Legal Enterprise, Contract and Matter Management Systems

The issuing agency is seeking a legal enterprise, contract, and matter management system to enhance its legal operational efficiency, governance, intake, tracking, and control. The agency requires a configurable system that meets the matter tracking needs of litigation, labor, special education, transactional, charter school, policy, compliance, real estate, charter school law, and public records requests practice areas. The system must securely store all data related to agency legal matters, report data at both high and custom ad hoc levels, and track per-matter outside counsel costing simulations. The scope of work includes providing automated reminders, identifying process trends and stall points, and securely interfacing with agency systems like SSO and Google, as well as limited third-party vendors. The system must achieve platform independence by operating fully without requiring Microsoft 365 services for core matter and document functionality. Additionally, the system must allow agency staff to administer look-up tables without vendor intervention and migrate current data from the agency's existing matter management system. Document management requirements dictate that the system manage and track all electronic documents associated with a matter, supporting files up to 10GB in size and up to 150 documents per matter. Eligibility is restricted to onshore USA organizations, and the performance of the work will take place offsite. The agency is looking for proposals to determine the budget, and the key date for the pre-bid meeting is June 18, 2026.