(1) Vendor needs to provide private bar billing, payment and communications solution. • This project will modernize the entire Private Bar process by– Providing an integrated process system that will better serve clients, private bar lawyers and agency staff– Reducing reliance on outdated and manual processes– Better meeting the expectations and needs of the Private Bar– Increasing staff engagement and satisfaction– Delivering services in a cost–effective and efficient manner. • The system should have the ability to:– Centrally track and store client communication records and histories.– Aggregate contact records to report on them in a real–time and ad hoc / point in time manner– Create and manage cases with associated policies, business rules, and workflows.– Assign / re–assign cases to client contacts.– Intake requests through online forms with enforceable / mandatory fields and data validation / drop–down menus.– Support document attachments by internal and external users.– Intake and store document attachments in multiple formats, including but not limited to .doc, .pdf, .xls, .png, and .jpeg.– Execute pre–defined workflows based on pre–defined criteria and business rules.– Systematically flag cases based on predefined business rules and criteria.– Systematically add cases to dedicated work lists / queues based on predefined business rules and criteria. (2) All the questions must be submitted no later than January 14, 2025 (3) The contract period will be for one year. (4) A non–mandatory pre–bid meeting will be held on January 9, 2025 (5) Registration Deadline for Individual Proponent Conferences is December 19, 2025