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ABOUT IXIO LEGAL QSHIFT
Ixio Legal QShift is an innovative method of building your documents. QShift
allows you to build the first draft of any document by selecting from your Best
Practice clauses. Moreover, each Best Practice clause can identify (1) the
author of that clause, (2) the author's commentary on the clause, such as what
the clause is, and how it has been used before, and (3) the date the commentary
was made. By organizing your Best Practice clauses, QShift saves you time in
drafting documents - first drafts can now be created in less than 20% of the
time it used to take!
QShift also enables you to control your meta data. With the recent amendments to
the Federal Rules of Civil Procedure, electronic information, including meta
data, is now a required part of evidence. QShift does not include "harmful"
meta data that might be included in your documents that were created using the
traditional "Open File - Save As" method.
Pricing for QShift
QShift subscriptions come in two types:
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$99 per month for Author/Administrators: for QShift power users, Authors and
Administrators have access to the full set of features, including (1) building
documents from QShift models, (2) building QShift models themselves, and (3)
adding, removing, and managing your QShift users.
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$59 per month for Drafters: for users who are restricted to building and
drafting documents only.
For more than 20 users per account, please contact our sales department at
1.877.ASK.IXIO and choose Option 3, or simply email us at
sales@ixio.com for more information on volume discounts.
Professional Services for QShift
Ixio Professional Services offer comprehensive instructor led on-site as well as
on-line training solutions to ensure our customers are up and running quickly
and efficiently. We offer a variety of classes and on-line tutorials addressing
the needs of your entire organization. From the power user who will create and
edit the models for your library to the occasional drafter, we have the
solution to your training needs.
Training Programs
Model Editing/Document Drafting On-Site Training*
Our on-site training is extensive and delves into the editing of a model.
Attendees will receive a comprehensive user-friendly training manual as well as
a complete QShift model. Training will include:
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Extremely hands-on, practical exercises
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Demonstration and explanation of how QShift can increase efficiencies of daily
work flow and maximize the quality of the work product
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Time-saving shortcuts and valuable tips
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Familiar learning environment with group interaction and instructor feedback
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Complete instruction on editing and fine tuning of the trainees' firm's or
company's contract or other document that has already been QShifted into a
model (this applies only if previously agreed upon)
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Questions asked and answered on the spot
Duration: Approximately 8 hours classroom time (includes lunch and other breaks)
Pricing:
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For a class size up to five trainees, $1,250 plus travel-related expenses
(includes one instructor, but may request an additional instructor for an
additional $800 plus travel-related expenses)
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For a class size of six to ten trainees, add an additional $150 per trainee
plus an additional $800 for a second instructor
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For larger class sizes, please inquire for pricing
For class sizes of more than five trainees, we require the services of an
additional instructor. While one instructor guides the group through the
training materials, another instructor circulates throughout the classroom to
provide personalized attention and to answer questions from individual
trainees.
Product Code: MEDD-OnSiteTrain
*Follow-up technical support, such as e-mail and telephone support, is included
for those who attended the complete training session. Note that this training
does NOT include how to build a QShift model from scratch, it focuses on the
editing and fine-tuning of previously built QShift models.
Model Editing/Document Drafting On-Line Training**
If you prefer training via the Internet, Ixio Professional Services offers
on-line training for either one-on-one or one-on-two instruction. With real
time, web-based training, the trainee performs the exercises, while the
instructor guides, observes and provides feedback. When requested or as
appropriate, the instructor performs the exercises, or portions of the
exercises, for the trainee's observation, answering any questions the trainee
may have. Attendees will receive a comprehensive user-friendly training manual
as well as a complete QShift model. Web-based training by experienced
instructors, utilizing Microsoft's real time Live Meeting solution, includes:
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Extremely hands-on, practical exercises
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Demonstration and explanation of how QShift can increase efficiencies of daily
work flow and maximize the quality of the work product
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Time-saving shortcuts and valuable tips
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Familiar learning environment with group interaction and instructor feedback
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Complete instruction on editing and fine tuning of the trainees' firm's or
company's contract or other document that has already been QShifted into a
model (this applies only if previously agreed upon)
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Questions asked and answered on the spot
Duration: Approximately 8 hours classroom time (excludes lunch and other breaks)
Pricing:
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$1,000 for up to two trainees
Product Code: MEDD-OnLineTrain
**Follow-up technical support, such as e-mail and telephone support, is included
for those who attended the complete training session. Note that this training
does NOT include how to build a QShift model from scratch, it focuses on the
editing and fine-tuning of previously built QShift models.
Document Drafting On-Line Training
If you're a QShift user who will only be using existing models to draft
documents, this training is for you. Learn how you can quickly adapt your
current document drafting skills to QShift. You'll be amazed at how quickly you
can adapt to our user friendly environment. Instruction includes:
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Extremely hands-on, practical exercises
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Demonstration and explanation of how QShift can increase efficiencies of daily
work flow and maximize the quality of the work product
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Time-saving shortcuts and valuable tips
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Familiar learning environment with group interaction and instructor feedback
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Questions asked and answered on the spot
Duration: Approximately 2 hours of classroom time
Pricing:
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$350 for up to four students
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For a class size of five to eight trainees, add an additional $75 per trainee
Product Code: DD-OnLineTrain
Document Drafting On-Site Training (Recommended for Larger Groups 12+):
If you are a QShift user who will only be using existing models to draft
documents, this on-site training is for you. Learn how you can quickly adapt
your current document drafting skills to QShift. You'll be amazed at how
quickly you can adapt to our user friendly environment.
Instruction includes:
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Extremely hands-on, practical exercises
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Demonstration and explanation of how QShift can increase efficiencies of daily
work flow and maximize the quality of the work product
-
Time-saving shortcuts and valuable tips
-
Familiar learning environment with group interaction and instructor feedback
-
Questions asked and answered on the spot
Duration: Approximately 2 hours of classroom time per training session
Pricing:
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Cost: $1,000 per session of up to twelve students, plus travel-related expenses
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For class sizes of more than twelve trainees, add an additional $75 per trainee
Product Code: DD-OnSiteTrain
Model Building/Train the Trainer On-Site Training***
Our most extensive training package, users will be immersed in the world of
QShift, learning how to build a model from scratch. Each attendee will bring a
document with alternative clauses and commentary (such as instructions on when
to use a particular clause in a document) to the class that they want to turn
into a QShift model and our instructor will walk them through the entire
process, from start to finish, leaving no stone unturned. Training will
include:
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Extremely hands-on, practical exercises
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Demonstration and explanation of how QShift can increase efficiencies of daily
work flow and maximize the quality of the work product
-
Time-saving shortcuts and valuable tips
-
Familiar learning environment with group interaction and instructor feedback
-
Complete instruction on building, editing and fine tuning of the trainees'
firm's or company's contract or other document that has already been QShifted
into a model (this applies only if previously agreed upon)
-
Questions asked and answered on the spot
Duration: Approximately 8 hours of classroom time (excludes lunch and other
breaks)
Pricing:
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For a class size up to two trainees, $1,600 plus travel-related expenses
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For a class size of three to five trainees, add an additional $200 per trainee.
Product Code: MB/TT-OnSiteTrain
***Model Editing/Document Drafting is a prerequisite for this class.
Self Training****
For those customers who prefer self instruction, we offer complete on-line
tutorials as well as an extensive on-line knowledge base powered by RightNow
Technologies. With our self-guided tutorials, participants are able to move at
their own pace, on their own time. Our tutorials are comprehensive, clearly
written and available on the Internet 24/7 at www.ixio.com
under "Support".
Duration: Approximately 4-5 hours
Pricing:
****Follow-up technical support, such as e-mail and telephone support, is
available for a fee. Please inquire for pricing.
Supplemental Training Services
Supplemental training is available and Ixio Professional Services will tailor it
to meet your needs. Please inquire for pricing.
Model Building by Ixio
There are two methods you can utilize in order to get your QShift models built.
Either you may build your own using your own documents, or alternatively, you
can send your documents to us and Ixio Professional Services will do it for
you. If our team creates your models, your QShift Model Library will be built
that much faster and you'll be able to move more quickly to the document
drafting stage.
QShift Model Building Service includes:
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Construct Library Taxonomy
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Develop Nomenclature
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Format clause(s) with custom styles
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Format text within a clause(s) (e.g., underline, bold, italic)
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Customize customer styles and templates
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Create fields
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Create tables
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Create option containers for optional verbiage and clauses
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Include commentary provided by the customer (on the model level and/or on the
clause level)
Pricing:
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Estimated cost: $750 for an average 10 page document
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Note: The cost per QShift model will vary depending on the complexity and size
of the applicable MS Word contract or other document. Please contact our sales
department at 1.877.ASK.IXIO and choose Option 3 or simply email us at
sales@ixio.com for more information.
QShift Staged Implementation Program
As part of its comprehensive commitment to law firms and corporate legal
departments, Ixio offers its QShift Staged Implementation Program, which is
designed to improve the efficiency of your work flow, improve the quality of
your work product, and, as a result, improve your bottom line. The Staged
Implementation Program is based on a simple eight stage process. The first six
stages generally occur over a period of two to four weeks. If you are satisfied
with your QShift experience, we then move forward with further implementation
and expansion within your law firm or legal department. Here is how it works:
Stage 1: You identify the law firm practice group (e.g., corporate
finance, real estate, wealth planning) or corporate department (e.g., legal,
finance, employment, sales) and the QShift participants within your law firm or
company.
Stage 2: You e-mail us your desired contract or other document that you
use most often, or, alternatively, from which you plan to draft further
contracts or other documents in the near future (e.g., lease agreement,
independent contractor agreement). We ask that you select a contract or other
document that will contain transaction-specific information, necessitating
manual entry on the part of the drafter (e.g., names, addresses, dates, dollar
amounts), commentary, and optional provisions or "clauses." We ask that you
e-mail us any commentary or optional provisions that you would like included in
the QShift model.
Stage 3: We build a model or "template" from the e-mailed document once
you have pre-approved the associated cost. Once the model is built, we provide
you complementary one (1) hour training. Then your firm or company uses that
model to draft each new document of that type.
Stage 4: You select your desired training method. (Please refer to
QShift Training Programs for training alternatives.)
Stage 5: You draft documents using the model in QShift and revise the
model as needed or desired.
Stage 6: You assess your satisfaction with, and provide us feedback on,
the QShift Staged Implementation Program.
>> QShift Staged Implementation Program™ Deemed Successful
<<
Stage 7: We invoice you for the balance of the agreed upon cost for
building the model.
Stage 8: We collectively plan further implementation and expansion of
QShift within your law firm or company.
To get further details or schedule your firm or company for implementation,
simply call us at 1.877.ASK.IXIO or email sales@ixio.com.
We look forward to working with you.
| ABOUT IXIO LEGAL BUSINESS INTELLIGENCE CONSULTING |
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Ixio provides professional consulting services for your legal document workflow
process, called Legal Business Intelligence Process Design. We have assembled
several document-related processes and tools into a Best Practices legal
document workflow. This workflow also endorses the movement towards the
standardization of corporate legal processes.
Our Legal Business Intelligence Process Design focuses on non-litigation legal
document workflow in corporate legal departments. We can provide your
organization with a Best Practice workflow for both transaction-based (e.g.,
sales, procurement, human resources, real estate, operations, and others) and
policy-based (e.g., human relations, corporate governance, and government
regulations) documents. Through interviews and on-site assessments, we can help
you identify your current legal document workflow process. We then will provide
you with an analysis of the differences, or gaps, between your current legal
document workflow process and best practices, using the following control
points:
Our analysis includes recommendations on currently available products and
services that can help you "mistake-proof" the control points in your process.
Finally, when you implement these recommendations, we can help you integrate
these products and services in your department.
Pricing:
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$17,500 fixed consulting fee plus expenses
To get further details or schedule your firm or company for legal workflow
consultating, simply call us at 1.877.ASK.IXIO or email
sales@ixio.com. We look forward to working with you.
| ABOUT IXIO LEGAL OEM |
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For our Ixio Legal OEM partner programs, QShift can be customized to fit your
needs. We have two options available for you: private labeling and customized
adaptations.
Private Label
Corporate legal departments who want more people to build documents now can do
so with a custom look and feel! With an OEM version of QShift you can create
your own look and feel of QShift to fit your company's image using your own
language, color, and schematics. By allowing others to easily draft their
needed legal contracts from your customized forms, it will help you and your
clients to meet deadlines each time. If you want your contracts administrators
or sales executives to build documents, you can have your own customized
identity. Or, if you want to create your own storefront to sell your content,
you can incorporate your company's existing brands and website designs.
Pricing:
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$35,327 for the private label fee
Customization
We can adapt Ixio Legal QShift to your custom legal document work flow styles.
In order for us to do so, we first require a Joint Application Development
(JAD) session with us. We use the JAD session to identify your current legal
document work flow process, and to provide an analysis of how your current work
flow process varies from Best Practices. We also make recommendations of how to
integrate legal technology tools (not limited solely to Ixio Legal QShift) to
improve portions of your current work flow process. For more information,
please see our Legal Business Intelligence Process Design services.
Pricing:
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$15,000 for the Joint Application Development Session
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Customization Fee: as mutually agreed to
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Note: Rates for Ixio Professional Services vary from $150 to $250 per hour.
Managed Hosting Services
For our customers who desire to own their hardware and database, Ixio Legal
provides managed hosting services. You provide your own hardware and system
software (configured to our standard specifications), and Ixio Legal provides
the rest, including network services and ongoing 24x7 management, a single
point of contact for all infrastructure components, and a fault-tolerant,
secure enterprise-class data center environment.
Pricing:
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$7,000 per month for a standard Ixio Legal QShift configuration servicing up to
4,500 drafter only users
To get further details or schedule your firm or company for OEM Partner
Programs, simply call us at 1.877.ASK.IXIO or email
sales@ixio.com. We look forward to working with you.
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