---
title: "Legal Case Management System (CMS)"
ocid: "ocds-h6vhtk-06f6d1"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06f6d1"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-06f6d1.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-06f6d1.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "British Business Bank"
published: "2026-09-10"
---

# Legal Case Management System (CMS)

Buyer: British Business Bank  
Current stage: Planning  
OCID: ocds-h6vhtk-06f6d1

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-06f6d1.json)

## Summary

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.

## Notice

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/085884-2026 |
| 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 |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Sep 2026 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 15 Mar 2027 - 13 Mar 2032 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planning |
| Lots status | Planning |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | British Business Bank |
| Locality | SHEFFIELD, |
| Postcode area | Sheffield |
| Postcode | S1 2GQ |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE3 South Yorkshire |
| ITL 3 | TLE32 Sheffield |
| Local authority | Sheffield |
| Electoral ward | City |
| Westminster constituency | Sheffield Central |
| Delivery location | Not specified |

## CPV Codes

### 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

### Codes

- 48311100 - Document management system
- 72260000 - Software-related services
- 79100000 - Legal services

## Release History

- 10 Sep 2026 at 13:28 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/085884-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/085884-2026
  10th September 2026 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- https://www.delta-esourcing.com/respond/499UU7F7EU
- https://www.delta-esourcing.com/tenders/UK-UK-Sheffield%2C:-Document-management-system./499UU7F7EU
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06f6d1. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-06f6d1.json.