Probate Court Case Management System and Related Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
The issuing agency is seeking a probate court case management system and related services to improve office efficiency, enhance service delivery, and support both public and private access to court information. The solution is expected to provide core case management capabilities tailored to probate court operations.
Required functionality includes timely software updates for legislative compliance, enhancements, and remediation of software issues or security vulnerabilities. The system should support indexing across all case types, including case name, case number, address, file date, and file type and subtype, as well as party file management for storing demographic information for multiple attorneys and parties associated with a case.
Additional requirements include reminder, notice, and citation reporting with merge forms for inventories, accounts, guardian reports, expert evaluations, and annual guardian plans. The solution must also include cashbook functions such as tracking multiple accounts, deposits, applied deposits, disbursements, monthly reconciliation reporting, and payment tracking from multiple payers on a single case. Reporting, auto-generated forms, and online marriage application functionality are also required.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.