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Smart scan / 1042-00003
Whitmore & Falk LLP
Litigation
Document types detected
Analysis / memo4
Correspondence3
Contract / agreement3
Invoice / billing1
Engagement letter1
Parties across the matter
Brightfield Cloud Services IncCounsel Brightfield Cloud Services IncCrestline Patent Analytics LLCFalk LLPHARKNESS LLPHarkness LLPNexilis Innovations LtdOfficer Brightfield Cloud Services Inc
Chronology
2025-06-19 · matter-closing-letter.docx
… s from the effective date of the NDA — that is, through and including June 19, 2025. During this period, Brightfield and its personnel, agents, and representatives must cont …
2025-06-19 · mutual-nda-bcs-nexilis.docx
… of two (2) years from the Effective Date (i.e., through and including June 19, 2025), unless earlier terminated in accordance with Section 6.2. During the term of this Agree …
2023-09-15 · final-invoice-fee-summary.xlsx
… [sheet: Invoice Summary] Field | Value Invoice Date | September 15, 2023 Invoice Number | INV-2023-10347-FINAL From | Calderwood & Harkness LLP From Address | 700 …
2023-09-15 · matter-closing-letter.docx
… ity Avenue, Suite 800, Palo Alto, CA 94301 www.calderwoodharkness.com September 15, 2023 Via Email and U.S. Mail Daniel Oshiro, Esq. General Counsel Brightfield Cloud Services In …
2023-09-14 · board-update-memo.docx
… all between the parties and their respective counsel is scheduled for September 14, 2023. Calderwood & Harkness recommends that Brightfield enter that call prepared to terminate …
2023-09-14 · final-invoice-fee-summary.xlsx
… ter closure procedures; prepare document index for work product files 2023-09-14 | Catherine Bloom | $1,150.00 | 3 | $3,450.00 | Participate in final negotiation call wit …
2023-09-14 · matter-closing-letter.docx
… atter. As you are aware, following the final negotiation call held on September 14, 2023, the parties reached an impasse on the permissible scope of the field-of-use restrictions …
2023-09-14 · email-rejection-response-next-steps.eml
… LP to schedule a final principal-level negotiation call for Thursday, September 14, 2023, at 2:00 PM ET. I am waiting on her confirmation but expect to hear back today. On the Br …
2023-09-13 · board-update-memo.docx
… TIAL ATTORNEY-CLIENT COMMUNICATION — ATTORNEY WORK PRODUCT MEMORANDUM September 13, 2023 FROM: Catherine Bloom, Partner, intellectual Property Calderwood & Harkness LLP 700 Louis …
2023-09-13 · final-invoice-fee-summary.xlsx
… alking points for September 14 negotiation call; update matter status 2023-09-13 | Catherine Bloom | $1,150.00 | 3.5 | $4,025.00 | Draft Board Update Memorandum to P. Cha …
2023-09-12 · final-invoice-fee-summary.xlsx
… ction; draft strategy outline for September 14 final negotiation call 2023-09-12 | Catherine Bloom | $1,150.00 | 2.5 | $2,875.00 | Email correspondence with D. Oshiro re: …
2023-09-11 · email-rejection-response-next-steps.eml
… ne Bloom ; Lisa Redmond ; Alan Ngo ; Omar Siddiqui Date: Monday, September 11, 2023 4:42 PM CDT Subject: RE: Nexilis Rejection of Tiered-Unlock Proposal — Next Steps Wendy, …
2023-09-10 · board-update-memo.docx
… on to $10,000,000). This proposal was formally rejected by Nexilis on September 10, 2023. Nexilis cited existing exclusivity commitments to portfolio companies of its lead invest …
2023-09-10 · final-invoice-fee-summary.xlsx
… h comparable tiered licensing structures; assist with proposal letter 2023-09-10 | Wendy Schultz | $725.00 | 3 | $2,175.00 | Receive and analyze Nexilis formal rejection …
2023-09-10 · matter-closing-letter.docx
… hese efforts, Nexilis formally rejected the tiered-unlock proposal on September 10, 2023, through a written communication from its outside counsel, Whitmore & Falk LLP. In its re …
2023-09-10 · email-rejection-response-next-steps.eml
… nd Cc: Catherine Bloom ; Alan Ngo ; Omar Siddiqui Date: Sunday, September 10, 2023 6:23 PM CDT Subject: Nexilis Rejection of Tiered-Unlock Proposal — Next Steps PRIVILEGED …
2023-09-05 · board-update-memo.docx
… ightfield submitted a tiered-unlock compromise proposal to Nexilis on September 5, 2023, which would have provided a base license for the financial services and healthcare verti …
2023-09-05 · final-invoice-fee-summary.xlsx
… OU term sheet exchange; discuss commercial implications with C. Bloom 2023-09-05 | Catherine Bloom | $1,150.00 | 4 | $4,600.00 | Draft Tiered-Unlock Proposal Letter ($5.2 …
2023-09-05 · matter-closing-letter.docx
… this gap, Brightfield advanced a tiered-unlock compromise proposal on September 5, 2023, under which Brightfield would pay a base license fee of $5,200,000 for the right to depl …
2023-09-05 · email-rejection-response-next-steps.eml
… onse to Brightfield's tiered-unlock proposal (which we transmitted on September 5, 2023) this afternoon. Unfortunately, Nexilis has rejected the proposal. Below is a summary of …
2023-09-05 · tiered-unlock-proposal-letter.docx
… ct Dial: (713) 458-7244 Writer's Email: cbloom@calderwoodharkness.com September 5, 2023 VIA EMAIL AND OVERNIGHT COURIER Joanna Whitmore, Esq. Managing Partner Whitmore & Falk LL …
2023-08-28 · field-of-use-issues-memo.docx
… icensing provisions. The parties exchanged FOU-focused term sheets on August 28, 2023, and the issue remains unresolved. Four specific open points within the FOU dispute frame …
2023-08-28 · final-invoice-fee-summary.xlsx
… law on patent license field-of-use enforceability for FOU Issues Memo 2023-08-28 | Catherine Bloom | $1,150.00 | 3 | $3,450.00 | Review parties' exchanged FOU term sheets …
2023-08-28 · matter-closing-letter.docx
… nt that Brightfield's deployment exceeded certain revenue thresholds. August 28, 2023: The parties exchanged competing field-of-use term sheets in an effort to isolate and res …
2023-08-28 · tiered-unlock-proposal-letter.docx
… the outstanding open issues, including the field-of-use scope. • On August 28, 2023, the parties exchanged respective field-of-use term sheets in an effort to resolve the pr …
2023-08-22 · field-of-use-issues-memo.docx
… sclosure may constitute a waiver of applicable privileges. MEMORANDUM August 22, 2023 FROM: Catherine Bloom, Partner, and Wendy Schultz, Senior Associate — Calderwood & Harkne …
2023-08-22 · final-invoice-fee-summary.xlsx
… with C. Bloom on expanded FOU strategy and fee structure preservation 2023-08-22 | Catherine Bloom | $1,150.00 | 5 | $5,750.00 | Draft Field-of-Use Issues Memorandum anal …
2023-08-14 · field-of-use-issues-memo.docx
… C codes 8000 through 8099. Calderwood & Harkness delivered Draft 3 on August 14, 2023, reverting to the expanded FOU language and including compromise sublicensing provisions. …
2023-08-14 · final-invoice-fee-summary.xlsx
… 0 | Draft revised termination and audit-rights provisions for Draft 3 2023-08-14 | Catherine Bloom | $1,150.00 | 4.5 | $5,175.00 | Finalize and review Draft 3 of License …
2023-08-14 · matter-closing-letter.docx
… itioned upon Brightfield's acceptance of the restricted field of use. August 14, 2023: Calderwood & Harkness, following extensive consultation with the Brightfield team, deliv …
2023-08-14 · tiered-unlock-proposal-letter.docx
… sions, a material narrowing of the proposed field-of-use grant. • On August 14, 2023, we delivered Brightfield's revised Technology License Agreement ("Draft 3"), which respo …
2023-08-14 · license-agreement-draft-3.docx
… TO FURTHER NEGOTIATION TECHNOLOGY LICENSE AGREEMENT Draft 3 — Revised August 14, 2023 Prepared by Calderwood & Harkness LLP on behalf of Brightfield Cloud Services Inc. Delive …
2023-08-10 · final-invoice-fee-summary.xlsx
… of-use restrictions; assist with revised IP indemnification structure 2023-08-10 | Wendy Schultz | $725.00 | 6.5 | $4,712.50 | Continue drafting License Agreement Draft 3 …
2023-08-07 · final-invoice-fee-summary.xlsx
… advise on sublicensing limitations and IP indemnification cap issues 2023-08-07 | Wendy Schultz | $725.00 | 7 | $5,075.00 | Begin preparing revised License Agreement (Dr …
2023-08-02 · final-invoice-fee-summary.xlsx
… care verticals; analyze FOU impact on Brightfield addressable revenue 2023-08-02 | Wendy Schultz | $725.00 | 5.5 | $3,987.50 | Draft Redline Comparison and Analysis Memor …
2023-08-02 · redline-analysis-memo-draft-2.docx
… TIAL ATTORNEY-CLIENT COMMUNICATION — ATTORNEY WORK PRODUCT MEMORANDUM August 2, 2023 FROM: Wendy Schultz, Senior Associate, intellectual Property Calderwood & Harkness LLP TO …
2023-07-31 · board-update-memo.docx
… escrow, maintenance and support obligations, and termination rights. July 31, 2023 — Whitmore & Falk returned a comprehensive redline of the License Agreement ("Draft 2") r …
2023-07-31 · field-of-use-issues-memo.docx
… d as "all enterprise SaaS verticals without industry restriction." On July 31, 2023, Whitmore & Falk returned Draft 2 in redline form, which contained materially narrowed FO …
2023-07-31 · final-invoice-fee-summary.xlsx
… ; provide comments on IP licensing and technology transfer provisions 2023-07-31 | Wendy Schultz | $725.00 | 6 | $4,350.00 | Receive and review Whitmore & Falk redline (D …
2023-07-31 · matter-closing-letter.docx
… emnification, limitation of liability, audit rights, and termination. July 31, 2023: Whitmore & Falk returned a redline of the License Agreement (Draft 2), which introduced …