Experience

Computer screen with password

Negotiation of Financial Services Technology Contracts

Advised a local credit union in the negotiation of core and ancillary contracts required for the development and implementation of its online banking system platform (including both internal and member-facing components). This included substantive review of privacy and data security requirements to ensure continuing compliance with the credit union’s regulatory and other legal obligations.
Using a point of sale machine

Negotiation of Point of Sale Platform Agreements

Advised clients having a national footprint in the retail and manufacturing/distribution industries, respectively, in the negotiation of core and ancillary contracts required for the development and implementation of their point-of-sale and back-end platforms (including both internal and customer-facing components). This included substantial attention to the integration of existing, third party technology with the new, core systems, to ensure interoperability of all aspects of the platform. Our representation also included substantive review of privacy and data security compliance obligations applicable to each client’s industry and customers.

Provide General Counsel Services to Local Credit Unions

Act as a virtual legal department to local credit unions, providing general counsel services in a variety of practice areas. Our representation includes: general counseling and advise on compliance and operational matters; assistance in addressing member questions and concerns, including questions associated with trust documents, probate matters, powers of attorney, custodian and guardianship; drafting and negotiation of a variety of business contracts, including transactions tied to technology, marketing, ecommerce, consulting and other services agreements, and loan sale/participation agreements; drafting and negotiation of real estate purchase and sale agreements and leases (including ancillary agreements) for a variety of property types (including pad site and in-line locations); provide assistance in trademark and branding matters; provide support for employment matters. We also provide early case assessment in dispute situations (including of matters raised with the client’s regulatory bodies. Discrete litigation matters are handled by separate agreement.

Renegotiation of Technology Contracts

Represented a local credit union in the renegotiation of a series of contract relationships, involving services provided to the client directly and as a member of a multi-credit union consortium. This series of contracts involved back-end services and front-facing member services, including software-as-a-service (SaaS) relationships and point of sale (POS) customer service systems. Our representation required attention both to our client’s specific business and technology needs and also to managing the consortium relationship to maximize vendor concessions on pricing, implementation, transitional, and other critical needs.

M&S Represents a Large National Golf Cart Part Distributor

Miles & Stockbridge represents a large national golf cart part distributor based in Baltimore in various intellectual property matters.

Represented a Hospital System in Patent Infringement Claim

Represented a hospital system in response to a lawsuit in the United States District Court of Maryland claiming patent infringement. We achieved a very favorable settlement within two weeks, with the entire settlement funded by a vendor of the allegedly infringing system.