SW-116900 - USA (California) - Civil Case and Matter Management System - Deadline September 28,2026

(1) Vendor needs to provide civil case and matter management system.– The system will support litigation management, claims management, document management, knowledge management, analytics, and integration with City systems– Case/Matter Management- Consolidated case/matter database- Matter creation templates with custom fields with automation- Conflict checking and management- Matter lifecycle tracking (e.g., open, pending, closed, archived)- Case linking (e.g., related matters, contacts, documents, etc.)- Customizable case/matter retention policies- Integration with DMS (e.g., iManage, NetDocuments, etc.)– Document Management System (DMS)- Secure document storage with version control and user access history- OCR (either native OCR or 3rd–party plugins) and full–text search- Document tagging, indexing, classification and categorization- Secure collaboration tools (internal/external)- Email management (Outlook/Gmail integration)- Customizable document retention policies- Integrations with eDiscovery solutions for discovery (e.g., Relativity Collect)- Scalable storage capacity- Ability to utilize language translation and transcription technology– Knowledge Management (KM)- Identify and manage organizational subject matter experts and knowledge assets- Manage office–wide legal knowledge, training materials, including case files, research, precedents, legal briefs, opinions, and templates- Facilitate the sharing of knowledge among individuals and legal teams- Custom tagging, classification and categorization (e.g., matter type, jurisdiction, client)– Claims Management System- Public facing claims intake portal with capability to manage initial claim which may transition into a lawsuit- Track claim documents, deadlines, communications, and claims review process- Integration with City’s proprietary financial management system (FMS)- Provide predictive analytics (e.g., estimating claim payout likelihood or costs)- Generate automatic notifications to claimants(2) The contract period will be for three years.(3) All the questions must be submitted no later than September 21, 2026(4) Mandatory Pre–Proposal Conference will be held on August 20, 2026