Posted Date : October 02,2019
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-28046
Government Authority located in Columbus, Ohio; USA based organization looking for expert vendor for e-billing and legal matter management system
[A] Budget: Looking for proposal
[B] Scope of Service:
(1) Vendor needs to provide a commercial-off-the-shelf software for a cloud-based e-billing and legal matter management solution that is primarily used for managing matter budgets and submitting and reviewing invoices.
- This cloud-based e-billing and legal matter management system will provide special counsel with the ability to submit invoices for legal services rendered to state entities and for the timely review and processing of those invoices.
- The system shall provide users with the ability to search for matters based on various parameters such as: fiscal year, ago matter number, matter name, case type, client name, client type, firm name, attorney name
- The system shall provide users with the ability to enter multiple invoice level adjustment entries.
- The system shall provide ago administrator users with the ability to configure invoice submission rules.
- The system shall send a notification to a Reviewer when an invoice is initially assigned to them.
- The system shall provide reviewers with the ability to enter an adjustment for the total invoice amount or for a line item.
- The system shall provide users with the ability to view invoice matter information such as: Fiscal Year, AGO Matter Number, Matter Name, Case Type, AGO Client, Law Firm.
- The system shall provide users with the ability to view invoice details such as: Invoice Number, Invoice Date, Start Date, End Date, Date Created, Date Received, Gross Amount, Vendor Adjustment Amount, Billed Amount, Reviewer Adjustments, Approved Date.
- The system shall provide users with the ability to view invoice documents.
- The system shall have template emails that can merge details and user information from matters into the email.
- The system shall provide users with the ability to add a new client.
- The system shall display a list of clients matching the search criteria.
- The system shall provide users with the ability to view and edit law firm information.
- The system shall provide AGO administrator users to add AGO and Client users and Law Firm Administrator users.
- The system shall provide law firm administrator users with the ability to add users for their specific law firm.
- The system shall provide customized fields to store information from legacy systems that does not have a corresponding field in the new system.
- The system shall provide administrator users with the ability to configure and maintain the system including but not limited to managing users, roles and permissions; activity bill codes, invoice submission rules, invoice review workflow and routes, case types, matter templates, invoice templates, correspondence templates, alert notification templates.
- The system must have a disaster recovery plan.
- The system shall provide AGO users with the ability to add multiple controlling board requests to a matter.
- The System shall display a list of controlling board entries matching the search criteria.
- The system shall provide ago users to search for fiscal year projections across all matters based on various parameters such as: fiscal year, ago matter number, matter name, case type, client name, client type, firm name, attorney name
(2) All the questions must be submitted no later than October 18, 2019.
(3) The contract will for one year.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office premises.
Budget :
Deadline to Submit Proposals: October 31,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-28046
Government Authority located in Columbus, Ohio; USA based organization looking for expert vendor for e-billing and legal matter management system
[A] Budget: Looking for proposal
[B] Scope of Service:
(1) Vendor needs to provide a commercial-off-the-shelf software for a cloud-based e-billing and legal matter management solution that is primarily used for managing matter budgets and submitting and reviewing invoices.
- This cloud-based e-billing and legal matter management system will provide special counsel with the ability to submit invoices for legal services rendered to state entities and for the timely review and processing of those invoices.
- The system shall provide users with the ability to search for matters based on various parameters such as: fiscal year, ago matter number, matter name, case type, client name, client type, firm name, attorney name
- The system shall provide users with the ability to enter multiple invoice level adjustment entries.
- The system shall provide ago administrator users with the ability to configure invoice submission rules.
- The system shall send a notification to a Reviewer when an invoice is initially assigned to them.
- The system shall provide reviewers with the ability to enter an adjustment for the total invoice amount or for a line item.
- The system shall provide users with the ability to view invoice matter information such as: Fiscal Year, AGO Matter Number, Matter Name, Case Type, AGO Client, Law Firm.
- The system shall provide users with the ability to view invoice details such as: Invoice Number, Invoice Date, Start Date, End Date, Date Created, Date Received, Gross Amount, Vendor Adjustment Amount, Billed Amount, Reviewer Adjustments, Approved Date.
- The system shall provide users with the ability to view invoice documents.
- The system shall have template emails that can merge details and user information from matters into the email.
- The system shall provide users with the ability to add a new client.
- The system shall display a list of clients matching the search criteria.
- The system shall provide users with the ability to view and edit law firm information.
- The system shall provide AGO administrator users to add AGO and Client users and Law Firm Administrator users.
- The system shall provide law firm administrator users with the ability to add users for their specific law firm.
- The system shall provide customized fields to store information from legacy systems that does not have a corresponding field in the new system.
- The system shall provide administrator users with the ability to configure and maintain the system including but not limited to managing users, roles and permissions; activity bill codes, invoice submission rules, invoice review workflow and routes, case types, matter templates, invoice templates, correspondence templates, alert notification templates.
- The system must have a disaster recovery plan.
- The system shall provide AGO users with the ability to add multiple controlling board requests to a matter.
- The System shall display a list of controlling board entries matching the search criteria.
- The system shall provide ago users to search for fiscal year projections across all matters based on various parameters such as: fiscal year, ago matter number, matter name, case type, client name, client type, firm name, attorney name
(2) All the questions must be submitted no later than October 18, 2019.
(3) The contract will for one year.
[C] Eligibility:
Onshore (USA Only)
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office premises.
Budget :
Deadline to Submit Proposals: October 31,2019
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$