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SW-52275 - USA (Oregon) - Practice and Document Management Software - Deadline February 9,2022

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-52275

Government Authority located in Oregon; USA based organization looking for expert vendor for practice and document management software.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide practice and document management software
- Seeking to replace its current practice management and document management software. These systems facilitate the day-to-day work of all attorneys at the County and provide tools for attorneys to communicate with others in the organization regarding performance measures
- to find a software system that is primarily “off the shelf” with customization features to meet the County’s Practice Management and Document Management
- Practice Management Software Requirements:
- Matter Management
- Task Management
- Contact Management
- Client Portal
- Document Assembly
- Reports on Performance Metrics
- Time Tracking
- Expense Tracking
- Billing
- Calendaring or integration with Outlook
- Full Integration with Microsoft Office, Teams and SharePoint
- Easy, Cost and Time-Effective Migration Services
- Support with Training and Integrating New Software with Existing Workflow
- Document Management Software Requirements:
- Document Storage
- Document Tagging / Profiling / Metadata
- Option for Matter-Centric Organization of Files and Folders
- Email Management
- Index and Full-Text Document Search
- Automatic / Integrated OCR
- Local Sync / Offline Access
- Document Version Management
- Document Check Out / Check-In
- Scanner Integration
- Fax Integration
- Favorite and Recent Documents
- File, Folder and User Permission Management
- File and Folder Change Alerts / Audit Trail
- Adobe Acrobat Compatibility
- Security and Permissions Management
- Full Integration with Microsoft Office, Teams and SharePoint
- Easy, Cost and Time-Effective Migration Services
- Support with Training and Integrating New Software with Existing Workflow.
(2) All the questions must be submitted no later than February 2, 2022.

[C] Eligibility:

Onshore (USA organization Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office premises.

Expiry Date : Wednesday, 9 February, 2022

Question Answer Deadline : Wednesday, 2 February, 2022

Category : Software, System and Application

Country : USA

State : Oregon

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