RFI_5600_CJB06302026_PAC2_v1.xlsx

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Attached to
SW-Legal Matters Management-PR0019935
Solicitation number
RFI 5600 CJB06302026
Issued by
Texas

About this file

This is a Request for Information (RFI) issued by the State of Texas seeking market research and capability discovery information for a legal matters management system. The RFI, designated as SW-Legal Matters Management-PR0019935, focuses on identifying functional and non-functional requirements for content management and workflow solutions designed to support legal operations. The city is seeking vendor responses across multiple capability areas including matter management with organization and categorization functions, task and project tracking for legal staff, document control with storage and accessibility features, searchability and retrieval capabilities, workflow automation including court filing automation and deadline alerts, records management with retention scheduling, outside counsel and billing management, user custom configuration options, and technical architecture specifications. The RFI does not specify a response deadline, site visit requirements, bidder's conference, or anticipated award date within the provided document.

The RFI addresses both current system limitations and desired future capabilities, with particular attention to migrating data from legacy systems such as Time Matters. The city requires vendors to address hosting options including SaaS, Cloud, and On-Premise solutions, security functionality including VPN compatibility, and compliance with ADA and Section 508 accessibility standards. The solution must support both transactional general counsel matters and litigation matters management. The document does not specify pricing information, set-asides, incumbent vendors, contract term, renewal options, funding amounts, or funding sources within the provided RFI content.

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Market Research

Capability Discovery
CategoryCapability AreaDescription of What the City is SeekingVendor Capabilities / Proposed SolutionImplementation Considerations
Matter ManagementOrganization & CategorizationWhat options are there to organize the documents and matters in the database?
Matter ManagementTask & Project TrackingHow does the system support task tracking for legal staff?
Data ManagementReport ManagementDescribe the system's reporting functionality including types of reports and configuration options.
Document ControlStorage & AccessibilityHow are documents stored and linked to specific legal matters?
Document ControlStorage & AccessibilityCan the system manage both transactional/ general counsel and litigation matters? If yes, please describe how your system manages these types of matters.
Document ControlSearchability & RetrievalDescribe the system’s search functionality (e.g., full-text, metadata).
Workflow & AutomationProcess ManagementCan court filings be automated?
Workflow & AutomationAlerts & NotificationsDescribe system notification capabilities for upcoming deadlines.
Workflow & AutomationMessagingDoes the system include mail merge capabilities for automating bulk letters and emails?
Records ManagementRetention SchedulingHow does the system handle records retention policies?
Outside Counsel & BillingEngagement ManagementHow does the system manage the documentation to engage and track outside legal counsel, expert and consultant contracts and assignments?
Outside Counsel & BillingBilling & Invoice TrackingDoes the system track billing and budgets for outside legal counsel, experts and consultants? If so, how?
User Custom ConfigurationSystem ConfigurationHow does the system allow for content filtering to ensure that users only see features relevant to their role?
Technical ArchitectureHosting (SaaS/Cloud)What are the hosting options (SaaS, Cloud, On-Premise)?
Technical ArchitectureSecurity (VPN Compatibility)How does the solution function in secure remote-access (VPN) environments?
Technical ArchitectureCompliance & Accessibility (ADA/508)Describe how the solution meets ADA and Section 508 accessibility standards.
Data MigrationHistorical Data Migration StrategyWhat is the typical approach for migrating data from legacy systems like Time Matters?

File details come from the government source that posted it. Updated .