---
title: "Legal Case Management System"
ocid: "ocds-h6vhtk-0776bf"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0776bf"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0776bf.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0776bf.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "Education Authority NI"
published: "2026-09-21"
---

# Legal Case Management System

Buyer: Education Authority NI  
Current stage: Planning  
OCID: ocds-h6vhtk-0776bf

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## Summary

Education Authority intends to procure a legal case management system for its legal staff. The requirement is for a specialised software platform supporting the day-to-day management of cases, clients and legal operations. Core functionality includes matter management for documents, deadlines, contacts and communications; client relationship management and billing history; automated legal forms and templates with compliance checks; time recording, invoicing and accounting integration; task, workflow, calendar and scheduling tools; and alerts for court dates and other deadlines. The system must support data protection and regulatory compliance, including GDPR and anti-money laundering requirements. This is a software and related IT services requirement, with associated legal and computer-related management services. The buying organisation is the Education Authority, based in Belfast.

This procurement is at the planning stage: the Education Authority has declared its intention to procure, but this record is not an invitation to tender. It expects to use a single-lot procedure for services, with the contract planned to run from 1 August 2027 to 31 July 2030 and renewal permitted to a maximum end date of 31 July 2032. The estimated value is £125,000 excluding VAT, or £150,000 including VAT. The buyer has planned preliminary market engagement and expects the next sequential notice on 23 November 2026. Suppliers wishing to take part in the market-engagement exercise must return the completed questionnaire through the buyer’s messaging channel by 15:00 on 13 October 2026. The single lot is identified as suitable for SMEs.

The requirement will suit software providers and specialist IT service businesses with experience delivering legal practice or case management systems. Strong candidates will be able to provide an integrated platform covering matter and document management, client records, legal document automation, time recording, billing, workflow, calendaring and deadline alerts. Relevant capability includes integrating with accounting systems and supporting operational use by legal teams. Suppliers should be prepared to demonstrate robust information security, data protection controls and compliance features covering GDPR and anti-money laundering obligations. Experience with legal-sector processes, regulatory checks and secure handling of sensitive client and case information will be commercially relevant. The buyer has expressly indicated that the requirement is suitable for small and medium-sized enterprises, so established specialist suppliers as well as larger technology providers should monitor its progression and prepare for the future tender.

## Notice

To provide legal staff with access to a specialised software platform designed to help law firms and legal departments manage their cases, clients, and operations more efficiently. It is the digital backbone of a modern legal practice. Its core functions include: * Matter Management: Organises all case-related information--documents, deadlines, contacts, and communications in one place. * Client Relationship Management (CRM): Tracks client details, interactions, and billing history. * Document Automation: Generates legal forms and templates quickly, often with built-in compliance checks. * Time & Billing: Records billable hours, creates invoices, and integrates with accounting systems. * Task & Workflow Automation: Assigns tasks, sets reminders, and automates routine processes to reduce admin time. * Calendaring & Scheduling: Manages court dates, appointments, and deadlines with alerts and shared calendars. * Compliance & Security: Ensures data protection and regulatory compliance, including GDPR and AML requirements.

### Planning Information

Suppliers who wish to participate in the PME exercise must return the completed
questionnaire via the messaging function of the CfT on eTendersNI no later than 15:00 on
Tuesday 13th October 2026

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/089296-2026 |
| Notice type | UK2 - Preliminary Market Engagement Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 21 Sep 2026 |
| Submission deadline | Not specified |
| Future notice date | 23 Nov 2026 |
| Award date | Not specified |
| Contract period | 1 Aug 2027 - 31 Jul 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £125,000 |
| 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 | Education Authority NI |
| Locality | BELFAST |
| Postcode area | Northern Ireland |
| Postcode | BT1 2NQ |
| Country | Northern Ireland |
| ITL 1 | TLN Northern Ireland |
| ITL 2 | TLN0 Northern Ireland |
| ITL 3 | TLN06 Belfast |
| Local authority | Belfast |
| Electoral ward | Duncairn |
| Westminster constituency | Belfast North |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 72 - IT services: consulting, software development, Internet and support
- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 72000000 - IT services: consulting, software development, Internet and support
- 72200000 - Software programming and consultancy services
- 72500000 - Computer-related services
- 72510000 - Computer-related management services
- 79000000 - Business services: law, marketing, consulting, recruitment, printing and security
- 79100000 - Legal services

## Release History

- 21 Sep 2026 at 15:52 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/089296-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/089296-2026
  21st September 2026 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- 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-0776bf. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0776bf.json.