Case Management System

Summary (Newest Update)

Background The Wisconsin Department of Administration, State Bureau of Procurement is issuing this Request for Information (RFI) on behalf of the Wisconsin State Public Defenders Office (SPD). The SPD is an independent executive-branch agency established in 1977, responsible for providing legal representation to indigent individuals across all 72 counties in Wisconsin. The agency's mission is to advocate for clients' constitutional rights and ensure an effective criminal justice system. Currently, SPD uses a legacy system developed over 20 years ago to manage its caseload, which has become inadequate for modern defense needs. The goal of this RFI is to gather information on cloud-based legal case management systems (CMS) that can enhance workflows and improve representation for indigent clients. Work Details SPD seeks information on CMS options specifically designed for public defense, including: - Company Information & Strategy - Technical Information - System Management & Notifications - User Experience & Core Functionality - Reporting & Analytics - Implementation & Migration - Pricing and Licensing Model. The desired CMS should streamline document management, automate conflict checking, handle high-volume digital discovery, maintain calendars for court appearances, and provide advanced analytics for workload and reporting. It must also facilitate collaboration among attorneys and support staff. Period of Performance This RFI was issued on March 10, 2026, with responses due by April 8, 2026. The timeline for implementation and performance will be determined based on the responses received. Place of Performance The services will be performed within the State of Wisconsin across various locations where the SPD operates. Bidder Requirements Vendors responding to this RFI must be registered with the State of Wisconsin’s eSupplier system to receive future procurement opportunities. Responses must include clear answers to specific questions outlined in the RFI regarding company information, technical capabilities, key features of the CMS, implementation support, pricing structure, and compliance with security standards.