Civil Case and Matter Management System

The buyer requires a civil case and matter management system. The system must support litigation management, claims management, document management, knowledge management, analytics, and integration with agency systems. Key capabilities include a consolidated case/matter database, matter creation templates, conflict checking, matter lifecycle tracking, case linking, customizable retention policies, and integration with document management systems. The system also needs a document management system with secure storage, OCR, full-text search, tagging, collaboration tools, email management, and translation capabilities. Knowledge management features should facilitate the identification and sharing of expertise and legal knowledge. A claims management system with a public-facing intake portal is also required. Additional functionalities include client and contact management, time tracking and billing, calendar and task management, court filing integrations, robust security, and data analytics. The system must integrate with Microsoft Office 365, Google Workspace, legal research tools, and communication platforms. Bidders must be a US-based organization. All questions are due by September 21, 2026. A mandatory pre-bid meeting is scheduled for August 20, 2026.