Settle Intelligence
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The organization in Washington, DC is seeking a vendor to provide a cloud-based Litigation Case Management Software solution. The proposed system should be an automated, enterprise-wide platform designed to facilitate effective tracking, management, and archiving of legal cases and investigations. The solution must support case management, collaboration, and detailed reporting functionalities, operating as IL4 software as a service (SaaS) in a secure cloud environment.
Key requirements include the ability for users to design and implement customizable workflows tailored to their case management needs. The system should provide advanced reporting features, allowing users to generate reports with output options in PDF, Word, and Excel formats. Access to data and report results must be dynamically filtered based on role-based access control (RBAC) and specific matter permissions, ensuring that users only access information relevant to their assignments.