LegalZoom.com Inc v. Rocket Lawyer Incorporated

Filing 93

DECLARATION of Hong-An Vu In Support of MOTION for Summary Judgment as to AND/OR ADJUDICATION; MEMORANDUM OF POINTS AND AUTHORITIES IN SUPPORT THEREOF (REDACTED) 60 filed by Defendant Rocket Lawyer Incorporated. (Attachments: # 1 Ex A-D and F)(Vu, Hong-An)

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1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Forrest A. Hainline III (SBN 64166) fhainline@goodwinprocter.com Hong-An Vu (SBN 266268) hvu@goodwinprocter.com GOODWIN PROCTER LLP Three Embarcadero Center 24th Floor San Francisco, California 94111 Tel.: 415.733.6000 Fax.: 415.677.9041 Michael T. Jones (SBN 290660) mjones@goodwinprocter.com GOODWIN PROCTER LLP 135 Commonwealth Drive Menlo Park, California 94025-1105 Tel.: 650.752.3100 Fax.: 650.853.1038 Brian W. Cook (Pro Hac Vice) bcook@goodwinprocter.com GOODWIN PROCTER LLP 53 State Street Boston, MA 02109-2802 Tel.: 617.570.1000 Fax.: 617.523.1231 Attorneys for Defendant ROCKET LAWYER INCORPORATED 16 UNITED STATES DISTRICT COURT 17 18 19 20 21 22 23 24 25 26 CENTRAL DISTRICT OF CALIFORNIA WESTERN DIVISION LEGALZOOM.COM, INC., a Delaware Case No. 2:12-cv-09942-GAF-AGR corporation, DECLARATION OF HONGPlaintiff, AN VU III IN SUPPORT OF ROCKET LAWYER v. INCORPORATED'S MOTION FOR SUMMARY JUDGMENT ROCKET LAWYER INCORPORATED, a Delaware Date: August 18, 2014 corporation, Time: 9:30 a.m. Judge: Judge Gary A. Feess Defendant. Courtroom: 740 255 East Temple Street Los Angeles, CA 90012 Action Filed: November 20, 2012 27 28 ACTIVE/74760488.1 1 I, Hong-An Vu, declare as follows: 2 1. I am an associate at Goodwin Procter LLP, counsel of record for 3 defendant and counterclaimant Rocket Lawyer Incorporated (“Rocket Lawyer”). I 4 submit this declaration in support of Rocket Lawyer’s Motion for Summary 5 Judgment and/or Adjudication (the “Motion”). I am over the age of 18 years. 6 Unless otherwise indicated, I have personal knowledge of the matters stated herein 7 and, if called upon to do so, I could and would competently testify to them under 8 oath. 9 2. Rocket Lawyer and LegalZoom.com, Inc. (“LegalZoom”) 10 corresponded about exchanging database information for their respective survey 11 experts on May 12, 2014. Attached hereto as Exhibit A is a copy of an email chain 12 between me and Ms. Winograd, counsel for LegalZoom, from May 12 to May 13, 13 2014, discussing the exchange of expert data. 14 3. At that time, both Rocket Lawyer and LegalZoom agreed to 15 independently investigate the best manner to transfer the data related to those 16 surveys. Rocket Lawyer had previously produced this data to LegalZoom in PDF 17 format twice. LegalZoom had previously produced this data to Rocket Lawyer in 18 PDF document format as well. 19 4. As indicated in Exhibit A, on May 13, 2014, counsel for Rocket 20 Lawyer contacted counsel for LegalZoom to further discuss that transfer of data. 21 Ms. Winograd had stated she was still determining in what format she would prefer 22 Rocket Lawyer’s survey data and whether the Isaacson survey data could be 23 provided to Rocket Lawyer in a non-PDF format. 24 25 26 5. Counsel for LegalZoom, did not subsequently follow-up about transferring the survey data until over two months later. 6. Counsel for LegalZoom requested Rocket Lawyer’s survey data in a 27 database format on July 15, 2014 during Professor Wind’s deposition. The parties 28 agreed at that time to discuss the matter outside of the deposition. This July 15, ACTIVE/74760488.1 1 1 2014 conversation was, to my knowledge, the first time that such request was raised 2 by LegalZoom since the May 13, 2014 correspondence between the parties. 3 7. On July 15, 2014, also during the deposition of Professor Wind, 4 counsel for LegalZoom requested a link to Professor Wind’s survey as respondents 5 would have viewed it. I understood this request to mean that the parties would also 6 discuss exchanging links to the survey after the deposition as well. To my 7 knowledge, this was the first time counsel for LegalZoom ever requested this link to 8 Professor Wind’s survey. 9 8. Counsel for LegalZoom has not contacted counsel for Rocket Lawyer 10 since Professor Wind’s deposition on July 15, 2014 to discuss (1) exchanging 11 databases of survey information, (2) the most helpful format for such exchange of 12 survey databases, or (3) obtaining a link to view Professor Wind’s survey as 13 respondents would have viewed it. 14 15 16 9. As of today’s date, Rocket Lawyer has provided all of the supporting data for Professor Wind’s survey to LegalZoom. 10. LegalZoom has flatly refused to produce documents in response to 17 Rocket Lawyer’s request for documents which were relied upon by LegalZoom’s 18 experts, as evidenced by LegalZoom’s Response to Rocket Lawyer’s Third Set of 19 Requests for Production (a true and correct copy of which is attached hereto as 20 Exhibit B), at No. 2. 21 22 23 11. As of the time of Rocket Lawyer’s filing of the Motion, Rocket Lawyer had produced in excess of 22,000 documents. 12. As of July 18, 2014, Rocket Lawyer completed its production of 24 documents (over 37,000 documents, 85,000 pages excluding native files) except for 25 potentially a small number of documents that may be declassified as privileged. 26 13. To date, LegalZoom has produced only approximately 3,300 27 documents (less than 10,000 pages)between itself and nonparty Travis Giggy. 28 LegalZoom has not confirmed whether its document production is complete. ACTIVE/74760488.1 2 14. 1 2 the Deposition of Professor Jerry (Yoram) Wind, taken July 15, 2014. 15. 3 4 Attached hereto as Exhibit D is a true and correct copy of a document Bates labeled LZ007420, produced by LegalZoom in this case. 16. 5 6 Attached hereto as Exhibit C is a true and correct copy of excerpts of Attached here as Exhibit E is a true and correct copy of Professor Wind’s invoices, Bates RLI0062117-0062125. 17. 7 Attached hereto as Exhibit F is a true and correct copy of a report 8 issued by IBIS World, Cyber Security: Cheaper legal services online will lead to 9 higher revenue, IBISWorld Industry Report OD5638 Online Legal Services in the 10 US, May 2014, 16,692 business providing online legal services with LegalZoom 11 taking only 5.8% of market share. 18. 12 LegalZoom first noticed depositions of Rocket Lawyer and its 13 employees in July 2014, 19 months since this action began, and 10 months since the 14 discovery stay was lifted. 19. 15 RLI0003225, which is Exhibit 9 to the Declaration of Patricia 16 Winograd, is a log relating to customer service calls received by Rocket Lawyer. 17 By using the native version of the document produced by Rocket Lawyer and using 18 Excel’s filtering feature, I calculated that out of the 638,816 calls referenced in the 19 log, 1,781 calls related to complaints or questions relating to “free.” Therefore, the 20 customer calls relating to free account for 0.27% of Rocket Lawyer’s calls based on 21 the evidenced provided by LegalZoom. 20. 22 On August 1, 2014, I reviewed the BBB profiles of Rocket Lawyer and 23 LegalZoom. Over the last three years, Rocket Lawyer has received 181 complaints 24 (a vast majority of which have been resolved) which is approximately 5 complaints 25 a month. LegalZoom has received 133 complaints since March 10, 2013, which is 26 approximately 8.3 complaints a month. 27 /// 28 /// ACTIVE/74760488.1 3 1 2 3 I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed this 4th day of August, 2014, at San Francisco, California. 4 5 6 /s/ Hong-An Vu Hong-An Vu 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ACTIVE/74760488.1 4

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