Cloud-Based Client Management Software

The agency is seeking a cloud-based client management software system to support programs that are not funded with state multi-fund grants. The system must allow the agency to define business rules, validations, required fields, and conditional logic. It must also include AI-assisted tools for data validation and duplicate detection, subject to agency policy. The requested scope covers a client portal for self-service tasks like appointments, document uploads, and status updates. The platform must feature a centralized data repository with field-level customization, metadata, a form builder, and data validation for format, range, referential integrity, and deduplication. Additionally, the software must manage time capture, units of service, rate schedules, service codes, payer rules, secure document handling, e-signatures, and longitudinal outcome tracking. The agency requires configurable workflows for intake, eligibility, assessment, service planning, approvals, referrals, follow-ups, and case closure. The selected provider must handle system configuration, API integration capabilities, data migration, go-live stabilization, and ongoing support and maintenance under defined Service Level Agreements. The contract period will span one year, and the performance of all work will take place offsite. Only onshore organizations based in the United States are eligible to bid on this opportunity. Bidders must submit their proposals digitally via email or online, and the agency is currently looking for proposals to determine the budget. All questions regarding this procurement must be submitted no later than June 15, 2026.