Counsel Case Management System
Location:
New York, USA
Posted on:
Nov 20, 2025
Deadline:
Dec 31, 2025
Summary:
Seeking a vendor to implement a user-friendly counsel case management system with robust document, reporting, and access control features for a New York agency.
(1) Vendor needs to provide counsel case management system.– The agency is looking to implement a new, user–friendly, case management system for 14 core user and/or software licenses with the ability to add more users and/or software licenses over the 10–year term• Functional Requirements– Allow users to manage assignments or other tasks that may or may not be part of a case– Send notifications to remind users of outstanding work to be completed, current notifications, and quick links to common user functions– Display alerts messages to users based on user defined dates or date increments– Provide ability to create and customize agency specific form letters using system data– Store, manage, and securely collaborate on documents and digital assets directly from cases– Ability to store sharable links within a case file– Generate documents that auto–fill from the case record information and related records– Ability to search any field or any combination of fields within the system– Ability to generate standard reports and allow users to define and create custom reports– Ability to upload documents as attachments within the system (i.e. Pdf, Word, JPG)– Ability to securely share and receive files by granting access to system data to external users– Provide ad hoc query capabilities that allow the user to choose fields, apply filters, define the sort order, and save queries for future use– Provide master indices such as person, organization, location, property, etc.– Provide role–based access control configured so that information can be restricted based on departments and roles– Provide the ability to assign cases to specific people that may be outside a department or role(2) All the questions must be submitted no later than December 1, 2025.
