OUTCOME: Development of use cases, presentations, training workshops, and team
Provided strategic guidance and managerial support for development of artificial intelligence consulting practice for the legal industry.
Corporate and incorporation
Tech Startup
Nov 01, 2017
OUTCOME: Successful startup that is already taking off with strong foundation and maximum protection.
Consulted with founders to establish working relationship, formed entity, created all documentation required and provided client agreements, internal policies and procedures, employee handbook for tech...nology startup.
Corporate and incorporation
Corporation Formation and Strategy
Sep 01, 2017
OUTCOME: Successfully formed corporation and provided strategy.
New entrepreneur sought advice and counsel regarding entity selection and strategic advice to optimize liability protection.
Contracts and agreements
Employment Bonus Analysis
Aug 16, 2017
OUTCOME: Provided complete understanding rights and obligations
A terminated employee requested an analysis of rights and obligations under a complex system of bonuses, advances, draws and repayment requirements.
Contracts and agreements
Technology Firm Agreement Library
Apr 30, 2010
OUTCOME: IP and payment protections for technology company
I developed a complete array of agreements for a growing technology firm, including nondisclosure/confidentiality, services, and independent contractor agreements. I also created specialized agreements... for technology areas such as VoIP, web development, email hosting, co-location and others. Also provided security agreements for data center, building keys, and other proprietary business matters. The company now has an extensive library of documents covering many aspects of its day to day relationships.
Business
Business Strategy, Web Policies, and Agreements for Online Company
Mar 31, 2010
OUTCOME: Strategy and Agreements for Online Business
Two partners, longtime friends, were developing a business to sell books that were created by people online. They needed to determine their business strategy, their business objectives, establish roles... and responsibilities, select strategic partners, establish distribution and market their product.
I helped them define the boundaries of and document their business roles through a partnership agreement, and define their business goals through a strategic plan. I provided ideas for marketing, strategic partnerships, charitable connections, and set up meetings for them to meet key individuals in some of these areas. Because the business is Web-based, I drafted their privacy policy, their terms and conditions, policies regarding online forums and collaboration tools, copyright and trademark policies, and various other online user agreements and policies for their interactive website. I also drafted the agreement for their web development/design company, including work-for-hire considerations to protect their intellectual property. I then provided further counsel on marketing their products, target markets and users.
Entertainment
Record Label Formation and Startup Contracts
Feb 25, 2010
OUTCOME: Successful launch of a new record label
I advised a new startup record label on the basic options for entity formation, walked the founder through the formation process and LLC articles of organization. Then I drafted the operating agreement..., including extensive consultation regarding the possible changes and desired outcomes for as the company grows. I then drafted the company's first comprehensive artist agreement, taking into account the worldwide nature of the company's marketing objectives. The contract covers every aspect of the artist-label music industry relationship and is flexible enough to work with all level of artists, from newly discovered talent to established well-known artists. A successful communication between myself and the client led to total satisfaction with the result and a new record company launch in short order.