Matter and Document Management Platform

The Vendor is required to provide developing an integrated, flexible, modern legal matter and document management platform for its Office.
- Transition to a modern legal matter and document management solution, ideally built on Microsoft technologies (Power Platform / Dynamics).
- The team has historically struggled to find a case management system that meets its needs. Similarly, document management is not standardized and varies by individual staff. This initiative is also positioned to become a model statewide.
- Some additional goals include automating workflows, searchability of documents across matter types, improved tracking of assigned matters by attorney/division/matter type, leveraging AI tools, improved use of templates to facilitate drafting legal documents, and ability to create dashboards and customize reports.
- The future adaptability of the system to add new functionalities, create new fields and reports, and create new interfaces.
- The ability to run reports based on all data collected in the system.
- The system’s ability to customize dashboards and provide tracking and reminders for upcoming events.
- The system uses automation to improve processes, tracking, document management, etc.