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Legal Case Management System (CMS)

British Business Bank

This public procurement record has 1 release in its history.

Planning

10 Sep 2026 at 13:28

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

The British Business Bank Plc is exploring a potential Legal Case Management System for its Legal team. The service would improve the recording, management and access of legal matters, disputes, litigation deadlines, correspondence, legal advice and related documentation. Expected functionality includes matter management, deadline tracking, secure document and correspondence management, knowledge reuse, reporting, Microsoft 365 integration and information governance. The system is intended to address reliance on email, shared drives, individual knowledge and manual tracking, which currently creates operational, compliance and continuity risks. This is a technology and software-related service with a legal operations focus, including document management and associated support. Delivery is across the United Kingdom, for the British Business Bank’s legal operations.

This procurement is at the planning stage and is a pre-market engagement exercise, not an invitation to tender. The British Business Bank expects to use supplier responses to test market capability and shape the future scope, procurement approach and commercial model under the Procurement Act 2023. Engagement is through a one-way questionnaire, with responses expected by 25 September 2026. The future contract is expected to start on 15 March 2027 and run until 13 March 2032, with renewal provision allowing extension to 14 March 2034. The current recorded value is £0, explicitly used as a placeholder while market pricing is assessed and not an estimate of the eventual contract value. The potential procurement is presented as above threshold for market awareness, without determining the eventual route or threshold position.

This exercise will suit suppliers of legal case management, matter management, document management and related software services, particularly those able to support legal teams handling disputes, litigation, deadlines, advice and correspondence. Relevant providers are likely to offer secure document and correspondence controls, structured matter records, workflow or deadline tracking, reporting, searchable knowledge reuse and integration with Microsoft 365. Experience of information governance and the operational, compliance and continuity requirements of legal data will be important. Suppliers with a configurable platform and a clear understanding of legal operations should use the engagement to explain market capability, implementation approaches and commercial models. The buyer is seeking market input before defining the eventual requirement, so this is an opportunity to prepare and influence the specification rather than bid for a contract now.

How relevant is this notice?

Notice Information

Notice Title

Legal Case Management System (CMS)

Notice Description

The British Business Bank is undertaking pre-market engagement to inform a potential future procurement for a Legal Case Management System. The Bank's Legal team has identified a need to improve how legal matters, disputes, litigation deadlines, correspondence, advice and related documentation are recorded, managed and accessed. Current ways of working rely heavily on email, shared drives, individual knowledge and manual tracking, which creates operational, compliance and continuity risks. The purpose of this engagement is to test market capability and inform the scope, approach and commercial model for a potential Legal Case Management System that can support matter management, deadline tracking, secure document and correspondence management, knowledge reuse, reporting, Microsoft 365 integration and information governance requirements. The estimated contract value will be determined following completion of the engagement exercise, hence the current PS0 value within this notice. For more information about this opportunity, please visit the eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Sheffield%2C:-Document-management-system./499UU7F7EU To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/499UU7F7EU

Planning Information

Engagement via one-way questionnaire. This Pre-market engagement notice is to gather information from the market to is to test market capability and inform the scope, approach and commercial model for a potential Legal Case Management System that can support matter management, deadline tracking, secure document and correspondence management, knowledge reuse, reporting, Microsoft 365 integration and information governance requirements. Due to variation in current market pricing, it is not currently possible to produce a robust estimate of the contract value. A value of £0 has been entered as a placeholder and should not be interpreted as the anticipated contract value. The notice has been published as above threshold to maximise market awareness and transparency while the British Business Bank determines whether the proposed procurement will exceed the applicable threshold. Publication above threshold does not predetermine the procurement route or confirm that the future potential procurement will be above threshold. Information gathered will be used to inform British Business Bank future procurement approach in accordance with the Procurement Act 2023. This stage is not mandatory for suppliers however those wishing to engage in this questionnaire please go to https;//www.delta-esourcing.com/respond/499UU7F7EU Should British Business Bank have any concerns, queries or clarifications with your response to the questionnaire, we may reach out to you. Please note we anticipate a high volume of interest in this exercise, and will therefore be unable to address supplier questions or attend individual supplier meetings as part of this stage. Access Code : 499UU7F7EU

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06f6d1
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/085884-2026
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

72 - IT services: consulting, software development, Internet and support

79 - Business services: law, marketing, consulting, recruitment, printing and security

CPV Codes

48311100 - Document management system

72260000 - Software-related services

79100000 - Legal services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
10 Sep 20266 days ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
15 Mar 2027 - 13 Mar 2032 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
British Business Bank
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
SHEFFIELD,
Postcode
S1 2GQ
Postcode Area
Sheffield
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE3 South Yorkshire
Small Region (ITL 3)
TLE32 Sheffield
Delivery Location
Not specified
Local Authority
Sheffield
Electoral Ward
City
Westminster Constituency
Sheffield Central

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

JSON Markdown

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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