Legal Document and Case Management System

The City of San Diego’s Office of the City Attorney is conducting a market research Request for Information (RFI) to gather details on available legal document and case management systems that can serve its three divisions—Criminal, Civil Litigation, and Civil Advisory—while meeting strict security, integration, and compliance requirements. The city seeks insight on product features, deployment models, pricing structures, integration capabilities with existing Microsoft and document‑management tools, data migration from its current Thomson Reuters ProLaw system, and the ability to create secure “ethical firewalls” separating case data across divisions. Respondents must answer a set of 14 detailed questions and submit a signed electronic proposal by the deadline. No contract will be awarded as a result of this RFI; the information will inform a future solicitation. • Core functional needs include case identification, template & document management, calendaring, searchable archives, Outlook/SharePoint integration, remote access, reporting, and strict privacy firewalls. • Acceptable deployment models: SaaS, fully customized, or customized off‑the‑shelf, hosted or on‑site, with robust cloud or local storage options. • Vendors must outline migration plans from ProLaw, pricing models, implementation effort, and prior experience with comparable government legal offices. • Submission must be a single PDF (≤ 50 MB) signed electronically via PlanetBids, with all questions due by October 17 2025 and final response due October 31 2025.