---
title: "Framework Agreement for the Provision of a Legal Case Management System"
ocid: "ocds-kuma6s-130588"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-130588"
markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-130588.md"
json_url: "https://d3tenders.com/contract/ocds-kuma6s-130588.json"
source: "Sell2Wales"
current_stage: "Award"
buyer: "FLINTSHIRE COUNTY COUNCIL"
published: "2023-08-18"
---

# Framework Agreement for the Provision of a Legal Case Management System

Buyer: FLINTSHIRE COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-kuma6s-130588

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## Summary

Flintshire County Council has awarded a contract for a Framework Agreement for the Provision of a Legal Case Management System. The project aims to provide this system for up to six North Wales Local Authorities. The system should support various functionalities such as defining roles, remote access, time recording, and integration with Microsoft products. The contract, valued at £650,350.00, was signed on 16th August 2023, and the procurement method was an open procedure with a tender period ending on 18th May 2023.

This tender presents an opportunity for businesses in the services sector, particularly those experienced in providing legal case management solutions and integration with Microsoft products. Companies with expertise in delivering customisable systems with secure email functionality and integration abilities are well-suited for this contract. The procurement process, led by Flintshire County Council, is at an advanced stage with the contract already active and expected to create growth opportunities for successful suppliers over the 4-year framework term.

## Notice

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

### Lot Information

Lot 1

Award of Single Supplier Framework Agreement 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

Renewal: There is potential for the framework to be renewed, however it is more likely that any contracts awarded under the framework will be renewed at different times.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Sell2Wales |
| Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=130588 |
| Notice type | OJEU - F3 - Contract Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 18 Aug 2023 |
| Submission deadline | 18 May 2023 |
| Future notice date | Not specified |
| Award date | 16 Aug 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £650,350 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Complete |
| Awards status | Not specified |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | FLINTSHIRE COUNTY COUNCIL |
| Additional buyers | CONWY COUNTY BOROUGH COUNCIL; CYNGOR GWYNEDD COUNCIL; DENBIGHSHIRE COUNTY COUNCIL; ISLE OF ANGLESEY COUNTY COUNCIL; WREXHAM COUNTY BOROUGH COUNCIL |
| Locality | FLINTSHIRE |
| Post town | Chester |
| Postcode | CH7 6NA |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL3 North Wales |
| ITL 3 | TLL33 Conwy and Denbighshire |
| Local authority | Conwy |
| Electoral ward | Conwy |
| Westminster constituency | Bangor Aberconwy |
| Delivery location | TLL11 Isle of Anglesey, TLL12 Gwynedd, TLL13 Conwy and Denbighshire, TLL23 Flintshire and Wrexham |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CIVICA |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 72 - IT services: consulting, software development, Internet and support

### Codes

- 48000000 - Software package and information systems
- 72000000 - IT services: consulting, software development, Internet and support

## Release History

- 18 Aug 2023 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=130588
- 18 Apr 2023 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=130588

## Documents

- https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=APR434511
  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
- https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=AUG447471
  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

## Notice URLs

- http://www.conwy.gov.uk
- https://api.sell2wales.gov.wales/v1?lang=cy/Notice?id=ocds-kuma6s-130588
- https://supplierlive.proactisp2p.com/Account/Login
- https://www.flintshire.gov.uk
- https://www.sell2wales.gov.wales

## 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-kuma6s-130588. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-130588.json.