Case Management System Replacement

Location:

Pennsylvania, United States

Posted on:

Feb 13, 2026

Deadline:

Mar 18, 2026

Summary:

RFP for replacement of a case management system with advanced intake, workflow, reporting, and access control features in Pennsylvania.

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(1) Vendor needs to provide case management system replacement.– The system must support intake through multiple channels, support the creation and use of standardized intake forms, and automated data entry from digital forms– The system must support the assignment of cases to attorneys or units based on predefined criteria, such as case type, severity, and attorney workload.– Ability to manage workflow, including electronic approval, integrated throughout the application, and easily set up business rules in workflow facility.– The system must support the automated assignment of uploaded documents to the appropriate case files using metadata tags.– The system must provide robust reporting capabilities. Support customizing canned reports, customizable reporting dashboard, customizable reporting templates, ability to reprint later, drill down report functionality, real time point in time and ability to select pre–defined, scheduled, automatically compiled and distributed reports.– The system should allow users to set their notification preferences, including the method (email, SMS, in–app) and timing of notifications.– The system must support granular access control, allowing administrators to define specific permissions for different roles (e.g., attorneys, investigators, paralegals, managers). Each role should have customizable access to specific modules, features, and data within the system.(2) A mandatory pre–bid meeting will be held on February 26, 2026.(3) All question must be submitted no later than March 05, 2026.(4) A contract period will be for one year.

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Stay ahead with the latest advancement in proposal automation.

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Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.