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
£350 to £625 a licence
Service documents
Framework
G-Cloud 12
Service ID
7 3 9 7 9 6 8 4 4 8 3 5 9 2 2
Contact
Tricostar Software Ltd
James Lawler
Telephone: 0333 220 5081
Email: james.lawler@tricostar.com
Service scope
- Software add-on or extension
- No
- Cloud deployment model
- Private cloud
- Service constraints
- None
- System requirements
-
- One time purchase of user or concurrent licences
- 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
- We provide onsite training, online training and user documentation. 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
-
- Internet Explorer 11
- Microsoft Edge
- Firefox
- Chrome
- Safari 9+
- 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
- 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 use Azure virtual servers scoped to size of data loads
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
Staff security
- Staff security clearance
- Conforms to BS7858:2012
- 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
- No
- 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
- Yes
- CSA STAR accreditation date
- 20/06/2017
- CSA STAR certification level
- Level 3: CSA STAR Certification
- What the CSA STAR doesn’t cover
- Any system not hosted on Microsoft Azure.
- PCI certification
- 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
Pricing
- Price
- £350 to £625 a licence
- Discount for educational organisations
- No
- Free trial available
- No