Exhibit B _ Functional Requirements Response .xlsx
XLSX spreadsheet 184 KB Posted
- Attached to
- RP028-24 Provision and Implementation of a Legal Matter Management Solution on an Annual Contract
- Solicitation number
- PE-77023-NONST-2024-000000194
- Issued by
- Gwinnett County, Georgia
About this file
This document is a Gwinnett County, Georgia Request for Proposal (RFP) for the Provision and Implementation of a Legal Matter Management Solution on an Annual Contract. The RFP seeks proposals from vendors to provide a comprehensive legal matter management solution that includes functionality for auditing and reporting, availability and reliability, cloud and hybrid capabilities, compliance, security, supportability, and usability. The solution must meet specific requirements across areas such as access and permissions, matter intake, collaboration, dashboards and analytics, notifications, reporting, and search. Proposals are due by 2:50 PM on the specified due date, and the contract is for an annual term.
The RFP does not provide details on pricing terms, set-asides, funding sources, or other incumbent contract information. It focuses on outlining the functional and technical requirements for the proposed legal matter management solution, as well as the procurement process and timeline.
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Other files
| File | Type | Posted |
|---|---|---|
| RP028_24 Inv.pdf | ||
| RP028_24 Ad2.pdf | ||
| Exhibit C _ Law Matter Management _ Pricing P.xlsx | XLSX spreadsheet | |
| RP028_24 Ad1.pdf |
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Text version
Functional Requirement Instruct
| 1.1 Completing the Functional Requirements Response Workbook |
| Step 1. Review the instructions on the first worksheet. |
Step 2. Go to each tab/worksheet and enter your company name in Cell H2 (Default value:"<Enter service provider Name>").
Step 3. Go to each tab/worksheet "Solution" and select the Solution Type from the drop-down options in Cell F2.
(This impacts the scoring and not scoring of solution type specific requirements in the workbook.)
Step 4. Go to each row in each of the worksheets and for each corresponding requirements select the response from columns H, I and J that reflects the current state of the proposed solution.
For any response that indicates "Yes - Partially met" for Availability, the vendor is required to include an explanation in the "Response Notes" Column G.
NOTE: Failure to complete all three response columns for a requirement will result in a score of zero (0) for that functional requirement. Failure to complete the Response Notes for "Partially met" items may also result in a zero of degraded score. Further, Columns G, H, I and J are the ONLY columns in which the service provider should enter information. All other columns should are for internal use only and must not be altered by the service provider.
Additional detail on the columns in the worksheet is included in the Request for Proposal document Section 11.
Note : Light blue cells indicate response cells for the responding Solution Vendor.
| Term | Meaning |
| Users | All users of the solution - not dependent on roles and permissions - it is assumed all that is needed is a valid login. |
| Authorized Users | All users that are authorized (based on roles and permissions) to perform the specified capability or use the feature described. |
| County Users | All authorized users internal to Gwinnett County Government. |
This includes users within the Law department and any additional County employees (i.e. IT, Finance, etc.) that might be granted access to the system for specific purposes at the discretion of the County.
| Files | Files refer to any type of document including emails. |
| Matter | Items that are going to be entered and managed using the proposed solution. This could include, but is not limited to litigation matters, subpoenas, real estate transactions, contracts, investigations, ordinances, resolutions, and legal opinions. The term "matter" is purposeful as not all the items that will be managed in the solution are expected to result in traditional "cases" that require litigation. |
| Outside Counsel Users | Authorized users that are designated by Gwinnett County Government Law Department or IT (with appropriate permissions to do so) as Outside Counsel users who might interact directly or indirectly with one or more of the features and capabilities of the solution. |
| Administrative County Users | Gwinnett County Government Users of the solution who possess the writes necessary to perform administrative functions within the application - such as User Management, Configuration, etc. Note: These users may NOT have full administrative rights that may be restricted to Gwinnett County IT - such as making changes to computer or connectivity. |
| Solution Provider/Vendor | The provider of the proposed solution that is responding to the RFP. |
| Resident | The User of the system that is requesting services or assistance using the solution intake process. |
&F
&D &A Page &P
IT Tech Functional Reqs
| Req. ID | Category | Importance | Previous Request for Proposal # | Previous Request for Proposal Importance | Requirement | Response Notes | Compliance Response | ||||||||||||||||
| Availability | Compliance Response | ||||||||||||||||||||||
| Environment | Compliance Response | ||||||||||||||||||||||
| Delivery | Tally | ||||||||||||||||||||||
| (H,Full) | Tally | ||||||||||||||||||||||
| (H,Part) | Tally | ||||||||||||||||||||||
| (H,No) | Tally | ||||||||||||||||||||||
| (M,Full) | Tally | ||||||||||||||||||||||
| (M,Part) | Tally | ||||||||||||||||||||||
| (M,No) | Tally | ||||||||||||||||||||||
| (L,Full) | Tally | ||||||||||||||||||||||
| (L,Part) | Tally | ||||||||||||||||||||||
| (L,No) | Availability score | Environment Score | Total weighted score | Maximum available score | Scorer Comments | Traceability | |||||||||||||||||
| SOLUTION TYPE | Vendor Name <Insert Company Name of Responding vendor> | 5 | 2 | 0 | 3 | 1 | 0 | 1 | 0 | 0 | (1,.25,0,0) | ||||||||||||
| The proposed solution….... | |||||||||||||||||||||||
| IT-1 | Auditing and Reporting | Medium | 14.4 | O | .. includes the ability to capture and access reporting on usage statistics. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||
| IT-2 | Auditing and Reporting | High | 14.9 | R | .. includes and retains audit information based upon configured rules. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-3 | Availability and Reliability | High | 17.1 | R | .. fits within the County’s disaster recovery and business continuity plans for the organization. The County will require proof prior to final award. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-4 | Availability and Reliability | High | 17.2 | R | .. includes redundancy and can be deployed without a single point of failure. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-5 | Availability and Reliability | Medium | 17.3 | O | .. provides a high availability architecture or configuration options to operate as such. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||
| IT-6 | Availability and Reliability | High | 17.5 | R | .. includes multiple environments for development, test, and production environments. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-7 | Availability and Reliability | Medium | 17.7 | O | .. has the ability to provide horizontal scalability and redundancy to all levels of the architecture/infrastructure. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||
| IT-8 | Availability and Reliability | High | 17.8 | R | .. provides solution and data backups. |
- For on-premise solutions, it provides for full and incremental backups to support a fail-safe backup strategy.
| - For hosted solution, it provides a fail-safe backup. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||||||
| IT-9 | Cloud & Hybrid Solution | High | 18.10 | R | .. is SOC 2 Type 2 compliant. As such the vendor will provide a System and Organization Control (SOC) 2 Type 2 report with an Unqualified opinion prior to final contract award. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-10 | Cloud & Hybrid Solution | High | 18.2 | R | .. provides Data Security, including safeguards against unauthorized access and disclosure of confidential, sensitive, and personally identifiable information (PII). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-11 | Cloud & Hybrid Solution | High | 18.3 | R | .. provides detailed logs of audit events and makes these logs continuously available for ingestion by a security information and event management solution (SIEM) without the need to manually download or transfer data. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-12 | Cloud & Hybrid Solution | Medium | 18.4 | O | .. is NIST 800-53 Compliant. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-13 | Cloud & Hybrid Solution | Medium | 18.5 | O | .. is SSAE16 Certified. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-14 | Cloud & Hybrid Solution | Medium | 19.5 | O | .. enables software updates and patches automatically applied within 30 days for critical updates/patches and immediately for vulnerability with a known exploit. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-15 | Cloud & Hybrid Solution | Medium | 19.9 | O | .. is compatible with Microsoft DLP. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-16 | Cloud & Hybrid Solution | Medium | 19.13 | O | .. provides the ability to implement high-availability architecture implementations that support 99.99 uptime or better. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-17 | Cloud & Hybrid Solution | High | 18.7 | R | .. meets HIPAA Compliance rules and guidelines. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-18 | Cloud & Hybrid Solution | High | 18.9 | R | .. and solution provider(s) guarantee all County owned data is stored within the continental United States of America. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-19 | Compliance | High | 13.1 | R | .. enables access to custodians of documents subject to the Health Insurance Portability and Accountability Act of 1996 (HIPAA), and the rules adopted under it and prohibit unauthorized access. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-20 | Compliance | High | 13.2 | R | .. is compliant with Section 508 of the Rehabilitation Act of 1973 to provide for accessibility of information technology by the handicapped. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-21 | Compliance | High | 13.3 | R | .. supports compliance with the State of Georgia Open Records Act (50-18-71 Article 5). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-22 | Compliance | Medium | 13.4 | O | .. supports the use and security of digital signatures (as authorized by the Georgia Electronic Signature Act, Title 10 Chapter 5) and should follow the Georgia Uniform Electronic Transactions Act. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-23 | Compliance | Low | 13.5 | O | .. complies with the current standards adopted by the Payment Card Industry (PCI). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | Changed Importance from "High" to "Low". | ||
| IT-24 | Compliance | High | 13.6 | R | .. enables compartmentalization of documents identified by their creators as judicial work product, attorney privileged, confidential, personally identifiable information (PII), protected health information (HPI), etc. so that only authorized users may access them and those users are aware of their classification. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-25 | Security | High | 11.4 | R | .. remote access capabilities are compatible with the existing enterprise remote access solutions (Global Protect and Cisco AnyConnect). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-26 | Security | High | .. meets that requirement that all vendor personnel and contractors accessing the data are based in the continental United States. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-27 | Security | High | .. enforces unique usernames. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-28 | Security | High | .. does not store authentication credentials or sensitive data in its code. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-29 | Security | High | 6.4 | R | .. includes an interface for assigning, reporting, certifying, and modifying permissions based on user. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-30 | Security | High | 6.6 | R | .. meets or exceeds any and all encryption standards for data storage, access, and transmission as outlined in Exhibit A. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-31 | Security | Medium | 6.7 | O | .. provides file encryption capabilities within the solution and allows storage of data that has been encrypted by other encryption platforms (and continue to maintain those encryption levels). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-32 | Security | High | .. is certified FedRamp High or StateRamp. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-33 | Security | High | 6.1 | R | .. provides roles and permissions assigned individually and by group or role. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-34 | Supportability | Medium | New | .. will provide a "sandbox" in which developers and others can use to learn about and test the solution and various configurations they might want to vet. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| IT-35 | Supportability | High | 11.5 | R | .. has uptime availability that meets or exceed a 99.5% service level to meet County requirements, excluding planned maintenance. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-36 | Supportability | High | 11.7 | O | .. is configurable. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-37 | Supportability | High | .. does not require a “heavy client” installation on the individual workstations or on-site servers. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-38 | Usability | High | 12.1 | R | .. provides users with a intuitive user interface that requires no coding experience and requires less than two hours of user training. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-39 | Usability | Medium | 12.2 | O | .. provides a user interface that uses standard MS Windows-like layout and navigation features. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-40 | Usability | High | 12.3 | O | .. provides the ability to use and create context sensitive tooltips or other similar online help feature. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-41 | Usability | Medium | 12.4 | O | .. provides context sensitive Online Help. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-42 | Usability | Medium | 12.5 | O | .. provides context menus accessible on a right mouse click or other one-step access. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-43 | Usability | High | 12.6 | R | .. provides a Web-Enabled User Interface. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-44 | Usability | Medium | 12.7 | O | .. adheres to Usability Design best practices in its construction (e.g., ISO 9241). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-45 | Usability | Medium | 12.8 | O | .. includes computer-based training (CBT) or online training modules. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-46 | Usability | High | 12.9 | R | .. allows all user components to be available to users through one common interface (user does not have to move between applications) to perform their work. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-47 | Useability | High | 11.1 | R | .. is compatible with multiple browsers including the following ones at a minimum: Edge, Google Chrome, Mozilla Firefox, and Safari. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-48 | Useability | Medium | 11.2 | O | .. can be accessed securely via mobile devices. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-49 | Useability | High | 17.12 | R | .. utilizes Active Directory for authentication and support of single sign-on and is compatible with the Microsoft Multi-Factor Authentication solution. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| Totals | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 207 |
&F &A
&D &A Page &P
Bus Functional Reqs
| Req. ID | Category | Importance | Previous Request for Proposal # | Previous Request for Proposal Importance | Requirement | Response Notes | Compliance Response | |||||||||||||||||
| Availability | Compliance Response | |||||||||||||||||||||||
| Environment | Compliance Response | |||||||||||||||||||||||
| Delivery | Tally | |||||||||||||||||||||||
| (H,Full) | Tally | |||||||||||||||||||||||
| (H,Part) | Tally | |||||||||||||||||||||||
| (H,No) | Tally | |||||||||||||||||||||||
| (M,Full) | Tally | |||||||||||||||||||||||
| (M,Part) | Tally | |||||||||||||||||||||||
| (M,No) | Tally | |||||||||||||||||||||||
| (L,Full) | Tally | |||||||||||||||||||||||
| (L,Part) | Tally | |||||||||||||||||||||||
| (L,No) | Availability score | Environment Score | Total weighted score | Maximum available score | Scorer Comments | Traceability | ||||||||||||||||||
| Vendor Name <Insert Company Name of Responding vendor> | 5 | 2 | 0 | 3 | 1 | 0 | 1 | 0 | 0 | (1,.25,0,0) | ||||||||||||||
| The solution enables authorized Users to….... | ||||||||||||||||||||||||
| BFR-1 | Access/ Permissions & User Management | High | .. control access of users with tiered roles and permissions such that access to features, capabilities, and fields can be set for individuals and groups of individuals based on the role they are assigned. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - No Change |
Donna Nightthunder - Row 65 & 66 Law Edits - Row 60 Law Edits - Row 61 BFR-2 Access/ Permissions & User Management High .. establish private matters files and projects, either through password protection or other security methods, that are unavailable to other users until published by the owner. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Changed Importance from Medium to High Donna Nightthunder - Row 67 Law Edits - Row 33 BFR-3 Access/ Permissions & User Management High .. create, edit, and maintain document retention policies and purging schedule. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Changed Importance from Medium to High Donna Nightthunder - Row 68 Law Edits - Row 17 BFR-4 Access/ Permissions & User Management High .. setup business rules that determine how the retention policies are administered. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Changed Importance from Medium to High Donna Nightthunder - Row 68 Law Edits - Row 17 BFR-5 Access/ Permissions & User Management Low .. create and use names "Groups" that can be used in workflows and task assignments. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Changed Importance from Medium to Low Donna Nightthunder - Row 59 BFR-6 Access/ Permissions & User Management High .. access audit logs that include, but are not limited to, changes made to each field with the time, date, and user that made the update to the field. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Changed numbering from BRF-68 to BFR-6. Changed categories from Other to Access/Permissions & User Management and changed Importance from Low to High Donna Functional Requirements - Row 78
| BFR-7 | Access/ Permissions & User Management | High | .. work offline (in the event of no internet connection) and then resume work online with no loss of data or work that was performed offline. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. Given number BFR-7 |
| BFR-8 | Access/ Permissions & User Management | Medium | .. provide temporary access to select information and capabilities of the proposed solution (with expiration date) to non-subscribers/non-licensed users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - New requirement. Given number BFR-8 |
| BFR-9 | Matter Intake - associating files to matters | Medium | .. link or tag files to individual and multiple matters while the user is in MS Power Point. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - Changed Importance from High to Medium and renumbered from BFR-10 to BRF-9. Edited Category name. |
Donna Nightthunder - Row 11 Law Edits - Row 28 Law Edits - Row 37 BFR-9.1 Matter Intake - associating files to matters Medium .. upload multiple files to individual and multiple matters while the user is in MS Power Point. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Changed Importance from High to Medium and renumbered from BFR-16 to BRF-9.1. Edited Category name.
Donna Nightthunder - Row 12 Law Edits - Row 19 Law Edits - Row 37 BFR-10 Matter Intake - associating files to matters High .. link or tag files to individual and multiple matters while the user is in Adobe. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-11 to BRF-10. Edited Category name.
Donna Nightthunder - Row 11 Law Edits - Row 28 Law Edits - Row 37 BFR-10.1 Matter Intake - associating files to matters High .. upload multiple files to individual and multiple matters while the user is in Adobe. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-17 to BRF-10.1. Edited Category name.
Donna Nightthunder - Row 12 Law Edits - Row 19 Law Edits - Row 37 BFR-11 Matter Intake - associating files to matters Low .. upload multiple files at one time while the user is in MS Solutions windows file view. For example: A user could drag-n-drop a file or files from a folder in a network or computer location to copy to the proposed solution. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BFR-12 to BFR-11. Edited Category name. Added more explanation and example. Changed importance from High to Low.
Donna Nightthunder - Row 12 Law Edits - Row 19 Law Edits - Row 37 BFR-11.1 Matter Intake - associating files to matters Low .. link or tag files multiple files at one time while the user is in MS Solutions windows file view. For example: A user could drag-n-drop a file or files from a folder in a network or computer location to copy to the proposed solution. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BFR-? to BFR-11.1 Edited Category name. Added more explanation and example. Changed importance from High to Low.
Donna Nightthunder - Row 11 Law Edits - Row 28 Law Edits - Row 37 BFR-12 Matter Intake - associating files to matters High .. link or tag files to individual and multiple matters while the user is in MS Word. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-7 to BFR-12. Edited Category name.
Donna Nightthunder - Row 11 Law Edits - Row 28 Law Edits - Row 37 BFR-12.1 Matter Intake - associating files to matters High .. upload multiple files to individual and multiple matters while the user is in MS Word. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-13 to BFR-12.1. Edited Category name.
Donna Nightthunder - Row 12 Law Edits - Row 19 Law Edits - Row 37 BFR-13 Matter Intake - associating files to matters High .. link or tag files to individual and multiple matters while the user is in MS Outlook. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-8 to BFR-13. Edited Category name.
Donna Nightthunder - Row 11 Law Edits - Row 28 Law Edits - Row 37 Law Edits - Row 41 BFR-13.1 Matter Intake - associating files to matters High .. upload multiple files to individual and multiple matters while the user is in MS Outlook. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-14 to BFR-13.1 Edited Category name.
Donna Nightthunder - Row 12 Law Edits - Row 19 Law Edits - Row 37 BFR-14 Matter Intake - associating files to matters High .. link or tag files to individual and multiple matters while the user is in MS Excel Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-9 to BFR-14. Edited Category name.
Donna Nightthunder - Row 11 Law Edits - Row 28 Law Edits - Row 37 BFR-14.1 Matter Intake - associating files to matters High .. upload multiple files to individual and multiple matters while the user is in MS Excel Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-15 to BFR-14.1. Edited Category name.
Donna Nightthunder - Row 12 Law Edits - Row 19 Law Edits - Row 37 BFR-15 Matter Intake - Matter Creation High .. create new matters through an electronic form or screen that presents the user with fields related to the type of matter they are inputting. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-21 to BFR-15. Edited Category name. This requirement was re-written to remove the intake via a "portal".
Donna Nightthunder - Row 14 Law Edits - Row 25 BFR-16 Matter Intake - Matter Creation High .. avoid creating duplicate matters in the proposed solution by having detection tools that prevent such duplications. Examples include: receiving screen notification of possible duplication or related matters that may exist in the system upon initial matter entry and being prompted to possible duplicates based on likely typos. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-18 to BFR-16. Edited Category name. This requirement was re-written to reflect changes from the team.
Donna Nightthunder - Row 16 Law Edits - Row 18 Law Edits - Row 66 BFR-17 Matter Intake - Matter Creation High .. define matter types that can then be assigned during the management of the matter. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-20 to BFR-17. Edited Category name.
Donna Functional Requirements - Row 5 BFR-18 Matter Intake - Matter Creation Low .. Create and capture custom fields and input (metadata) that is available based on the matter type. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BFR-19 to BFR-18. Edited Category name. This requirement was re-written to reflect changes from the team.
Donna Functional Requirements - Row 5 BFR-19 Matter Intake - Matter Creation High .. apply field level validation rules (i.e. valid dates, phone number formats, email format, etc.) Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-24 to BFR-19. Edited Category name. Changed Importance from Low to High.
Donna Nightthunder - Row 19 Law Edits - Row 65 BFR-20 Matter Intake - Matter Creation Medium .. designate fields as required and optional in the solution intake and other input screens. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Renumbered from BFR-17 to BFR-20. Edited Category name.
Donna Nightthunder - Row 17 Law Edits - Row 63 BFR-21 Matter Intake - Matter Creation Medium .. easily distinguish between required and optional fields and enforce rules for required fields to be completed. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Renumbered from BFR-23 to BFR-21. Edited Category name.
Donna Nightthunder - Row 18 Law Edits - Row 62 BFR-22 Matter Intake - Matter Creation High .. have field level validation rules (i.e. valid dates, phone number formats, email format, etc.) automatically be applied to fields within the solution. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BFR-22 to BFR-22. Edited Category name.
Donna Nightthunder - Row 19 Law Edits - Row 65
| BFR-23 | Matter Intake - Matter Creation | High | .. have the solution spellcheck information that is input within the solution and return error messages and suggestions on corrections that are needed. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BFR-24 | Matter Intake - Matter Creation | High | ..create a new matter from an email and emails from the email application (Outlook). | Select from drop down list | Select from drop down list | Select from drop down list | 5 | Requirements Mtgs 072023 - New requirement. | ||||||||||||
| BFR-25 | Matter Management | High | ..load PST file(s) to the solution and associate one or more of the files within the PST (or the entire PST) with one or more matters. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BRF-25.1 | Matter Management | High | ..search and review on PST file content that has been ingested into the solution and associated with one or more matters. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Renumbered and rewritten from IAI-8 to BRF-25.1. |
Donna Functional Requirements - Row 76 & 77 Law Edits - Row 41 Law Edits - Row 42
| BRF-26 | Matter Management | High | .. enter matter notes for a matter and matter(s). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BRF-26.1 | Matter Management | High | .. export to in-solution matter notes. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BRF-26.2 | Matter Management | Medium | .. manage access to in-solution matter notes. For example: who can view, print, and export matter notes. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - New requirement. |
| BRF-26.3 | Matter Management | Low | ..categorize in-solution matter notes. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | Requirements Mtgs 072023 - New requirement. |
| BRF-27 | Matter Management | High | .. have multiple matters open and work on them at the same time. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BRF-28 | Matter Management | High | .. track settlements and judgements in a matter. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BRF-29 | Matter Management | High | .. track cost/expenses related to a matter. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BRF-30 | Matter Management | High | .. link or associate related matters. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BRF-31 | Matter Management | Medium | .. pull information from one matter to another and have the solution pre-populate select fields from one of the matters to the other one. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - New requirement. |
| BRF-32 | Matter Management | Medium | .. "evolve" or "escalate" a matter. Move a matter from one type or status to another and retain he historical data from the original matter. Example: a matter may advance form an investigation or employee complaint to a litigation. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - New requirement. |
| BRF-33 | Matter Management | High | .. receive notifications (while in the proposed solution) from other systems and solutions that are integrated/interfaced with the proposed solution. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Renumbered and re-written from BRF-62 to BRF-33. Recategorized from Other - Notifications to Matter Management. |
Donna Nightthunder - Row 80 Law Edits - Row 48 BFR-34 Collaboration High .. share any and all matter documentation with internal and external parties. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-27 to BRF-34.
Donna Nightthunder - Row 56 BFR-35 Collaboration High .. assign tasks or entire matters to one or more individuals one at a time. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-28 to BRF-35. Broke the previous requirement up and re-worded for clarity.
Donna Nightthunder - Row 59 Law Edits - Row 35 BFR-35.1 Collaboration High .. reassign tasks or entire matters from one or more individuals to another individual or individuals one at a time. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-28 to BRF-35.1 Broke the previous requirement up and re-worded for clarity.
Donna Nightthunder - Row 59 Law Edits - Row 35 BFR-36 Collaboration High .. assign and reassign tasks to one or more Roles. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-34 to BRF-36 and changed Importance from Medium to High. Changed the word "Groups" to "Roles". Changed "or" to "and".
Donna Nightthunder - Row 59
| BFR-37 | Collaboration | Medium | .. assign entire matters to one or more individuals in a batch. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - New requirement. |
| BFR-37.1 | Collaboration | Medium | .. reassign entire matters from one or more individuals to another individual or individuals in a batch. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - New requirement. |
| BFR-38 | Collaboration | Low | .. initiate internal and external signatures to be captured using Adobe Sign as part of solution workflow(s). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | Requirements Mtgs 072023 - Renumbered from BRF-31 to BRF-38. Changed Importance from Medium to Low. |
Donna Nightthunder - Row 57 Law Edits - Row 27 BFR-39 Collaboration Low .. initiate internal and external signatures to be captured using DocuSign as part of solution workflow(s). Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-31 to BRF-39. Changed Importance from Medium to Low.
Donna Nightthunder - Row 57 Law Edits - Row 27 BFR-40 Collaboration Low .. publish and auto-populate a configurable client portal that includes status updates and information related to specific matters. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-33 to BRF-40 and changed Importance from Medium to Low.
Donna Nightthunder - Row 58 Law Edits - Row 29 BFR-41 Collaboration Low .. publish and populate a client portal that allows for communications between the client and assigned departmental team. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-25 to BRF-41 and changed Importance from High to Low.
Donna Nightthunder - Row 54 Law Edits - Row 26 BFR-42 Collaboration Low .. create, schedule, and assign tasks to internal and external users and parties, including outside counsel. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-26 to BRF-42 and changed Importance from High to Low.
Donna Nightthunder - Row 55 Law Edits - Row 34 BFR-43 Dashboards & Analytics High .. configure dashboards from which authorized Users can see team level information and drill-down into what makes up the information. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-35 to BRF-43.
Donna Nightthunder - Row 15 Law Edits - Row 58 Law Edits - Row 59 BFR-44 Dashboards & Analytics High .. access dashboard(s) that include a view of all matters and who they are assigned to for period of time the User can specify and change. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-36 to BRF-44.
Donna Nightthunder - Row 15 Law Edits - Row 58 Law Edits - Row 59 BFR-45 Dashboards & Analytics Low .. access dashboard(s) that include a view of all calendars of matter activities. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-37 to BRF-45 and changed Importance from High to Low.
Donna Nightthunder - Row 15 Law Edits - Row 58 BFR-46 Dashboards & Analytics High .. access dashboard(s) that include a view of any notifications, reminders, and alerts. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-38 to BRF-46.
Donna Nightthunder - Row 15 Law Edits - Row 58 BFR-47 Dashboards & Analytics Medium .. access dashboard(s) that include tracking and status information of where matters are within workflows. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Renumbered from BRF-39 to BRF-47 and changed Importance from High to Medium.
Donna Nightthunder - Row 15 Law Edits - Row 58 BFR-48 Dashboards & Analytics High .. create, configure, and save dashboards as individualized views for themselves so each time they go to the dashboard it includes the setup and metrics they last configured as their view. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-40 to BRF-48, changed Importance from Medium to High, and reworded to be more like what was discussed in meeting.
Donna Nightthunder - Row 99 Law Edits - Row 54 BFR-49 Dashboards & Analytics Low .. configure and publish dashboards with metrics and information specific to a defined Role. For example, an Administrator may setup different dashboards for Sr Attorneys as opposed to Paralegals or outside counsel. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-41 to BRF-49, changed Importance from Medium to Low, and reworded to refer to Roles rather than Groups.
Donna Nightthunder - Row 100 Law Edits - Row 59 BFR-50 Dashboards & Analytics Low .. setup and track the time and activity of a user or a group of users. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-42 to BRF-50 and changed Importance from Medium to Low.
Donna Nightthunder - Row 101 Law Edits - Row 36 BFR-51 Dashboards & Analytics High .. view metrics on the dashboard and in reports based on matter type. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-43 to BRF-51, changed Importance from Medium to High, and reworded to be more like what was discussed in meeting.
Donna Nightthunder - Row 102 Law Edits - Row 54 Law Edits - Row 57 BFR-52 Dashboards & Analytics High .. view metrics on the dashboard and in reports based on matter status. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-44 to BRF-52, changed Importance from Medium to High, and reworded to be more like what was discussed in meeting.
Donna Nightthunder - Row 102 & 104 Law Edits - Row 56 Law Edits - Row 57 BFR-53 Dashboards & Analytics High .. view metrics on the dashboard and in reports based on matter dates. For example: a User can select a date or range of dates a matter was opened and the dashboard or report will reflect the information for matter(s) opened between the dates. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-45 to BRF-53, changed Importance from Medium to High, and reworded to be more like what was discussed in meeting. Donna Nightthunder - Row 102 Law Edits - Row 57 BFR-54 Dashboards & Analytics Medium .. view graphs on the dashboard and in reports that include metrics over time (historical data). For example: a User can see a column chart of number of matters closed per month over a given span of time. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Combined 47 and 49, renumbered from BRF-47 & BRF-49 to BRF-54, and reworded to be more like what was discussed in meeting.
Donna Nightthunder - Row 105 Law Edits - Row 71 BFR-55 Dashboards & Analytics Low .. view graphs on the dashboard and in reports that include forecasting and predictive related to trends in matter metrics. For example: a graph of total matters worked on per month over a 6 month period might show a trend line to help predict the next 6 months workload based on total historical data. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 1 Requirements Mtgs 072023 - Renumbered from BRF-48 to BRF-55, reworded to be more like what was discussed in meeting, and changed Importance from Medium to Low.
Donna Nightthunder - Row 105 Law Edits - Row 71 BFR-56 Document management High 1.1 R .. associate audio and video files with one or more matters and have them accessible and stored within the proposed solution. For example: recording in Wave, MP3, MP4 and other audio/video file formats are supported. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-50 to BRF-56 and reworded to be more like what was discussed in meeting.
Donna Functional Requirements - Row 3 Law Edits - Row 4 BFR-57 Document management High .. associate, store, and access the following file types : MS Word documents, image files (i.e., JPEG, PMF, GIF), emails (i.e., Outlook Message File - Unicode, PST), text files (i.e.., txt, CVS delimited files), PDFs, MS Excel, MS Visio, and MS Power Point. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-51 to BRF-57 and reworded to be more like what was discussed in meeting.
Donna Functional Requirements - Row 3 Law Edits - Row 4 BFR-58 Document management High .. associate, store, and access an unlimited number of files within the solution. In addition, there are no limitations to the size of files individually or in total. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-52 to BRF-58 Donna Functional Requirements - Row 3 Law Edits - Row 4 BFR-59 Document management High .. organize files (documents, emails, and other potential attachments) and associate them with one or more matters based on User defined business rules and workflows. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-53 to BRF-59 Donna Functional Requirements - Row 4 Law Edits - Row 8 Law Edits - Row 15 BFR-60 Document management High .. synchronize/reconcile documents that may exists within the solution and external to the solution. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Renumbered from BRF-55 to BRF-60 and changed Importance from Medium to High.
Donna Functional Requirements - Row 6 Law Edits - Row 7
| BFR-61 | Document management | High | .. redact a document, version control documents, perform Optical Character Recognition (OCR) and bates label documents. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BFR-62 | Document management | High | .. batch scan documents and directly associate them to one or more matters. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BFR-63 | Document management | Medium | .. Include links to files within a matter for collaboration with other users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - New requirement. |
| BFR-64 | Document management | High | .. access and search a knowledge base (within the proposed solution) that contains, but is not limited to, items such as previous advice from outside counsel, legal opinions, matter law, document templates, and other legal research. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Renumbered from BRF-56 to BRF-64 and changed Importance from Medium to High. |
Donna Functional Requirements - Row 7 Law Edits - Row 16 Law Edits - Row 30 BFR-65 Document management Medium .. bookmark and tag items in the knowledge base so they can be shared with other Users. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Renumbered from BRF-57 to BRF-65 Donna Functional Requirements - Row 7 Law Edits - Row 5 Law Edits - Row 16 BFR-66 Document management Medium .. bookmark and tag items in the knowledge base so they can be associated with a matter or matters. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Renumbered from BRF-58 to BRF-66. Slight rewording to be consistent with meeting.
Donna Functional Requirements - Row 7 Law Edits - Row 5 Law Edits - Row 16
| BFR-67 | Mobility | High | .. access the proposed solution via a mobile responsive interface. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - New requirement. |
| BFR-68 | Mobility | High | .. access the proposed solution via a native application for Windows mobile devices (phone and tablet). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Renumbered from BRF-59 to BRF-68 and changed Importance from Low to High. |
Donna Nightthunder - Row 81 BFR-69 Mobility Medium .. access the proposed solution via a native application for Android mobile devices (phone and tablet). Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 3 Requirements Mtgs 072023 - Renumbered from BRF-60 to BRF-69 and changed Importance from Low to Medium.
Donna Nightthunder - Row 81 Law Edits - Row 74 BFR-70 Mobility Low ..
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