Vendor needs to provide cloud–hosted matter management system.– Agency seeks a cloud–based Legal Matter Management system to streamline and enhance the management of legal matters, including contract management, compliance, advisory work, litigation, and other related activities.– The ideal cloud–hosted solution will support the full scope of activity performed by the agency beyond litigation.– The desired system will support the entire lifecycle of these matters from initiation to resolution and organize documents, emails, and notes relating to a specific matter.– The preferred solution should also have an export or organizational ability to respond to Discovery requests.– Key factors include an easy–to–use user interface, search capabilities, and intuitive functionality for managing files, notes, and other aspects of each case.– The ability to implement Legal Holds on relevant material for retainment.– Assigning and generating comprehensive metadata for each matter, including which attorneys are connected to that matter, relevant calendar dates, custodians, and linked documents out to the pre–existing iManage system.– Expense accounting – including time entry and management.– Required integrations include Microsoft Office 365 and iManage.
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