Specifications include, but are not limited to: 1. Security. The program must meet the highest industry security standards to ensure the security and confidentiality of all information. 2. Case Management/Task Management a. Track correspondence, disciplinary complaints, client protection fund (CPF) claims, investigations, and formal disciplinary cases by various identifiers (respondent’s name, respondent’s bar number, complainant’s name, etc.); b. Track time between identified events; c. Make select information accessible to the public via the Internet; and d. Store contact information for relevant persons, including multiple physical addresses, email addresses, and phone numbers. 3. Document Management a. Maintain all documents related to each piece of correspondence, complaint, claim, investigation, or case in one location; b. Maintain all documents in searchable PDF format; and c. Include customizable templates for letters, pleadings, motions, and other documents. 4. Report Management a. Include customizable reports and charts regarding all aspects of work; b. Include regular statistical reports by the searchable fields; c. Include a public case report – detailing all documents filed in a formal case; d. Include a complete case report – detailing all activity in a case from its inception; and e. Include monthly reports regarding complaints, claims, and cases by status of the complaint, claim, and case. 5. Email Management a. Interact with Outlook to automatically create calendar items for deadlines, due dates, hearings, and arguments; and b. Include customizable email templates automatically generated based on deadlines and calendar events.
