Legal_Case_Management_-_Functional_Requirements.xlsx
XLSX spreadsheet 38 KB Posted
- Attached to
- Litigation Case Management SaaS
- Solicitation number
- 2023-RFP-278
- Issued by
- Allegheny County, Philadelphia City, Pennsylvania
About this file
The file "Legal_Case_Management_-_Functional_Requirements.xlsx" is a detailed technical requirements document from the City of Pittsburgh's Law Department seeking a web-based litigation case management software solution. The solicitation targets a comprehensive SaaS platform that can manage all aspects of litigation, including case intake, trial, and appeal processes. The proposed system must support document management, integration with various court and municipal systems, and provide robust functionality across criminal, civil, and claims matters.
The software requirements encompass extensive features including document categorization, search capabilities, OCR functionality, task management, remote access, multiple user permissions, and integration with Microsoft Office products and court information systems. Key technical requirements include the ability to track cases across different legal divisions, generate batch documents, manage contacts, create customized reports, and support multiple user access levels. The solution must provide initial training, ongoing technical support, regular software updates, and a formal process for product upgrades. While no specific pricing or budget details are provided, the document indicates the city is seeking a flexible, comprehensive case management solution that can be configured to meet the specific needs of the Law Department.
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Other files
| File | Type | Posted |
|---|---|---|
| Litigation_Case_Management_SaaS_(Addendum_#1_Revision).pdf | ||
| Standard_SLA_with_Remedy_1.doc | DOC document | |
| Technical_Requirements_2023-2024_.xlsx | XLSX spreadsheet |
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Technical Requirements
| Requirement ID | Requirements | |
| (All of the items apply to any subcontractors that work on the solution. ) | System Capability | |
| (select from dropdown) | Comments: |
Link to Technical Requirements: Updated Technical Requirements Doc https://cityofpittsburgh.sharepoint.com/:x:/s/IandP/EUN9qgYtW-1NlcJIXpBtnVYB5FAYQxK0Gl58lwLUbt0QeA?e=e6pUAn&isSPOFile=1&clickparams=eyJBcHBOYW1lIjoiVGVhbXMtRGVza3RvcCIsIkFwcFZlcnNpb24iOiIxNDE1LzIyMDczMTAxMDA1IiwiSGFzRmVkZXJhdGVkVXNlciI6ZmFsc2V9&CID=595b1119-6975-44eb-609c-e241c0744e00 Functional Requirements
| Requirement ID | Requirements | |
| (All of the items apply to any subcontractors that work on the solution. ) | Must Have or Nice to Have | System Capability |
(select from dropdown)
| Comments: | ||||
| 1 | Document Management | |||
| 1.1 | The ability to categorize, search, and preview all | |||
| documents (PDF, Word, JPEG, any format of document). | Must | |||
| 1.2 | Ability to manage all cases with litigation, labor and emplyment, and municipal divisions. | Must | ||
| 1.3 | Ability to redact, revise, and save originals | Nice | ||
| 1.4 | Ability to add bates numbers to all formats of documents. | Must | ||
| 1.5 | Module for managing seperate defendents (for instances where the City is representing itself and outside counil is representing police officer) | Nice | ||
| 1.6 | Ability to track diversion and specialty court requirements. | Must | ||
| 1.7 | Ability to generate batch letters, forms and other documents and populate | |||
| forms with appropriate data from within the file management system | Must | |||
| 1.8 | Ability to OCR all document formats saved in the file system. | Must | ||
| 1.9 | Ability for system to automatic number all files, with a user-defined numbering system. | Must | ||
| 1.10 | Ability to maintain general and private notes on each case/matter | Must | ||
| 1.11 | Ability to search by any party on a case, file date, disposition date range, assigned attorney, hearing type, filter open/closed/all cases, document type filed, or another search field | Must | ||
| 1.12 | Ability to flag and/or merge demographic or anything related to specific vendor or attorney to one case file | Must | ||
| 1.13 | ability to track claims matters with financial reporting | Must | ||
| 1.14 | Ability to transfer claim file to litigation if lawsuit if filed. | Must | ||
| 1.15 | Ability to sort and link emails to the file, sync calendars and tasks, pull and update court dates from MNCIS and integrate with Outlook | Must | ||
| 2 | Admin/Case & Task Management | |||
| 2.1 | Define various types of users with varying levels security and access. | |||
| (a system for managing contacts, documents, notes, tasks, emails, and calendar events.) | Must | |||
| 2.2 | the ability to automate the scheduling of current and upcoming tasks, prioritize, receive alerts, assign tasks, and ability to track progress of projects/files | Must | ||
| 3 | Integrations & Interfaces | |||
| 3.1 | Ability to interface with Microsoft Office products including integration with | |||
| Microsoft Outlook calendar where appropriate. | Must | |||
| 3.2 | the ability to track City contract end dates, renewal dates, and end dates with task and calendar reminders. Also reporting capabilities for contracts by project, date, department, or other customized category. - this would be integration with Open Book Pittsburgh | Nice | ||
| 3.3 | Ability to track and update cases through integration with Pittsburgh Court Information System | Nice | ||
| 3.4 | Ability to interface with Pittsburgh Court Information System, Bureau of Criminal Apprehension (“BCA”) and AXON Evidence.com for charging criminal matters and discovery | |||
| collection | Nice | |||
| 4 | Data Conversion | |||
| 4.1 | Looking to migrate data after implementation, once staff is comfortably using the system | Must | ||
| 4.2 | There may be data conversion necessary for Civil case tracking from an in house source. | Must | ||
| 5 | Reporting | |||
| 5.1 | ability to run various types of reports for criminal, civil, claims matters | Must | ||
| 5.2 | Ability to rack pending cases; criminal and civil. | Must | ||
| 5.3 | Ability to create customized reports. | Must | ||
| 6 | System Management | |||
| 6.1 | ability to access and view the file management | |||
| system as needed for all staff | Must | |||
| 6.2 | Ability to access and utilize new file management system remotely on |
mobile or other wireless device at any location. Users must have the ability to work “off-line” not only read files but update and complete tasks anywhere
| with internet access | Must | ||
| 6.3 | Ability to support multiple sessions within the same browser | Must | |
| 6.4 | Ability for drop down lists on fields where applicable | Must | |
| 6.5 | Ability to create mandatory fields on data entry screens, which are customizable by department and functional area | Must | |
| 6.6 | Ability to lock sensitive fields based on user permissions | Must | |
| 6.7 | Ability to unlock case file or have multiple editers at the same time if case is idle for a period of time (30 minutes) | Must | |
| 7 | Maintenance, Support & Training | ||
| 7.1 | initial training with office staff, continued support for system issues. | Must | |
| 7.2 | Must provide regular updates to software | Must | |
| 7.3 | Must provide formal process for product upgrade/issue requests | Must | |
| 7.4 | Must provide business hours technical support | Must | |
| 7.5 | in person/hands on understanding of the current system Law department is using | Must |
Data Validation
| Core Capability |
| Configurable by Vendor |
| Configurable by City Staff |
| Requires Customization |
| Not Applicable |
Index
| Core Capability |
| Configurable by Vendor |
| Configurable by City Staff |
| Requires Customization |
| Provided in Conjunction with a 3rd Party |
| Not Applicable |
File details come from the government source that posted it. Updated .