Task 1 File Opening

Allocate a Custom Questionnaire

Change of Name File Opening

Send Standard Letter

Client Care Letter

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Task 2 Draft Change of Name Deed

Allocate a Custom Questionnaire

Change of Name File Opening

Send Standard Letter

Change of Name Deed

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Send Standard Letter

Letter to Client confirming Deed drafted

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Add a Keydate to Matter

Add an Automatic Key date to matter

Task 3 Sign Change of Name Deed Appointment

Allocate a Custom Questionnaire

Send Standard Letter

Client Enclosing Certified Copies Deed

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Document pack for this workflow

Client Care Letter

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Change of Name Deed

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Letter to Client confirming Deed drafted

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Client Enclosing Certified Copies Deed

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