Legal Case Management Software Solution

The Vendor is required to provide legal case management solutions that a centralized platform for managing legal matters throughout their lifecycle while improving efficiency, collaboration, reporting, and document management.
• Solution that supports matter management, litigation tracking, contract management, claims management, document and records management, calendaring, task management, reporting, and workflow automation.
• The solution should be compatible with the town’s existing technology environment and, where appropriate, provide integration capabilities with relevant systems, including Microsoft 365 applications such as outlook, teams, and OneDrive.
• The solution should support seamless integration with Microsoft outlook, allowing users to easily save or associate emails and attachments with the appropriate matter, case, claim, contract, or other record within the system.
• The solution should support secure, role-based access to legal information and secure access from state desktop and mobile devices, including smartphones and tablets.
• solution that supports electronic document management, robust search capabilities, and the generation of reports and documents that meet applicable legal, records retention and destruction, and accessibility requirements.