Framework Agreement for the Provision of a Legal Case Management System

This project is to award a Framework Agreement for a single supplier to provide a legal case management system for up to six North Wales Local Authorities.

Four of the North Wales Authorities require a Legal Case Management System imminently and the framework agreement will be available for the other two Local Authorities to utilise during the 4 year framework term if they so wish.

Contracts will be awarded by each individual Authority with four being awarded following the award of the framework agreement.

The system should have the facility support the following:

Definable roles and permissions used for access

Remote access to all elements of the system

Categorisation of matters

Tracking the status of matters and work distribution

Time recording and billing

Document creation and storage – bundling, versioning etc.

Detail reporting and case-related metrics

Retention policies; easy to archive and delete matters, automated where possible

Provision of precedents, templates and workflows to automate routine legal processes

Integration with key systems utilised i.e., HMCTS portals, Land Registry etc.

Integration with core Microsoft Products, including Word, Outlook, Excel and Share Point, and importantly, secure email functionality. The Councils have completed, or are in the process of, migrating their estate to Microsoft 365 – the system must be compatible with this technology.

The system should have a sustainable development pathway