Fractional Software Licensing Counsel Services

As a team, Billy, Will, Brad, Alex, Kristine, and Greg currently serve as software licensing counsel, on a fractional basis, for multiple software providers and corporate legal departments at any given time.  They negotiate all software agreements that their clients sign, including everything from enterprise-wide software licenses, subscription license agreements, SaaS agreements, and custom software development agreements, to partner, distributor, ISV, MSP, and other collaborator agreements. 

In addition, the software licensing team works daily with the sales departments for their software provider clients, increasing the velocity of the sales process and enabling sales teams to meet and exceed their quotas.  They function seamlessly as an integral member of the sales team at every step of the process, and their clients would tell you that they are integral to their sales success.  What is more, they have also represented procurement departments and purchasers of software in hundreds of transactions, worth hundreds of millions of dollars, during their careers, and are experts at negotiating on behalf of their purchaser clients.

Software Licensing Counsel Team:

William R. Poynter

Position: Principal
Phone: 757.238.6383
Email: wpoynter@kaleolegal.com
Categories: Complex Commercial Litigation, Intellectual Property, Local Counsel, Technology and Software, Toxic Tort Litigation, Trademarks
Undergraduate Degree: Washington & Lee University
Law School: University of Virginia

About:

Billy serves as the fractional General Counsel and Chief Intellectual Property Counsel for several companies, and he has a great deal of experience assisting software providers with their commercial needs, including drafting and negotiating licensing agreements, partner agreements, and services agreements of all kinds.  As an extension of the in-house department, Billy supports software sales teams in all aspects of their legal needs, and is an integral part of their achieving sales and revenue quotas on a quarterly and annual basis.

He focuses his practice on intellectual property law, including IP assessment, creation, and enforcement; dispute resolution; and particularly the IP issues surrounding software creation, development, and implementation. In fact, he has extensive experience with drafting and negotiating commercial contracts of all kinds. And he has assisted in the acquisition and sale of technology companies for larger-scale clients, especially in the software industry.

Billy also maintains an active litigation practice at Kaleo Legal, mostly  in the federal courts of the Eastern District of Virginia. As a full-time litigator for much of his career, Billy has handled IP cases involving a variety of technologies, including software, business methods, telecommunications technology, mechanical devices, chemical compositions, and electrical technology. He has litigated cases around the country, including in popular patent litigation jurisdictions such as the Central and Northern Districts of California, the Eastern District of Texas, and the District of Delaware. Billy has particular experience litigating patent, intellectual property, and other cases in the Eastern District of Virginia, also known as the “Rocket Docket,” as both lead and local counsel. He is extremely well versed in addressing the e-discovery issues that accompany complex litigation.  Billy is a permanent member of the Fourth Circuit Judicial Conference.

After graduating from law school at UVA, Billy spent one year practicing at a large firm in Washington, DC, before clerking for The Honorable Alvin A. Schall, US Court of Appeals for the Federal Circuit. Before joining Kaleo Legal, he served as the co-chair of the Intellectual Property Litigation practice at Williams Mullen. Throughout his practice, Billy has represented domestic and international companies of all sizes and types, including startups, mid-sized companies, and Fortune 500 companies, in various industry sectors such as software, retail, manufacturing, telecommunications, and transportation.

Billy is listed in Virginia Super Lawyers, and has been regularly named as Virginia Legal Elite for Intellectual Property by Virginia Business. He has been ranked in Chambers USA since 2014 for Intellectual Property, has been named to Best Lawyers in America since 2015, and has an AV rating from Martindale Hubbell.

Billy maintains membership in the American Bar Association’s Intellectual Property Division and the Federal Circuit Bar Association, in addition to sitting on the committee of the Law Practice Management Division of the Virginia Bar Association. He currently serves on the Board of the Directors of the Norfolk Forum and is a member of the Greater Norfolk Corporation. He spent ten years as a member of the Board of Directors of the Virginia Opera, including as a member of the Executive Committee. In 2010, Inside Business named Billy to its list of the Hampton Roads “Top 40 Under 40.”

He earned his undergraduate degrees from Washington & Lee University in 1998, a bachelor of science in chemistry and a bachelor of arts in medieval and renaissance studies, magna cum laude, Phi Beta Kappa. He earned his juris doctor from the University of Virginia School of Law in 2002.

Years of Experience: 18

Past Work Experience: Hunton & Williams, Clerk – US Court of Appeals for the Federal Circuit, Williams Mullen

Professional Affiliations: ABA, VBA, VSB, DC Bar, FCBA, Fourth Circuit Judicial Conference, FBA

Awards & Honors: Phi Beta Kappa, Magna Cum Laude, AV Rating from Martindale Hubbell, Best Lawyers, Chambers USA, VA Legal Elite, VA Superlawyers, Top 40 Under 40, Inside Business Entrepreneurial Excellence

Bar Admissions: Virginia, District of Columbia

Download vCard

William R. Poynter

Principal

About: Billy serves as the fractional General Counsel and Chief...

Will Dickinson

Position: Principal
Phone: 804.363.8557
Email: wdickinson@kaleolegal.com
Categories: Complex Commercial Litigation, Intellectual Property, Local Counsel, Technology and Software, Trademarks
Undergraduate Degree: Wake Forest University
Law School: Wake Forest University School of Law

About:

Will Dickinson focuses his fractional general counsel practice on negotiating technology transactions for fast-paced sales organizations, managing the legal needs for software sales teams, managing clients’ large trademark portfolios, and augmenting the commercial and intellectual property capabilities of clients’ in-house legal departments.

Will has experience in:

  • Technology transactions and other commercial-contract negotiations
  • Intellectual property licensing
  • Trademark and copyright prosecution
  • Intellectual property portfolio management and counseling
  • Intellectual property litigation
  • Commercial dispute resolution
  • Trademark Trial and Appeal Board litigation
  • Domain-name (UDRP) arbitration
  • Digital Millennium Copyright Act (DMCA) counseling and registration

Throughout his career, Will has helped clients ranging from growth-oriented sales organizations of all sizes, to Fortune 500 companies with large intellectual property portfolios, to startups and mid-sized businesses with important intellectual property assets, to state agencies with mission-critical IT systems.

Will has been named among Virginia’s “Legal Elite” by Virginia Business magazine, a “Rising Star” and a “Super Lawyer” by Virginia Super Lawyers, a 2019 “Up and Coming Lawyer” by Virginia Lawyers Weekly, named in Best Lawyers in America for Trade Secrets Law and Intellectual Property Litigation, named “Lawyer of the Year” for Trade Secrets in the Norfolk Region, and named a Richmond Times Dispatch “Readers’ Choice Lawyer.”

Prior to joining Kaleo Legal, Will practiced at an Am Law 200 law firm headquartered in Richmond, Virginia. Will received his law degree from Wake Forest University School of Law, where he served as the Editor-in-Chief of the Wake Forest Law Review. He earned his undergraduate degree from Wake Forest University, with a Bachelor of Arts degree, magna cum laude, Phi Beta Kappa.

Will has served on the Sports Backers President’s Council, as the Chair of the Wake Forest University School of Law Rose Council, on the Executive Committee of the Leukemia & Lymphoma Society’s Richmond Light the Night Walk, on the Greater Richmond Chamber of Commerce’s IMPACT Award Committee, and as a mentor at Startup Virginia. He is a member of the American Bar Association, Virginia Bar Association, Richmond Bar Association, and the Greater Richmond Intellectual Property Law Association.

Awards & Honors: Best Lawyers 2024 Edition

Download vCard

Will Dickinson

Principal

About: Will Dickinson focuses his fractional general counsel practice on...

Brad Embree

Position: Partner
Phone: 757-214-9177
Email: bembree@kaleolegal.com
Categories: Commercial Transactions, Technology and Software, Transportation Law
Undergraduate Education: University of Virginia
Law School: Tulane University School of Law

About:

Prior to joining Kaleo in February 2020, Brad Embree served as Senior Counsel at Norfolk Southern Corporation (NYSE; NSC), where he was responsible for a wide variety of commercial contracts critical to business operations, procurement, and IT infrastructure. Prior to joining Norfolk Southern, for seven years Brad was Corporate Counsel at PRA Group (NASDAQ: PRAA), a global leader in acquiring nonperforming loans. At PRA, Brad specialized in review, analysis and negotiation of PRA’s core portfolio acquisitions and purchase and sale agreements. Previously, he worked as an attorney at Vandeventer Black LLP. Brad graduated cum laude from the Distinguished Majors Program at the University of Virginia, and earned his Juris Doctor degree from Tulane University School of Law. At Tulane, he served as managing editor of the Environmental Law Journal and as a law clerk for the Chief Judge of New Orleans Criminal District Court.

Brad has consistently been named as a Corporate Counsel “Legal Elite” by Virginia Business Magazine, as well as one of the “Top Lawyers of Coastal Virginia” for Corporate Law. Prior to law school, Brad lived in Los Angeles, where he co-authored “Going Corporate”, a book published by St.Martin’s Press and reviewed favorably in USA Today, New York Post and the Chicago Tribune. Since returning home to Virginia, he has volunteered countless hours to various community organizations, including serving as chairman of the United Way Workplace Giving Campaign.

Years of Experience: 13

Past Work Experience: Vandeventer Black, PRA Group (Nasdaq: PRAA), Norfolk Southern Corporation (NYSE: NSC)

Professional Affiliations: Va. Bar Association, Virginia State Bar, Norfolk Portsmouth Bar Association

Awards & Honors: VA Legal Elite, Top Lawyers of Coastal Virginia, Best Lawyers 2024 Edition

Bar Admissions: Virginia

Download vCard

Brad Embree

Partner

About: Prior to joining Kaleo in February 2020, Brad Embree...

Kristine Schulte

Position: Partner
Phone: 401.288.1548
Categories: Commercial Transactions, Technology and Software

About:

Kristine has a broad background in commercial transactions, regulations and litigation.  Prior to joining Kaleo Legal, she was with Swimways Corp. and its parent company, Spin Master, Ltd., a global innovative toy and entertainment company. Kristine was responsible for reviewing, drafting and negotiating all retail and distributor agreements for Spin Master worldwide. Her ability to analyze complex contracts and regulations led to a significant reduction in fines and penalties assessed by retailers and licensors, and minimized corporate legal liability. In addition, she was the primary support for Spin Master’s Outdoor GBU in the areas of IP, commercial agreements, licensing compliance, and M&A.  Previously, after graduating from Hamline University School of Law, she started a general practice firm in Minnesota where she practiced commercial and family law, until she joined the firm of Gray Plant Mooty as a contract attorney focusing on legal malpractice defense in the area of complex commercial litigation.

Download vCard

Kristine Schulte

Partner

About: Kristine has a broad background in commercial transactions, regulations...

Alex Gabriel

Position: Partner
Phone: 756.271.6648
Email: agabriel@kaleolegal.com
Categories: Complex Commercial Litigation, Intellectual Property, Labor Employment, Local Counsel, Technology and Software, Trademarks
Undergraduate Education: Old Dominion University
Law School: University of Virginia School of Law

About:

Alexandra Gabriel joined Kaleo Legal in November 2020 and focuses her practice on intellectual property and employment matters. As intellectual property counsel, Alex works with companies to maximize, protect, and enforce their intellectual property through portfolio development, trademark and copyright prosecution, licensing, and litigation. As employment counsel, Alex assists clients with navigating federal and state statutes and regulations, such as Title VII, the Family Medical Leave Act, the Americans with Disabilities Act, and the National Labor Relations Act, and she serves as litigation counsel for clients facing employment-related claims. Alex helps businesses protect their proprietary information and trade secrets through the use of internal policies, confidentiality and restrictive covenant agreements, and litigation.  She is well versed in litigation, transactional matters, and client counseling, and she serves as fractional IP and employment counsel for several companies.

Alex earned her undergraduate degree from Old Dominion University and her law degree from the University of Virginia School of Law. Prior to joining Kaleo Legal, Alex clerked for the Circuit Court for the City of Virginia Beach and practiced at Williams Mullen, an Am Law 200 law firm. She was recognized by Best Lawyers as among the “Ones to Watch” for 2021.

Awards & Honors: Best Lawyers 2024 Ones to Watch

Download vCard

Alex Gabriel

Partner

About: Alexandra Gabriel joined Kaleo Legal in November 2020 and...

Greg Pimentel

Position: Partner
Phone: 804-852-3180
Email: gpimentel@kaleolegal.com
Categories: Business Organization, Commercial Transactions, Corporate Governance and Compliance, Corporate Law, Mergers and Acquisitions, Technology and Software

About:

Greg joined Kaleo in June 2022 and focuses his practice on commercial transactions, corporate law, and technology transactions. As commercial counsel, Greg works with companies of all sizes to achieve the right balance of risk mitigation and business imperatives in their interactions with customers and vendors alike. Greg specializes in technology transactions, including SaaS, PaaS, IaaS agreements, software licensing, and cloud-connected devices. Additionally, Greg assists smaller to mid-size companies by acting as fractional general counsel. In this part of his practice, Greg provides counsel to clients on a variety of topics, including all manner of commercial agreements; corporate formation, governance, and operations; strategic counseling; and managing outside counsel.

Prior to joining Kaleo, Greg had almost 20 years of legal experience helping individuals and companies of all sizes with their transactional needs. While at Capital One, Greg negotiated complex transactions across business units, including technology, HR, brand, bank, and credit card, all with an eye on mitigating financial, legal, regulatory, and reputational risk. During his time at CarLotz, Inc., Greg served as the point person for commercial contracts, while also advising leaders and retail units on corporate real estate, HR and customer dispute matters. Greg’s career also included advising small and medium-sized companies on corporate formation matters, commercial real estate transactions, and mergers and acquisitions.

Undergraduate Education: Washington & Lee University

Law School: University of Richmond School of Law

Download vCard

 

 

 

 

Greg Pimentel

Partner

About: Greg joined Kaleo in June 2022 and focuses his...

Dan Lee

Position: Partner
Email: dlee@kaleolegal.com
Categories: Commercial Transactions, Intellectual Property, Technology and Software, Trademarks
Law School: University of Richmond School of Law

About:

Dan focuses his practice on commercial contracting, licensing, and intellectual property matters. He assists clients with reviewing, drafting, and negotiating a broad array of commercial contract types, including SaaS agreements, master services agreements and related statements of work, software licenses, procurement and supply agreements, nondisclosure agreements, and other outsourcing and technology agreements. Dan also helps clients with trademark selection, clearance, prosecution, enforcement, and licensing.

Dan earned his undergraduate degree from Virginia Commonwealth University and his law degree from the University of Richmond School of Law where he also earned a Certificate in Intellectual Property with distinction. Prior to joining Kaleo Legal, Dan was a member of the Global Technology and Outsourcing team at Hunton Andrews Kurth, an AmLaw100 firm, and previously served as senior contracts counsel for a large nationwide staffing and consulting firm.

Years of Experience: 7

Download vCard

 

 

 

 

Dan Lee

Partner

About: Dan focuses his practice on commercial contracting, licensing, and...