Summaryscalestech071016

I would best describe myself as someone who is passionate about innovation and legal technology. I also am a seasoned lawyer who has worked primarily in-house.

I would also describe myself as highly entrepreneurial and collaborative. I also am teaching myself to program in Python.

Writing is another passion of mine, which is why I write this blog. I also have been featured on the LAWsome podcast (https://www.consultwebs.com/lawsomepodcast/ep13-colin-levy/).

Lastly, I would say that I am inquisitive and extremely tenacious. Both of these qualities allow me to dive deeply into the nature of innovation and the underpinnings of using technology within the practice of law.

I love being a lawyer. Being a lawyer is challenging. Yet, I love each challenge that I get presented with. These challenges can range from managing a difficult negotiation, to developing a contract management system, to simply learning to code. Each challenge that I am faced with requires me to draw upon different principles and to apply them in unique ways.

Being a lawyer is incredibly rewarding both personally and professionally. I look forward towards working each day because I am consistently reminded of why I love innovation, legal technology, and, of course, being a lawyer.

Experience

Corporate Counsel

Salary.com

Boston, MA

  • Serve as strategic advisor to the CFO and CEO with regards to strategic transactions, commercial contracts, employment law, intellectual property, privacy and data security, and other corporate matters.
  • Lead and direct all legal operations, processes, and procedures for the company.
    Review and maintain the company’s internal policies and procedures to ensure compliance with the company’s legal obligations.
  • Review and develop as needed relevant processes, policies, and procedures relating to the company’s contracting and other internal practices.
  • Provide general legal guidance and support to all departments across the company.
  • Working closely with members of various sales teams to review, draft, and negotiate a high volume and a wide range of customer agreements including, but not limited to SaaS subscription agreements, NDAs, data processing and protection agreements.
  • Review, draft and negotiate any other agreements and contracts including advertising, partnership, marketing, and other vendor agreements.
  • Coordinate and manage outside counsel on an as-needed basis for various ad-hoc matters.
  • Facilitate the resolution of business / legal issues and formulating recommendations using analysis, creativity and the development of new approaches to enable contract execution while safeguarding the company and creating a positive customer experience all in accordance with company policies and procedures.
  • Provide the sales team (and any other teams as needed) with training, education, and documentation on any relevant legal matters.
  • Respond to ad hoc requests for legal assistance/legal research.
  • Maintain all legal records and documentation.
  • Monitor compliance with established procedures by company employees.
  • Train employees on legal standards.

Manager, Contract Negotiations

Pearson Education

                                                                                                                                                          Boston, MA


•  Negotiated and oversaw global and regional agreements with content suppliers in support of business objectives and rights strategies, coordinating with Rights & Permissions leadership and other legal and business functions

•  Implemented and oversaw/managed contract policy, procedures, and processes.

•  Performed relationship manager role on behalf of Rights & Permissions and Pearson for agreements with content suppliers

•  Revieed, and provided rights management-related advice on various agreements including partnership, non-disclosure, termination, consulting services, and other agreements

•  Assisted Rights & Permissions teams and business units in the execution of agreements from planning through approval to post-execution matters

•  Coordinated and collaborated with Rights & Permissions Rights Management teams and Royalty Accounting Department to ensure accuracy in payment

•  Assisted Rights & Permissions teams and business units in the execution of agreements from planning through approval to post-execution matters

•  Provided recommendations to Rights & Permissions executives and business unit stakeholders to improve or benefit Pearson interests in contractual relationships including clarification regarding the meaning of and impact of deal terms as both pertained to alignment with business strategic objectives

Temporary Contracts Counsel

C&W Services

                                                                                                                                                         Newton, MA


•  Provided support to sales teams by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to, non-disclosure, master service, master license, independent contractor, consulting, professional service, supplier, and vendor contracts

•  Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects

•  Assisted in maintaining contract database and maintaining key information on all contracts

•  Worked with risk management department to coordinate contractual insurance requirements

•  Worked with finance department to insure adherence to broader finance and risk requirements such as pricing and discounting policies, and other relevant requirements

•  Communicated signed contracts to all relevant parties to provide contract visibility and awareness

•  Responded to ad hoc requests for legal assistance/legal research

Contracts Counsel

Velcro Group Corporation

                                                                                                                                                          Boston, MA


•  Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to non-disclosure, professional services, independent contractor, manufacturing, software licensing (both on-premise and SaaS), customer/sales, supplier, joint development, and distributor contracts

•  Improved upon existing organizational contracting processes to improve workflow efficiency

•  Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects

•  Worked with risk management department to coordinate contractual insurance requirements

•  Worked with finance department to insure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies, and other relevant requirements

•  Worked with relevant sales and business team and advise regarding legal issues and risks related to various business transactions

•  Served as the point of contact on contract database matters on behalf of the Legal Department

•  Maintained contractual records, documentation, and corporate governance materials

•  Advised regarding company’s corporate structure

•  Drafted and analyzed corporate bylaws, board of directors, and shareholder resolutions

•  Assisted with corporate re-structuring matters arising from mergers and acquisitions and other related transactions

•  Provided information and training to employees on contract management procedures

•  Monitored compliance with established procedures by company employees

•  Communicated signed contracts to all relevant parties to provide contract visibility and awareness

•  Responded to ad hoc requests for legal assistance/legal research

Contracts Administrator

Velcro Group Corporation

                                                                                                                                                          Boston, MA


•  Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including nondisclosure, professional services, independent contractor, manufacturing, software licensing (both on premise and SaaS), customer/sales, supplier, joint development, and distributor contracts
•  Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects
•  Worked with risk management department to coordinate contractual insurance requirements
•  Worked with finance department to insure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies and other relevant requirements
•  Worked with relevant sales and business team and advise regarding legal issues and risks related to various business transactions
•  Ensured proper completion of a wide variety of agreements
•  Monitored compliance by company employees with established procedures
•  Ensured that signed contracts are communicated to all relevant parties to provide contract visibility and awareness

Contract Analyst

Legal OnRamp

                                                                                                                                                          Boston, MA


•  Analyzed a wide range of complex commercial contracts, predominantly Master Software License Agreements and SaaS agreements
•  Co-led group that spearheaded initial beta testing and provided substantive feedback regarding proprietary online contract analysis and management system
•  Trained and mentored less experienced colleagues on use of the system and overall contract analysis procedures and workflow processes; train new mentors on mentoring process and procedures
•  Provided actionable and substantive feedback regarding ways to improve workflow processes
•  Participated in and periodically lead weekly training “rounds” discussing substantive legal issues raised by contract analysis
•  Gained understanding and familiarity with a variety of contracting terminology, analyses, and structures

Contract Attorney

Update Legal

                                                                                                                                                          Boston, MA


•  Performed substantive relevance, issue and privilege including attorney-client and attorney work-product review of complex and sensitive electronic documents for a major international financial services corporation involved in an ongoing high-stakes securities litigation matter
•  Gained experience and familiarity with the electronic discovery process using Kroll Ontrack
•  Gained understanding and familiarity with a variety of complex financial instruments and financial analyses

 ¬

Contract Attorney

Special Counsel

                                                                                                                                                          Boston, MA


•  Performed substantive relevance, issue and privilege including attorney-client and attorney work-product review of complex and sensitive documents for a major ongoing high-stakes IP litigation matter
•  Gained experience and familiarity with the electronic discovery process using Westlaw CaseLogistix

Compliance Consultant

Liberty Mutual Group Asset Management Inc.

                                                                                                                                                          Boston, MA


•  Conducted research and wrote memoranda on Broker-Dealer compliance policies and regulations
•  Performed various quantitative analyses to ensure and maintain compliance with various SEC regulations

¬

Contract Attorney

Update Legal

                                                                                                                                                          Boston, MA


•  Performed substantive relevance, issue and privilege including attorney-client and attorney work-product review of complex and sensitive documents for a major ongoing high stakes litigation matter
•  Gained experience and familiarity with the electronic discovery process using Relativity

¬

Contract Attorney

Special Counsel

                                                                                                                                                          Boston, MA


•  Performed substantive relevance, issue and privilege including attorney-client and attorney work-product review of complex and sensitive documents for a major ongoing high-stakes litigation matter
•  Gained experience and familiarity with the electronic discovery process using Westlaw CaseLogistix

Contract Attorney

Update Legal

                                                                                                                                                          Boston, MA


•  Performed substantive relevance, issue and privilege including attorney-client and attorney work-product review of complex and sensitive documents for a major high-stakes insurance litigation matter
•  Gained experience and familiarity with the electronic discovery process using Relativity

 ¬

Contract Attorney

Robert Half Legal

                                                                                                                                                          Boston, MA


•  Reviewed, organized and classified large complex legal and financial loan documents for loan sales at The Debt Exchange

Contract Project Administrator

Industrial Economics

                                                                                                                                                   Cambridge, MA


•  Performed basic financial audits to ensure adherence to federal regulatory rules
•  Assisted in drafting, editing, and organizing federal contracts to ensure both contract language and contract organization complied with federal regulatory requirements

Law Graduate Fellow

Boston College Law School

                                                                                                                                                         Newton, MA


•  Researched, edited, and cite-checked portions of The Myth of Choice, by Professor Kent Greenfield

Research Assistant

Harvard University, Kennedy School of Government

                                                                                                                                                   Cambridge, MA


•  Assisted in planning, development and future execution of course on federal lobbying regulation and policy

 ¬

Legal Intern

Rhode Island Supreme Court

                                                                                                                                                     Providence, RI


•  Drafted legal memorandum regarding law firm registration and compliance for the review of Supreme Court Justice William P. Robinson III
•  Proofread and edited/revised work product interpreting and applying state statutes for the review of the Court including memoranda on regarding filing fees, attorney registrations, and professional service corporations
•  Conducted research on Rhode Island’s bankruptcy statutes in response to receivership litigation
•  Assisted in development and research of new Supreme Court rule regarding clerk’s office duties to maintain compliance with court procedures; presented findings to the court clerk

Summer Associate

Chu, Ring and Hazel LLP

                                                                                                                                                          Boston, MA


•  Developed and maintained program for responding to daily incoming Massachusetts Appellate Tax Board town and city petitions
•  Drafted, reviewed, and edited briefs and legal memoranda in a variety of areas including adverse possession, destruction of employee personal records, domiciles, and personal property taxation
•  Performed legal research and wrote memoranda on incorporation, mergers and acquisitions and other corporate legal issues
•  Organized and maintained corporation filing documents and corporate minute books to maintain compliance with state law
•  Assisted in production and document review of Supreme Judicial Court appellate documents

Technical Litigation Support Analyst

Cravath, Swaine and Moore LLP

                                                                                                                                                     New York, NY


•  Created and administered complex electronic discovery databases using Concordance, IPRO, Livenote and Lotus Notes
•  Assisted paralegals and attorneys with related IT issues
•  Assisted with document productions to opposing counsel and co-counsel