Case Study: Suffolk County Council Legal Services achieves streamlined, efficient case management with Sage CRM

Sage CRM based solution helps Suffolk County Council Legal Services face the future with confidence

Suffolk County Council Legal Services, a UK local-authority legal team working in partnership with district and borough councils, needed a modern case-management system to combine time recording with document management. The aim was to share legal expertise and capacity across councils, closely track project time and deliver the efficiencies demanded by the Gershon review.

Tricostar implemented a customized Sage CRM (TCM) — a web-based, Outlook-integrated solution with tailored legal fields and time-recording — deployed quickly across partner teams. The system enabled a virtual-team model and remote working, delivered accurate cost and workload data for planning and budgeting, reduced paper-archiving costs, increased file capacity and operational efficiency, and equipped the department to make sound strategic decisions and win shared‑services awards.

Suffolk County Council Legal Services

Sally Longmate

Practice & Business Development Manager