Managed Legal Services & LPO

Managed Legal
Services & LPO.

Unlock efficiency, expertise, and cost savings with Generis Global’s solutions. A tailored extension of your legal team.
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Lexa Legal Powered by Generis Global
24 Active Matters
1.2d Avg Turnaround
$42k Est. Savings YTD
98% SLA Compliance

Recent Service Requests 20

SaaS MSA Review - Vendor CloudX

Contract Management • #LPO-2942

Due: Today In Review
eDiscovery: Project Titan

Litigation Support • #LPO-2941

Processing Urgent
Lease Abstraction - NY HQ

Real Estate • #LPO-2940

Due: Feb 10 Drafting
Trademark Renewal - Class 9

IP Management • #LPO-2939

APAC Filed
GDPR Data Mapping Audit

Regulatory Compliance • #LPO-2938

Priority: High Auditing
M&A Due Diligence

Mergers & Acquisitions • #LPO-2937

Docs: 450/500 Urgent
Standard NDA - Marketing

Contract Drafting • #LPO-2935

Due: Yesterday Sent

My Active Matters

Project Apollo - Acquisition

Lead: Sarah Jenkins

Active
Smith v. TechCorp

Lead: External Counsel

Discovery

Documents

Contracts
Litigation
IP & TM

Billing & Invoices

Outstanding Balance
$12,450.00
Due in 15 Days

Invoice History

Invoice #INV-2024-001

Feb 01, 2026 • Monthly Retainer

$8,000.00 Unpaid
Invoice #INV-2024-002

Jan 15, 2026 • Project Apollo

$4,450.00 Unpaid
Invoice #INV-2023-128

Jan 01, 2026 • January Retainer

$8,000.00 Paid

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Weekly summary report
Advantages

Core LPO Benefits

Cost Savings

Reduces expenses with global talent pools.

Scalability

Adapts resources to fluctuating workloads.

Expertise Access

Brings specialized legal skills on demand.

Time Efficiency

Frees up focus for strategic priorities.

24/7 Availability

Offers support across all time zones.

Global Compliance

Ensures adherence to multi-jurisdictional laws.

Tech Integration

Enhances tasks with AI and blockchain.

Risk Reduction

Lowers legal risks through proactive measures.

01 // MARKETS

Securities Law Outsourcing

Specialized support for securities compliance and transactions.

Master Securities →
SEC Filings
Prepares quarterly and annual reports accurately.
IPO Support
Guides companies through public offering steps.
Private Placements
Manages PPM drafting and compliance checks.
Shareholder Meetings
Organizes proxies and disclosure processes.
Insider Trading
Tracks compliance with trading restrictions.
M&A Compliance
Oversees merger-related regulatory needs.
Tokenization
Facilitates blockchain-based securities issuance.
Crypto Compliance
Addresses digital asset regulatory needs.
02 // DOCUMENTATION

Document Management

Efficient handling of all legal documentation tasks.

Streamline Docs →
Contract Drafting
Produces precise, tailored agreements.
Ensures accuracy in contract analysis.
Filing Prep
Organizes documents for regulatory submissions.
Policy Writing
Creates compliance-ready policies quickly.
Due Diligence
Reviews paperwork for deals and audits.
IP Filings
Prepares patent and trademark applications.
E-Signatures
Manages digital signature workflows.
Archiving
Stores legal records securely long-term.
03 // DISPUTES

Litigation & Dispute Support

Comprehensive assistance for legal conflicts and cases.

Resolve Disputes →
Case Research
Analyzes precedents and case law deeply.
E-Discovery
Collects electronic evidence efficiently.
Deposition Summaries
Condenses testimony into key points.
Trial Prep
Organizes exhibits and witness prep.
Motion Drafting
Crafts persuasive legal motions.
Settlement Analysis
Evaluates settlement feasibility.
Arbitration Support
Aids in arbitration proceedings.
SEC Defense
Defends against regulatory enforcement.
04 // DEALS

Transactional Services

Expert support for deals and investments explained.

Close Deals →
Deal Structuring
Builds compliant transaction frameworks.
Due Diligence
Assesses risks in deals and M&A.
Negotiation Support
Strengthens deal term discussions.
Closing Docs
Finalizes all transaction paperwork.
Fund Formation
Sets up VC and PE fund structures.
Debt Financing
Structures loans and bond agreements.
Cross-Border Deals
Handles international transactions.
Escrow Mgmt
Oversees escrow arrangements securely.
05 // RISK

Compliance & Risk

Proactive tools and services for legal compliance.

Stay Compliant →
Policy Audits
Reviews compliance policies annually.
Risk Assessments
Identifies potential legal vulnerabilities.
Training Programs
Educates teams on regulatory shifts.
Monitoring Tools
Tracks compliance in real time.
Incident Response
Addresses breaches quickly.
Cybersecurity
Secures data per regulatory standards.
Sanctions Checks
Screens for restricted entities.
Audit Trails
Keeps detailed compliance records.
06 // BOARD

Corporate Governance

Enhance governance with outsourced solutions.

Govern Smart →
Board Policies
Drafts governance guidelines.
Meeting Prep
Organizes board meeting logistics.
Proxy Management
Handles shareholder proxy processes.
Exec Compensation
Structures compliant pay plans.
Bylaws Updates
Revises corporate bylaws as needed.
Minutes Drafting
Records accurate meeting minutes.
Ethics Training
Trains boards on ethical standards.
ESG Policies
Integrates sustainability into governance.
07 // INNOVATION

Tech-Driven Solutions

Cutting-edge tools enhancing legal processes.

Embrace Tech →
AI Contract Review
Automates contract analysis.
Blockchain Filings
Secures filings via blockchain.
E-Discovery Tools
Speeds up evidence searches.
Smart Contracts
Executes agreements automatically.
Predictive Tools
Forecasts legal outcomes.
Digital Dashboards
Tracks tasks visually.
08 // INTELLECTUAL PROPERTY

IP Outsourcing

Comprehensive IP management and protection.

Protect IP →
Patent Drafting
Writes detailed patent applications.
Trademark Filing
Registers trademarks worldwide.
Licensing Deals
Drafts IP licensing agreements.
Infringement Checks
Monitors for IP violations.
Portfolio Audits
Reviews IP asset portfolios.
Trade Secret Plans
Secures confidential information.
09 // ADMIN

Administrative Support

Offload routine tasks for operational efficiency.

Simplify Admin →
Client Intake
Manages onboarding paperwork.
Billing Support
Handles legal invoicing accurately.
Data Entry
Inputs legal data efficiently.
File Organization
Structures digital file systems.
Report Prep
Assembles status reports.
Task Tracking
Follows up on legal tasks.
10 // INTERNATIONAL

Global Operations

Seamless legal support across borders.

Go Global →
Multi-Jurisdiction
Navigates diverse legal systems.
Translation
Translates legal docs accurately.
24/7 Teams
Supports all time zones.
Local Filings
Handles regional submissions.
Offshore Support
Manages offshore legal tasks.
Coordination Hub
Centralizes global communication.
11 // PROPERTY

Real Estate

Expert support for property transactions.

Secure Properties →
Lease Drafting
Crafts clear lease agreements.
Closing Support
Facilitates smooth property closings.
Zoning Analysis
Reviews land use regulations.
Financing Docs
Structures mortgage agreements.
Commercial Leases
Drafts business property leases.
1031 Exchanges
Manages tax-deferred swaps.
12 // HR LEGAL

Employment Law

Streamlined HR legal support for businesses.

Empower HR →
Contract Drafting
Creates employee agreements.
Handbook Prep
Develops HR policy manuals.
Hiring Compliance
Ensures legal onboarding.
Termination Docs
Prepares compliant exit papers.
Discrimination Audits
Checks anti-bias compliance.
Benefits Plans
Structures legal benefits.
13 // RESTRUCTURING

Bankruptcy Support

Navigate financial distress with expert help.

Restructure Now →
Petition Prep
Drafts bankruptcy filings.
Asset Analysis
Evaluates assets for liquidation.
Plan Drafting
Creates reorganization plans.
Court Filings
Submits legal documents.
Loan Workouts
Restructures loan terms.
Stay Motions
Files for creditor stays.
14 // MEDICAL

Healthcare Legal

Specialized legal support for healthcare compliance.

Secure Healthcare →
HIPAA Compliance
Ensures patient data protection.
Policy Drafting
Writes healthcare policies.
Audit Prep
Readies for regulatory audits.
Stark Law
Ensures referral compliance.
Billing Compliance
Reviews coding practices.
M&A Support
Handles healthcare mergers.
15 // RISK

Insurance Legal

Efficient legal support for insurance operations.

Insure Smart →
Policy Drafting
Crafts insurance contracts.
Claims Review
Assesses claim validity.
Reg Compliance
Ensures industry compliance.
Reinsurance Deals
Drafts reinsurance agreements.
Fraud Detection
Spots fraudulent claims.
Subrogation
Pursues recovery claims.
16 // SUSTAINABILITY

Energy & Environmental

Legal expertise for energy and eco-compliance.

Power Sustainably →
Permit Drafting
Prepares energy permits.
Eco Audits
Reviews environmental compliance.
Reg Compliance
Ensures energy law adherence.
Renewable Docs
Drafts solar/wind agreements.
EIA Reviews
Evaluates impact assessments.
Global Regs
Manages international standards.
17 // BANKING

Financial Services

Legal support for financial industry compliance.

Finance Confidently →
Loan Docs
Drafts lending agreements.
Reg Compliance
Ensures financial law adherence.
Securities Docs
Prepares investment filings.
Audit Prep
Readies for financial audits.
Data Analysis
Reviews financial data.
Reg Updates
Adapts to new laws.
18 // SECURITY

Technology & Cyber

Legal expertise for tech and data security.

Secure Tech →
Tech Contracts
Drafts software agreements.
Data Privacy
Ensures GDPR/CCPA compliance.
Cyber Policies
Writes security protocols.
Breach Reviews
Investigates data breaches.
IP Protection
Safeguards tech patents.
Cloud Compliance
Ensures cloud legality.

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