Workflow Management System for Legal Team
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Date of this RFI: June 16th, 2026
Closing Date for Receipt of RFI: July 15th, 2026
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
United Nations Procurement Division
DESCRIPTION
A legal department is seeking proposals for a workflow management system designed to optimize the handling of legal matters. The system must feature a configurable workflow engine that enables the Legal team to enter cases, track real-time status—including current holder, readiness for signing, completion of signatures—and make status data easily extractable.
Key requirements include customizable document and matter access rules, robust integration capabilities with tools like Microsoft Teams, Outlook, and SharePoint, and modular support for structured intake, workflow routing, approvals, document management, and seamless interoperability with other digital tools. Advanced search functionality should allow users to quickly locate legal documents by type, counterparty, year, matter name, keywords, or tags.
The solution is expected to facilitate notification emails, catalog matters automatically, support escalation workflows, and integrate with electronic signature platforms such as DocuSign and Adobe Sign. Additionally, a secure mobile application is required, offering essential functions such as viewing assigned matters, tracking document status, receiving notifications, reviewing and commenting on documents, and performing approval actions, all subject to access control and audit requirements.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due July 15, 2026.
- Who issued this RFP?
- It was issued by United Nations Procurement Division. The work is located in United States.
- Who is a good fit for this opportunity?
- Proven experience implementing workflow management systems for legal or compliance teams
- Ability to integrate solutions with Microsoft Teams, Outlook, SharePoint, and e-signature tools
- Expertise in configurable enterprise software and mobile application development
- Strong references from projects in legal, regulatory, or document-intensive environments
Analysis generated by Settle AI from the source RFP.
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