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Around-the-Clock Expertise: Seamless SEC Filing Support Across Time Zones

The Challenge

A client based in the Eastern time zone required Purpose Legal’s assistance for Securities Exchange Commission (SEC) filings around the clock. With an offshore team of attorneys located in India, the client needed real-time collaboration and seamless 24/7 support to ensure the success of their filing process. However, the difference in time zones presented a few key challenges:

  • Real-time communication
  • Collaboration during non-standard work hours
  • Team cohesion and bonding
  • Preventing isolation of offshore team members

The Purpose-Built Solution

To address these challenges, Purpose Legal implemented a robust plan that ensured efficiency, communication, and timely delivery. Our approach included:

  • Onshore/Offshore Collaboration: A U.S.-based attorney was assigned to oversee and deliver the work performed by the offshore team, ensuring real-time client communication during U.S. business hours and smooth project management.
  • 24-Hour Support: An offshore attorney was also tasked with working U.S. daytime hours during critical stages of the filing, providing immediate support when required.
  • Effective Communication Tools: We leveraged tools such as Google Calendar, Zoom, and Google Meet to keep the team aligned and informed. Daily cross-time-zone meetings ensured that everyone stayed updated and the work was synchronized.
  • Project Management: A dedicated project manager kept the entire team up to date on all developments, ensuring that no details were missed. Communication during off-hours was minimized to ensure work-life balance unless it was urgent.

The Result

Through this strategy, Purpose Legal seamlessly supported the client’s SEC filing process, overcoming time zone barriers. The team performed key tasks, including:

  • Incorporating client edits into filing documents.
  • Escalating questions to the client when necessary.
  • Proofreading documents for accuracy.
  • Participating in weekly meetings to stay aligned with the client’s various departments.

Purpose Legal delivered high-quality, accurate filings on time and contributed to cost savings for the client by streamlining the process.

Client Feedback:

  • “Earlier today we received yet another ‘No Review’ letter from the SEC Staff on Registration Statement filing… this team did such a phenomenal job this year (and over the prior years).”
  • “Thanks for being proactive on this key exhibit to Registration Statement…”
  • “Yes! Congrats! It’s always a big lift to get to this point each year and I really appreciate the teamwork and support in getting the filing to the submission stage.”

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legal services legal solutions litigation project management sec
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All of our solutions are bolstered by a team of experts who bring a wealth of knowledge to every project. We excel in Processing and Culling, streamlining data for efficiency. Our experts are dedicated to Forensics Collections and Investigations, ensuring thoroughness and accuracy. Our Advanced Technology harnesses cutting-edge tools to provide smarter, faster outcomes. Our Project Management acumen ensures that every project is executed flawlessly. With secure Data Hosting, we keep your data accessible and safe. Our NexGen Managed Review services blend expertise with precision, and our Consulting services provide strategic insights to drive your projects forward. The final touch to our services includes productions that meet all legal standards.

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Client Enablement is at the core of our approach, beginning with the creation of a personalized playbook to guide clients through complex scenarios. We ensure a smooth transition with comprehensive onboarding and implementation, setting the stage for success. Our workflow standardization makes operations efficient and predictable. We assign dedicated Project Management teams to maintain a consistent, high-touch service experience. Management of infrastructure, licenses, updates, upgrades, and patching is handled meticulously to keep client systems optimal without interruptions.

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Metrics That Matter form a critical feedback loop with an emphasis on both reporting/metrics and key performance indicators (KPIs). We provide tools to track backward & forward-looking metrics, enabling clients to assess past performance while anticipating future trends and outcomes. Our approach ensures that decision-makers are well-equipped with actionable data to drive continuous improvement and strategic planning.

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Purpose Legal sees the need for our industry to evolve beyond outdated practices and rigid contracts.
We don’t believe in forcing clients into non-flexible, 3- to 5-year contracts. We want to demonstrate our value continuously, proving ourselves indispensable month after month.
Flexibility and a cutting-edge tech stack are the backbone of our NexGen Managed Services.

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Easily create and access records of your compliance efforts anytime, allowing for customized reporting and enhanced accountability.

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Purpose Legal’s automated redaction technology reduces manual administrative tasks by enabling bulk redactions across documents and spreadsheets, including the sensitive handling of personally identifiable information (PII).

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Efficiently map, locate, and identify the right information to respond to public records requests confidently, accurately, and thoroughly.

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With the capability to process up to 900K documents per hour from any popular cloud storage solution, kickstart your review process quickly and efficiently.

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Automatically identify and redact sensitive information such as PII across documents, including native spreadsheets, with analytics, making the redaction process for public records requests straightforward and efficient.

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Our project management team and review attorneys have the deep experience needed to make sure you find what you need and produce what’s required to all parties completely and on time.

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Our project management team and review attorneys have the deep experience needed to make sure you find what you need and produce what’s required to all parties completely and on time.

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Our team has decades of experience providing expert-level, customized, repeatable, and cost-effective solutions. We have a complete end-to-end chain of custody process, in which we document every step of every process, ensuring defensibility.

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Purpose Legal’s consulting team designs and implements unique TAR workflows for predictive coding, email threading, near-duplicate identification, clustering, and categorization to drastically reduce document review time and spend.

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We begin every project with a planning meeting and ensure cost containment by using scoping and data minimization techniques to defensibly reduce the population for review and production. The account management team stays involved throughout the course of the project, providing weekly cost-to-date reports to main points of contact.

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We believe in identifying your desired outcome and matching you with the technology that best achieves your goals. Our suite of platforms is as diverse as the challenges you face. Our technology-prescriptive method allows us to consult and guide you toward the solutions that fit your unique needs, not the other way around.

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From the latest in collection technology to hybrid managed services, we tailor our offerings to your in-house needs. Experience the freedom of choice, supported by professionals who know how to extract maximum value from each solution.
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We have no agenda. We have joined forces with our vetted partners to provide the best solutions for YOU, and we love them. But we don’t have any agenda to make you use their products. We look at each project holistically, and more importantly, we get to learn your goals and needs. That helps us build you a PERSONALIZED, prescriptive workflow.

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Everyone says that, we know. And every company has talented people, no doubt. We only hire dedicated people. Ambitious people. Helpful people. Honest people. GOOD people. Ask someone in the industry if they know someone from our leadership team. Not only will they likely know and have worked with these people, but they will tell you how kind, honest, and hardworking they are. Their reputations precede them. Our amazing crew attracts more of the same, and it overflows into every project we work on. We offer each other new perspectives, helping hands, laughs, and encouragement, and a happy team makes for better service, more innovative workflows, and stronger outcomes. We are here for each other, better poising us to be there for you.

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Being nimble and responsive allows us to adapt swiftly to the evolving needs of our clients, ensuring that we can provide tailored solutions with speed and efficiency. Our dedication to responsiveness means that our clients benefit from immediate support and customized advice, reinforcing trust and facilitating smoother projects.

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We are steadfast believers that a diverse workforce is a competitive advantage. It leads to innovative solutions and ideas while boosting morale and productivity. When employees from different backgrounds and perspectives come together, they create a robust and versatile team. It’s not just about ticking a box; it’s about ensuring the best in terms of talent acquisition, retention, and performance.

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At Purpose Legal, the road to creating a purposeful corporate culture is paved with strategic planning. From garnering internal buy-in to ensuring candidate and client engagement, our focus is unwavering. We believe in the power of metrics to guide our strategies, always ensuring our diversity goals align with our broader company objectives.

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All Purpose Legal employees are background checked and security vetted before being able to work on client projects.

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