RFI for eDiscovery and Matter Management Solutions
Overview
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SUMMARY
KEY REQUIREMENTS
TIMELINE
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Federal Retirement Thrift Investment Board
DESCRIPTION
The agency is seeking information from vendors capable of providing eDiscovery and legal matter management solutions. The objective is to identify integrated platforms, modular solutions, or interoperable technologies that improve operational efficiency, reduce manual processes, enhance compliance and auditability, strengthen reporting and analytics, and integrate with the agency’s Microsoft 365 environment.
Desired capabilities include case intake and tracking, review and redaction, reporting, eDiscovery, records collection, legal holds, document review, legal matter management, workflow automation, knowledge management, and institutional knowledge retention. Solutions should also support dashboards, performance metrics, and artificial intelligence-enabled search, analytics, classification, summarization, and workflow functions.
The agency is interested in integrated platforms addressing multiple functional areas, modular or interoperable solutions that collectively provide the required capabilities, and standalone products or services supporting specific eDiscovery, matter management, reporting, or knowledge management needs. Integration requirements include Microsoft Purview, SharePoint Online, Teams, Outlook, Exchange Online, and OneDrive.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 25, 2026. Questions must be submitted by August 25, 2026.
- Who issued this RFP?
- It was issued by Federal Retirement Thrift Investment Board. The work is located in Washington, District of Columbia, United States.
- Who is a good fit for this opportunity?
- Providers of enterprise eDiscovery and legal matter management software
- Experience with government, legal, compliance, or records management environments
- Demonstrated Microsoft 365 and Microsoft Purview integration expertise
- Capabilities in AI-enabled search, analytics, classification, summarization, and workflow automation
- Strong security, auditability, reporting, and data governance capabilities
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.