Civil Case and Matter Management System
Overview
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SUMMARY
DESCRIPTION
A public-sector entity in California is seeking a vendor to provide a civil case and matter management system under a three-year contract. The solution is intended to support litigation management, claims management, document management, knowledge management, analytics, and integration with existing City systems.
The requested platform should include a consolidated case and matter database, matter creation templates with custom fields and automation, conflict checking, lifecycle tracking, case linking, and configurable retention policies. It should also integrate with document management systems such as iManage or NetDocuments. Document management capabilities should include secure storage, version control, access history, OCR and full-text search, tagging and indexing, collaboration tools, email integration, retention controls, eDiscovery integration, scalable storage, and support for language translation and transcription technologies.
The system should also provide knowledge management functions to help identify subject matter experts, organize legal knowledge and training materials, and facilitate knowledge sharing across legal teams. In addition, the claims management component should include a public-facing intake portal, document and deadline tracking, communications management, integration with the City's proprietary financial management system, predictive analytics for claim outcomes or costs, and automated claimant notifications.
Questions are due by September 21, 2026, and a mandatory pre-proposal conference is scheduled for August 20, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 28, 2026.
- Who is a good fit for this opportunity?
- Enterprise legal case management software provider
- Experience serving government law departments or public-sector legal offices
- Proven integrations with document management, email, and financial systems
- Capability in claims management portals and workflow automation
- Strong security, access control, and records retention expertise
- Experience delivering analytics, OCR, search, and knowledge management features
- Ability to support implementation, data migration, and training over a multi-year contract
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.