Legal Case Management Software

The City of Norfolk is seeking a comprehensive, cloud-based Legal Case Management System (CMS) to support the City Attorney's Office. The CMS should include implementation, configuration, data migration, training, ongoing maintenance, hosting, and licensing. The system must support modern legal operations, including digital case files, integrated document and email management, configurable workflows, advanced search and conflict checking, and rule-based calendaring. The selected CMS will support the City's transition to a fully digital, paperless office, streamline legal operations, and provide secure access to case information from any authorized location or device. Key features of the CMS include: • Create and manage cases from intake through final disposition • Store, organize, search, and produce documents in digital format • Generate templates, pleadings, contracts, and correspondence using case data • Track litigation deadlines, tasks, and milestones using rule-based calendaring with Outlook synchronization • Manage user permissions and workflows using a secure role-based model • Access the system remotely through a browser and mobile application • File emails and attachments directly from Outlook to case files and support Microsoft Word template automation • Perform conflict checking through advanced search across contacts, parties, and matters • Record time spent per matter for operational and federal reporting requirements • Generate encrypted, read-only offline case packets with a navigable index • Support document redaction and integrate with e-signature platforms • Import and migrate legacy case data and documents • Provide robust operational and compliance reporting capabilities The City is looking for a cloud-based solution that meets the operational, security, reporting, and workflow needs of the City Attorney's Office.