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Coordinated Legal Intake Services

Overview


Financial, Legal, HR & Staffing
Los Angeles, California, United States; San Francisco, California, United StatesPosted: August 31, 2026Deadline: September 25, 2026

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SUMMARY


A government authority seeks a qualified vendor to develop and implement a coordinated legal intake and referral system for multiple State Bar-funded legal aid organizations. The one-year engagement includes technology development, partnerships, staffing, security protocols, training, evaluation, and reporting.

KEY REQUIREMENTS


CONTRACT DURATION


15 months

TIMELINE


RFP Released: August 28th, 2026

Questions Deadline: September 4th, 2026

Answers to Questions Posted: September 10th, 2026

Proposals Due: September 25th, 2026

Anticipated Notice of Intent to Award: October 12th, 2026

Anticipated Board of Trustees Approval: November 19th, 2026

Anticipated Contract Start Date: December 1st, 2026

QUESTION DEADLINE


September 4, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


The State Bar Of California

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DESCRIPTION


The government authority seeks a vendor to provide coordinated intake services and develop a Coordinated Legal Intake System that integrates intake and referrals across multiple State Bar-funded legal aid organizations. The selected vendor will provide the development, partnership-building, capacity-building, and subject matter expertise required to establish and operate the system.

Potential deliverables include an implementation plan; language capacity development plans; technology development and marketing plans; an evaluation plan; staffing and additional hiring evaluations; screening protocols, procedures, and agreements; confidentiality, data-sharing, and data-security protocols; and reports identifying service gaps affecting underserved populations and assessing system impact.

The vendor will also conduct the technological development, research, evaluation, and reporting needed for the coordinated intake system. Responsibilities may include creating a technology timeline and milestone plan, researching existing coordinated intake and entry systems, selecting and purchasing necessary technology such as AI tools and case management systems, testing and evaluating software for implementation feasibility, and developing an organizational training plan for the project technology. The contract period will be one year, and questions must be submitted by September 4, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 25, 2026. Questions must be submitted by September 4, 2026.
Who issued this RFP?
It was issued by The State Bar Of California. The work is located in Los Angeles, California, United States; San Francisco, California, United States.
Who is a good fit for this opportunity?
  • Legal technology and coordinated intake system development experience
  • Partnerships with legal aid organizations or publicly funded service providers
  • Expertise in case management systems, AI tools, software testing, and technology implementation
  • Strong capabilities in data security, confidentiality, data sharing, and privacy protocols
  • Experience developing multilingual service capacity, training programs, evaluations, and impact reports
  • Ability to support statewide or multi-organization initiatives for underserved populations

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