Case Studies

Who?

Large Toronto law firm

What?

Review and improve various precedent form IT Consulting Agreements.

Issue:

  • The law firm partner needs to quickly re-draft the client’s precedent form IT Consulting Agreements.
  • Only junior associates are available to do the work.
  • The client is sensitive to legal fees and needs a quick turnaround.

Solution:

The law firm partner turns to Legalwise for help.
The partner securely transfers the client’s precedent forms, together with various law firm precedents, to Legalwise.

The partner instructs Legalwise to:

  • review the client’s precedent forms, as well as the various law firm precedents;
  • identify and delete less favourable clauses from the client’s precedent forms;
  • insert more favourable clauses from the law firm precedents into the client’s precedent forms.

Legalwise:

  • Uploads onto secure servers the partner’s instructions, as well as the various precedent forms allowing Legalwise lawyers in India secure access to these forms ;
  • follows up with its lawyers in India to ensure that the partner’s instructions are understood.

The Lawyers in India re-draft the agreements and save them on the secure Legalwise servers overnight.

Legalwise checks the final form of agreements and securely transfers them to the law firm partner.

Outcome:

The turnaround time is 24 hours.
The law firm partner is satisfied with the work, the costs and the turnaround time.

Who?

International financial services company

What?

Create a database of agreements, including all material terms.

Issue:

  • The legal department does not have the resources to create the database of agreements.
  • The client is sensitive to legal fees.

Solution:

The General Counsel turns to Legalwise for help.
The General Counsel’s IT department scans all the agreements electronically and makes the agreements available to Legalwise and its India lawyers, using a secure access protocol.

The General Counsel instructs Legalwise to:

  • review the agreements, in order to identify and summarize pre-determined terms in the agreements;
  • insert the identified terms into a Microsoft Access database.

Legalwise:

  • Communicates with its lawyers in India, to ensure that the General Counsel’s instructions are understood.
  • The Lawyers in India review the agreements; identify and summarize the pre-determined terms in the agreements; and insert the identified terms into the Microsoft Access database.
  • Legalwise spot checks various agreements for quality control.

Outcome

The client is satisfied with the work, the costs and the turnaround time.

Who?

Canadian Retailer

What?

Review commercial property leases and summarize pre-determined terms, such as termination provisions, change of control and assignment provisions.

Issue:

  • The legal department does not have the resources to review the leases.
  • A quick turnaround is needed.
  • The client is sensitive to legal fees.

Solution:

The General Counsel turns to Legalwise for help.
The General Counsel’s IT department scans all the leases electronically and makes the leases available to Legalwise and its India lawyers, using a secure access protocol.

The General Counsel instructs Legalwise to:

  • review the leases;
  • summarize the pre-determined terms into a Microsoft Word table.

Legalwise:

  • Communicates with its lawyers in India, to ensure that the General Counsel’s instructions are understood.
  • The Lawyers in India review the leases; identify and summarize the pre-determined terms in the leases; and insert the identified terms into the Microsoft Word table.
  • Legalwise spot checks various leases for quality control.

Outcome

The client is satisfied with the work, the costs and the turnaround time.

Who?

Canadian Manufacturer

What?

Review and summarize responses to the client’s RFPs, including changes to the client’s standard form terms and conditions.

Issue:

  • The legal department does not have the resources to review the RFP responses;
  • The legal department needs a summary of the issues;
  • The client is sensitive to legal fees.

Solution:

The legal department turns to Legalwise for help.
The legal department scans all the RFP responses electronically and e-mails the responses to Legalwise.

The legal department instructs Legalwise to:

  • review the RFP responses;
  • summarize the issues into a Microsoft Word table.

Legalwise:

  • Communicates with its lawyers in India, to ensure that the legal department’s instructions are understood.
  • The Lawyers in India review the RFP responses; identify and summarize the issues; and insert the issues into the Microsoft Word table.
  • Legalwise spot checks the work for quality control.

Outcome

The client is satisfied with the work, the costs and the turnaround time.

Who?

Calgary Law Firm

What?

Code discovery documents creating a database and chronology of events.

Issue:

  • Law Firm does not have resources to review and code the discovery documents (in excess of 7,000 documents)
  • Deadlines looming for court filings.

Solution:

Law Firm turns to Legalwise to perform the work.
Bates numbered discovery documents are transferred to Legalwise Servers using a secure access protocol (SSH FTP).

Lead lawyer instructs Legalwise to:

  • Review the documents and enter selected data into a third party legal software application;
  • Transfer the completed database and chronology back to the Law Firm for incorporation into their existing case file.

Legalwise:

  • Communicates with it's lawyers in India, to ensure that the instructions are understood.
  • Legalwise lawyers review the documents and populate the preselected fields in the software application.
  • Peer to peer quality control is performed on the work product.

Outcome

The client is satisfied with the work, the costs and the turnaround time.