Solve a Specific Issue

Examples of Legal Projects

Coronavirus (Covid-19) Legal Challenges

• Develop and implement policies for workplace and employee safety
• Evaluate alternatives for employer and contractor expense reductions
• Update employee benefit policies
• Customer and vendor contract renegotiation
• Update contract templates to reflect Covid-19 legal changes
• Assess qualification for federal SBA loans, income and employment tax relief
• Restructure or terminate real estate leases

Commercial and Government Contracts

• Draft, negotiate or review customer commercial contract
• Draft, negotiate or review vendor contracts (cloud agreements, SaaS, software licenses, etc.)
• Draft, negotiate or review strategic alliances or joint venture agreements
• Draft, negotiate or review government contracts, subcontracts and teaming agreements
• Create cross-functional contracts review and approval process

Create Standard Contract Templates

• Nondisclosure Agreements (NDAs)
• Customer Agreement
• Statements of Work
• Independent Contractor Agreement
• Employment Agreement
• Employee Confidentiality Agreement
• Affidavits and Certifications
• Termination and Release Agreement

Corporate Governance

• Advise on Board, Stockholder or other approvals required under Articles of Incorporation, Bylaws, Stockholder agreements or laws for a specific company action
• Draft Board of Director or committee minutes, resolutions or consents
• Draft or review Stockholder consents
• Draft or review internal controls and processes (e.g., code of conduct, signature authority matrix, internal investigation guidelines, etc.)
• Review Stockholder agreements for compliance with company’s obligations under the agreements

IP Protection Plan

• Assess company intellectual property assets and advise on protection strategies for company’s intellectual property
• Assist company apply for patent, trademark or copyright registration
• Assist company in developing trade secret protection policy and procedures
• Assist company in structuring arrangements with third parties for licensing the company’s intellectual property

Data Security & Privacy

• Create inventory of all company data and classify by type of data (trade secret, PHI, etc.)
• Map all data to locations and applications in company’s IT network (cloud and on-premise) where the data is stored, transmitted or processed
• Identify regulated or controlled data (PHI, personal data, PCI, export controlled, government classified, etc.) and regulatory or contractual requirements applicable to regulated or controlled data
• Coordinate with IT and Regulatory Compliance to ensure compliance with appropriate data security frameworks and data regulatory compliance requirements
• Update the company’s data map as circumstances change
• Assist with cybersecurity preparedness

HR & Employee Matters

• Assist with creating employee manual
• Draft or review employee offer letter template
• Draft or review employee confidentiality agreement template
• Assist with classification of exempt/non-exempt employees under Fair Labor Standards Act and similar state laws
• Advise on employee noncomplete restrictive covenants
• Advise on employee terminations and reductions in force
• Advise on company compliance with federal and state employment laws
• Coordinate with company’s litigation counsel for defending EEOC/employment litigation claims

Regulatory Compliance Program

• Create company regulatory compliance program (governance, policies and training)
• Draft or review company compliance policies
• Create procedures, processes and controls for complying with an individual policy and related regulatory requirements
• Update policies, procedures, processes and controls

Closing Equity & Debt Financings

• Support CEO/CFO in reviewing and negotiating investor or lending term sheet
• Respond to investor or lender due diligence requests
• Review and negotiate investor or lender investment documents
• Assist with closing financing transaction
• Complete post-closing matters

Equity Plan Administration

• Develop process for grant of equity awards under company’s Equity Plan
• Review equity awards granted for compliance with Equity Plan requirements
• Advise on issuance of individual equity awards to employees or contractors
• Assist CEO/CFO in preparation of third party 409A valuations

M&A

• Advise CEO/CFO in preparing for purchase of third party entity or sale of the company
• Review and negotiate company financial advisor engagement letter if sale of the company
• Support CEO/CFO in preparing or reviewing letters of intent
• Review seller due diligence materials or respond to buyer due diligence requests
• Review and negotiate seller or buyer sale or purchase transaction documents
• Assist with closing sale or purchase transaction
• Complete post-closing matters

Real Estate Leases

• Negotiate leases and subleases
• Review compliance with lease and sublease provisions when planning company actions
• Draft required lease and sublease amendments, consents, notices

Dispute Resolution

• Strategy development
• Negotiating resolution
• Drafting settlement agreement
• Coordinate with company’s litigation counsel, if pre-litigation dispute resolution efforts are unsuccessful