Legal Case Management Software for Legal Teams
Tricostar Legal Case Management (TCM) is a 100% web-based application designed for the cloud, which provides Case and Matter Management tools, integrated Email and Document Management with SharePoint, Email Management with Office 365, Time Recording, Court Bundling, Billing and Client Portal access, with exceptionally strong Reporting and Workflow capabilities.
Features
- 100% web-based application, utilising all modern browsers
- A working, multi-department, shared service solution
- Completely user configurable screen content and layouts
- Wizard for user created workflows
- Wizard for user created reports
- Inbuilt time recording and billing
- Court bundling and electronic file review
- Customer service and complaints
- Email integration and knowledge management
- Freedom of Information and Lexcel modules for legal
Benefits
- Mobile and remote working, use across mobile, tablet and desktop
- Assists departments in moving to a paperless environment
- User configurable workflows ensure efficient utilisation and business process control
- Granular security enables cross department and authority consortia sharing
- Automated Alerts and reminders aid department efficiency
- Fully multilingual capability allows different nomenclature within same system
- Modular approach allows users to choose functions they need
- Server-based installation speeds up implementation time, also available on cloud
- Fully integrated with Microsoft Office for document management and collaboration
Pricing
£310 to £550 a licence a year
Service documents
Request an accessible format
Framework
G-Cloud 13
Service ID
5 2 6 7 7 6 8 2 2 8 7 6 7 9 9
Contact
Tricostar Software Ltd
James Lawler
Telephone: 0333 220 5081
Email: james.lawler@tricostar.com
Service scope
- Software add-on or extension
- Yes, but can also be used as a standalone service
- What software services is the service an extension to
- Whilst TCM operates stand-alone, it is tightly integrated with Microsoft 365 for Document & Email Management in Outlook, Word, Excel, Teams, SharePoint Online, One Drive and Power BI, plus Microsoft Open Graph.
- Cloud deployment model
- Private cloud
- Service constraints
- None
- System requirements
- Hardware requirements based on user numbers and data load
User support
- Email or online ticketing support
- Email or online ticketing
- Support response times
- Subject to SLA agreed with client
- User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.1 A
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- No
- Onsite support
- Onsite support
- Support levels
- Our standard support service provides for responses to bugs or system failure. We have a standard SLA which allows for a response from 1- 8 hours subject to severity. Our premium service is more wide ranging and operates to the same SLA. Our support service as standard operates between 8.30am to 5.30pm - UK business days and excludes public holidays and weekends. Standard is included in licence cost .Premium is based on numbers of users
- Support available to third parties
- Yes
Onboarding and offboarding
- Getting started
- During the pandemic we provided all onboarding services successfuly and remotely. This included online training sessions, which were delivered in manageable sessions and recorded to form part of the online academy for future reference and onboarding. We also provide onsite training on request. Full written user and admin documentation is provided. We also provide consultancy and project management services.
- Service documentation
- Yes
- Documentation formats
-
- HTML
- End-of-contract data extraction
- Any services provided by Tricostar at the request of the client at the end of a contract to extract data over and above that available in reports created are chargeable
- End-of-contract process
- Any services provided by Tricostar at the request of the client at the end of a contract are chargeable
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Chrome
- Safari
- Application to install
- No
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- None for iPads or similar screen capacity.
- Service interface
- No
- User support accessibility
- WCAG 2.1 AAA
- API
- Yes
- What users can and can't do using the API
-
The folowing is applicable only to users with the necssary technical skills and training
The RESTful API is based on open standards, and therefore you can use virtually any web development language to work with entities in Sage CRM via this API.
With the Sage CRM RESTful API, you can programmatically create, read, update, and delete entity records in your Sage CRM system using HTTP requests and standard HTTP methods such as GET, POST, PATCH, and DELETE. To ensure security, the RESTful API is served over secure HTTP (HTTPS) only.
The RESTful API provides access to Sage CRM entities via URL paths. To use the RESTful API, your application must make an HTTP request in a specific format and parse the response. The RESTful API always returns JSON responses.
Before you start using the RESTful API, we recommend that you familiarize yourself with SData. SData is a web toolkit promoting the development of REST-orientated services and their consumption in Sage CRM. It consists of a small, standards-based core (HTTP, ATOM, and JSON) and a set of optional mechanisms solving common implementation challenges in a consistent manner. - API documentation
- Yes
- API documentation formats
-
- HTML
- API sandbox or test environment
- No
- Customisation available
- Yes
- Description of customisation
- After training users can create new screens and fields, modify screens and fields, create and modify reports and workflows
Scaling
- Independence of resources
- We provide Microsoft Azure Virtual Dedicated servers scoped to the size of data and traffic requirements. These servers are 'right-sized' and capacity can be increased or decreased to cope with demand. This means that no others customers usage affects another as all systems are 100% independent of one another.
Analytics
- Service usage metrics
- Yes
- Metrics types
- On request
- Reporting types
- Reports on request
Resellers
- Supplier type
- Reseller providing extra features and support
- Organisation whose services are being resold
- Sage CRM, Colligo, Microsoft Azure
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- Up to Security Clearance (SC)
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 every 6 months
- Penetration testing approach
- Another external penetration testing organisation
- Protecting data at rest
- Physical access control, complying with SSAE-16 / ISAE 3402
- Data sanitisation process
- Yes
- Data sanitisation type
- Explicit overwriting of storage before reallocation
- Equipment disposal approach
- Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001
Data importing and exporting
- Data export approach
- Users can create reports that export defined data in csv format
- Data export formats
- CSV
- Data import formats
- CSV
Data-in-transit protection
- Data protection between buyer and supplier networks
-
- Private network or public sector network
- TLS (version 1.2 or above)
- Other
- Other protection between networks
- Other protection between networks Additional services can be purchased on within Azure for - for example - end to end data encryption, client side encryption etc
- Data protection within supplier network
- TLS (version 1.2 or above)
Availability and resilience
- Guaranteed availability
- Azure guarantee that Apps running in a customer subscription will be available 99.95% of the time Service Credit Monthly Uptime Percentage Service Credit < 99.95% is 10%: < 99% is 25% For full SLA see: https://azure.microsoft.com/en-us/support/legal/sla/app-service/v1_4/
- Approach to resilience
- Regional pairs are enabled by default in Windows Azure Storage, helping to ensue that applications are resilient during datacentre failures. In regional pairing, Azure asynchronously replicates data from a primary location to a secondary location within the same region. An Azure region is an area within a geography containing one or more datacentres.
- Outage reporting
- We receive information from Azure via our Dashboard and pass information to our clients via email alerts
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- 2-factor 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
- Other
- Other user authentication
-
Azure Active Directory is a cloud based directory and identity management system.
It is a Platform as a Service (PaaS) Offering and facilitates a lot of different functionality, some of which are
• Single-Sign-On across multiple applications in Software-as-a-Service (SaaS) offerings
• Multi-Factor Authentication (Optional extra)
• Role-based access control (RBAC)
• Device Registration
The software has its own user security layer with levels of access (Global Administrator, Team Administrator, User). - Access restrictions in management interfaces and support channels
-
• Group Policy for managing users and computers
• Does not have Organizational Units. It is a flat organizational structure
• There are no forests or trusts. Federation is used to allow outside of boundary authentication and authorization - Access restriction testing frequency
- At least every 6 months
- Management access authentication
-
- Username or password
- Identity federation with existing provider (for example Google Apps)
- 2-factor authentication
- Public key authentication (including by TLS client certificate)
- Dedicated link (for example VPN)
Audit information for users
- Access to user activity audit information
- Users contact the support team to get audit information
- How long user audit data is stored for
- At least 12 months
- Access to supplier activity audit information
- Users contact the support team to get audit information
- How long supplier audit data is stored for
- At least 12 months
- How long system logs are stored for
- User-defined
Standards and certifications
- ISO/IEC 27001 certification
- Yes
- Who accredited the ISO/IEC 27001
- QMS
- ISO/IEC 27001 accreditation date
- 24/04/2020
- What the ISO/IEC 27001 doesn’t cover
- Nothing
- 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
- ISO/IEC 27001
- Information security policies and processes
- Scheduled reviews of security controls and reporting within the team and to management of results. Security Director ensures all policies are followed and regular training given to team members
Operational security
- Configuration and change management standard
- Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
- Configuration and change management approach
- All software is version controlled within a repository for distributed version control and source code management. Test cycles include System, Unit, Integration and OWASP check list
- Vulnerability management type
- Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
- Vulnerability management approach
- A number of methods are used to monitor and assess threats: 1. Alert notifications are sent by Azure to our support team where irregular activity has been detected e.g. unusual IP address - 2. Unusual activity is immediately investigated and verified as a threat or a known location and blocked or permitted 3. Security patches are automatically applied by Azure 4. Azure provides information regarding unknown IP addresses 5. Failed access attempts are tracked by the software and alerted to the support team where an unusual number of attempts are detected
- Protective monitoring type
- Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
- Protective monitoring approach
- A number of methods are used to monitor and assess threats: 1. Audit trail of IP addresses that have accessed the service are tracked and checked weekly by our support team unless Azure has sent an interim alert 2. User activity is tracked by the system in both database per user events and also in audit logs - checked weekly 3. Unusual activity is immediately investigated and verified as a threat or a known location and blocked or permitted 4. Immediate response on detection of issue
- Incident management type
- Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
- Incident management approach
- Incident management is by the following workflow: 1. Detection and recording 2. Classification, initial support and communication to management & client 3. Investigation and initial diagnosis and communication to management & client 4. Resolution and Recovery and communication to management & client 5. Escalation if not resolved and communication to management & client 6. 7. Closure once incident has been deemed to have been resolved and communication to management & client
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
Prior to and throughout Covid we have been able to deliver new systems to new and existing clients fully remotely and without incurring any travel, thus reducing greenhouse gas emissions to virtually zero in delivery of contracts. - Covid-19 recovery
-
Covid-19 recovery
We have taken a permanent position not to reopen offices as all staff prefer the flexibility of working from home as well as reducing risk of any further Covid infection whilst travelling and attending a workplace.
All staff are part of our corporate private physical and mental Health scheme and regular individual reviews are carried out with all staff re their physical and mental well-being.
Prior to and throughout Covid we have been able to deliver new systems to new and existing clients fully remotely, thus reducing Covid risks to staff and clients. - Tackling economic inequality
-
Tackling economic inequality
Annually we take 1 or more apprentices form local colleges who have an aptitude for IT but have been trained in industries where opportunities have been reduced because of Covid and/or the economy.
All our staff undergo regular industry training and attain product specific certifications over and above those required for the products we deliver.
Our product focus is specific and by necessity our supply chain is short and small. Microsoft provide all relevant underlying software, hardware, and hosting requirements and in conjunction with our support team and a trusted 3rd party partners all security needs.
Our product has been at the forefront of functionality to provide greater efficiency and return on investment for our clients and throughout Covid have introduced even more innovation to speed up delivery and modernisation. - Equal opportunity
-
Equal opportunity
In our small workforce equal opportunity is part of our philosophy all are encouraged regardless of their gender, race, or skills to attain the best they can in all aspects of their role. - Wellbeing
-
Wellbeing
All staff are part of our corporate private physical and mental health scheme and regular individual reviews are carried out with all staff re their physical and mental well-being.
Pricing
- Price
- £310 to £550 a licence a year
- Discount for educational organisations
- No
- Free trial available
- No