Task 1 After First Meeting

Allocate a Custom Questionnaire

Enter the initial details for the Preliminary Investigations(up to 3 Defendants). This information is used to pre-populate letters and fields:

Send Standard Letter

Client – After 1st Meeting (Standard)
Criteria Set – Will only run if Client is not a minor

Send Standard Letter

Client Rep – After 1st Meeting
Criteria Set – Will only run if Client is a minor

Open a Read-Only Doc

NHS Complaints Procedure Leaflet
Criteria Set – Will only run if NHS Complaints Procedure Pursued field is ‘No’

Add an automatic keydate to matter

Chase Client – 14 Days
Have we heard from the client?

Task 2 Once Funding has Been Confirmed

Meet unmet keydates by type

Chase Client

Allocate a Custom Questionnaire

Enter the initial details for the Preliminary Investigations (up to 3 Defendants). This information is used to pre-populate letters and fields:

Send Standard Letter

Client – Once CFA Confirmed
Criteria Set – Will only run If Type of Funding field is ‘CFA’

Send Standard Letter

Client – Once Other Funding Confirmed
Criteria Set – Will only run if Type of Funding field is not ‘CFA’

Send Standard Letter

CFA
Criteria Set – Will only run if Type of Funding field is ‘CFA’

Send Standard Letter

CFA: What You Need to Know
Criteria Set – Will only run if Type of Funding field is ‘CFA’

Send Standard Letter

Client Care Letter

Send Standard Letter

Client Help Child and Patient Letter
Criteria Set – Will only run if Client is a Minor field is ‘Yes’

Add an automatic keydate to matter

Chase Client – 7 days
Client returned funding letter and consent form?

Add an automatic keydate to matter

Costs Update – 6 months
Send 6 monthly cost letter
Criteria Set – Will only run if Type of Funding field is ‘Legal Aid’

Send Standard Letter

Consent Form (Two Copies)

Task 3 Request for Records

Meet unmet keydates by type

Chase Client

Allocate a Custom Questionnaire

Enter the details for the GP. This information is used to pre-populate letters and fields:

Send Standard Letter

Request Letter for GP Records

Add a keydate linked to dossier field

Field: Limitation Date – “Limitation Date”

Add a keydate linked to dossier field

Field: Limitation Date – “Limitation Date minus 1 Month”

Add a keydate linked to dossier field

Field: Limitation Date – “Limitation Date minus 3 Months”

Add a keydate linked to dossier field

Field: Limitation Date – “Limitation Date minus 6 Months”

Add an automatic keydate to matter

Chase Med – 42 days
Have medical reports been received?

Task 4 Chase Medical Records

Meet unmet keydates by type

Chase Medical Records

Allocate a Custom Questionnaire

Enter the details for the Medical Records. This information is used to pre-populate letters and fields:

Send Standard Letter

Threat of Pre-Action Disclosure for Records
Criteria Set – Will not run if Medical Records received field is ‘No’

Add an automatic keydate to matter

Chase Med – 14 Days
Have records been received (threat of pre-act disc)?

Task 5 Expert Approach – Medical Experts

Allocate a Custom Questionnaire

Enter the details for the Medical Experts. This information is used to pre-populate letters and fields:

Send Standard Letter

Expert 1 (Breach) – Letter of Approach
Criteria Set – Will only run if Expert 1 has been selected

Send Standard Letter

Expert 1 (Causation) – Letter of Approach
Criteria Set – Will only run if Expert 1 has been selected

Send Standard Letter

Expert 2 (Breach) – Letter of Approach
Criteria Set – Will only run if Expert 2 has been selected

Send Standard Letter

Expert 2 (Causation) – Letter of Approach
Criteria Set – Will only run if Expert 2 has been selected

Send Standard Letter

Expert 3 (Breach) – Letter of Approach
Criteria Set – Will only run if Expert 3 has been selected

Send Standard Letter

Expert 3 (Causation) – Letter of Approach
Criteria Set – Will only run if Expert 3 has been selected

Send Standard Letter

Expert 4 (Breach) – Letter of Approach
Criteria Set – Will only run if Expert 4 has been selected

Send Standard Letter

Expert 4 (Causation) – Letter of Approach
Criteria Set – Will only run if Expert 4 has been selected

Add an automatic keydate to matter

Chase Expert – 14 Days
Reply to letter of approach from expert

Task 6 Pagination

Allocate a Custom Questionnaire

Enter the details for the Paginator. This information is used to pre-populate letters and fields:

Send Standard Letter

Paginator Letter

Add an automatic keydate to matter

Chase – 6 Weeks
Have the Pagination notes been received?

Add an automatic keydate to matter

Chase – 6 Weeks
Do we need to chase missing records?

Task 7 Client Authority Re Expert(s)

Send Standard Letter

Client Enclose Expert Authority

Send Standard Letter

Form of Authority to Expert 1

Send Standard Letter

Form of Authority to Expert 2

Send Standard Letter

Form of Authority to Expert 3

Send Standard Letter

Form of Authority to Expert 4

Add an automatic keydate to matter

Chase Client – 7 Days
Has client returned form of authority to instruct?

Task 8 Expert Instruction – Medical Experts

Allocate a Custom Questionnaire

Enter the details for the Medical Experts (up to 4). This information is used to pre-populate letters and fields:

Send Standard Letter

Expert 1 (Breach) – Letter of Instruction
Criteria Set – Will only run if Expert 1 has been selected

Send Standard Letter

Expert 1 (Causation) – Letter of Instruction
Criteria Set – Will only run if Expert 1 has been selected

Send Standard Letter

Expert 2 (Breach) – Letter of Instruction
Criteria Set – Will only run if Expert 2 has been selected

Send Standard Letter

Expert 2 (Causation) – Letter of Instruction
Criteria Set – Will only run if Expert 2 has been selected

Send Standard Letter

Expert 3 (Breach) – Letter of Instruction
Criteria Set – Will only run if Expert 3 has been selected

Send Standard Letter

Expert 3 (Causation) – Letter of Instruction
Criteria Set – Will only run if Expert 3 has been selected

Send Standard Letter

Expert 4 (Breach) – Letter of Instruction
Criteria Set – Will only run if Expert 4 has been selected

Send Standard Letter

Expert 4 (Causation) – Letter of Instruction
Criteria Set – Will only run if Expert 4 has been selected

Add an automatic keydate to matter

Chase Expert – 14 Days
Reply to letter of instruction from expert

Task 9 Expert Report – Medical Experts

Allocate a Custom Questionnaire

Enter the details for the Medical Experts (up to 4). This information is used to pre-populate letters and fields:

Send Standard Letter

Expert 1 (Breach) – Ack Rec of Report
Criteria Set – Will only run if Expert 1 has been selected

Send Standard Letter

Expert 1 (Causation) – Ack Rec of Report
Criteria Set – Will only run if Expert 1 has been selected

Send Standard Letter

Expert 2 (Breach) – Ack Rec of Report
Criteria Set – Will only run if Expert 2 has been selected

Send Standard Letter

Expert 2 (Causation) – Ack Rec of Report
Criteria Set – Will only run if Expert 2 has been selected

Send Standard Letter

Expert 3 (Breach) – Ack Rec of Report
Criteria Set – Will only run if Expert 3 has been selected

Send Standard Letter

Expert 3 (Causation) – Ack Rec of Report
Criteria Set – Will only run if Expert 3 has been selected

Send Standard Letter

Expert 4 (Breach) – Ack Rec of Report
Criteria Set – Will only run if Expert 4 has been selected

Send Standard Letter

Expert 4 (Causation) – Ack Rec of Report
Criteria Set – Will only run if Expert 4 has been selected

Task 10 Costs Update

Allocate a Custom Questionnaire

Enter the details for the Costs Update. This information is used to pre-populate letters and fields:

Task 11 Letter of Claim

Allocate a Custom Questionnaire

Enter the details for the Letter of Claim. This information is used to pre-populate letters and fields:

Send Standard Letter

Template for Letter of Claim – Def 1

Send Standard Letter

Template for Letter of Claim – Def 2
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Template for Letter of Claim – Def 3
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Add an automatic keydate to matter

Chase Defendant – 4 Months
Have you received letter of response?