LegalZoom.com Inc v. Rocket Lawyer Incorporated

Filing 17

ROCKET LAWYER INCORPORATED'S ANSWER To First Amended Complaint 14 And Amended Counterclaims filed by defendant Rocket Lawyer Incorporated. (bm)

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AdWords Trademark Policy - Advertising Policies Help

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AdWords Trademark Policy
Notice something different? We've recently redesigned our AdWords Trademark Policy pages.
The policies themselves have not changed -- we've simply updated these help pages to make the policies easier to understand.

Google's approach to trademarks
If a trademark owner files a complaint with Google about the use of their trademark in AdWords ads, Google will investigate and may enforce certain restrictions
on the use of that trademark in AdWords ads and as keywords. More help for trademark owners
There are multiple factors that determine when trademarks can be used in AdWords ads and as keywords. Along with the factors described below, these policies
apply only to trademarked terms where the owner submitted a valid complaint to Google and requested that the terms be restricted in Google ad campaigns.

Trademark terms used in ad text
Google will investigate and may restrict the use of a trademark within ad text. Ads using restricted trademarks in their ad text may not be allowed to run. This
policy applies worldwide.
Exceptions: Here are some cases when the policy for ad text doesn't apply in the way described above:
• Ad campaigns targeting the United States, Canada, the United Kingdom, or Ireland may use a trademark in ad text if the ad is in compliance with our policy
on resellers and informational sites.
Reseller and informational site policy

• Advertisers can use a trademarked term within ad text if they are authorized, meaning that the trademark owner sent Google the necessary form allowing a
advertiser's particular account to use a certain term.
Authorization policy

• An ad can use a trademarked term in its text if either of these conditions is true:
◦ the ad text uses the term descriptively in its ordinary meaning rather than in reference to the trademark
◦ the ad is not in reference to the goods or services corresponding to the trademarked term

EU and EFTA policy
For ad campaigns targeting the European Union and EFTA regions, the ad text policy above applies. Therefore, we do not prevent the selection of trademarks a
keywords in the EU and EFTA. However, in response to a complaint, we will do a limited investigation as to whether a keyword (in combination with particular ad
text) is confusing as to the origin of the advertised goods and services.
Details of EU and EFTA policy
List of affected regions

Trademark terms used in keywords
Google will not investigate or restrict the use of trademark terms in keywords, even if a trademark complaint is received.
Exception: Here is a case when the policy for keywords doesn't apply in the way described above:
• Ad campaigns targeting Australia, Brazil, China, Hong Kong, Macau, New Zealand, North Korea, South Korea, or Taiwan are restricted in using trademarks
in keywords (except for accounts that have been authorized to use that specific term). Keywords using the restricted trademark will not be allowed to trigger
the ad. However, due to our broad match system, ads can appear for searches that include a restricted trademark term as long as the ad's actual keywords
do not use the term.
Details about broad match keywords

Other uses of trademark terms
The trademark policies on this page apply to Google ads shown on Google search results and other sites in the Google Network

.

See information about our policy on the use of trademarks in these areas:
Ad display URLs
Google search results
Promoted YouTube videos
AdSense for Domains sites
Use of Google's trademarks

EXHIBIT 5 -27-

http://support.google.com/adwordspolicy/bin/answer.py?hl=en&answer=6118

12/7/2012

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LegalCenterPro - Terms of Use

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LegalCenterProTerms and Conditions
PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY BEFORE USING THIS SITE.
This Site is owned and operated by LegalZoom.com, Inc. d/b/a LegalCenterPro.com (the “Company”). By using the
LegalCenterPro.com website (the "Site"), you agree to follow and be bound by these Terms and Conditions and agree to
comply with all applicable laws and regulations. In these Terms and Conditions, the words "you" and "your" refer to each
customer or Site visitor, "we", us" and "our" refer to the Company.
It is your responsibility to review these Terms and Conditions periodically. If at any time you find these Terms and Conditions
unacceptable or if you do not agree to these Terms and Conditions, please do not use this Site. We may revise these
Terms and Conditions at any time without notice to you. If you have any questions about these Terms and Conditions, please
contact us at [e-mail]
YOU AGREE THAT BY USING THE SITE AND THE SERVICES YOU ARE AT LEAST 18 YEARS OF AGE AND YOU ARE LEGALLY ABLE
TO ENTER INTO A CONTRACT.
Please also refer to the LegalCenterPro Privacy Policy, which is incorporated herein by reference.
LegalCenterPro.com provides an online legal portal to provide an automated software solution to individuals who choose to
prepare their own legal documents. Customer need not download or even license the Company software. At no time do we
review your answers for legal sufficiency, draw legal conclusions, provide legal advice or apply the law to the facts of your
particular situation. The Company is not a substitute for the advice of an attorney.
The Company strives to keep its legal documents accurate, current and up-to-date. However, because the law changes rapidly,
the Company cannot guarantee that all of the information on the Site is completely current. The law is different from
jurisdiction to jurisdiction, and may be subject to interpretation by different courts. No general information or legal tool like the
kind the Company provides can fit every circumstance. Furthermore, the legal information contained on the Site is not legal
advice and is not guaranteed to be correct, complete or up-to-date. Therefore, if you need legal advice for your specific
problem, or if your specific problem is too complex to be addressed by our tools, you should consult a licensed attorney in your
area.
From time to time, the Company may perform certain attorney access services and introduce our visitors to attorneys through
various methods, including but not limited to legal plans. At no time is an attorney-client relationship created with the
Company through the performance of any such services.
This Site is not intended to create any attorney-client relationship, and your use of the Site does not and will not create an
attorney-client relationship between you and the Company. Instead, you are and will be representing yourself in any legal
matter you undertake through the Company’s legal document service.
1. Privacy Policy. The Company respects your privacy and permits you to control the treatment of your personal information. A
complete statement of the current Privacy Policy can be found by clicking here. The Privacy Policy is expressly incorporated
into these Terms and Conditions by reference.
2. Ownership. This Site is owned and operated by LegalZoom.com, Inc. All right, title and interest in and to the materials
provided on this Site, including but not limited to information, documents, logos, graphics, sounds and images (the "Materials")
are owned either by LegalZoom or by our respective third party authors, developers or vendors ("Third Party Providers").
Except as otherwise expressly provided by LegalZoom, none of the Materials may be copied, reproduced, republished,
downloaded, uploaded, posted, displayed, transmitted or distributed in any way and nothing on this Site shall be construed to
confer any license under any of the LegalZoom intellectual property rights, whether by estoppel, implication or otherwise.
LegalZoom does not sell, license, lease or otherwise provide any of the Materials other than those specifically identified as
being provided by LegalZoom. Any rights not expressly granted herein are reserved by LegalZoom.
3. Limited Permission to Download. LegalZoom hereby grants you permission to download, view, copy and print the Materials
on any single, stand-alone computer solely for your personal, informational, non-commercial use provided that (i) the
copyright and trademark notice appearing below appears in such Materials, (ii) the Materials are not used on any other website
or in a networked computer environment and (iii) the Materials are not modified in any way. This permission terminates
automatically without notice if you breach any of the terms or conditions of these Terms and Conditions. On any such
termination, you agree to immediately destroy any downloaded or printed Materials. Any unauthorized use of any Materials
contained on this Site may violate copyright laws, trademark laws, laws of privacy and publicity and communications
regulations and statutes.
4. Links to Third Party Sites. This Site may contain links to websites controlled by parties other than the Company (each a
"Third Party Site"). The Company works with a number of partners and affiliates whose sites are linked with the Site. The Site
may also provide links to other resources with whom it is not affiliated. The Company is not responsible for and does not
endorse or accept any responsibility for the availability, contents, products, services or use of any Third Party Site, any website
accessed from a Third Party Site or any changes or updates to such sites. The Company makes no guarantees about the
content or quality of the products or services provided by such sites. The Company is not responsible for webcasting or any
other form of transmission received from any Third Party Site. The Copmpany is providing these links to you only as a
convenience, and the inclusion of any link does not imply endorsement by the Company of the Third Party Site, nor does it
imply that the Company sponsors, is affiliated or associated with, guarantees, or is legally authorized to use any trade name,
registered trademark, logo, legal or official seal, or copyrighted symbol that may be reflected in the links. You acknowledge
that you bear all risks associated with access to and use of content provided on a Third Party Site and agree that the Company
is not responsible for any loss or damage of any sort you may incur from dealing with a third party. You should contact the site
administrator for the applicable Third Party Site if you have any concerns regarding such links or the content located on any
such Third Party Site.
5. Use of LegalCenterPro Legal Forms. On the Site and through certain partners, we offer for sale self-help "fill in the blank"
forms. If you buy a form from one of our partners, you will be directed to that partner's website and their terms of use will
control. If you buy a form on our Site, these Terms and Conditions control. You understand that your purchase and use of a
form document is neither legal advice nor the practice of law, and that each form and any applicable instructions or guidance is
not customized to your particular needs.
License to Use.
The Company grants you a limited, personal, non-exclusive, non-transferable license to use our forms (the "Forms") for your
own personal, internal business use, or if you are an attorney or professional, for your client. Except as otherwise provided,
you acknowledge and agree that you have no right to modify, edit, copy, reproduce, create derivative works of, reverse
engineer, alter, enhance or in any way exploit any of the Forms in any manner, except for modifications in filling out the Forms
for your authorized use. You shall not remove any copyright notice from any Form.
Resale of Forms Prohibited:
By downloading Forms, you agree that the Forms you download may only be used by you for your personal or business use or
used by you in connection with your client and may not be sold or redistributed without the express written consent of the
Company.
6. DISPUTE RESOLUTION BY BINDING ARBITRATION
Please read this carefully. It affects your rights.
Summary:
Most customer concerns can be resolved quickly and to the customer's satisfaction by calling our Customer Care Center at
[phone]. In the unlikely event that the LegalCenterPro Customer Care Department is unable to resolve your
complaint to your satisfaction (or if LegalCenterPro has not been able to resolve a dispute it has with you after
attempting to do so informally), we each agree to resolve those disputes through binding arbitration or in small
claims court rather than in a court of general jurisdiction. Arbitration is less formal than a lawsuit in court. Arbitration
uses a neutral arbitrator instead of a judge or jury, allows for more limited discovery than a court does, and is subject to very
limited review by courts. Any arbitration under these Terms and Conditions will take place on an individual basis;
class arbitrations and class actions are not permitted. For any non-frivolous claim that does not exceed $75,000, the
Company will pay all costs of the arbitration. Moreover, in arbitration you may recover attorney's fees from the Company to
the same extent or more as you would in court. Under certain circumstances (as explained below), the Company will pay you
more than the amount of the arbitrator's award and will pay your attorney (if any) his or her reasonable attorney's fees if the
arbitrator awards you an amount greater than what the Company offered you to settle the dispute.
Arbitration Agreement:

EXHIBIT 8 -34-

http://www.legalcenterpro.com/terms-of-use.aspx

12/4/2012

LegalCenterPro - Terms of Use

Page 2 of 4

(a) The Company and you agree to arbitrate all disputes and claims between us before a single arbitrator. The types of
disputes and claims we agree to arbitrate are intended to be broadly interpreted. It applies, without limitation, to:
claims arising out of or relating to any aspect of the relationship between us, whether based in contract, tort, statute,
fraud, misrepresentation, or any other legal theory;
claims that arose before these or any prior Terms (including, but not limited to, claims relating to advertising);
claims that are currently the subject of purported class action litigation in which you are not a member of a certified
class; and
claims that may arise after the termination of these Terms.
For the purposes of this Arbitration Agreement, references to " the Company," "you," and "us" include our respective
subsidiaries, affiliates, agents, employees, predecessors in interest, successors, and assigns, as well as all authorized or
unauthorized users or beneficiaries of services or products under these Terms and Conditions or any prior agreements between
us.
Notwithstanding the foregoing, either party may bring an individual action in small claims court. This arbitration agreement
does not preclude your bringing issues to the attention of federal, state, or local agencies. Such agencies can, if the law allows,
seek relief against us on your behalf. You agree that, by accepting these Terms and Conditions, you and the Company
are each waiving the right to a trial by jury or to participate in a class action. These Terms and Conditions evidence a
transaction or website use in interstate commerce, and thus the Federal Arbitration Act governs the interpretation and
enforcement of this provision. This arbitration provision will survive termination of these Terms and Conditions.
(b) A party who intends to seek arbitration must first send, by U.S. certified mail, a written Notice of Dispute ("Notice") to the
other party. A Notice to LegalCenterPro should be addressed to: Notice of Dispute, General Counsel, LegalZoom.com, Inc., 101
North Brand Blvd., 11th Floor, Glendale, CA 91203 (the "Notice Address"). The Notice must (a) describe the nature and basis
of the claim or dispute and (b) set forth the specific relief sought ("Demand"). If the Company and you do not reach an
agreement to resolve the claim within 30 days after the Notice is received, you or the Company may commence an arbitration
proceeding. During the arbitration, the amount of any settlement offer made by the Company or you shall not be disclosed to
the arbitrator until after the arbitrator determines the amount, if any, to which you or the Company is entitled.
You may download or copy a form Notice from http://www.legalzoom.com/arbitration-forms.pdf.
You may download or copy a form to initiate arbitration from the AAA website at http://www.adr.org/si.asp?id=3477. (There is
a separate form for California residents, also available on the AAA's website at http://www.adr.org/si.asp?id=3485.)
(c) After the Company receives notice at the Notice Address that you have commenced arbitration, it will promptly reimburse
you for your payment of the filing fee, unless your claim is for more than $75,000. (Currently, the filing fee is $125 for claims
under $10,000, but this is subject to change by the arbitration provider. If you are unable to pay this fee, the Company will
pay it directly after receiving a written request at the Notice Address.) The arbitration will be governed by the Commercial
Dispute Resolution Procedures and the Supplementary Procedures for Consumer Related Disputes (collectively, the "AAA
Rules") of the American Arbitration Association (the "AAA"), as modified by these Terms, and will be administered by the AAA.
The AAA Rules are available online at www.adr.org or by calling the AAA at 1-800-778-7879. (You may obtain information
about the arbitration process directed to non-lawyers, including information about providing notice to LegalCenterPro, at
http://www.LegalCenterPro.com/arbitration-information.pdf.) The arbitrator is bound by these Terms and Conditions. Unless
the Company and you agree otherwise, any arbitration hearings will take place in the county (or parish) of your contact
address. If your claim is for $10,000 or less, you may choose whether the arbitration will be conducted solely on the basis of
documents submitted to the arbitrator, by a telephonic hearing, or by an in-person hearing as established by the AAA Rules. If
you choose to proceed either in person or by telephone, we may choose to respond only by telephone or submission. If your
claim exceeds $10,000, the AAA Rules will determine whether you have a right to a hearing. Regardless of the manner in which
the arbitration is conducted, the arbitrator shall issue a reasoned written decision sufficient to explain the essential findings of
fact and conclusions of law on which the award is based. The parties agree that any awards or findings of fact or conclusions of
law made in an arbitration of their dispute or claim are made only for the purposes of that arbitration, and may not be used by
any other person or entity in any later arbitration of any dispute or claim involving the Company. The parties agree that in any
arbitration of a dispute or claim, neither party will rely for preclusive effect on any award or finding of fact or conclusion of law
made in any other arbitration of any dispute or claim to which the Company was a party. Except as otherwise provided for
herein, the Company will pay all AAA filing, administration, and arbitrator fees for any arbitration initiated in accordance with
the notice requirements above. If, however, the arbitrator finds that either the substance of your claim or the relief sought in
the Demand is frivolous or brought for an improper purpose (as measured by the standards set forth in Federal Rule of Civil
Procedure 11(b)), then the payment of all such fees will be governed by the AAA Rules. In such case, you agree to reimburse
the Company for all monies previously disbursed by it that are otherwise your obligation to pay under the AAA Rules. In
addition, if you initiate an arbitration in which you seek more than $75,000 in damages, the payment of these fees will be
governed by the AAA rules. An award may be entered against a party who fails to appear at a duly noticed hearing.
(d) If, after finding in your favor in any respect on the merits of your claim, the arbitrator issues you an award that is greater
than the value of the Company’s last written settlement offer made before an arbitrator was selected, then the Company will:
pay you either the amount of the award or $2,000 ("the alternative payment"), whichever is greater; and
pay your attorney, if any, the amount of attorney's fees, and reimburse any expenses (including expert witness fees and
costs), that your attorney reasonably accrues for investigating, preparing, and pursuing your claim in arbitration (the
"attorney's fees").
If the Company did not make a written offer to settle the dispute before an arbitrator was selected, you and your attorney will
be entitled to receive the alternative payment and the attorney's fees, respectively, if the arbitrator awards you any relief on
the merits. The arbitrator may make rulings and resolve disputes as to the payment and reimbursement of fees, expenses, and
the alternative payment and the attorney's fees at any time during the proceeding and upon request from either party made
within 14 days of the arbitrator's ruling on the merits.
(e) The right to attorney's fees and expenses discussed in paragraph (d) supplements any right to attorney's fees and
expenses you may have under applicable law. Thus, if you would be entitled to a larger amount under applicable law, this
provision does not preclude the arbitrator from awarding you that amount. However, you may not recover duplicative awards
of attorney's fees or costs. Although under some laws the Company may have a right to an award of attorney's fees and
expenses if it prevails in arbitration, the Company will not seek such an award.
(f) The arbitrator may award injunctive relief only in favor of the individual party seeking relief and only to the extent
necessary to provide relief warranted by that party's individual claim. YOU AND THE COMPANY AGREE THAT EACH MAY
BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITIES AND NOT AS PLAINTIFFS
OR CLASS MEMBERS IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING OR IN THE CAPACITY OF A
PRIVATE ATTORNEY GENERAL. The arbitrator shall not have the power to commit errors of law or legal reasoning, and the
parties agree that any injunctive award may be vacated or corrected on appeal by either party to a court of competent
jurisdiction for any such error. Each party will bear its own costs and fees on any such appeal. The arbitrator shall not award
relief in excess of what these Terms and Conditions provide or award punitive damages or any other damages not measured by
actual damages. Further, unless both you and the Company agree otherwise, the arbitrator may not consolidate more than one
person's claims, and may not otherwise preside over any form of a representative or class proceeding. If this specific proviso is
found to be unenforceable, then the entirety of this arbitration provision shall be null and void.
(g) All aspects of the arbitration proceeding, and any ruling, decision or award by the arbitrator, will be strictly confidential,
other than as part of an appeal to a court of competent jurisdiction.
(h) The Arbitrator, and not any federal, state, or local court or agency, shall have exclusive authority to resolve any dispute
relating to the interpretation, applicability, enforceability or formation of this Agreement including, but not limited to, any claim
that all or any part of this Agreement is void or voidable. If this specific proviso is found to be unenforceable, it is severable
from the rest of the arbitration agreement.
7. Additional Terms. Some Company services may be subject to additional posted guidelines, rules or terms of service
("Additional Terms") and your use of such Services will be conditioned on your agreement to the Additional Terms. If there is
any conflict between these Terms and Conditions and the Additional Terms, the Additional Terms will control for that Service,
unless the Additional Terms expressly state that these Terms and Conditions will control.
8. NO WARRANTY. THE SITE AND ALL MATERIALS, DOCUMENTS OR FORMS PROVIDED ON OR THROUGH YOUR USE OF THE
SITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. TO THE FULLEST EXTENT PERMITTED BY LAW, THE
COMPANY EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT
LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT.
THE COMPANY MAKES NO WARRANTY THAT: (A) THE SITE OR THE MATERIALS WILL MEET YOUR REQUIREMENTS; (B) THE
SITE OR THE MATERIALS WILL BE AVAILABLE ON AN UNINTERRUPTED, TIMELY, SECURE OR ERROR-FREE BASIS; (C) THE
RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SITE, OR ANY MATERIALS OFFERED THROUGH THE SITE, WILL BE
ACCURATE OR RELIABLE; OR (D) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION OR OTHER MATERIAL
PURCHASED OR OBTAINED BY YOU THROUGH THE SITE OR IN RELIANCE ON THE MATERIALS WILL MEET YOUR
EXPECTATIONS.

EXHIBIT 8 -35-

http://www.legalcenterpro.com/terms-of-use.aspx

12/4/2012

LegalCenterPro - Terms of Use

Page 3 of 4

OBTAINING ANY MATERIALS THROUGH THE USE OF THE SITE IS DONE AT YOUR OWN DISCRETION AND AT YOUR OWN RISK.
THE COMPANY SHALL HAVE NO RESPONSIBILITY FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT
RESULTS FROM THE DOWNLOAD OF ANY CONTENT, MATERIALS, INFORMATION OR SOFTWARE.
Notwithstanding the above, the Site offers a satisfaction guarantee, the details of which are as follows:
If you're not satisfied, simply call us toll-free at 888-LCP-2011 during our normal business hours. All requests made under this
guarantee must be made within 60 days of downloading your document. Please note we cannot refund any money paid by you
directly to third parties, such as payments made by you directly to attorneys affiliated with LegalZoom.com, Inc.’s legal plans.
Please note that we cannot guarantee the results or outcome of your particular document. Problems with the results or
outcome of your document are beyond our control and are not covered by this guarantee.
Our guarantee only covers satisfaction issues caused by the Site - not changes to your situation or your state of mind.
9. LIMITATION OF LIABILITY AND INDEMNIFICATION. YOU WILL HOLD THE COMPANY AND ITS OFFICERS, DIRECTORS,
EMPLOYEES, AND AGENTS HARMLESS FOR ANY INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGE,
HOWEVER IT ARISES (INCLUDING ATTORNEYS' FEES AND ALL RELATED COSTS AND EXPENSES OF LITIGATION AND
ARBITRATION, OR AT TRIAL OR ON APPEAL, IF ANY, WHETHER OR NOT LITIGATION OR ARBITRATION IS INSTITUTED),
WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE, OR OTHER TORTIOUS ACTION, OR ARISING OUT OF OR IN
CONNECTION WITH THIS AGREEMENT, INCLUDING WITHOUT LIMITATION ANY CLAIM FOR PERSONAL INJURY OR PROPERTY
DAMAGE, ARISING FROM THIS AGREEMENT AND ANY VIOLATION BY ME OF ANY FEDERAL, STATE, OR LOCAL LAWS,
STATUTES, RULES, OR REGULATIONS, EVEN IF LEGALCENTERPRO HAS BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF
SUCH DAMAGE. IF THERE IS LIABILITY FOUND ON THE PART OF THE COMPANY, IT WILL BE LIMITED TO THE AMOUNT PAID
FOR THE PRODUCTS AND/OR SERVICES, EXCEPT AS ALLOWED PURSUANT TO THE ARBITRATION AGREEMENT AND UNDER NO
CIRCUMSTANCES WILL THERE BE CONSEQUENTIAL OR PUNITIVE DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION
OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY
TO ME. FURTHER, EXCEPT AS PERMITTED BY LAW, NOTHING IN THIS PARAGRAPH IS INTENDED TO MODIFY THE PROVISIONS
OF CALIFORNIA BUSINESS AND PROFESSIONS CODE SECTIONS 6400, ET SEQ.
10. Unsolicited Submissions. Except as may be required in connection with your use of the Site, the Company does not want
you to submit confidential or proprietary information to us through this Site. All comments, feedback, information or material
submitted to the Company through or in association with this Site shall be considered non-confidential and property of the
Company. By providing such submissions to the Company you hereby assign to the Company, at no charge, all worldwide
right, title and interest in and to the submissions and any intellectual property rights associated therewith. The Company shall
be free to use and/or disseminate such submissions on an unrestricted basis for any purpose. You acknowledge that you are
responsible for the submissions that you provide, including their legality, reliability, appropriateness, originality and content.
11. Compliance with Intellectual Property Laws. When accessing the Site you agree to obey the law and you agree to respect
the intellectual property rights of others. Your use of the Site is at all times governed by and subject to laws regarding
copyright, trademark and other intellectual property ownership. You agree not to upload, download, display, perform, transmit
or otherwise distribute any information or content in violation of any third party's copyrights, trademarks or other intellectual
property or proprietary rights. You agree to abide by laws regarding copyright ownership and use of intellectual property, and
you shall be solely responsible for any violations of any relevant laws and for any infringements of third party rights caused by
any content you provide or transmit or that is provided or transmitted using your user account.
The Company has adopted a policy that provides for the immediate removal of any content or materials that have infringed on
the rights of the Company or of a third party or that violate intellectual property rights generally. The Company policy is to
remove such infringing content or materials and investigate such allegations immediately.
Copyright Infringement:
A. Notice. The Company has in place certain legally mandated procedures regarding allegations of copyright infringement
occurring on the Site. The Company has adopted a policy that provides for the immediate suspension and/or termination of any
Site user who is found to have infringed the rights of the Company or of a third party, or otherwise violated any intellectual
laws or regulations. The Company policy is to investigate any allegations of copyright infringement brought to its attention. If
you have evidence, know, or have a good faith belief that your rights or the rights of a third party have been violated and you
want the Company to delete, edit, or disable the material in question, you must provide the Company with the following
information in writing (see 17 U.S.C 512(c)(3) for further detail): (1) A physical or electronic signature of a person authorized
to act on behalf of the owner of an exclusive right that is allegedly infringed; (2) Identification of the copyrighted work claimed
to have been infringed, or, if multiple copyrighted works at a single online site are covered by a single notification, a
representative list of such works at that site; (3) Identification of the material that is claimed to be infringing or to be the
subject of infringing activity and that is to be removed or access to which is to be disabled and information reasonably
sufficient to permit the service provider to locate the material; (4) Information reasonably sufficient to permit the Company to
contact you, such as an address, telephone number, and, if available, email address; (5) A statement that you have a good
faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the
law; and (6) A statement that the information in the notification is accurate, and under penalty of perjury, that you are
authorized to act on behalf of the owner of an exclusive right that is allegedly infringed.
The above written information must be sent to our registered Copyright Agent:
Copyright Agent
c/o LegalZoom.com, Inc.
101 North Brand Blvd., 10th Floor
Glendale, CA 91601
[e-mail]
B. Counter-Notice. If you believe that your Content that was removed (or to which access was disabled) is not infringing, or
that you have the authorization from the copyright owner, the copyright owner's agent, or pursuant to the law, to post and use
the material in your Content, you may send a written counter-notice containing the following information to the Copyright
Agent: (1) Your physical or electronic signature; (2) Identification of the Content that has been removed or to which access
has been disabled and the location at which the Content appeared before it was removed or disabled; (3) A statement that you
have a good faith belief that the Content was removed or disabled as a result of mistake or a misidentification of the Content;
and (4) Your name, address, telephone number, and email address, a statement that you consent to the jurisdiction of the
federal court in Los Angeles, California, and a statement that you will accept service of process from the person who provided
notification of the alleged infringement. If a counter-notice is received by the Copyright Agent, the Company may send a copy
of the counter-notice to the original complaining party informing that person that it may replace the removed Content or cease
disabling it in 10 business days. Unless the copyright owner files an action seeking a court order against the Content provider,
member or user, the removed Content may be replaced, or access to it restored, in 10 to 14 business days or more after
receipt of the counter-notice, at the Company's sole discretion.
12. Personal Use. The site is made available for your personal use on your own behalf.
13. Children. Minors are not eligible to use the Site and we ask that they do not submit any personal information to us.
14. Governing Law; Venue. By using this Site, you expressly agree that your rights and obligations shall be governed by and
interpreted in accordance with the laws of the State of California, excluding its choice of law rules. Any legal action or
proceeding relating to your access to or use of the Site or Materials is governed by the Arbitration Agreement contained in
these Terms and Conditions. These Terms and Conditions expressly exclude and disclaim the terms of the U.N. Convention on
Contracts for the International Sale of Goods, which shall not apply to any transaction conducted through or otherwise
involving this Site.
15. Copyrights. All Site design, text, graphics, the selection and arrangement thereof, Copyright ©, LegalZoom.com, Inc. ALL
RIGHTS RESERVED.
16. Attorney Access Services; Use of term "Experience." The term "experience" or "experienced," as used on the Site and in
other communications in reference to third party attorneys participating in a LegalZoom legal plans or other attorney access
services means that the legal plan primary handling partner of each law firm fulfills the following: (a) possesses a minimum of
five years' experience practicing law, (b) maintains errors and omissions insurance policies consistent with industry standards,
(c) is in good standing with the state bar in each jurisdiction in which the attorney is licensed to practice, (d) has no pending
malpractice lawsuit, as of the date of joining one of the LegalZoom legal plans, and (e) has no public record of discipline by a
state bar within the last five years. The term "experience" or "experienced" is not intended to be a comparison to any other
attorney's services or qualifications.
17. Inquiries. BY USING OR ACCESSING THE SITE, YOU ACKNOWLEDGE AND ACCEPT THAT SUBMITTING YOUR TELEPHONE
NUMBER TO THE COMPANY VIA THE SITE CONSTITUTES AN INQUIRY, AND THAT THE COMPANY MAY CONTACT YOU AT THE
NUMBER SUBMITTED EVEN IF SUCH NUMBER APPEARS ON ANY STATE OR FEDERAL DO NOT CALL LISTS (TAKING INTO
ACCOUNT INQUIRY EXCEPTION TIME FRAMES AS APPROPRIATE).
18. Acknowledgement. BY USING OR ACCESSING THE SITE, YOU ACKNOWLEDGE THAT YOU HAVE READ THESE TERMS AND
CONDITIONS AND AGREE TO BE BOUND BY THEM.
Updated April 19, 2012

EXHIBIT 8 -36-

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Standard Will
A Will is a document under which a Will
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the top of any article or visit: www.reutersreprints.com.

LegalZoom close to filing for IPO: sources
Wed, Feb 29 2012

By Alistair Barr
SAN FRANCISCO (Reuters) - LegalZoom.com Inc, the largest online legal document service in the United States, is close to filing for an initial public offering, according
to two sources familiar with the company's plans.
LegalZoom has been picking underwriters for its IPO and hopes to file offering documents with the Securities and Exchange Commission in coming weeks, the sources
said. They did not want to be identified because the company's plans are private.
A LegalZoom spokeswoman declined to comment.
LegalZoom was started in 2001 to help people draw up legal documents such as wills, incorporations and trademarks without lawyers and the fees that come with such
advice.
The business, which has served more than 1 million customers, is profitable, but growth is relatively slow.
LegalZoom launched a new business last year that connects people with attorneys for advice and charges a monthly fee.
While the company has been around for more than a decade, investment in this niche of the legal industry has increased recently.
Rocket Lawyer, a LegalZoom competitor, said in August it raised $18.5 million from venture capital firms, including August Capital and Google Ventures, part of Google
Inc (GOOG.O: Quote, Profile, Research, Stock Buzz).
Rocket Lawyer said in August it was the fastest-growing online legal service, with visits to the company's website up more than 100 percent year over year. Rocket
Lawyer also offers access to attorneys for a monthly fee.
LegalZoom raised $66 million last year from venture capital firms Kleiner Perkins Caufield & Byers and Institutional Venture Partners.
LegalZoom co-founder Robert Shapiro is famous for being part of O.J. Simpson's legal defense team. He worked on the case with Robert Kardashian, the late father of
celebrity Kim Kardashian.
Shapiro helped start online subscription website ShoeDazzle with Kim Kardashian and Brian Lee, who was also a co-founder of LegalZoom. ShoeDazzle raised $40
million last year from venture capital firms, including Andreessen Horowitz.
(Reporting By Alistair Barr; editing by Mark Porter and Andre Grenon)
© Thomson Reuters 2011. All rights reserved. Users may download and print extracts of content from this website for their own personal and non-commercial use only.
Republication or redistribution of Thomson Reuters content, including by framing or similar means, is expressly prohibited without the prior written consent of Thomson
Reuters. Thomson Reuters and its logo are registered trademarks or trademarks of the Thomson Reuters group of companies around the world.
Thomson Reuters journalists are subject to an Editorial Handbook which requires fair presentation and disclosure of relevant interests.
This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to colleagues, clients or customers, use the Reprints tool at
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12/14/2012

EXHIBIT 12

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Use these links to rapidly review the document
TABLE OF CONTENTS
LEGALZOOM.COM, INC. INDEX TO CONSOLIDATED FINANCIAL STATEMENTS Years Ended December 31, 2009,
2010 and 2011
Table of Contents
As filed with the Securities and Exchange Commission on May 10, 2012
Registration No. 333-

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM S-1
REGISTRATION STATEMENT
Under
The Securities Act of 1933

LegalZoom.com, Inc.
(Exact name of Registrant as specified in its charter)
Delaware
(State or other jurisdiction of
incorporation or organization)

7370
(Primary Standard Industrial
Classification Code Number)

95-4752856
(I.R.S. Employer
Identification Number)

101 North Brand Boulevard, 11th Floor
Glendale, California 91203
[phone]
(Address, including zip code, and telephone number, including area code, of Registrant's principal executive offices)
John Suh
Chief Executive Officer
LegalZoom.com, Inc.
101 North Brand Boulevard, 11th Floor
Glendale, California 91203
[phone]
(Name, address, including zip code, and telephone number, including area code, of agent for service)
Please send copies of all communications to:
C. Thomas Hopkins, Esq.
Louis P.A. Lehot, Esq.
Sheppard, Mullin, Richter & Hampton LLP
1901 Avenue of the Stars, Suite 1600
Los Angeles, California 90067
[phone]

Fred Krupica
Chief Financial Officer
Chas Rampenthal, Esq.
General Counsel and Secretary
LegalZoom.com, Inc.
101 North Brand Boulevard, 11th Floor
Glendale, California 91203
[phone]

Approximate date of commencement of the proposed sale to the public:
effective.

Steven B. Stokdyk, Esq.
Latham & Watkins LLP
355 South Grand Avenue
Los Angeles, California 90071
[phone]

As soon as practicable after this Registration Statement becomes

EXHIBIT 12 -44-

Table of Contents

BUSINESS
We believe that everyone deserves access to quality legal services so they can benefit from the full protection of the law. Our mission is to be
the trusted destination where small businesses and consumers address their important legal needs and to be our customers' legal partner for life.
Overview
LegalZoom is the leading online provider of services that meet the legal needs of small businesses and consumers in the United States. We
believe that we are transforming the small business and consumer legal services market by leveraging the power of technology and people. Our
online legal platform enables us to deliver services at scale with a compelling combination of quality, customer care and value. Our services include
a portfolio of interactive legal documents that are personalized by our customers through our dynamic online processes, as well as subscription
legal plans and registered agent services.
We developed our easy-to-use, online legal platform to make the law more accessible to small businesses and consumers. Our scalable
technology platform enables the efficient creation of personalized legal documents, automates our supply chain and fulfillment workflow
management, and provides customer analytics to help us improve our services. For small businesses and consumers who want legal advice, we offer
subscription legal plans that connect our customers with experienced attorneys who participate in our legal plan network.
We have served approximately two million customers over the last 10 years. In 2011, nine out of ten of our surveyed customers said they would
recommend LegalZoom to their friends and family, our customers placed approximately 490,000 orders and more than 20 percent of new California
limited liability companies were formed using our online legal platform. We believe the volume of transactions processed through our online legal
platform creates a scale advantage that deepens our knowledge and enables us to improve the quality and depth of the services we provide to our
customers.
The Small Business and Consumer Legal Services Market
The Law Provides Numerous Benefits and Protections
The law provides numerous benefits and protections to businesses and consumers. Businesses use patents and trademarks to protect their
intellectual property and help them achieve the full potential of their ideas and innovations. Entrepreneurs incorporate their businesses to shield
personal assets, limit liabilities and help raise capital. Consumers use wills, trusts and other estate planning tools to ensure their assets are
distributed according to their wishes, to minimize tax liabilities and to avoid or limit probate process and expenses. The law also provides a
framework for resolving disputes and navigating life's challenges, including bankruptcy and divorce.
Significant Legal Services Market for Small Businesses and Consumers
According to the U.S. Census Bureau, in 2009, there were approximately 26 million small businesses with fewer than ten employees. We estimate
that in 2010, approximately two million new businesses were formed in the United States. According to the U.S. Bureau of Economic Analysis, legal
services in the United States in 2010 represented a $266 billion market. We estimate that in 2011 approximately $97 billion of legal services were
provided to small businesses and consumers, based on a study conducted on our behalf by L.E.K. Consulting LLC.
Small Businesses and Consumers Have Many Unmet Legal Needs
Despite the enormous amount spent on legal services, we believe that small businesses and consumers have not been adequately served by
the options traditionally available to them. Every year, small businesses enter into legal contracts and become entangled in disputes, many of which
require legal services to address. Consumers experience important life events that affect their families, including the
61

EXHIBIT 12 -45-

Table of Contents
birth of a child, marriage, divorce and death, all of which can also give rise to diverse needs for legal services.
Making the right choices with respect to legal matters can be difficult, especially for those with limited time and resources. The U.S. legal
system consists of overlapping jurisdictions at the city, county, state and federal levels, each of which has its own evolving laws and regulations.
Businesses may be subject to additional laws, regulations and legal issues applying specifically to the industries in which they operate. In addition,
the policies and procedures associated with the creation, filing and certification of legal documents are often arcane and confusing.
When in need of legal help, small businesses and consumers lack an efficient and reliable way to find high quality, trustworthy attorneys with
the appropriate experience to navigate this complex legal system and handle their specific needs. Small businesses and consumers often do not
understand their legal needs or know where to start looking for an attorney. Some are wary of attorneys in general, and others may have heard from
friends or family about negative experiences with attorneys or the legal system.
The high and unpredictable cost of traditional legal services also presents challenges for many small businesses and consumers. In 2011, the
average billing rate for small and midsize law firms was $318 per hour, according to ALM's 2012 Survey of Billing and Practices for Small and Midsize
Law Firms. Attorneys are frequently unable to predict the time required to address a client's legal matter, sometimes billing thousands of dollars to
research a legal issue they have not previously encountered. This can be particularly true of generalist attorneys that offer many disparate legal
services to members of their local communities. Unlike attorneys at large global law firms or specialty boutiques who handle high volumes of similar
matters and develop expertise in specific domains, generalists can find it difficult to efficiently address a client's particular legal issue due to their
lack of specialized expertise. Due to the high and unpredictable costs of traditional legal services, many small businesses and consumers limit their
use of attorneys and instead often attempt to resolve legal issues without assistance.
As a result of these factors, many small businesses and consumers often are unsure of or dissatisfied with the legal services available to them,
and many either elect not to seek help or take no action to address their important legal needs.
Most Online Legal Services Fail to Address the Needs of Small Businesses and Consumers
The use of technology and the Internet to address the inefficiencies in the small business and consumer legal services market has been limited
to date. Available online services include distribution of standardized legal forms that are generally incapable of meeting the specific needs of a
particular small business or consumer. Many legal form distributors do not provide tools for customers to make informed decisions or connect with
experienced attorneys. While many solo attorneys and small law firms maintain their own websites, and other websites aggregate attorney listings or
feature attorney advertisements, these attorney and firm websites, online directories, and online advertisements generally do little to assure that
small businesses and consumers receive the quality, customer care and value they deserve.
Our Opportunity
We founded LegalZoom with a vision of combining the power of online technology with deep legal experience to create a scalable online legal
platform that would fundamentally transform the way legal services are delivered to small businesses and consumers. We believe we are uniquely
positioned to continue transforming the small business and consumer legal services market through the use of technology. Furthermore, there is a
significant opportunity to expand the legal services market by making
62

EXHIBIT 12 -46-

Table of Contents
the benefits and protection of the law more accessible to small businesses and consumers. We are taking advantage of this opportunity by
providing the following benefits to our customers:
•

Quality. Our deep legal knowledge, portfolio of interactive legal documents and subscription legal plans enable us to provide quality
services designed to meet the specific needs of our customers.

•

Customer Care. We provide all of our customers with end-to-end support and strive to deliver an exceptional customer experience.
We guarantee customer satisfaction, and if our customers are not satisfied with our services for any reason, we will attempt to correct
the situation, or provide a refund or credit.

•

Value. We believe that fixed, transparent pricing offers superior value compared to traditional hourly billing.

Our Strengths
Our key strengths include:
•

Leading Brand. We are the leading, nationally recognized legal brand for small businesses and consumers in the United States, with
60% aided brand awareness based on a survey we conducted using United Sample, Inc. in January 2012. We believe that we are
redefining the small business and consumer legal services market and that the strength of our brand is enabling us to expand this
market.

•

Deep Legal Knowledge. We have a deep understanding of the legal needs of small businesses and consumers based on over
10 years of experience serving our customers.
–

–

•

Extensive Legal Experience. We leverage our legal knowledge and team of experienced, in-house attorneys, often in
consultation with outside attorneys from across the United States, to design, review and maintain our services. We
update and enhance our interactive legal documents based on changes in the law at the federal, state, county and
local levels, review by our in-house and external attorneys, feedback from government agencies like secretary of state
offices and county clerks, court rule changes and customer feedback. For customers who want legal advice, our legal
plans offer access to a variety of experienced attorneys licensed in their jurisdiction to address their specific legal
needs.
Powerful Scale Advantage. In 2011, our customers placed approximately 490,000 orders. As of December 31, 2011, we
had approximately 228,000 subscribers in our legal plans and other subscription services. The high volume of
transactions we handle and feedback we receive from customers and government agencies at the federal, state and
local levels give us a scale advantage that deepens our knowledge and enables us to further develop additional
services to address our customers' needs and refine our business processes.

Exceptional Customer Experience. Customer care is central to our culture and we are highly focused on providing exceptional
customer experiences.
–

Ease of Use. Our online legal platform was designed to be easy for our customers to navigate and use. Our customers
have access to live customer care representatives, and subscribers to our legal plans may consult with an experienced
attorney licensed in their jurisdiction. We actively monitor our service levels, fulfillment speed and quality to maintain
the highest level of customer care.

–

High Customer Satisfaction. In 2011, our net promoter score, or NPS, was 65% based on a survey of our customers,
which places us at the upper end of customer satisfaction
63

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ratings, comparable to Amazon.com, the highest rated Internet company with a score of 76%, and Apple, the highest
rated hardware company with a score of 71%, according to the Satmetrix 2012 Net Promoter Benchmark Study. NPS is
a commonly used metric to gauge customer satisfaction and is calculated based on customer responses to the
question, "How likely are you to recommend a particular service or company to your friends or family?" The
percentage of "detractors," or customers who respond with a rating of 6 or less, is subtracted from the percentage of
"promoters," or customers who respond with a 9 or 10, to yield NPS. Attorneys in our legal plan network have NPS
averaging 65%, based on our survey of customers who have used our legal plan. This is more than ten times higher
than attorneys outside our legal plan network, who yielded NPS averaging 4%, according to surveys we conducted
through United Sample, Inc. in January and April 2012. If a customer is not completely satisfied with our services for
any reason, we will attempt to correct the situation, or provide a refund or credit.
•

Advanced Systems and Processes. We have developed advanced systems and processes to efficiently deliver services at scale that
meet the specific needs of our customers.
–

–

•

Scalable Technology Platform. Over the past decade, we have invested extensively in developing our scalable
technology platform. Our technology allows us to efficiently serve thousands of small businesses and consumers
every day.
Integrated Workflow Management. Our integrated workflow management consists of our online questionnaires,
document automation and customer relationship management, supply chain and fulfillment systems. Our integrated
workflow management systems enable us to deliver efficient, personalized services at scale to our customers.
Additionally, our systems allow us to seamlessly connect our customers with an experienced attorney participating in
our legal plan network. Our supply chain and fulfillment systems integrate external and internal technologies, enabling
intelligent workflow management while increasing processing speed and efficiency.

Accessible Services. We provide our customers access to our online legal platform, fixed, transparent pricing and legal plans to
address their specific legal needs. Our online legal platform allows customers to access our services from their home, office or
anywhere they have an Internet connection. Our fixed, transparent pricing is often more affordable when compared to traditional
hourly billing. For example, we offer a basic will to consumers for as low as $69, and we offer basic corporate formation services to
consumers looking to form a business for as low as $99 plus government filing fees. Our subscription legal plans allow our customers
to avoid the often difficult process of finding and meeting with an attorney.

Our Strategy
The key elements of our strategy include:
•

Expand and Improve Our Services. We have been providing interactive legal document services for over 10 years, and we plan to
expand and improve the services we offer our customers to better address their legal needs and deepen our relationships with them.
We have a quality program led by a team of experienced in-house attorneys that leverages the professional knowledge of attorneys
across the United States to review, assess, maintain and improve our interactive legal documents. In 2011, we implemented selfscheduling and ratings review systems for legal plan subscribers as well as a legal knowledge base to share information and best
practices for attorneys who participate in our legal plan network. We also recently opened a research and development center in San
Francisco to further focus on enhancing our existing services, accessing new markets and developing new services.
64

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Table of Contents
•

Leverage and Grow Our Subscription Legal Plans. We intend to offer our subscription legal plans to a wider group of customers
by making them available in additional states, bundling them with more of our services, and offering them on a standalone basis. We
plan to invest in marketing campaigns to promote our subscription legal plans. Our aim is to reach a broader group of customers
through our legal plans, including those who are unsure of their legal needs or who want the added comfort of speaking with an
attorney.

•

Expand Internationally. We plan to replicate our U.S. model abroad in the near term, as we believe that our online legal platform
represents a compelling value proposition to small businesses and consumers globally. We plan to partner with legal services
providers outside of the United States to expand our operations internationally. We believe that the strength of our brand, focus on
customer care, deep understanding of the legal needs of small businesses and consumers, and scalable technology will help us
successfully enter markets outside of the United States.

•

Continue to Build a Trusted Brand and Drive Awareness of Our Services. We will continue to build a trusted brand by delivering a
compelling combination of quality, customer care and value. We plan to enhance our marketing activities to build our brand and
increase awareness of our services. We plan to continue to make significant investments in marketing campaigns, including through
online, television and radio advertising to enhance our ability to acquire new customers and increase customer retention.

Our Services
Through our online legal platform, we offer a variety of services to meet the specific needs of small businesses and consumers. We have built
our services seeking to be each customer's legal partner for life.
Interactive Legal Documents
We offer a broad portfolio of interactive legal documents that our customers can tailor to their specific needs through our dynamic online
processes and scalable technology. Our interactive legal documents are designed for use, as appropriate, at the federal level as well as in all 50
states, the District of Columbia and approximately 2,900 U.S. counties. Our interactive legal documents are created by our customers via an easy
three-step process. First, our customers complete an online questionnaire that uses conditional, rules-based logic to personalize questions based on
earlier responses. Customer responses to the questionnaires often prompt our systems to automatically offer additional complementary services to
our customers, such as Employer Indentification Number obtainment and registered agent services for our small business customers. Second, we
check customer responses for spelling, grammar and completeness. After our review is completed, our proprietary LegalZip software generates a
final document tailored, as applicable, to the appropriate federal, state, or local jurisdiction. Last, we complete the services by printing and shipping
the final document and further instructions to our customer. If applicable, we also handle any filing of the customer's completed documents with the
appropriate government agency. Our system automatically notifies customers of the status of their order as the documents progress through the
workflow cycle, including confirmation of filing with government agencies.
Our primary interactive legal document services include the following:
Small Business Services

LLC Formation
Incorporation
Trademark
DBA/Fictitious Business Name
Copyright
Non-Profit Corporation
Provisional Application for Patent

Consumer Services

Last Will and Testament
Power of Attorney
Living Will
Living Trust
Uncontested Divorce
Name Change

65

EXHIBIT 12 -49-

Table of Contents
Subscription Legal Plans
For small businesses and consumers who want legal advice, we offer legal plans that connect subscribers with experienced attorneys licensed
in their jurisdiction to address their specific legal needs. Most of the attorneys who participate in our legal plan network practice at small law firms.
We pay the participating independent law firms in our legal plan network a monthly fee per paid customer subscription to provide attorney
consultations to our customers. We typically enter into one-year contractual agreements with law firms participating in our legal plan network, with
the option to renew for successive one-year periods. In order to be considered for participation in our legal plan network, independent attorneys
must satisfy certain quality standards established by us and be highly focused on customer care. We regularly assess our customers' satisfaction
with the attorneys who participate in our legal plan network and remove attorneys that fail to satisfy our customers. Our small business and
consumer subscription legal plans are currently available in 40 states and the District of Columbia.
Subscription to a legal plan provides the following benefits to our customers:
•

Free attorney consultations of up to 30 minutes on new legal matters;

•

Review of LegalZoom interactive legal documents and other legal documents up to 10 pages in length;

•

Discounts on other LegalZoom services;

•

25% discount on additional services provided by legal plan network attorneys;

•

Annual estate planning check-up (for consumer legal plans);

•

Revisions and electronic storage of applicable LegalZoom estate planning documents; and

•

Unlimited access to our forms library.

Our small business legal plans are currently priced at $29.99 per month and our consumer legal plans are currently priced at $14.99 per month.
Subscription Registered Agent Services
Business entities are often required by state law to appoint and maintain a registered agent in their state of formation to receive service of
process and official government communications. For our business formation customers, we offer subscriptions currently priced at $159 per year.
Other Services
We offer other services to our customers, including unlimited access to our forms library, electronic storage of applicable LegalZoom
documents and document revisions. We also introduce our customers to relevant services and products through our relationships with leading
credit card companies, commercial banks and other companies serving our customer base.
Our Technology
We have developed technology that enables us to efficiently process thousands of daily orders, as well as facilitate interactions between our
customers and the attorneys who participate in our legal plan network.
The key components of our technology include:
•

Dynamic Online Questionnaire. Our interactive legal documents are generated by our customers through our dynamic online
processes. Our customers complete a comprehensive, branching questionnaire that uses conditional, rules-based logic to personalize
questions each based on earlier responses.
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Table of Contents
•

Document Automation. Our technology includes complex automation systems that utilize customer responses to generate a
document based on specific customer input.

•

Customer Relationship Management. Our technology integrates and manages e-mail and telephone customer notifications and
enables customers to remain informed about order status. For example, we automatically notify our customers about the status of
their order as interactive legal documents move through our workflow and when we receive confirmation of filing with government
agencies.

•

Supply Chain and Fulfillment. Our supply chain and fulfillment systems integrate external and internal technologies, enabling
intelligent workflow management between our locations, while increasing processing speed and efficiency.

•

Infrastructure. Our website is hosted on hardware and software co-located at a third-party facility in Los Angeles, California. We
currently have a data center located in a third-party facility in Seattle, Washington that could power the limited operation of our
website in case of disaster. Within the next year, we plan to relocate this disaster recovery site to Austin, Texas and will increase its
scope to cover the website and fulfillment systems. We have designed our websites to be highly available, secure and cost-effective
using a variety of proprietary software and freely available and commercially supported tools. We can scale to accommodate
increasing numbers of customers by adding relatively inexpensive industry-standard hardware. We use encryption technologies and
certificates for secure transmission of personal information between our customers and our website. Maintaining the integrity and
security of our websites is critical and we have a dedicated security team that promotes industry best practices and drives
compliance with data security standards.

We devote a substantial portion of our resources to developing new technologies and features and improving our technologies. As of
December 31, 2011, we employed approximately 60 engineers, developers, project managers and support technicians who focus on the design and
development of new features and products, as well as the development and maintenance of our websites, network infrastructure and internal
operations systems. Additionally, we engage with third parties for additional development support as needed.
Customer Care
Customer care is central to our culture and we are highly focused on providing exceptional customer experiences. All of our employees are
trained to focus on our customers and deliver quality customer service. Our customers have access to live customer care representatives and
subscribers to legal plans may consult an experienced attorney. As of December 31, 2011, we had 98 customer care representatives located in the
United States and 60 attorneys who participate in our legal plan network. As part of our customer relationship management, our customer care
representatives proactively contact our customers by phone and email to resolve any issues that may arise during the order fulfillment process as
soon as possible in order to timely fulfill an order. Customer satisfaction is a key component of our value proposition. We offer our customers a
satisfaction guarantee for our interactive legal document services. If a customer is not completely satisfied with our services for any reason, we will
attempt to correct the situation, or provide a refund or credit. We actively monitor our service levels, fulfillment speed and quality to maintain the
highest level of customer care, including the NPS scores of our services and of attorneys who participate in our legal plan network.
Sales and Marketing
Our key marketing efforts include:
•

Customer Acquisition and Brand Marketing. Our customer acquisition and brand marketing includes search engine marketing,
television and radio advertising, search engine optimization, online display advertising, e-mail, affiliate marketing and outbound
sales. We routinely monitor
67

EXHIBIT 12 -51-

Table of Contents
return on investment to optimize our customer acquisition and marketing initiatives. We have a long history of advertising on
television and radio to drive traffic and enhance customer acquisition. For television, we plan our campaigns at the network, creative
and programming level by analyzing data from our past campaigns. For radio, we have successfully used exclusive radio
endorsements featuring prominent radio personalities. In addition, we use remarketing efforts such as online retargeting and
shopping cart abandonment e-mail campaigns. All of our marketing leverages the brand we have developed from customer referrals
and our public relations efforts.
•

Conversion Marketing. Our conversion marketing efforts are focused on converting website visitors to paying customers through
optimization of our website user workflows, questionnaire, and navigation experience. We also test and continuously optimize the
visual design, messaging and promotion offers to improve conversion. Outbound sales calls and trial offers of our legal plans have
also proved to be effective ways for us to acquire new customers.

•

Retention Marketing. Our retention marketing is focused on establishing and maintaining long-term relationships with our
customers through personalized marketing of our services, including telephone outreach, e-mail marketing and continuous customer
care.

Research and Development
We are making substantial investments in research and development to increase innovation and develop new services to meet our customers'
legal needs. Our research and development efforts are focused on enhancing our existing services, accessing new markets and developing new
services. In 2011, we opened a research and development center in San Francisco that has enhanced our ability to focus on developing new
services. Our research and development team works closely with both our marketing and technology teams to evaluate and react to customer
demand.
Competition
We face intense competition from law firms and solo attorneys, legal document providers (including online providers) and national legal plan
providers. We expect such competition to continue to increase. In addition, the competitive landscape can shift rapidly as new companies enter
markets in which we compete and existing companies broaden their offerings. This is particularly true for online services, where barriers to entry are
lower.
Our primary competition comes from small law firms and solo attorneys. Many of our customers have in the past used law firms or solo
attorneys to address their legal needs. Attorneys are generally able to provide direct legal advice that we cannot offer due to regulations regarding
the unauthorized practice of law, and firms may develop a competing online legal service division. Our primary online competitors for our interactive
legal documents services include BizFilings, RocketLawyer, and The Company Corporation. We compete in the registered agent services business
primarily with CT Corporation and Corporation Services Company. Our primary competitors for our legal plans include Hyatt Legal Plans (a MetLife
company), ARAG and LegalShield. Hyatt Legal Plans and ARAG primarily focus their marketing to larger employer groups, while LegalShield
primarily focuses its marketing to individuals.
We believe competitive factors for our services include ease of use, breadth of offerings, brand name recognition, reputation, price, quality and
customer service. To attract customers, some online competitors are offering free or low-priced entry-level services that may affect our pricing
strategy.
Intellectual Property
Our success depends on our proprietary technology. We protect this proprietary technology by relying on a variety of intellectual property
mechanisms including copyright, trade secret and trademark laws, and restrictions on disclosure and other methods. For example, we frequently file
applications for copyrights, trademarks and service marks in order to protect our intellectual property. As of March 31, 2012, we have
68

EXHIBIT 12 -52-

EXHIBIT 13

EXHIBIT 13

http://blogs.wsj.com/law/2012/11/28/legalzoom-gets-in-the-ring-with-rocket-lawyer/tab/print/

November 28, 2012, 5:27 PM ET

LegalZoom Gets in the Ring with Rocket
Lawyer
ByJennifer Smith

Online legal documents company LegalZoom.com Inc. is suing one
of its rivals Google -backed Rocket Lawyer Inc., over alleged
violations of Federal Trade Commission guidelines and what it calls
unfair business tactics “for the purpose of injuring LegalZoom.”
“We think the claims are completely frivolous,” Charley Moore, Rocket Lawyer’s founder and Executive
Chairman, said on Tuesday. “It’s simply an attack on their fastest-growing competitor.”
The lawsuit, filed last week in federal court in California, comes as Rocket Lawyer is poised to expand
into the U.K.
LegalZoom declined to comment on the suit. A spokesman provided this statement: “The complaint seeks
to stop Rocket Lawyer from misusing the term “free” in its advertisements and promotions. It is bad for
consumers and bad for the industry. . . The FTC has guidelines around the term “free” and we believe
RocketLawyer ignores them.”
LegalZoom’s suit says that Rocket Lawyer misleads customers by describing some services—such as
incorporating a business—as “free” when users must still pay state filing fees or subscribe to a
membership plan in order to access the service.
LegalZoom also accuses its rival of trademark infringement and unfair competition because, among other
allegations, Rocket Lawyer allegedly registered internet domain names such as
www.legalzoomgadget.com that it says are “confusingly similar” to the company’s trademarks.
Both companies offer low-cost legal services for small business and consumers by providing legal
documents for routine transactions and, increasingly, access to local attorneys through pre-paid legal
service plans.
Founded 12 years ago, LegalZoom sells personalized legal documents—wills starting at $69, trademark
registrations for $169, plus government filing fees—and has filed for an IPO with the SEC that could raise
as much as $120 million. Over the years it has itself been the subject of lawsuits, mainly ones accusing
the company of the unauthorized practice of law.
LegalZoom also now offers prepaid legal plans for small businesses and consumers.

EXHIBIT 13 -53-

Thursday, December 13, 2012

Page 1 of 2

http://blogs.wsj.com/law/2012/11/28/legalzoom-gets-in-the-ring-with-rocket-lawyer/tab/print/

Rocket Lawyer opened up shop in 2008 with a slightly different model: give customers the forms for free
and then offer additional legal guidance via pre-paid legal plans that cost anywhere from $9.99 to $39.95
per month.
“It’s only because of Rocket Lawyer’s growth that it [LegalZoom] is relying on litigation rather than
innovation to compete,” said Mr. Moore.

Copyright 2012 Dow Jones & Company, Inc. All Rights Reserved
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by
copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit
www.djreprints.com

EXHIBIT 13 -54-

Thursday, December 13, 2012

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EXHIBIT 14

EXHIBIT 14

EXHIBIT 14 -55-

EXHIBIT 14 -56-

EXHIBIT 15

EXHIBIT 15

Create a DBA, Incorporation or LLC today - LegalSpring will show you how

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What does Legalspring do? We offer reviews of companies that
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Incorporation - Online Incorporation Reviews

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form Incorporations all over ... more ...

CorpCreations

Avg Review Score: 5.00

Click Here to go to CorpCreations
Click Here to read CorpCreations customer reviews
Legal Spring Comments: ... web site, and their incorporation
questionnaire is just one long page, but it's simple and
straightforward. ... more ...

Legalfilings.com

Avg Review Score: 2.00

Click Here to go to Legalfilings.com
Click Here to read Legalfilings.com customer reviews
Legal Spring Comments: ... here, but you can't beat the price!
Legalfilings.com will form your incorporation or LLC for only $75
plus ... more ...
If you know of a company not listed here that provides Incorporation,
please let us know by sending a message to our content division.

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Site URL:

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4.1 out of 5

Number of Reviews:

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What kind of experience will you have with
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(If you want to skip my review, Click Here to read LegalZoom
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Chances are, if you're reading this, that you are thinking about using
LegalZoom.com soon. And the most pressing question you probably
have is this: Can I trust LegalZoom? Are they good? Are they
reputable?
Well, I definitely have an opinion on that!
So, to tell you about the kind of experience YOU can expect with
Legal Zoom, let me first tell you about my own LegalZoom
experience.
I (personally) have formed several incorporations through Legal
Zoom. Plus, my mother, and my mother-in-law, and my uncle, have
all created their Wills through LegalZoom.

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I've been running this review site for many years, so you could say I
am the foremost expert on LegalZoom.com and their service.
With that being said... I recommend Legal Zoom without hesitation to
all of my friends and family.
LegalZoom is my number one online legal choice - hands
down - no competition.
Case in point:
The biggest attorney I know charges his customers $1,500 for a
corporation. Then he goes to Legal Zoom and fills out the forms for
$129. Legal Zoom sends him the package, and he puts his letterhead
in it, and forwards it to the customer. He uses LegalZoom because
they're reliable, and they present a professional package.
LegalZoom periodically sends me updates for this list, so it's always
changing:
They have a team of 51 people that are dedicated to customer
service, which is open from 7:00am to 6:00pm
They have over 250 people processing paperwork for their
customers
They have formed over 150,000 Incorporations and LLC's
They claim to do more Last Will and Testament documents
than anyone else in the world
In one month, Legal Zoom registers more trademarks than
the next largest competitor does in a whole year!!
They're constantly rolling out new legal products like Real
Estate Leases, Non-Profit Incorporations, and Design Patents

Scroll below to read customer reviews of Legal Zoom services. Click
Here to Learn More About LegalZoom:

LegalZoom Products
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Business
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Business

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EXHIBIT 15 -59-

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Get Your Last Will Online Today

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Having your Last Will gives you peace of mind. Do not avoid getting one
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Best Last Will and
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Your Last Will is the most important document you could own for estate
planning purposes.

Featured On

Millions of dollars in personal assets are tied up every year in
government processes as loved ones suffer on the side lines. Don't put
your family in this position. Make sure you empower them with your
assets if you should ever pass away.
If anything should ever happen to you - your monetary and physical
assets get redistributed by the government, on thier time! Protect
yourself and your family by acquiring this simple estate planning
document today. Your Last Will will takes minutes to prepare and give
you a life time of security.

Protected By

Sites that offer Last Wills
LegalZoom

Avg Review Score: 4.00

Click Here to go to LegalZoom
Click Here to read LegalZoom customer reviews

Resources

Legal Spring Comments: ... all created their Wills through
LegalZoom.

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I've been running this review site for many years, so you ... more ...

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U.S. Legal Forms

Avg Review Score: 4.00

Click Here to go to U.S. Legal Forms
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Legal Spring Comments: ...
"Thank you for your efforts to assist me. Unfortunately, I think I am
so very lost in the area of Leases ... more ...
If you know of a company not listed here that provides Last Will, please
let us know by sending a message to our content division.

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LLC Consumer Reviews - Learn more about online
LLC formation services
Read reviews about LLC services below, entered by people that have
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Best LLC Service of
2011:

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LLC formation can be safely and easily performed by an online
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fraction of the price that a lawyer would charge you. But, that's also the
problem! There are so many companies, how do you know which one is
reputable, which one is for you? You're probably trying to decide
between literally 15-20 online LLC services.

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Sites that offer LLC's
LegalZoom

Avg Review Score: 4.00

Click Here to go to LegalZoom
Click Here to read LegalZoom customer reviews
Legal Spring Comments: ... over 250 people processing paperwork
for their customers
They have formed over 150,000 Incorporations and ... more ...

MyCorporation.com

Avg Review Score: 4.00

Click Here to go to MyCorporation.com
Click Here to read MyCorporation.com customer reviews
Legal Spring Comments: ... is owned by Intuit, the makers of
TurboTax and QuickBooks software. So you know they can do good ...
more ...

The Company Corporation

Avg Review Score: 2.00

Click Here to go to The Company Corporation
Click Here to read The Company Corporation customer reviews
Legal Spring Comments: ... Review

All About The Company Corporation
(Corporate.com)
(... more ...

BizFilings

Avg Review Score: 3.00

Click Here to go to BizFilings
Click Here to read BizFilings customer reviews
Legal Spring Comments: ... offices around the country.
They have partnered with such large companies as Office Depot,

EXHIBIT 15 -61-

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Intuit, and Yahoo! ... more ...

IncorporateFast

Avg Review Score: 3.00

Click Here to go to IncorporateFast
Click Here to read IncorporateFast customer reviews
Legal Spring Comments: ... BBB Online program.
The IncorporateFast home offices are located in Los Angeles, but they
form Incorporations ... more ...

CorpCreations

Avg Review Score: 5.00

Click Here to go to CorpCreations
Click Here to read CorpCreations customer reviews
Legal Spring Comments: ... and offer a price-match guarantee good for 30 days after your incorporation has been filed.
If you have ... more ...

Legalfilings.com

Avg Review Score: 2.00

Click Here to go to Legalfilings.com
Click Here to read Legalfilings.com customer reviews
Legal Spring Comments: ... over 7,000 companies. This is a small
number compared to some of the other sites mentioned here, but you
can't ... more ...
If you know of a company not listed here that provides LLC, please let
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Put the Power of Life in the Hands of those You
Trust with a Living Will Today
Don't let doctors decide how long you will live under medical
conditions. Empower yourself and your family with rights to option for
life sustaining practices - only when you or your loved ones think you
need it. This can only be done with a Living Will.
If you would like to set your own guidlines for life sustaining medical
procedures in the event that you are rendered incapable of
expressing yourself, getting a Living Will is a really smart thing to
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Legal Spring Comments: ... like Real Estate Leases, Non-Profit
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reviewed on this Site

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12/11/2012

Name Change Services Online

Page 1 of 1

"Why Shop or Review Legal Services anywhere else?"
Reviewing Legal Services Online

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Search

ONLINE
REVIEWS
BUSINESS

Solutions
Doing
Business As
Incorporation

Home / Family / Name Change

File Your Name Change Online. The price is low
and lawyer free.
Ordering a Name Change on the web has become easier than ever. If
you are getting a divorce or are just dissatisfied with your existing
name, there are simple online services that help you get a legal Name
Change at lawyer free prices.

Best Name
Change Service of
2011:

LegalZoom

LLC
Copyright
Trademark
Patent

Featured On

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BY Category

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Contracts
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A legal Name Change, or social security Name Change is a two step
process. Your name is your legal identity. In the court's eyes, changing
your name is really changing your legal identity.
If you want to change your name outside of marriage or adoption, you
must petition the court. The court's role is to make sure you are
changing your name for a valid reason.

Protected By

The Legalzoom Name Change process is quick and easy. You fill out a
simple questionnaire, and Legalzoom ensures that all questions will be
answered to the court's satisfaction. Unlike do-it-yourself kits or forms,
LegalZoom is a complete service - you can rest assured your documents
will be prepared correctly.
Once the court approves your petition, you now have the necessary
proof you have legally changed your name to update all of your vital
records like a drivers license, passport, social security card, bank
records or employment records.
To get a social security Name Change, you must first obtain a legal
Name Change, and then send the paperwork to the social security
office, to obtain a new card.

Sites that offer Name Changes
LegalZoom

Avg Review Score: 4.00

Click Here to go to LegalZoom
Click Here to read LegalZoom customer reviews
Legal Spring Comments: ... have formed several incorporations
through Legal Zoom. Plus, my mother, and my mother-in-law, and my
uncle, ... more ...
If you know of a company not listed here that provides Name Change,
please let us know by sending a message to our content division.

site map | disclaimer | privacy

All Rights Reserved, Legal Spring, Inc. 2004-2012
Reviews may be added or removed at third party sites’ request. All
reviews are actual users of this Site or third party sites and were
authorized for display by the actual customer. The moderator of this
Site has affiliate relationships with third party sites reviewed on this
Site

EXHIBIT 15 -64-

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Consumer Reviews of Patents Online

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Reviewing Legal Services Online

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Home / Business / Patent

Get Your Patent Online

BUSINESS

Solutions
Doing
Business As
Incorporation
LLC

It is not who thought of it first, it is who can prove they thought of it
first.
Patents prove you are smart enough to register your innovations with
the US government. They protect your hard work and ideas from would
be hacks. See what one of our online Patent providers below can do for
you today.

Best Patent
Service of 2011:

LegalZoom

Copyright
Trademark
Featured On

Patent
FAMILY

Solutions
Last Will and
Testament
Living Will
Name Change

Protected By

Prenuptial
BY Category

Legal Sites
Forms and
Contracts

Legalzoom is the leader in online legal services. Their Patent services
are above and beyond the level of satisfaction even we at LegalSpring
have come to expect from them.
While we're very impressed with the feedback we've gotten, it's just
getting to be old hat with this company... If you're thinking about
obtaining a Patent for your invention, we recommend Legalzoom
without reservation.

Resources
Links
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Add Your Link
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Sites that offer Patents
LegalZoom

Avg Review Score: 4.00

Click Here to go to LegalZoom
Click Here to read LegalZoom customer reviews
Legal Spring Comments: ... Review

What kind of experience will you have with
LegalZoom.com?
(If you ... more ...
If you know of a company not listed here that provides Patent, please
let us know by sending a message to our content division.

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All Rights Reserved, Legal Spring, Inc. 2004-2012
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reviews are actual users of this Site or third party sites and were
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Site has affiliate relationships with third party sites reviewed on this
Site

EXHIBIT 15 -65-

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12/11/2012

Consumer Reviews of Prenuptial Services Online

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Home / Family / Prenuptial

Online Prenuptials are just a few clicks away.

BUSINESS

Solutions
Doing
Business As
Incorporation

Prenuptial agreements state the terms of ownership of assets before
and after a marriage occurs.
There are more reasons to get a prenuptial agreement then ever
before. Look into the services below and see what others are saying.

LLC
Copyright

Sites that offer Prenuptials

Trademark
Patent

LegalZoom

Avg Review Score: 4.00

Click Here to go to LegalZoom
FAMILY

Solutions
Last Will and
Testament
Living Will
Name Change

Click Here to read LegalZoom customer reviews
Legal Spring Comments: ... align="right"
src="images/legalzoom-logo.gif" border="0">
Expert ... more ...
If you know of a company not listed here that provides Prenuptial,
please let us know by sending a message to our content division.

Prenuptial
BY Category

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Forms and
Contracts
Resources
Links Directory
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All Rights Reserved, Legal Spring, Inc. 2004-2012
Reviews may be added or removed at third party sites’ request. All reviews are actual
users of this Site or third party sites and were authorized for display by the actual
customer. The moderator of this Site has affiliate relationships with third party sites
reviewed on this Site

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12/11/2012

Reviews of Trademark Services Online

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"Why would I go anywhere else for Legal Services?"
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Home / Business / Trademark

Trademark

BUSINESS

Solutions
Doing
Business As

Do not let anyone abuse or copy your identity, or the names of your
goods and services. Get a Trademark today to protect your company's
intellecutal property.

Best Trademark
Service of 2011:

LegalZoom

Incorporation
LLC

Partners Accept

Copyright
Trademark

Featured On

Patent
FAMILY

Solutions
Last Will and
Testament
Living Will
Name Change
Prenuptial

As many marketing professionals know, branding is an essential part to
building a successful business identity. As an entrepreneur or business
professional, it is important to protect your corporate name or the name
of your goods and services with a Trademark. While getting a
Trademark does not require an attorney, you must comply with all
requirements from the trademark statute and rules, making it an exact
and detail oriented process. That is why many knowledgeable
professionals and savvy business owners turn to online services for
their Trademark for a dependable, accurate and hassle-free solution.

Protected By

BY Category

Legal Sites
Forms and
Contracts
Resources
Links
Directory
Add Your Link
Now!

Click Here to read the rest of the article.

Sites that offer Trademarks
LegalZoom

Quick and Easy
Trademark Registration
Avg Review Score: 4.00

Click Here to go to LegalZoom
Click Here to read LegalZoom customer reviews
Legal Spring Comments: ... and LLC's
They claim to do more Last Will and Testament documents than
anyone else in the world
In one ... more ...

MyCorporation.com

Avg Review Score: 4.00

Click Here to go to MyCorporation.com
Click Here to read MyCorporation.com customer reviews
Legal Spring Comments: ... of TurboTax and QuickBooks software.
So you know they can do good things for small business...
If you have ... more ...

Allmark Trademark

Avg Review Score: n/a

Click Here to go to Allmark Trademark
Click Here to read Allmark Trademark customer reviews
Legal Spring Comments: ... package cost more money than several
of the other options in this site, but they may also be more ... more ...

TrademarkMyName.com

Avg Review Score:
4.00

Click Here to go to TrademarkMyName.com
Click Here to read TrademarkMyName.com customer reviews
Legal Spring Comments: ... around? What quality is their work? If
you have experience with this company, please enter a review and
share it ... more ...

The Trademark Company

Avg Review Score: n/a

Click Here to go to The Trademark Company
Click Here to read The Trademark Company customer reviews
Legal Spring Comments: ... LLC that focuses on trademark related
products. If you have experience with this company, please enter a ...
more ...

Trademarks, Etc.

Avg Review Score: n/a

EXHIBIT 15 -67-

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12/11/2012

Reviews of Trademark Services Online

Page 2 of 2

Click Here to go to Trademarks, Etc.
Click Here to read Trademarks, Etc. customer reviews
Legal Spring Comments: ... Etc. is a targeted trademark process.
Their web site is easy to follow. They actually provide a phone
number ... more ...
If you know of a company not listed here that provides Trademark,
please let us know by sending a message to our content division.

site map | disclaimer | privacy

All Rights Reserved, Legal Spring, Inc. 2004-2012
Reviews may be added or removed at third party sites’ request. All
reviews are actual users of this Site or third party sites and were
authorized for display by the actual customer. The moderator of this
Site has affiliate relationships with third party sites reviewed on this
Site

EXHIBIT 15 -68-

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12/11/2012

Get a Copyright Online

Page 1 of 1

"Should I form an Incorporation or an LLC?"
Find out at LegalSpring.com
Reviewing Legal Services Online

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REVIEWS

Home / Business / Copyright

Get Your Copyright

BUSINESS

Solutions

On this web page we provide information about easy-to-use online
services you can use to file your Copyright.

Doing
Business As

Best Copyright
Service of 2005:

LegalZoom

Incorporation
LLC

Partners Accept

Copyright
Trademark

Featured On

Patent
FAMILY

Solutions
Last Will and
Testament
Living Will
Name Change
Prenuptial

Copyrights
Writers, musicians and artists can register their work with the federal
government by applying for a Copyright online. Don''t let anyone else
take credit for your creative work.
If you have created original works such as articles, books, songs or
photographs - applying for a Copyright is essential to protecting your
financial and mental well being.

Protected By

BY Category

Legal Sites
Forms and
Contracts
Resources

Click Here to read the rest of this article..

Sites that offer Copyrights

Links
Directory

LegalZoom

Add Your Link
Now!

Click Here to read LegalZoom customer reviews

Avg Review Score: 4.00

Click Here to go to LegalZoom
Legal Spring Comments: ... 250 people processing paperwork for
their customers
They have formed over 150,000 Incorporations and ... more ...

Copyright Assistant

Avg Review Score: 1.00

Click Here to go to Copyright Assistant
Click Here to read Copyright Assistant customer reviews
Legal Spring Comments: ... which you're supposed to print and send
in yourself. Not much is known about Copyright Assistant, if you
have ... more ...
If you know of a company not listed here that provides Copyright,
please let us know by sending a message to our content division.

site map | disclaimer | privacy

All Rights Reserved, Legal Spring, Inc. 2004-2012
Reviews may be added or removed at third party sites’ request. All
reviews are actual users of this Site or third party sites and were
authorized for display by the actual customer. The moderator of this
Site has affiliate relationships with third party sites reviewed on this
Site

EXHIBIT 15 -69-

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12/11/2012

Incorporation - Online Incorporation Reviews

Page 1 of 2

"Your one and only source for online legal services"
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BUSINESS

Solutions
Doing
Business As

Home / Business / Incorporation

Incorporation Reviews - Learn more about
Incorporation services
Read reviews about Incorporation services below, entered by people that
have actually formed their Incorporation online. You will also learn more
about the companies that will help you get your Incorporation.

Incorporation
LLC
Copyright
Trademark
Patent
Best Incorporation
Service of 2011:

FAMILY

Solutions
Last Will and
Testament
Living Will
Name
Change
Prenuptial

LegalZoom
If you're just starting a new business, you're probably investigating
companies to form your Incorporation. The good news is that it's never
been easier to form your Incorporation safely and easily online. The bad
news is that there are so many providers to choose from! You're
probably trying to decide between literally 15-20 online Incorporation
services.

Featured On

Read our reviews, and customer ratings about each of the companies
that can form your Incorporation below.

BY Category

Legal Sites

Click on these links If you're interested in forming an LLC or DBA (doing
business as).

Forms and
Contracts
Protected By

Resources
Links
Directory
Add Your Link
Now!

Sites that offer Incorporations
LegalZoom

Avg Review Score: 4.00

Click Here to go to LegalZoom
Click Here to read LegalZoom customer reviews
Legal Spring Comments: ... customers
They have formed over 150,000 Incorporations and LLC's
They claim to do more Last Will and ... more ...

MyCorporation.com

Avg Review Score: 4.00

Click Here to go to MyCorporation.com
Click Here to read MyCorporation.com customer reviews
Legal Spring Comments: ... of TurboTax and QuickBooks software.
So you know they can do good things for small business...
If you have ... more ...

The Company Corporation

Avg Review Score: 2.00

Click Here to go to The Company Corporation
Click Here to read The Company Corporation customer reviews
Legal Spring Comments: ... Company Corporation has 25 offices
around the country (most online Incorporators have one base office,
and form their ... more ...

BizFilings

Avg Review Score: 3.00

Click Here to go to BizFilings
Click Here to read BizFilings customer reviews
Legal Spring Comments: ... with BizFilings, please enter a review so
that we might have a better insight into the customer experience ...
more ...

IncorporateFast

Avg Review Score: 3.00

Click Here to go to IncorporateFast
Click Here to read IncorporateFast customer reviews
Legal Spring Comments: ... program.
The IncorporateFast home offices are located in Los Angeles, but they

EXHIBIT 15 -70-

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12/11/2012

Online Legal Sites FAQ

Page 1 of 1

"Your one and only source for online legal services"
Reviewing Legal Services Online

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Doing Business As
Incorporation
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FAMILY Solutions

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BY Category

Legal Sites
Forms and Contracts

December 2012
home / faq

Online Legal Site FAQ
This page addresses many of the frequently asked questions that
Legal Spring is has been asked over the period of time that we've
been reviewing legal sites. Hopefully you'll find the answer to the
question you're looking for here. If not, send us your question,
because chances are, that you're not the only person with that
question!
Are Online Legal Services Sites Reliable?
This is the question that we found all over the internet, in one form
or another. The answer is - "it depends." It depends on which site
you use. Just like in the real world, there are many shady
operators out there. You need to know who can quickly, safely,
and reliably get your needs addressed. Legal Spring is here to help
you and people like you find a good company to help you, at a
cheaper price than your local lawyer would charge.
Can I really get a divorce on the Intenet?
An intriguing and controversial change to the legal system has
been the ability to obtain a divorce online. Contrary to popular
opinion, you can't get a divorce with the click of a mouse, but the
proper legal document preparation company can make it as
painless as possible. In some areas, you may not even need to
step foot in court, and the right document preparation company
can make it possible for pennies on the dollar compared to lawyer
fees. Web surfers can make an informed choice about proper
company to choose for their divorce here at LegalSpring.com.
Who is the best Incorporator online?

Resources
Links Directory
Add Your Link Now!

This is why LegalSpring.com was formed - to find the answer to
questions like this. Legalzoom is hands-down the LegalSpring.com
editors choice for legal services - including Incorporation and LLC
formation. There are however, many reputable, and reliable
companies on the Internet that will handle your Incorporation or
LLC formation. Read up on them here .

site map | disclaimer | privacy

All Rights Reserved, Legal Spring, Inc. 2004-2012
Reviews may be added or removed at third party sites’
request. All reviews are actual users of this Site or third
party sites and were authorized for display by the actual
customer. The moderator of this Site has affiliate
relationships with third party sites reviewed on this Site

EXHIBIT 15 -71-

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12/11/2012

EXHIBIT 16

EXHIBIT 16

Travis Giggy | LinkedIn

Page 1 of 3

Travis Giggy
Tech Entrepreneur and Coder
San Francisco Bay Area Internet

Travis Giggy's Overview
Current
Past

Founder and CTOat Swing by Swing Golf
Owner, Founderat Own Vision, LLC
Programmer for Front End / Back End / Database / Reporting / Toolsat LegalZoom
Senior Consultantat Web Acceleration
see all

Education
Recommendations
Connections
Websites

Colorado State University
3 people have recommended Travis
500+ connections
Swing by Swing - Free Golf GPS

Travis Giggy's Summary
I've been a tech entrepreneur all of my professional life.
In 1997, I started my first Internet business, called Carryout.com.
Carryout.com was an online food ordering service. You could order food from a local restaurant right to your door. We coded a way to import menus, view
them on the web, and customize an order. In the back-end, we built code to send faxes to the restaurant when orders were placed, and also place a phone
call to notify of a waiting fax. In 1997, that was quite revolutionary! Although we had moderate success, it was not meant to be. Crash and burn in the year
2000.
You could say I built seamless or GrubHub before Seamless or GrubHub
Also in 1997, I joined a call center start-up called Center Partners as employee #8. I coded real-time reporting systems which allowed CP to compete
against much larger call center competition. In 3 years we went from 8 employees to 2,000+ and sold the company to WPP for $70M.
Then, in 2003, I joined a legal startup called LegalZoom.com as employee #18. Over the next 8 years as an employee and then consultant, I helped
LegalZoom build their company to over 600 employees and a pending IPO (as of July 2012).
In 2005, I started a company to help people get a towncar, limo, or taxi. It was called RideOnTime.com, and you could instantly order a high class ride from
almost anywhere in the US. You could say I built Uber before Uber. But, without mobile technology, the real-time model was before it's time...
In November 2009, I launched Swing by Swing Golf. We've built an audience of 1.2M registered users, and disrupted the Golf GPS range finder market.
Swing by Swing Golf is going strong.
It's fun and interesting to be an entrepreneur in tech. I've had some wild experiences - and the hits keep coming. Now I'm in San Francisco, and I'm excited
for the future! Bring it.
Specialties
Mobile Application Development - iPhone, Android, BlackBerry
HTML5, jQuery, HTML, CSS, Javascript
IIS, C#, .Net, SQL
Google Maps, Amazon AWS
Project Management, Program Management
Scrambling, hustling, getting things done

Travis Giggy's Experience
Founder and CTO
Swing by Swing Golf
Privately Held; 1-10 employees; Internet industry

January 2010– Present (3 years) Palo Alto, CA

Swing by Swing is a technology platform for golf.
We offer a free GPS range finder for iPhone, Android, and BlackBerry. Before Swing by Swing, golfers would pay $300 for a handheld device. Now, it's
available for free right on the phone you already carry.
Swing by Swing currently has 1.2M registered users. Our community has used our tools to map 35,000 golf courses (95% of all courses in the world), with
18M app page views per month.
Through mobile and web technology, we are building the world's largest community of golfers, and golf information.

Owner, Founder
Own Vision, LLC
January 2006– April 2012 (6 years 4 months)

EXHIBIT 16 -72-

http://www.linkedin.com/in/travisgiggy

12/11/2012

Travis Giggy | LinkedIn

Page 2 of 3

Own Vision, LLC builds cutting edge software. Since 1996 we have built data-driven Internet sites. Since 2008 we have built connected mobile applications.
Expertise in:
* iOS
* Android
* .Net
* SQL

Programmer for Front End / Back End / Database / Reporting / Tools
LegalZoom
Privately Held; 501-1000 employees; Legal Services industry

May 2003– August 2006 (3 years 4 months) Greater Los Angeles Area

As the 18th employee at LegalZoom.com, I was one of the first programmers. I built much of the early code-base along with the founder, Eddie Hartman,
and watched the company grow from 18 to over 500 employees, and a pending IPO. (as of Jul 2012)
Like most early employees of any company, I wore a lot of hats. At one time or another I was also responsible for building the affiliate program, SEO
initiatives, project management, among others.

Senior Consultant
Web Acceleration
October 1999– May 2003 (3 years 8 months)

Senior consultant performing custom programming for Internet applications. Interfaced with clients on a daily basis and completed projects big and small.
Worked with ASP and SQL technology.

Programmer
Vantage Point
Privately Held; 11-50 employees; Internet industry

February 1999– October 1999 (9 months)

At Vantage Point I programmed an interface used by the agriculture industry to manage crops and farms. We were using satellite photo technology WAAAY
before Google was a twinkle in Sergey and Brin's eye!

Senior Programmer
Center Partners
Public Company; 1001-5000 employees; Outsourcing/Offshoring industry

January 1996– February 1999 (3 years 2 months)

I was one of the first employees ever hired at Center Partners. The amazing management team grew this company from 0 to 2,000+ empoyees in a period
of less than 3 years! In those days, I solely consisted of the programming team. I created data driven reports and tools for the ever-growing user base.

Travis Giggy's Projects
Swing by Swing iOS App
November 2009 to Present
Team Members: Travis Giggy, Terrence Giggy

A Golf GPS Rangefinder, right on your phone. Before Swing by Swing, a golfer had to pay $300-500 for a dedicated device which does the same thing.
Swing by Swing is more powerful, more current, and just as accurate.

LegalZoom website
April 2003 to September 2009
Team Members:Travis Giggy, Eddie Hartman, Amir Pirnia

I was responsible for much of the early LegalZoom code base, including legalzoom.com, back-end tools, databases, and reporting.

Travis Giggy's Skills & Expertise
Android

Mobile Applications

iPhone

IIS

.NET

Amazon Web Services (AWS)

jQuery

JavaScript

Travis Giggy's Education
Colorado State University
Computer Science
1994 – 1997

After a few on-and-off years of college, I finally decided it just wasn't for me. There was just too much money out there in the world. I left school for
entrepreneurial endeavors and never looked back.

Travis Giggy's Additional Information
Websites:
Groups and
Associations:

• Swing by Swing - Free Golf GPS
MarketingExperiments Optimization
On Startups - The Community For Entrepreneurs

Contact Travis for:
● career opportunities

● consulting offers

● new ventures

● job inquiries

● expertise requests

● business deals

● reference requests

● getting back in touch

EXHIBIT 16 -73-

http://www.linkedin.com/in/travisgiggy

12/11/2012

Travis Giggy | LinkedIn

Page 3 of 3

View Travis Giggy’s full profile to...
• See who you and Travis Giggy know in common
• Get introduced to Travis Giggy
• Contact Travis Giggy directly
View Full Profile

LinkedIn member directory - Browse members by country ab cd ef gh ij kl mn op qr st uv wx yz more

LinkedIn Corporation © 2011

EXHIBIT 16 -74-

http://www.linkedin.com/in/travisgiggy

12/11/2012

EXHIBIT 17

EXHIBIT 17

EXHIBIT 17 -75-

EXHIBIT 18

EXHIBIT 18

EstateGuidance - Privacy Policy, Disclaimer, Terms Of Use

Page 1 of 1

Home | Services | Education | Customer Service
Services
Wills

ComPsych Corporation, in partnership with LegalZoom.com, Inc., LegalZip, LegalZoom’s legal documentation center
and all information on this World-Wide Web site (together with the underlying source HTML files that implement the
hypertext features, this "Site") may be used solely under the following terms and conditions:

Living Wills

Contact Information

1.

PURPOSE OF ComPsych Corporation, in partnership with LEGALZOOM.COM
The purpose of this Site is to give the visitor a general understanding of the law, not to provide specific
advice. While a great deal of care has been taken to provide accurate and current information, the ideas,
general principles and conclusions presented at this site may differ depending on local, state and federal laws
and regulations and court cases. Because the law constantly changes and varies from jurisdiction to
jurisdiction, and is subject to varying interpretations, the reader is urged to consult professional legal counsel
in his or her state regarding the applicability any points of law discussed at this Site to any specific problem.
This web site should not be used as a substitute for competent legal advice from an attorney.

EMAIL:
[e-mail]

Protected By

2.

NO LEGAL ADVICE PROVIDED
ComPsych Corporation, in partnership with LegalZoom.com, Inc. is a legal documentation assistant, as
defined under California law (LDA # 0104, Los Angeles County). ComPsych Corporation, in partnership with
LegalZoom.com offers no legal advice, recommendations, mediation or counseling under any circumstance.
ComPsych Corporation, in partnership with LegalZoom.com is not a law firm, and the employees of ComPsych
Corporation, in partnership with LegalZoom are not acting as your attorney. ComPsych Corporation, in
partnership with LegalZoom’s legal documentation service, through its LegalZip software, uses the answers
you provide to automatically populate legal forms. Our review of your answers is limited solely to
completeness, spelling and grammar, as well as internal consistency of names, addresses and the like. At no
time do we review your answers for legal sufficiency, draw legal conclusions, provide advice or apply the law
to the facts of your particular situation. This Site is not intended to create an attorney-client relationship, and
by using ComPsych Corporation, in partnership with LegalZoom, no attorney-client relationship will be created
with ComPsych Corporation, in partnership with LegalZoom. You are totally and solely responsible for your
own selections and actions.

3.

DISCLAIMERS
THIS SITE IS PROVIDED ON AN "AS IS", "AS AVAILABLE" BASIS AND ComPsych Corporation, in partnership
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Corporation, in partnership with LEGALZOOM.COM, INC. DISCLAIMS ALL RESPONSIBILITY FOR ANY LOSS,
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CONTENT THEREIN DIRECTLY OR INDIRECTLY ACCESSED THROUGH LINKS IN THIS SITE, INCLUDING BUT
NOT LIMITED TO ANY ERRORS IN OR OMISSIONS THEREFROM, (C) THE UNAVAILABILITY OF THIS SITE OR
ANY PORTION THEREOF, (D) YOUR USE OF THIS SITE, OR (E) YOUR USE OF ANY EQUIPMENT OR SOFTWARE
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4.

LIMITATION OF LIABILITY
A COVERED PARTY (AS DEFINED BELOW) SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
SPECIAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND WHATSOEVER (INCLUDING, WITHOUT LIMITATION,
ATTORNEYS' FEES AND LOST PROFITS OR SAVINGS) IN ANY WAY DUE TO, RESULTING FROM, OR ARISING
IN CONNECTION WITH THIS SITE, INCLUDING ITS CONTENT, REGARDLESS OF ANY NEGLIGENCE OF ANY
COVERED PARTY. "COVERED PARTY" MEANS ComPsych Corporation, in partnership with LEGALZOOM.COM,
INC., ITS AFFILIATES, ITS LISTEES, AND ANY OFFICER, DIRECTOR, EMPLOYEE, SUBCONTRACTOR, AGENT,
SUCCESSOR, OR ASSIGN OF ComPsych Corporation, in partnership with LEGALZOOM.COM, INC., ITS
AFFILIATES, AND ITS LISTEES.

5.

GOVERNING LAWS; JURISDICTION
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of
California, USA, as they apply to agreements made and solely performed therein. Disputes arising hereunder
shall be exclusively subject to the jurisdiction of the state courts of California.
This Site exists only in the State of California, and the Site only performs services within the State of
California. You agree that your viewing and use of this Site occurs solely within the State of California,
regardless of where your browser is physically located, and that all content and services are located in, served
from, and performed wholly within the State of California.

6.

SEVERABILITY
If any provision of these Terms and Conditions is unlawful, void or unenforceable, then that provision shall be
deemed severable from the remaining provisions and shall not affect their validity and enforceability.

7.

Incorporation of LegalZoom Policies, Terms and Disclaimers
By using the Site, you agree to be bound these terms of use and the LegalZoom.com, Inc. Terms of Use,
including its Full Disclaimer and Privacy Policy, which are incorporated by reference as if set forth fully herein
and may be revised without notice to you. You agree that ComPsych Corporation and LegalZoom.com, Inc.
may collect certain personally-identifiable information from visitors to the Site, and that any such information
is subject to LegalZoom's Privacy Policy as well as any applicable ComPsych privacy policy, as the same may
be revised. You expressly agree to these policies and disclaimers any authorize either party's use of your
information in accordance with these policies and terms.

8.

IF YOU DO NOT AGREE
IF THESE TERMS AND CONDITIONS ARE NOT ACCEPTABLE IN FULL, YOU MUST IMMEDIATELY TERMINATE
YOUR USE OF THIS SITE.

Terms of Services, Disclaimer and Privacy Policy

EXHIBIT 18 -76-

http://estateguidance.lzpartners.com/legal.html

12/14/2012

EXHIBIT 19

EXHIBIT 19

EXHIBIT 19 -77-

EXHIBIT 20

EXHIBIT 20

LegalZoom vs. Rocket Lawyer, Round Two - Law Blog - WSJ

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December 19, 2012, 11:23 AM

LegalZoom vs. Rocket Lawyer,
Round Two
Article
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Comments

LAW BLOG HOME PAGE »

Print

By Jennifer Smith

It’s getting ugly in the online
legal startup sandbox.
This week Rocket Lawyer Inc.,
which provides legal documents
and attorney subscription plans,
raised the stakes in its legal
battle with rival LegalZoom.com
Inc. (which sued Rocket Lawyer
last month), filing a 96-page
answer and counterclaims on
Monday in federal court in

Daniella Zalcman for The Wall Street Journal

Charley Moore, executive chairman of Rocket Lawyer.

About Law Blog

California.
Essentially, Rocket Lawyer said it was the target of some pot-kettle type attacks
and said LegalZoom had engaged in even worse behavior. LegalZoom, the filing
claims, is trying “to inflict competitive harm” as part of a larger plan “to compete
unfairly through the publicity of this lawsuit rather than in the marketplace.”
2,057 followers

Chas Rampenthal, General Counsel of LegalZoom, called the allegations
“baseless.”
So what’s all the drama about?
Back in November, LegalZoom sued Rocket Lawyer over the latter’s use of the term
“free,” which it said violated Federal Trade Commission guidelines because users
still had to pay state filing fees or sign up for a subscription to access the services.
The lawsuit also accused Rocket Lawyer of engaging in unfair business tactics,
such as buying up search terms and similar domain names in an alleged attempt to
confuse and siphon off LegalZoom customers.
Legal experts say the lawsuit highlights increased competition in what had been a
neglected corner of the industry.

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EXHIBIT 20 -78-

http://blogs.wsj.com/law/2012/12/19/legalzoom-vs-rocket-lawyer-round-two/?KEYWOR... 12/19/2012

LegalZoom vs. Rocket Lawyer, Round Two - Law Blog - WSJ

Both ventures offer online documents for wills and other routine legal transactions,
and offer low-cost monthly subscription plans that give access to advice from local

Page 2 of 3

Law Bureau

attorneys. They are among a growing field of companies jockeying to provide
consumers and small businesses with affordable legal services.

Joanna
Chung
Bureau Chief

Ashby Jones
Reporter

Jennifer
Smith
Reporter

Chad Bray
Reporter

Reed
Albergotti
Reporter

Jess Bravin
Reporter

Rocket Lawyer’s latest volley says LegalZoom itself has engaged in similar use of
the word “free” and in tactics like those cited in its November suit, such as buying
up online search terms to trigger its own ads when people type “Rocket Lawyer”
into search engines.
Last month, LegalZoom’s chief executive officer John Suh told WSJ, “we will never
bid on another competitors brand terms unless they do that to us.”
Rocket Lawyer also alleges that LegalZoom secretly operates another web site
called Legal Spring that purports to provide reviews of companies (like LegalZoom)
that provide online legal services, “but in actuality advertises and promotes

Dan Strumpf
Reporter

LegalZoom to the detriment of consumers, Rocket Lawyer, and other competitors.”
LegalZoom’s Mr. Rampenthal said in a statement that the cross-complaint was “a
retaliatory measure” intended “to obscure the fact that they have been deceiving
consumers throughout the country with the notion that their service is free.”

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LegalZoom vs. Rocket Lawyer, Round Two - Law Blog - WSJ

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