Matthew D. Stein
From startups to Fortune 500 companies, Matt Stein helps clients navigate, negotiate and close technology and intellectual property transactions involving software, SaaS, data processing, managed services, cloud computing, and artificial intelligence. Matt understands the real world challenges and opportunities presented by these emerging technologies and provides clients with thoughtful, pragmatic advice to get complex deals done efficiently and responsibly.
Matt focuses his practice on three key areas:
- Negotiating all manner of commercial contracts, with particular expertise in information technology and intellectual property
- Advising clients with respect to privacy and information security related matters, including regulatory compliance and third party risk
- Managing, defending, licensing, and enforcing domestic and international trademark portfolios
Honors & Distinctions
- Recognized by The Best Lawyers in America® for FinTech Practice (2023-present)
Professional Activities
- International Technology Law Association
Publications
- Co-author, “Recent FTC Guidance for Brand and Social Media Influencers,” The Licensing Journal (February 2020; Vol. 40, No. 2)
Civic Activities
- Trustee, Maine Central Institute
Practice Areas
Representative Experience
- Structure and negotiate technology license and services agreements for major smart grid and advanced meter infrastructure implementation projects in New England and New York
- Regularly negotiate complex software licenses, managed service agreements, and other financial services outsourcing agreements for top-20 U.S. bank
- Prepare and negotiate software development and hosting services agreements for fast-growing technology startup
- Advise non-profit research institute in connection with research collaboration agreements, sponsored research agreements, and intellectual property policies
- Assist for-profit research and development startup with drafting and negotiating suite of contracts for subcontracting under federal awards and NGO funding agreements
- Guide foreign technology firm through the process of standing up a U.S. presence and contracting with U.S. customers
- Negotiate with major software company to resolve dispute arising out of software audit findings
- Prepare and negotiate Qualified Data Use Agreements for national non-profit research entity under CMS Qualified Entity Program
- Develop and negotiate cloud computing standards for North American financial services firm
Latest Updates in Technology Transactions & Outsourcing
Representative Experience
- Assist technology startup with intellectual property strategy relating to artificial intelligence solution
- Develop and draft contract standards applicable to artificial intelligence and model risk
- Advise client regarding compliance with WCAG standards relating to website and software interface accessibility
- Serves as U.S. intellectual property counsel to Electronic Recyclers International, Inc. (ERI), the largest recycler of electronic waste in North America.
- Advise prominent designer of consumer goods in connection with copyright, trade dress, and rights of publicity
Latest Updates in Intellectual Property & Technology
Representative Experience
- Routinely advise Business Associates and Covered Entities in negotiating Business Associate Agreements and Data Security Agreements
- Evaluate and advise clients in response to data security related incidents, including assessment of reporting obligations under federal and state law
- Analyze and advise international retail brand with respect to regulatory compliance obligations under GDPR, CCPA and other state privacy laws
- Advise clients to mitigate risks associated with cloud-based technology services
- Develop and implement social networking policies and procedures relating to cutting-edge use of Facebook®, YouTube®, Twitter® and Flickr®
Latest Updates in Privacy & Data Security
Representative Experience
- On behalf of popular sporting goods brand, police and enforce trademark infringement claims against counterfeiters
- Develop bulk purchase policy for luxury footwear brand to protect against gray market export scheme
- Negotiate trademark acquisition agreement for national beverage brand
- Prepare and negotiate trademark license agreements, product distribution and reseller agreements
- Clear, prosecute, and enforce domestic and international trademark portfolios for companies in the technology, consumer product, clothing/footwear, design, and personal care industries