Tabled

Legal Case Management Software

Full Management of legal matters.
Case Management, triage of work and workflows.
Legal team CRM.
A legal client service page comprising intake forms and template provision.
Document Management and Repositories.
Law Firm Panel Management.

Features

  • Legal intake and triage
  • Document management
  • case management
  • matter management
  • No-Code Workflows
  • Law Firm Panel Management and work allocation
  • Law Firm RFPs, Dynamic Purchasing System; Tender management.
  • KPIs and analytics
  • Contract Lifecycle Management
  • Data export and migration

Benefits

  • Streamline the intake of legal and compliance work
  • Triage work internally or with external service providers
  • Full visibility of work within the team and externally
  • Monitor speed of work with KPIs and find bottlenecks
  • Reduce external legal spend by comparing law firm quotes
  • Monitor work with law firms to improve efficiency
  • A single source of truth of contracts, policies and know-how
  • Collaborate on matters effectively
  • Client self-service and automated client updates of work progress
  • Reduce reliance on legal team by enabling clients

Pricing

£69 a user a month

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at paul@tabled.io. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

4 8 0 2 9 1 5 0 6 1 1 0 5 8 0

Contact

Tabled Paul Massey
Telephone: 07517179098
Email: paul@tabled.io

Service scope

Software add-on or extension
No
Cloud deployment model
  • Public cloud
  • Private cloud
Service constraints
N/a
System requirements
Service is accessible via most browsers.

User support

Email or online ticketing support
Email or online ticketing
Support response times
Response within 1 hour during business hours with additional support available.
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
No
Onsite support
Yes, at extra cost
Support levels
Each client has a dedicated client support contact and also has access to technical support as required.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
Onside and online training.
User documentation.
Configuration of platform and analysis of workflows.
Helpdesk.
Service documentation
Yes
Documentation formats
PDF
End-of-contract data extraction
Data is extracted via CSV by users and documents in the system can be exported manually or with technical support via secure means.
End-of-contract process
All offboarding is included in the cost apart from transfer of data to another system which may require a small fee.

Using the service

Web browser interface
Yes
Supported browsers
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
The interface is fully optimised for both web and mobile interfaces.
Service interface
Yes
User support accessibility
WCAG 2.1 A
Description of service interface
Simple design and interaction for ease of use across platforms.
Accessibility standards
WCAG 2.1 A
Accessibility testing
Internal Testing to ensure accessibility.
API
Yes
What users can and can't do using the API
Integrate a mobile applications to enable external users to interact with the workspace.

Email integrations and other services such as document management integrations.
API documentation
No
API sandbox or test environment
No
Customisation available
Yes
Description of customisation
The service is fully customisable on a no-code basis.
Intake forms and workflows can be fully customised to capture required data and workflows.

Scaling

Independence of resources
Tabled has a scalable AWS infrastructure with a virtualised infrastructure that scales to the demand required and means user volume does not impact other users.

Analytics

Service usage metrics
Yes
Metrics types
KPIs configured by users to determine workflow status changes for different worktypes.
Analytics dashboard provides user numbers, work volume and type, user activity.
Custom metrics can be provided.
Reporting types
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

Supplier type
Not a reseller

Staff security

Staff security clearance
Conforms to BS7858:2019
Government security clearance
Up to Developed Vetting (DV)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
United Kingdom
User control over data storage and processing locations
Yes
Datacentre security standards
Complies with a recognised standard (for example CSA CCM version 3.0)
Penetration testing frequency
At least once a year
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
  • Physical access control, complying with CSA CCM v3.0
  • Encryption of all physical media
Data sanitisation process
Yes
Data sanitisation type
Deleted data can’t be directly accessed
Equipment disposal approach
A third-party destruction service

Data importing and exporting

Data export approach
Via CSV from a dashboard. Documents can also be easily downloaded.
Data export formats
CSV
Data import formats
  • CSV
  • ODF
  • Other
Other data import formats
  • Pdf
  • Doc
  • Docx
  • Jpeg
  • Png

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway

Availability and resilience

Guaranteed availability
The Platform shall have 99.9% uptime, excluding any scheduled downtime required for updates to the platform outside of normal business hours (8am-6pm Monday to Friday)

Uptime is measured over each calendar month.

If uptime drops below the relevant threshold, a penalty will be applied in the form of a credit for the Client. This means the following month’s fee payable by the Client will be reduced on a sliding scale as follows:

2% fee reduction for every 1% below the uptime SLA.

The level of penalty will be calculated depending on the number of hours for which the service was unavailable, minus the downtime permitted by the SLA:

Uptime penalties in any month are capped at 50% of the total monthly fee
Approach to resilience
Available on request.
Outage reporting
Email alerts

Identity and authentication

User authentication needed
Yes
User authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels
Onoly permissioned administrative users have access to management interfaces via secure login.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
At least 12 months
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
At least 12 months
How long system logs are stored for
At least 12 months

Standards and certifications

ISO/IEC 27001 certification
No
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
No
Other security certifications
No

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
Other
Other security governance standards
CyberEssentials Certification
Information security policies and processes
Tabled has comprehensive Information and Data Security; Data Retention, Security Incident Response, Business Continuity and Privacy Polices and Processes.

These policies and processes and the responsibility of Senior Management and Line Managers.

Policies are reviewed and tested at least annually, with staff training and awareness requirements. There are full client reporting requirements to ensure that any incidents are dealt with in an efficient and transparent manner.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
All technical assets are tracked and monitored from inception and throughout their lifecycle, with a central asset register keeping details, location, any risks (linked to risk register monitoring) and updates.
Our software asset management program includes maintaining a register of software licences, patches and includes regular checks to ensure security.
A user account monitoring programme and register is in place to ensure all software is properly licensed and no vulnerabilities are introduced through software not allowed under policy.
Our IT helpdesk ensures all asset issues and change requests are tracked and monitored to ensure proper use.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
We perform vulnerability assessment of our entire technology estate on a monthly basis and use an automated vulnerability assessment system in AWS that is constantly monitoring vulnerabilities.
Patches are deployed within 24 hours of becoming aware of a high priority security vulnerability and within 48 hours of medium or low security risks.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
We use a combination of periodic (at least annual) external penetration testing and regular internally conducted OWASP ZAP penetration testing.
Logs of activity are also kept to ensure security and for monitoring of access to services.
If vulnerabilities are found, critical issues are dealt with as soon as becoming aware with a view to resolution within 24 hours. Medium and law level risks are dealt with within 48 hours of becoming aware.
Incident management type
Supplier-defined controls
Incident management approach
The Tabled Incident Management Policy includes comprehensive processes and responsibilities for dealing with incidents in a timely manner. Incident planning and testing is conducted regularly.
Alongside our own monitoring, users can report incidents to account managers via phone or email and these are escalated to responsible management on a priority basis for resolution in line with and exceeding service levels set out in customer contracts.
regular reports of resolution are provided to customers with a final incident report provided on completion. Monitoring is then put in place to ensure incident is resolved and does not re-occur.

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
No

Social Value

Fighting climate change

Fighting climate change

Tabled contributes to carbon offset through Ecologi.
Tackling economic inequality

Tackling economic inequality

Tabled is used by pro bono legal groups for managing legal work for those who cannot afford legal advice and who may not qualify for legal aid.
Equal opportunity

Equal opportunity

Tabled is an equal opportunity employer with a diverse workforce and values.
Wellbeing

Wellbeing

The wellbeing of our staff and clients is one of our values.

Pricing

Price
£69 a user a month
Discount for educational organisations
Yes
Free trial available
Yes
Description of free trial
Up to 1 month free trial with support through trial.
Link to free trial
https://tabled.io/new-account/join

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at paul@tabled.io. Tell them what format you need. It will help if you say what assistive technology you use.