USA (New York) – GOLBAL – RFI for Workflow Management System

(1) Vendor needs to provide workflow management system.- Ability to have a configurable workflow engine for Legal team whereby the Legal team enters a matter, and the workflow to allow a real-time tracking feature for status, indicating the current holder, readiness for signing, completion of signature, and relevant status information and for such information to be easily extractable.- Ability to have a customizable access rule for documents and matters (set restricted access).- Ability to have Integration with collaboration tools (e.g., Microsoft Teams, Outlook, SharePoint) to streamline follow-ups and audits.- The solution should be modular, interoperable that supports structured intake, workflow routing, approvals, document handling, and seamless integration with the wider digital ecosystem.- Ability to have a search functionality to locate legal documents easily by type, counterparty, year, matter name, key words or tags.- Ability to send a notification email and have the legal matter cataloged accordingly and escalation.- Ability to integrate with electronic signature tools (e.g., DocuSign, Adobe Sign).- Ability to provide a mobile version of the system, including a dedicated mobile application, enabling authorized users to securely access the system from mobile devices. - The mobile application should support key functions such as viewing assigned matters and document status, receiving notifications, reviewing documents, adding comments, and performing approval actions, subject to applicable access controls and audit requirements.

Global worldwide;

Performance of the work will be Offsite