Appointee Service Client Case Management System

Southampton City Council requires procurement of a Client Money and Case Management solution for local authority Appointee services.

For a period of 3 years with a potential maximum 24 month extension subject to operational need and value for money considerations

The implementation of a complete integrated client recording system for client money and case management Appointee teams.

Combine all aspects of work in one database.

Key supplier requirements are recent experience (within the last three years) of supplying a product that can provide a complete software solution for the financial administration and case management of client affairs

Enable creation and maintenance of financial records for individual clients

Monitor income and expenditure

Functionality to integrate/upload bank account records to enable income and expenditure reconciliation

Client record system to enable all client information to be held within the system and to record client history, notes and ideally to store of link to documents.

Diary/reminder facility

Reporting functionality