MODULE 03 / 07

A case file per tender.
Read, not skimmed.

The procedure documents are fetched and read in full, in the language they were written in. At the top sits the extraction sheet: the real deadline, the value, the criteria weights, the certifications, the guarantees. When the portal and the documents disagree, the documents win.

TRINTA://CASE-FILELIVE
Procedure file0/4
Contract notice.pdf
Technical specifications.pdf
Award criteria annex.pdf
Financial forms.xlsx
Case filecomplete ✓
Deadline

21 days, 10:00

Estimated value

EUR 700,000

Award criteria60 / 40
Technical 60Price 40
Requirements
ISO 9001 requiredBid bond 2%Local partner required
01Why documents

The expensive mistakes live in the annexes.

Teams lose tenders they never should have entered, and miss ones they could have won, for the same reason: nobody had time to read the file properly. The deadline in the portal was wrong, the local-partner clause sat on page 40, the criteria rewarded price while the pitch was built on quality.

Case Files does the reading. The procedure documents are fetched and parsed, and the audit extracts what decides the bid: dates, values, weights, requirements, guarantees. When the portal and the documents disagree, the documents win.

02How it runs

From scattered links to one decisive page.

01

The file assembles itself

Notices arrive with links scattered across portals. The documents are resolved, fetched and attached to the tender: one case file per opportunity.

02

The audit reads every page

Deadlines, values, criteria weights, certifications, guarantees, site visits, question windows: extracted and pinned to the top of the file.

03

You decide in minutes

Open the file, see what decides it, bid or pass with reasons. The ninety-minute read becomes a five-minute decision.

03The extraction sheet

What gets pulled out of the file.

F01

Deadline

The real one, from the documents, not the portal summary.

F02

Estimated value

Base price and lots, as published.

F03

Criteria weights

Price against quality, with the exact split.

F04

Certifications

The ISO marks and registrations you must hold on submission day.

F05

Guarantees

Bid bonds and performance guarantees, with their percentages.

F06

Local requirements

Partner, presence or registration clauses that gate entry.

F07

Key dates

Site visits, question deadlines, clarification windows.

F08

Missing pieces

What the audit could not find, flagged instead of guessed.

Every extraction is traceable to the document it came from, so trust never has to be blind.

04In the product

What Case Files ships with.

03.1

Deadline correction

When the portal summary and the documents disagree, the documents win, and the tender's clock is fixed from them.

03.2

Every language

Files are read in the language they were written in, criteria and clauses included.

03.3

One-click briefing

Any case file leaves the workspace cleanly: a WhatsApp message or a generated summary for a colleague.

03.4

Traps surfaced

Disqualifying requirements are flagged at the top of the file, not discovered at submission.

03.5

Questions in time

Clarification windows are pinned with dates, so the question that saves your bid gets asked while it still can be.

03.6

Feeds the draft

Everything extracted flows into the bid workspace, where the draft starts from the criteria, not from a blank page.

05Works the rack

Reading is the middle of the story.

A case file begins as a radar hit or a signal, and ends as a bid on the board with the bench beside it.

Stop reading. Start deciding.

Bring one of your live tenders to the demo and we will open its case file together, extraction sheet and all.

Book a demo