Task 1 File Opening

Allocate a Custom Questionnaire

New Client Details

Allocate a Custom Questionnaire

New Matter Details

Allocate a Custom Questionnaire

Previous Representative

Criteria: Will only run if client has previous representation

Task 2 Client Care Pack

Send Standard Document

Criteria: Will only run if client is legal aid

Legal Help Letter

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if client is legal aid

Exceptional Funding

Show preview    Open in new tab

Send Standard Document

Client Care Letter

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if client has previous representation

Client Authority

Show preview    Open in new tab

Send Standard Document

Letter to the Home Office

Show preview    Open in new tab

Add an automatic keydate to matter

Chase Client (CLI_CHASE) – 5 Days – Has client signed and returned client care letter?

Add an automatic keydate to matter

Chase NASS (NASS_CHASE) – 10 Days – Has NASS responded?

Add an automatic keydate to matter

Chase Client (CHASECLI) – 5 days – Has client signed and returned legal aid form(s)?

Criteria: Will only run if client is legal aid

Task 3 Subject Access Request/Previous Representative

Meet unmet keydates by type

Meet all CLI_CHASE key dates

Meet unmet keydates by type

Meet all CHASECLI key dates

Allocate a Custom Questionnaire

Home Office Interview Date

Send Standard Document

Initial Letter to the Home Office enclosing Letter of Authority

Show preview    Open in new tab

Send Standard Document

Letter to the Home Office Subject Access Request

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if client has previous representation

Letter to Previous Representatives re File Request

Show preview    Open in new tab

Add an automatic keydate to matter

Chase Solicitor (SOL_CHASE) – 1 week – Have we received previous representative file?

Task 4 Chase NASS

Meet unmet keydates by type

Meet NASS_CHASE key dates

Send Standard Document

Letter to Home Office re Chasing Subject Access Request

Show preview    Open in new tab

Add an automatic keydate to matter

NASS Chase (NASS_CHASE) – 5 days – Has NASS responded?

Task 5 NASS Evidence Received

Meet unmet keydates by type

Meet NASS_CHASE key dates

Task 6 Chase Previous Representatives

Meet unmet keydates by type

Meet SOL_CHASE key dates

Send Standard Document

Letter to Previous Representatives re Chasing File Request

Show preview    Open in new tab

Send Standard Document

Letter to Client re Chasing File Request

Show preview    Open in new tab

Add an automatic keydate to matter

Chase Solicitor (SOL_CHASE) – 7 days – Has file been received from previous representative?

Task 7 Received Previous File

Meet unmet keydates by type

Meet SOL_CHASE key dates

Send Standard Document

Letter to Previous Representatives RE Acknowledgement of Receipt of File

Show preview    Open in new tab

Send Standard Document

Letter to Client RE Acknowledgement of Receipt of File

Show preview    Open in new tab

Display a message to the user

Time record for reading file on next screen

Posting to Time Ledger

Task 8 SAR Acknowledgment

Send Standard Document

Letter to Client RE Acknowledge Receipt of Subject Access Request

Show preview    Open in new tab

Task 9 Asylum Decision

Allocate a Custom Questionnaire

Home Office Decision

Allocate a Custom Questionnaire

Date Leave Expires

Send Standard Document

Criteria: Will only run if asylum is granted

Letter to Client RE Acceptance of Asylum

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if asylum is refused

Letter to Client RE Refusal of Asylum

Show preview    Open in new tab

Document pack for this workflow

Legal Help Letter

Show preview    Open in new tab

Exceptional Funding

Show preview    Open in new tab

Client Care Letter

Show preview    Open in new tab

Client Authority

Show preview    Open in new tab

Letter to the Home Office

Show preview    Open in new tab

Initial Letter to the Home Office enclosing Letter of Authority

Show preview    Open in new tab

Letter to the Home Office Subject Access Request

Show preview    Open in new tab

Letter to Previous Representatives re File Request

Show preview    Open in new tab

Letter to Home Office re Chasing Subject Access Request

Show preview    Open in new tab

Letter to Previous Representatives re Chasing File Request

Show preview    Open in new tab

Letter to Client re Chasing File Request

Show preview    Open in new tab

Letter to Previous Representatives RE Acknowledgement of Receipt of File

Show preview    Open in new tab

Letter to Client RE Acknowledgement of Receipt of File

Show preview    Open in new tab

Letter to Client RE Acknowledge Receipt of Subject Access Request

Show preview    Open in new tab

Letter to Client RE Acceptance of Asylum

Show preview    Open in new tab

Letter to Client RE Refusal of Asylum

Show preview    Open in new tab