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Lumos Analytics Inc Litigation 12 docs · open →

Document types detected

Analysis / memo4

Correspondence2

Other2

Contract / agreement2

Engagement letter1

Pleading / procedure1

Parties across the matter

Burch LLPCovered IncEXECUTIVE SUMMARY Lumos Analytics IncGeneral Counsel Lumos Analytics IncHARKNESS LLPHarkness LLPLumos Analytics IncOF PINNACLE FINANCIAL HOLDINGS LLCPINNACLE FINANCIAL HOLDINGS LLCPinnacle Financial Holdings LLCPurposes Only Lumos Analytics IncSentinel Uptime Services IncVelthorn Risk Advisors LLC

Chronology

2026-01-14 · msa-amendment-no-1.docx

… l Term" means the period commencing on January 15, 2024 and ending on January 14, 2026, inclusive, being a period of two (2) years. (c) "Amended Exhibit C" means Exhibit C to t …

2026-01-14 · settlement-agreement-and-mutual-release.docx

… enewal term of the MSA commencing on January 15, 2024 and expiring on January 14, 2026, as established by MSA Amendment No. 1. (g) "Service Credits" or "Settlement Credits" mea …

2026-01-14 · settlement-term-sheet.docx

… (the "Renewal Term"), commencing on January 15, 2024 and expiring on January 14, 2026. The Renewal Term shall constitute a continuation of the contractual relationship establi …

2024-04-15 · settlement-agreement-and-mutual-release.docx

… . The first such quarterly review meeting shall be held no later than April 15, 2024. The format (in person or by videoconference) and specific scheduling of such meetings sh …

2024-04-15 · settlement-term-sheet.docx

… 250 credit applied; and (d) Month 4 invoice (billing period beginning April 15, 2024): $121,250 credit applied. The aggregate of such credits equals Four Hundred Eighty-Five …

2024-03-15 · settlement-term-sheet.docx

… 121,250 credit applied; (c) Month 3 invoice (billing period beginning March 15, 2024): $121,250 credit applied; and (d) Month 4 invoice (billing period beginning April 15, 20 …

2024-02-15 · settlement-term-sheet.docx

… 121,250 credit applied; (b) Month 2 invoice (billing period beginning February 15, 2024): $121,250 credit applied; (c) Month 3 invoice (billing period beginning March 15, 2024): …

2024-02-05 · settlement-term-sheet.docx

… days after the commencement of the Renewal Term (i.e., no later than February 5, 2024, subject to adjustment for weekends and holidays). 3.3 Quarterly SLA Review Meetings The …

2024-01-15 · msa-amendment-no-1.docx

… irst written above. (b) "Renewal Term" means the period commencing on January 15, 2024 and ending on January 14, 2026, inclusive, being a period of two (2) years. (c) "Amended …

2024-01-15 · settlement-agreement-and-mutual-release.docx

… enewal Term" means the two-year renewal term of the MSA commencing on January 15, 2024 and expiring on January 14, 2026, as established by MSA Amendment No. 1. (g) "Service Cre …

2024-01-15 · settlement-term-sheet.docx

… on the following dates: (a) Month 1 invoice (billing period beginning January 15, 2024): $121,250 credit applied; (b) Month 2 invoice (billing period beginning February 15, 202 …

2024-01-14 · response-to-demand-letter.docx

… three (3) years, commencing on January 15, 2021, and running through January 14, 2024. During this initial term, Pinnacle agreed to pay an annual subscription fee of One Milli …

2024-01-14 · insurance-tender-letter.docx

… or a three-year initial term commencing January 15, 2021 and expiring January 14, 2024, subject to renewal provisions set forth in Section 2.2 of the MSA. Fees. The annual subs …

2024-01-14 · contractual-limitations-memo.docx

… has an initial three-year term running from January 15, 2021 through January 14, 2024. The annual subscription fee is $1,440,000, yielding a total contract value of $4,320,000 …

2024-01-14 · matter-closing-memorandum.docx

… an initial three-year term commencing January 15, 2021, and expiring January 14, 2024, subject to renewal upon mutual written agreement of the parties. Fees. The annual subscr …

2024-01-14 · preliminary-case-assessment-memo.docx

… l term of three years, commencing on January 15, 2021 and expiring on January 14, 2024. Under MSA §4.1, the annual subscription fee is $1,440,000, payable in equal monthly inst …

2024-01-14 · uptime-data-analysis-memo.docx

… an initial term of three years, running from January 15, 2021 through January 14, 2024. Under Section 5.1 of the MSA, the annual subscription fee is $1,440,000, payable in equa …

2024-01-14 · mediation-brief.docx

… commercial relationship. The MSA's initial three-year term expires on January 14, 2024, and renewal discussions are already underway. Lumos seeks a commercially reasonable reso …

2024-01-14 · msa-amendment-no-1.docx

… hree-year initial term commencing on January 15, 2021 and expiring on January 14, 2024 (the "Initial Term"), subject to the renewal and termination provisions set forth therein …

2024-01-14 · settlement-agreement-and-mutual-release.docx

… hree-year initial term commencing on January 15, 2021 and expiring on January 14, 2024, at an annual subscription fee of One Million Four Hundred Forty Thousand Dollars ($1,440 …

2024-01-14 · settlement-term-sheet.docx

… hree-year initial term commencing on January 15, 2021 and expiring on January 14, 2024; WHEREAS, Pinnacle has asserted claims arising from four (4) service incidents identified …

2023-12-08 · matter-closing-memorandum.docx

… San Francisco, California 94111 INTERNAL MEMORANDUM — MATTER CLOSING December 8, 2023 TO: Linda Osei, Responsible Partner; Priya Anand, Billing Partner FROM: Simone Laroche, L …

2023-12-08 · msa-amendment-no-1.docx

… IAL HOLDINGS LLC a Delaware limited liability company Effective as of December 8, 2023 Reference Agreement: Master Services Agreement dated January 15, 2021 Agreement No. MSA-P …

2023-12-08 · settlement-agreement-and-mutual-release.docx

… Agreement and Mutual Release (this "Agreement") is entered into as of December 8, 2023 (the "Effective Date"), by and between: Lumos Analytics Inc., a corporation organized and …

2023-11-14 · matter-closing-memorandum.docx

… a 94104. Judge Tannenbaum presided over the mediation session held on November 14, 2023. III. BACKGROUND AND FACTUAL SUMMARY A. The Master Services Agreement The MSA between Lum …

2023-11-14 · mediation-brief.docx

… ENTIAL MEDIATION STATEMENT OF LUMOS ANALYTICS INC. Date of Mediation: November 14, 2023 Prepared by: Calderwood & Harkness LLP 101 California Street, Suite 3200 San Francisco, C …

2023-11-14 · settlement-agreement-and-mutual-release.docx

… ceedings, the Parties participated in a full-day mediation session on November 14, 2023 before the Honorable Robert K. Tannenbaum (Ret.) at the Bay Area Dispute Resolution Cente …

2023-11-14 · settlement-term-sheet.docx

… urposes Only Lumos Analytics Inc. and Pinnacle Financial Holdings LLC November 14, 2023 Circulated following mediation conducted on November 14, 2023, before Hon. Robert K. Tann …

2023-07-01 · engagement-letter-lumos.docx

… by the Client, are as follows: • Policy Period: July 1, 2022 through July 1, 2023 • Per-Occurrence Limit: $5,000,000 • Aggregate Limit: $10,000,000 • Self-Insured Reten …

2023-07-01 · insurance-tender-letter.docx

… cs Inc. Policy No.: MSI-TECH-2022-07841 Policy Period: July 1, 2022 – July 1, 2023 Claim: Pinnacle Financial Holdings LLC Breach-of-Contract / SLA Credit Dispute Calderwood …

2023-06-20 · contractual-limitations-memo.docx

… nsel, Lumos Analytics Inc. FROM: Simone Laroche, Lead Associate DATE: June 20, 2023 RE: Contractual Limitations Defenses — Pinnacle Financial Holdings LLC SLA Credit Dispute …

2023-06-12 · response-to-demand-letter.docx

… : (415) 773-6000 Facsimile: (415) 773-6001 www.calderwoodharkness.com June 12, 2023 VIA EMAIL AND Sundial Data Systems Katherine "Kate" Hargrove, Esq. Hargrove, Tillman & Bu …

2023-06-12 · uptime-data-analysis-memo.docx

… ss LLP FROM: Jeffrey Park, Associate, Calderwood & Harkness LLP DATE: June 12, 2023 RE: Uptime Data Analysis — Sentinel Uptime Services Telemetry vs. Pinnacle Financial Hold …

2023-05-30 · preliminary-case-assessment-memo.docx

… of Calderwood & Harkness LLP. PRELIMINARY CASE ASSESSMENT MEMORANDUM May 30, 2023 MEMORANDUM TO: Adriana Voss, General Counsel, Lumos Analytics Inc. FROM: Linda Osei, Part …

2023-05-18 · insurance-tender-letter.docx

… : (415) 391-7200 Facsimile: (415) 391-7201 www.calderwoodharkness.com May 18, 2023 VIA EMAIL AND CERTIFIED MAIL, RETURN RECEIPT REQUESTED Patricia Engel Senior Claims Exami …

2023-05-18 · preliminary-case-assessment-memo.docx

… he Pinnacle relationship, the four identified incidents, and the MSA. May 18, 2023: The Pinnacle claim was tendered to Meridian Specialty Insurance Company ("Meridian") und …

2023-05-18 · uptime-data-analysis-memo.docx

… by Lumos's engineering team in response to our document request dated May 18, 2023: • Monthly availability reports for October 2022, November 2022, January 2023, and March …

2023-05-15 · engagement-letter-lumos.docx

… (415) 772-8000 | Facsimile: (415) 772-8001 www.calderwoodharkness.com May 15, 2023 Adriana Voss, Esq. General Counsel Lumos Analytics Inc. 580 Howard Street, Suite 400 San …

2023-05-15 · litigation-hold-memorandum.docx

… IENT COMMUNICATION — ATTORNEY WORK PRODUCT LITIGATION HOLD MEMORANDUM May 15, 2023 FROM: Simone Laroche, Lead Associate Calderwood & Harkness LLP 101 California Street, Sui …

2023-05-15 · matter-closing-memorandum.docx

… ntents I. EXECUTIVE SUMMARY Calderwood & Harkness LLP was retained on May 15, 2023, to defend Lumos Analytics Inc. ("Lumos" or the "Client") against a breach-of-contract cl …