OGC Matter and Document Management Platform

Location:	Tennessee
Posted:	Apr 20, 2026
Due:	May 4, 2026
Agency:	State Government of Tennessee
Type of Government:	State & Local
Category:	D - Automatic Data Processing and Telecommunication Services
Solicitation No:	RFI 32701-26-408
Publication URL:	To access bid details, please log in.

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11-20-13 RFI

STATE OF TENNESSEE

DEPARTMENT OF ENVIRONMENT AND CONSERVATION

REQUEST FOR INFORMATION

FOR

OGC Matter and Document Management Platform

RFI # 32701-26-408

APRIL 20, 2026

1. STATEMENT OF PURPOSE:

The State of Tennessee, Department of Environment and Conservation (TDEC) issues this

Request for Information (“RFI”) for the purpose of developing an integrated, flexible, modern legal

matter and document management platform for its Office of General Counsel (OGC). We

appreciate your input and participation in this process.

2. BACKGROUND:

TDEC OGC, a 36-person office, will transition to a modern legal matter and document

management solution, ideally built on Microsoft technologies (Power Platform / Dynamics). The

team has historically struggled to find a case management system that meets its needs. Similarly,

document management is not standardized and varies by individual staff. This initiative is also

positioned to become a model statewide. The team wants a flexible, configurable tool that OGC

can adapt without losing features they rely on today. The team currently uses LawLog, an APEX

Oracle platform, to track legal matters; however, it is not comprehensive and lacks integration

with some other systems or workflows. Smooth integration with all other TDEC databases will be

critical to the success of this project. Some additional goals include automating workflows,

searchability of documents across matter types, improved tracking of assigned matters by

attorney/division/matter type, leveraging AI tools, improved use of templates to facilitate drafting

legal documents, and ability to create dashboards and customize reports.

3. COMMUNICATIONS:

3.1. Please submit your response to this RFI via email to:

Lindsay Oliveras

Department of Environment and Conservation

500 James Robertson Parkway, 6th Floor

Nashville, TN 37243

Lindsay.Oliveras@TN.gov

629-219-6003

3.2. Please feel free to contact the Department of Environment and Conservation with any

questions regarding this RFI. The main point of contact will be:

Lindsay Oliveras

Department of Environment and Conservation

500 James Robertson Parkway, 6th Floor

Nashville, TN 37243

Lindsay.Oliveras@TN.gov

629-219-6003

3.3. Please reference RFI # 32701-26-408 with all communications to this RFI.

4. RFI SCHEDULE OF EVENTS:

EVENT

1. RFI Issued

2. RFI Response Deadline

3. Review of Response Completed

4. Schedule Demonstration Sessions

Conduct Virtual Demonstration and Q&A

Sessions*

*Session will be recorded.

TIME

DATE

(Central Time (all dates are State

Zone)

business days)

April 20, 2026

May 4, 2026

May 12, 2026

May 13-14, 2026

May 22-29, 2026

The solicitation coordinator may invite apparently responsive and responsible respondents

to make an oral presentation for up to 1.5 hours, with questions and answers incorporated

throughout the presentation.

5. GENERAL INFORMATION:

5.1. Please note that responding to this RFI is not a prerequisite for responding to any future

solicitations related to this project and a response to this RFI will not create any contract

rights. Responses to this RFI will become property of the State.

5.2. The information gathered during this RFI is part of an ongoing procurement. In order to

prevent an unfair advantage among potential respondents, the RFI responses will not be

available until after the completion of evaluation of any responses, proposals, or bids

resulting from a Request for Qualifications, Request for Proposals, Invitation to Bid or other

procurement method. In the event that the state chooses not to go further in the

procurement process and responses are never evaluated, the responses to the

procurement including the responses to the RFI, will be considered confidential by the

State.

5.3. The State will not pay for any costs associated with responding to this RFI.

6. INFORMATIONAL FORMS:

The State is requesting the following information from all interested parties. Please fill out the

following forms:

RFI #32701-26-408

TECHNICAL INFORMATIONAL FORM

1. RESPONDENT LEGAL ENTITY NAME:

2. RESPONDENT CONTACT PERSON:

Name, Title:

Address:

Phone Number:

Email:

3. Describe your company’s experience providing similar scope of services/products including but

not limited services/products to other government law offices.

4. Describe the future adaptability of the system to add new functionalities, create new fields and

reports, and create new interfaces.

5. Describe the ability to run reports based on all data collected in the system.

6. Describe the searchability of the system. Does the system recognize text regardless of document

type?

7. Describe the system’s ability to customize dashboards and provide tracking and reminders for

upcoming events. Is the system able to track motions/hearings with schedule reminders of due

dates?

8. Describe available integrations with the system. Is the system able to integrate with Oracle, MS

Dynamics, SharePoint, Lawbase, Esper, and/or Outlook?

9. Describe access controls including access to confidential items, such as documents and notes,

and blocking access based on conflicts of interest.

10. Describe how the system uses automation to improve processes, tracking, document

management, etc.

11. Describe the implementation and training processes.

COST INFORMATIONAL FORM

1. Describe what pricing units you typically utilize for similar services or goods (e.g., per hour, each,

etc.:

2. Describe the typical price range for similar services or goods

ADDITIONAL CONSIDERATIONS

1. Please provide input on alternative approaches or additional things to consider that might benefit

the State:

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Document ID & Hyperlink:	RFI 32701-26-408
Event Start - Response Due:	04/20/2026 05/04/2026
Event Name:	OGC Matter and Document Management Platform
Last Updated:

OGC Matter and Document Management Platform

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