer, Two Paralegals and One Shadow Analyst

Project 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

Approximately, 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)


Client One of the Fortune 50 information technology companies with revenue over USD 50 billion

Team One Lawyer, Two Paralegals

Project 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

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 Summary


Client Litigation Practice law firm

Team One Lawyer and Two Paralegals

Project Scope Receiving the documents containing complex testimonies from the client Reviewing the testimonies and prepare their customized synopsis

Benefit to client This enables client to get a crisp and clear view of various submissions made before the court along with any corresponding references in the documents

Deliverable


Document Discovery Process

Case Studies – Litigation Support Services (4/5)

Client An international investment bank having over 800 employees across Europe, US and Asia with revenue of over USD 30 million

Team Two analysts from the Investment Research team and Two Lawyers

Project Scope Sorting documents available on the Client website and cataloguing them Conducting secondary research by using various databases Preparing comprehensive chronology of various transactions


Email Discovery

Case Studies – Litigation Support Services (5/5)

Client A practicing securities attorney

Team One analyst from IT team, One Lawyer and One paralegal

Project Scope Retrieving of information from the hard drive containing PST folders Searching key words in those PST folders Identifying and procuring appropriate software to extract and search 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.

Legislation Research

Tracking industry–specific legal updates

Assisting drafting of the content for legal newsletter, legal reports, bulletin and alertsLegal Updates/

Newsletters

Preparing checklists, rights and liabilities charts in order to assist attorneys in conducting due diligence.

Background support in Mergers &

Acquisitions


Legislation Research

Case Studies (1/3)

Client One of the biggest Companies in telecom sector

Team Three analysts from the Business Research division

Project 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


Case Studies

(2/3)Legal Research

Client An insurance company having revenue in excess of USD 100 million.

Team Two Lawyers

Project 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


Legal Research

Case Studies (3/3)

Client A full service investment banking and securities firm with 30, 000 employees and revenues in excess of USD 35.6 billion

Team One Lawyer and one Paralegal

Project 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


Contract Related Services

Preparing a rule book and comparison chart to highlight the inconsistencies in Clients’ standard contracts

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)

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

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

Contract Templatization

Preparing first drafts of contracts, supplier agreements, licensing agreements, non-disclosure agreements, terms and conditions, shareholder agreements, service level agreements etc.

Contract Drafting


Creation of Manual Database

Case Studies (1/4)

Client One of a biggest manufacturer and distributor of building products employing over 12,000 employees and revenues of approximately USD 80 million


Project 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.

Deliverable


Contracts – Templatization

Case Studies (2/4)

Client One of the biggest telecom and mobile companies with almost 9000 employees with revenue of USD 40 billion

Team One Lawyer and two Paralegals

Project 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)

Deliverable

Sample


Contract Review and Negotiation Support

Case Studies (3/4)

Client A technology company with revenues over USD 250 million and large employee base.


Project 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


Drafting & Reviewing Technology Licensing Agreements (Repeat Customer)

Case Studies (4/4)

Client A technology company with revenues over USD 250 million and large employee base.


Project 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

Deliverable


Trademark Related Services

Search on free, paid and commercial TM Databases for various countries 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

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


Filing of a Trademark Application

Case Studies (1/2)

Client One of the largest financial services company in the world

Team One Trademark Attorney (Project Manager) and a paralegal

Project 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


Database Maintenance

Case Studies (2/2)

Client The client is a developer and provider of systems for real- time measurement and analysis of bio-molecular interaction

Team One Trademark Attorney as project Manager and a paralegal

Project 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.


Westlaw One Source Bloomberg Profound Factiva Executive Select Morningstar Dialog PRO Reuters Knowledge Reuter 3000 Xtra OneSource Economic Intelligence Unit ISI Emerging Markets – Asia and Australia Boxscore, Association for Computing Machinery (ACM) Delphion IEEE Enterprise STN, IP.com Micropatent, ICO Suite SPIE Digital Library Kompass

Research Resources and Tools

US Trademark Office

British Trademark Office

Japanese Trademark Office

European Trademark Office

WIPO Trademark Office

German Trademark Office

French Trademark Office

Paid Database

Paid database on trademarks (trademark.com) offers Search Facilities for:

UK, US, EC, Canadian, WIPO and German

@ $110 for a contiguous period of 12 hours (through Micropatent database)

Databases Individual Databases


Presentation Plan




Evalueserve’s Project Execution Process

Invoicing and Client Feedback

Project ExecutionProject Kick-off Call

Conducting Research

Interim Deliverable (s) Conference Call/s

Status report Status conference call

Generally weekly or as required

Drafting Proposals

Project Understanding

Call Acceptance

RejectionAnalyzing Request

Effort and Cost Estimation

Project Owner at Client’s CompanyProject Request

Client

Finalization of Project objective, Scope, Methodology, Deliverable format, Project schedule, Communications plan, Schedule and Process

Final Deliverable (s)

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 CommunicationRegular 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 CommunicationRegular 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 Measures Dedicated Teams

Process Measures Technology

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 HoaglandSolutions ExecutiveEvalueserveTel: +1 315 655 [email protected]

Evalueserve: An Introduction - · PPT file · Web viewLegal Process Services for...

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