Practice areas.

Our services.

We provide managed services for legal departments to help them achieve greater efficiency and productivity.

COMMERCIAL CONTRACTS

services for legal departments, commercial contracts

LEGAL ENTITY MANAGEMENT

services for legal departments, legal entity management

FINANCIAL SERVICES

services for legal departments, financial services

RESEARCH & COMPLIANCE

commercial contracts, legal entity management, research & compliance, financial services, in-house legal departments

Our services.

Kalexius provides tailored solutions for in-house legal departments to help them achieve greater efficiency and productivity.

COMMERCIAL CONTRACTS

services for legal departments, commercial contracts

LEGAL ENTITY MANAGEMENT

services for legal departments, legal entity management

FINANCIAL SERVICES

services for legal departments, financial services

RESEARCH & COMPLIANCE

commercial contracts, legal entity management, research & compliance, financial services, in-house legal departments

Commercial contracts

We assist corporations in drafting, negotiating and managing contracts in a variety of scenarios and across different industries. Our teams support in-house legal departments in the following ways:

  • We outsource business as usual activities such as higher volume contract types which are transactional/lower value;
  • We take ownership of high volume re-papering and remediation projects;
  • We administer large volumes of data in relation to an organization’s contracts.

Kalexius helps reduce the pressure on in-house legal departments from a workload perspective thanks to tailored solutions. We deliver high-qualitiy work in a more cost-effective fashion than instructing law firms.

We offer these services to in-house legal departments across both sales side and procurement side contracts.

Kalexius offers full contract lifecycle management where this is required by a client.

Case studies

Cost-effective strategy for contract negotiation.
How we did it
Repapering 2000+ vendor agreements to reflect corporate changes.
How we did it

Your contact

managed legal services, in-house legal departments, financial services, commercial contracts
Nathalie Lambert

PRACTICE HEAD

NLA   NLA   NLA

Related content

Commercial contracts

We assist corporations in drafting, negotiating and managing contracts in a variety of scenarios and across different industries. Our teams support in-house legal functions in the following ways:

  • We outsource business as usual activities such as higher volume contract types which are transactional/lower value;
  • We take ownership of high volume re-papering and remediation projects;
  • We administer large volumes of data in relation to an organization’s contracts.

Kalexius helps to reduce the pressure on the in-house function from a workload perspective and is more cost-effective than instructing law firms.

We offer these services across both sales side and procurement side contracts.

Kalexius offers full contract lifecycle management where this is required by a client.

Case studies

Cost-effective strategy for contract negotiation.
How we did it
Repapering 2000+ vendor agreements to reflect corporate changes.
How we did it

Your contact

managed legal services, in-house legal departments, financial services, commercial contracts
Nathalie Lambert

PRACTICE HEAD

NLA   NLA   NLA

Related content

Legal entity management

Kalexius is a global leader in legal entity management and corporate secretarial services.

Corporate compliance concepts vary greatly across the world — Kalexius is unique in its ability to integrate entity management globally.

Our experts manage legal entity portfolios on behalf of company secretaries, in-house lawyers and law firms for a fixed fee. They ensure that entities remain in good standing at all times and implement changes to corporate structures on an on-going basis.

  • We rely on three regional hubs in the US, Switzerland and Mauritius as well as a network of local partners in virtually every jurisdiction worldwide.
  • We cover document drafting, retrieval and filing, leveraging our extensive local knowledge and project management capabilities.
  • We can work with any technology already in place or alternatively we can offer our proprietary KLX Corporate® technology to help clients monitor compliance projects at all times.

Our clients include large multinational corporations, SMEs and law firms. They all benefit from greater peace of mind for the treatment of their corporate entities, immediate and up-to-date access to their subsidiary information as well as increased scalability and cost savings.

Case studies

Design and implementation of an entity management strategy for a rapidly growing company.
How we did it
Corporate secretarial services for a US-based international mining company.
How we did it

Your contact

services for legal departments, legal entity management, research & compliance
Pauline Zimmermann

PRACTICE HEAD

NLA   NLA   NLA

Related content

Legal entity management

Our teams of international experts handle the day-to-day management of corporate legal entities and ensure that they remain in good standing at all times.

 

They provide internal clients with a single point of contact for all corporate compliance matters globally and implement changes to their corporate structures on an on-going basis.

 

Our global network of correspondents helps us keep track of corporate compliance requirements in virtually all jurisdictions, with a particular focus on emerging markets. They assist us in implementing these requirements in relation to our clients’ entities, including in making necessary filings with local authorities in a timely manner.

 

Our teams also rely on optimized workflows, project dashboards and quality assurance plans to deliver fast and reliable outcomes to stakeholders.

 

Our clients benefit from greater consistency in the treatment of their corporate portfolio, immediate and up-to-date access to their subsidiary information as well as increased scalability and cost savings.

  • Legal entity management, including annual compliance services and routine changes;
  • Corporate health checks
  • Corporate secretarial project management
  • Projects e.g. legal entity rationalization
  • Board support services

Case studies

Design and implementation of an entity management strategy for a rapidly growing company.
How we did it

Your contact

services for legal departments, legal entity management, research & compliance
Pauline Zimmermann

PRACTICE HEAD

NLA   NLA   NLA

Related content

Financial services

Our teams of lawyers and consultants have developed integrated solutions that support market participants in relation to both BAU work and project work.

Our clients include all types of institutions, from major banks to asset managers and insurance companies.

We help clients navigate the new regulatory environment and address the aggressive timescales and sheer volume of work required to comply with the new regulations (IBOR, MIFID II, EMIR, etc.) by providing end-to-end negotiation and project management support for repapering and remediation.

In relation to BAU work, we can deploy managed teams onsite and offsite. We implement our best shoring strategy to reduce costs and deliver high-quality, flexible services from our various locations.

We rely on a unique blend of senior legal expertise and first-class onshore and offshore delivery capabilities as well as cutting-edge IT and project management expertise to deliver our services to in-house legal departments.

In addition to a varied capital markets expertise, we have in-depth experience in relation to master agreements (ISDA, FBF, DRV, GMSLA, GMRA and EMA).

Case studies

Renegotiating and executing 1000 contracts within a short deadline.
How we did it
Taking on the contract negotiation team of a global investment bank.
How we did it

Your contact

managed legal services, in-house legal departments, financial services, commercial contracts
Nathalie Lambert

PRACTICE HEAD

NLA   NLA   NLA

Related content

Financial services

Our teams of lawyers and consultants have developed integrated solutions that support market participants in relation to both BAU work and project work.

 

Our clients include all types of institutions, from major banks to asset managers and insurance companies.

 

We help clients navigate the new regulatory environment and address the aggressive timescales and sheer volume of work required to comply with the new regulations (IBOR, MIFID II, EMIR, etc.) by providing end-to-end negotiation and project management support for repapering and remediation.

 

In relation to BAU work, we can deploy managed teams onsite and offsite. We implement our best shoring strategy to reduce costs and deliver high-quality, flexible services from our various locations.

 

We rely on a unique blend of senior legal expertise and first-class onshore and offshore delivery capabilities as well as cutting-edge IT and project management expertise to deliver our services.

 

In addition to a varied capital markets expertise, we have in-depth experience in relation to master agreements (ISDA, FBF, DRV, GMSLA, GMRA and EMA).

Case studies

Renegotiating and executing 1000 contracts within a short deadline.
How we did it
Taking on the contract negotiation team of a global investment bank.
How we did it

Your contact

managed legal services, in-house legal departments, financial services, commercial contracts
Nathalie Lambert

PRACTICE HEAD

NLA   NLA   NLA

Related content

Research & compliance

The regulatory burden on companies keeps increasing and in-house legal departments often struggle to keep up. Kalexius offers two types of services to legal departments:

  • We provide operational support for high volume work – for example subject access requests or re-papering following changes in the regulatory environment;
  • We provide niche legal research services to maintain the latest risk position across multiple jurisdictions globally.

We rely on our on-shore and off-shore lawyers to conduct legal research in a wide range of industries and jurisdictions across the globe. A trusted network of partner firms worldwide is used to provide local law advice and transactional support when needed.

With lawyers qualified in several jurisdictions, and speaking diverse languages, our teams have a strong sense of the international legal framework. We cover a broad range of regulatory and compliance requirements.

Data protection (CIPP certified lawyers in the US and Europe) and financial services are areas where we have high levels of expertise across both high volume and legal research work.

We also undertake compliance work in the intellectual property space including trademark and domain name infringement.

We are experienced in outsourcing existing in-house legal research teams in order to provide savings and improve quality.

Case studies

Optimizing ongoing legal research for a Fortune 500 company.
How we did it
Implementing a GDPR compliance program.
How we did it

Your contact

services for legal departments, legal entity management, research & compliance
Pauline Zimmermann

PRACTICE HEAD

NLA   NLA   NLA

Related content

Research & compliance

The regulatory burden on companies keeps increasing and in-house teams often struggle to keep up. Kalexius assists corporates in two ways:

 

  • We provide operational support for high volume work – for example subject access requests or re-papering following changes in the regulatory environment;
  • We provide niche legal research services to maintain the latest risk position across multiple jurisdictions globally.

 

We rely on our on-shore and off-shore lawyers to conduct legal research in a wide range of industries and jurisdictions across the globe. A trusted network of partner firms worldwide is used to provide local law advice and transactional support when needed.

 

With lawyers qualified in several jurisdictions, and speaking diverse languages, our teams have a strong sense of the international legal framework. We cover a broad range of regulatory and compliance requirements.

 

Data protection (CIPP certified lawyers in the US and Europe) and financial services are areas where we have high levels of expertise across both high volume and legal research work.

 

We also undertake compliance work in the intellectual property space including trademark and domain name infringement.

 

We are experienced in outsourcing existing in-house legal research teams in order to provide savings and improve quality.

Case studies

Optimizing ongoing legal research for a Fortune 500 company.
How we did it
Implementing a GDPR compliance program.
How we did it

Your contact

services for legal departments, legal entity management, research & compliance
Pauline Zimmermann

PRACTICE HEAD

NLA   NLA   NLA

Related content

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Cost-effective strategy for contract negotiation

ISSUE

  • The client, a major player in the agri-food industry, was looking for extra resources to negotiate its sell and buy-side terms and conditions. Because the work was seasonal (October through May), hiring in-house made no sense. The work was being done by the existing in-house team who struggled to get the contracts ready in time and the business was unhappy about the lengthy contractual process.

SOLUTION

  • Kalexius set up an offshore contract negotiation team supervised by an onshore lawyer. The solution is supported by an online contracts platform where the client uploads incoming agreements, tracks their progress and downloads the final versions.

OUTCOME

  • We created metrics and made the contract negotiation cycle measurable, cost-effective and reliable, taking pressure off the client's shoulders.

KEY FACTORS

  • Kalexius drafted precise playbooks and training materials to enable the offshore team to manage most of the negotiation process. The offshore team gained enough experience to manage the process with minimal supervision by onshore lawyers.
  • Through the online contracts platform, the client can visualize progress of all ongoing negotiations and intervene to change priorities or give additional instructions for specific counterparties.
  • Kalexius’ quality control program ensures consistent and reliable outcomes from year to year, while continuous improvement efforts have allowed the team to reduce contract cycle time further every year.

Quick repapering of 2000+ vendor agreements to reflect changes in a corporate structure.

ISSUE

  • The client needed to repaper 2000+ vendor agreements within a short period of time to reflect changes in its corporate structure. The repapering exercise was expected to give rise to multiple renegotiation/update requests beyond the entity change.

SOLUTION

  • Kalexius deployed an onshore team of lawyers supported by project management consultants and offshore delivery support coordinators. We devised a playbook and procedures focusing on ensuring quality while minimizing full renegotiation requests.

OUTCOME

  • 80% agreements were repapered within the deadline, with the remainder being held up mostly by commercial/admin issues beyond our client’s control.
  • Full or partial renegotiation requests were kept below 20%.

KEY FACTORS

  • Kalexius was given full control over the negotiation process, subject to final approval and escalation mechanisms in relation to high business impact issues.
  • The client allowed us to work from our systems and deploy our proprietary project management systems to achieve maximum productivity and efficiency.
  • We deployed our solid, practical approach to our legal project management, avoiding over-engineering and keeping closely to our lawyers’ actual needs and understanding of project management.

Designing and implementing a new entity management strategy for a rapidly growing company.

ISSUE

  • The client, a world leader in the travel industry, had grown quickly over the years with entities in 50+ jurisdictions globally but corporate entity management had failed to keep up. There was no system, no process and often no documentation in place.

SOLUTION

  • Kalexius deployed a two-pronged strategy covering (i) a consulting phase to map the client’s structure, understand its needs and design the best solution including CLM software, internal processes and the right team and (ii) an implementation phase where Kalexius delivers ongoing corporate housekeeping services to the client.
  • The implementation phase consisted in leveraging (i) a dedicated, multi-shore Kalexius team, (ii) state-of-the-art entity software through our partner and (iii) continuously improving processes, including the coordination of local counsel and monitoring of local regulatory changes in all jurisdictions.

OUTCOME

  • The client is fully compliant in all jurisdictions. Internal stakeholders (e.g. local managers) are engaged and actively take part in maintaining corporate compliance.

KEY FACTORS

  • The Kalexius team was made fully responsible for corporate compliance throughout the client’s organisation while being entirely integrated with the client’s internal legal team.
  • Kalexius leveraged technology and its extensive experience in project management, process design and international counsel management to develop lean and impactful corporate compliance processes that address internal stakeholders’ needs while minimizing operational disruption.

Corporate secretarial services for a US-based international mining company.

ISSUE

  • The client needed a partner who could undertake a health check on their legal entities and also manage their legal entities in Africa year on year. The client wanted to explore a cost-effective solution, as opposed to hiring permanent resources in-house, while still retaining visibility of ongoing work.

SOLUTION

  • Kalexius deployed a team of international legal entity management experts to work as an extension of the client’s legal team.
  • The team was comprised of both offshore and onshore resources, with one person working regularly from the client’s offices to ensure seamless integration with the in-house legal team.
  • The team leveraged Kalexius’ database of local laws in Africa and a network of local providers.
  • At the Client’s request, the Kalexius team utilized the client’s existing legal entity management tool.

OUTCOME

  • The Kalexius team leveraged their experience of managing legal entities in emerging markets such as Africa. With good knowledge of the local laws and practices and close relationships with local providers, the Kalexius team was able to provide a better quality of service.
  • Kalexius integrated with the client’s organization and technology so as to avoid any disruption.
  • The client retained visibility of all operations performed by Kalexius through access to ongoing work items and regular reporting.
  • Kalexius leveraged technology and its extensive experience in project management, process design and international counsel management to develop lean and impactful corporate compliance processes that address internal stakeholders’ needs while minimizing operational disruption.

KEY FACTORS

  • The Kalexius team was made fully responsible for corporate compliance throughout the client’s organisation while being entirely integrated with the client’s internal legal team.
  • Kalexius leveraged technology and its extensive experience in project management, process design and international counsel management to develop lean and impactful corporate compliance processes that address internal stakeholders’ needs while minimizing operational disruption.

Renegotiating and executing 1000 contracts within a short regulatory deadline.

ISSUE

  • A client needed to renegotiate and execute 1000+ contracts (OTC derivatives collateral agreements) within a short regulatory deadline.

SOLUTION

  • Kalexius deployed a team of 11 FTEs including Subject Matter Experts (attorneys with 20+ years of expertise in the field), senior lawyers, junior lawyers and paralegals - based onshore and offshore (London & Mauritius).
  • The project was fully planned and managed by Kalexius via a dedicated Project Manager.
  • The team leveraged the technology developed by the client (matter + workflow management).

OUTCOME

  • The client’s business went on without any interruption as the contracts were ready for trading within the regulatory deadline.

KEY FACTORS

  • Flexibility: The client saw gradual ramp-up and ramp-down of resources, from a couple of hours of work per month to 11 FTEs during the peak period.
  • Project Management: Thanks to Kalexius’ expertise ensured deadlines were met and client was kept up to date on progress status at all times.
  • Compliance: A jointly developed Playbook and rigorous Quality Control ensured strict adherence to the regulatory framework and minimum involvement from the client’s own resources.
  • Cost savings: The client saved 30 to 40% against an internal ramp up solution (fixed-term employees).

Taking on the contract negotiation team of a global investment bank.

ISSUE

  • A client’s in-house contract negotiation team was dismantled due to a group-wide voluntary redundancy scheme and needed to be replaced.
  • Kalexius deployed a bespoke team of 5 FTEs to address the Client’s BAU contract negotiation requirements.

SOLUTION

  • The team included a Subject Matter Expert (attorney with 20+ years’ experience in the client’s industry) and a project manager during the build phase, then a team leader and junior lawyers.
  • The team is based at client site onshore and Kalexius site offshore, leveraging Kalexius’ offshore footprint.

OUTCOME

  • Our solution led to a 30/40% cost savings for the client versus the cost of an in-house team.
  • The client stated that the quality and the turnaround times improved with the new Kalexius team compared to the previous in-house team.

KEY FACTORS

  • Quick implementation: Kalexius resources stepped in with no transition period from the incumbent team. Despite the extensive work scope, the Kalexius team of 5 FTEs was fully operational in under 4 months.
  • Seamless services: the Kalexius team works as an extension of the client’s in-house team. The client’s general counsel can focus on core missions as Kalexius takes ownership of team training, resource management and retention as well as providing seamless service in the event of turnover.

Optimizing legal research on an ongoing global basis for a Fortune 500 company.

ISSUE

  • A Fortune 500 company had a specific requirement to conduct legal research on an ongoing global basis. The existing team was dispersed across the world and had grown haphazardly over the years, always in emergency mode. Research methodologies were not consistent. The team made excessive use of outside counsel and morale was low.

SOLUTION

  • The company engaged Kalexius for an initial audit of the research function. We conducted workshops, mapped requirements and processes, reviewed expenses and produced detailed recommendations for improving structures and methodologies.
  • The company then transferred the entire team to Kalexius. The team is now a service provider to the client.

OUTCOME

  • Quality and turnaround times have improved, team morale has shot up.
  • Overall costs are down by 20%.

KEY FACTORS

  • Kalexius was given full access during the audit phase and then full responsibility for delivering the service as an outsourced provider.
  • All employees were rebadged as Kalexius staff, which allowed us to fully implement our vision, corporate culture and process-driven approach to the service.
  • The client partners had previous experience running outsourced programs with IT and other providers, which was invaluable in creating a positive, can-do attitude in all interactions.

Implementing a GDPR compliance program.

ISSUE

  • A large Swiss company had called upon a Big 4 consultancy to design its GDPR compliance program but implementation was lacking/non-existent.

SOLUTION

  • The company engaged Kalexius to implement the program. We deployed a team of legal and IT consultants to the client’s headquarters to engage each and every stakeholder in the organization and deliver full implementation of the program over a short period of time (6 months).

OUTCOME

  • The company is GDPR compliant. Kalexius provides ongoing support to address GDPR requests and to review the existing framework on a regular basis.

KEY FACTORS

  • Kalexius used a hands-on, practical approach to implementing the program.
  • We focused on engaging reluctant stakeholders by focusing on the program’s benefits for the organization and we deployed an effective project management framework to track and ensure that progress was made.

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