Industry specific software package

Tender description

Procurement of a case management system for the use of One Legal, the shared legal service for Tewkesbury, Cheltenham and Gloucester Councils. The Contracting Authority, Tewkesbury Borough Council, is the host authority for a shared legal service between Tewkesbury Borough Council, Cheltenham Borough Council and Gloucester City Council, which is known as ‘One Legal’. The Authority is conducting a procurement using the Open procedure in accordance with the Public Contracts Regulations 2015 for the purpose of acquiring a case management system with the following capabilities: Enable the sharing of data and documents between approved users. Automatic compilation of complex legal documentation, Usage of standard documentation; templates, forms and e-mails using case data and defined prompts. Support comprehensive case management, with document production and court bundling and incorporating features such as key dates, parties and financial information. Achieve consistency of file management and improve record keeping across the department, allowing users to easily search for cases, e-mails, documents for matters in progress. Manage and report on performance such as caseloads, matter types including the provision of coherent and reliable management information for One Legal's management team, and for clients, through standard reports. Provide billing and costs projections. Record high risk and conflict of interest matters. Develop and utilise workflows to support case management processes, facilitate more efficient working, and allow supervisors to monitor and control compliance with regulatory and practice management requirements. Enable mobile and remote working. Support One Legal in meeting the Law Society’s practice management standards (Lexcel) if adopted by One Legal. Adapt to evolving business needs.