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25A - AGMT DOC MGMNT SYSTEMS
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25A - AGMT DOC MGMNT SYSTEMS
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Last modified
5/10/2018 7:54:00 PM
Creation date
5/10/2018 7:49:43 PM
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City Clerk
Doc Type
Agenda Packet
Agency
City Attorney's Office
Item #
25A
Date
5/15/2018
Destruction Year
2023
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014jechoolooles <br />Smart Solutions <br />Legal and Professional Services <br />Solution Overview <br />City of Santa Ana/City Attorney's Office has requested a pricing proposal for software, <br />professional services and training from Blue Technologies Smart Solutions, LLC ("BTSS") for <br />design, implementation and training services for implementing a document management <br />solution utilizing the iManage Cloud Document Management System. <br />Why iManage Work and BTSS? <br />iManage is a market leading solution suite from the largest and most stable software company <br />in the legal vertical. Over 70% of law firms globally use this product suite. It is recognized by <br />ILTA (international law technology group) as being the legal market leader and having the most <br />growth year on year. Visionary law firms choose iManage Work not just for its ease of use, <br />reliability, technology innovation and market leading functions and features, but for the <br />company's strong strategic vision, financial strength, large investment in legal technology RIiD <br />and ability to provide a full spectrum of related legal focused solutions to meet any need that <br />the law firm may encounter in future. For this reason, many law firms have written off <br />significant existing investments in competing technology products and made a strategic <br />decision to invest in IManage Work. <br />BTSS is a long-term strategic and premium Gold level partner with iManage providing business <br />analysis and advice, software, services and third -party add-ons to deliver a complete solution <br />and ongoing support to the customer. We have a dedicated support center for Work and related <br />legal solutions functional and technical support. <br />Features: <br />This solution when fully implemented will allow City of Santa Ana/City Attorney's Office the <br />following major functionalities: <br />• Ability to import existing and new documents into a secure, scalable repository and <br />work with these documents in a Matter Centric (aka 'Work Product Management') <br />i <br />model. <br />• Ability to create new versions of documents and to have version information captured <br />in the document footer in MS Office applications. <br />• Ability to full text index all document versions and have all versions full text <br />searchable. <br />• Ability to create secure workspaces and folders based on templates. <br />• Ability to create multiple independent document libraries. <br />• Ability to import electronic content like MS -Office documents, email, video clips, <br />images, pictures, sound files, Acrobat files, faxes, text files and other electronic <br />formats into the Work repository. <br />• Full -featured user-friendly document management functionality including <br />comprehensive content search (full text and meta -data search), retrieval capabilities, <br />and related documents. <br />• Outlook integrated Email -filing capability; suggestive filing (Send rt File / File to Work) <br />• Robust security management of content. <br />• Detailed audit trails on document access and modification. <br />Blue Technologies5mortSolutions LLC, Confidential <br />25A-6 <br />Page 4 of 15 <br />
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