Selecting the right SaaS Legal Case Management Platform is critical to improving case workflows, ensuring compliance, and maximising operational efficiency for legal teams. With rising demands for secure client communication, integrated billing, and automated case tracking, drafting a high-quality RFP that attracts the best providers is more important than ever.
Whether you’re evaluating industry leaders like Clio, MyCase, Smokeball, PracticePanther, or Filevine, our SaaS Legal Case Management Platform RFP Template provides a clear, structured, and proven approach to vendor selection—removing uncertainty and accelerating your procurement process.
Drafting a legal tech RFP from scratch can be time-consuming, resource-heavy, and prone to costly omissions. Our expertly developed template eliminates these risks by ensuring your functional, technical, and compliance requirements are presented in a structured, vendor-friendly format.
With our SaaS Legal Case Management Platform RFP Template, you can:
✅ Save hours of research and drafting time with a pre-built, best-practice-aligned framework
✅ Ensure compliance with legal, privacy, and data protection regulations (e.g., GDPR, HIPAA, SOC 2)
✅ Clearly define requirements for matter management, document automation, calendaring, and billing
✅ Compare vendor capabilities across integrations, mobile access, and reporting tools
✅ Improve cost transparency with structured pricing formats for licensing, training, and support
✅ Increase vendor response quality with standardised evaluation criteria
Designed in consultation with CIOs, IT Directors, Business Intelligence Managers, and Procurement Directors, this template covers everything from workflow automation to secure client portals—enabling you to make an informed and defensible procurement decision.
Our SaaS Legal Case Management Platform RFP Template comes with the following essential documents, each designed to enhance clarity and vendor engagement:
RFP Document Template – Outlines the purpose, objectives, scope, and evaluation criteria.
Appendix 1a – Company Details and Environmental Questionnaire
Captures vendor profile and ESG commitments.
Appendix 1b – Financial Questionnaire
Confirms supplier’s financial stability and longevity.
Appendix 2 – Software Requirement Specification Document
Details legal platform functionality, integration, and performance needs.
Appendix 2a – Agile Product Vision Statement
Aligns vendor’s approach with your legal strategy.
Appendix 2b – Minimal Viable Product
Defines essential features for initial deployment.
Appendix 3 – Functionality Matrix Questionnaire
Matches features to case management and billing needs.
Appendix 4 – Services Questionnaire (140 Questions)
Evaluates onboarding, training, and long-term support.
Appendix 5 – IT Resources Definition Template
Specifies required roles and technical expertise.
Appendix 6 – Pricing Template
Enables like-for-like vendor price comparison.
Whether you’re upgrading to Clio, transitioning from MyCase, expanding Smokeball, implementing PracticePanther, or assessing Filevine, our RFP template ensures your procurement process is:
Transparent, structured, and auditable
Focused on both short-term efficiency and long-term ROI
Designed for fair vendor comparison
Aligned with the needs of both IT and legal operations teams
Every purchase includes a complimentary 30-minute consultation with our procurement experts. We’ll guide you through tailoring the template for your specific case management strategy—whether you’re running a competitive RFP, replacing outdated systems, or consolidating multiple platforms into one enterprise solution.
Developed and tested by AMC’s procurement specialists with extensive experience in sourcing enterprise legal technology, our RFP templates are trusted by IT and legal leaders globally.
✅ Tried & tested by IT procurement and legal technology experts
✅ Fully customisable to fit your organisation’s specific needs
✅ Designed to maximise efficiency and vendor response quality
✅ Proven to reduce procurement timelines while improving decision-making confidence
Take the hassle out of legal tech procurement—secure the right platform to manage your cases, clients, and compliance with AMC’s trusted SaaS Legal Case Management Platform RFP Template.
RFP Template designed for sourcing Case Management Software vendors
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