Task 1 Preliminary – Instructions to Counsel

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter the details for the Particulars of Claim (for up to 3 Defendants). This information is used to pre-populate letters and fields:

Send Standard Letter

Client Advice Re Proceedings
Discusses liability (admitted or denied), quantum, current status of claim, advice on how to proceed, and costs.

Send Standard Letter

Counsel Enc Instructions (PoC)
Accompanying letter to settle PoC

Send Standard Letter

Counsel Instructions
Template for Brief

Add an automatic keydate to matter

Chase Counsel -14 days
Particulars of Claim received?

Task 2 Preparation of Court Papers

Allocate a Custom Questionnaire

Enter the details for the Particulars of Claim (for up to 3 Defendants). This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Enc Poc
Encloses Court Papers prepared:
Claim Form, Particulars of Claim, Schedule of Expenses and
Losses,
+ includes Certificate of Suitability of Litigation Friend if claimant is a
minor.
Requests client checks content and signs as approved or advise
amendments required.

Send Standard Letter

N1 Claim Form

Send Standard Letter

Schedule of Loss

Add an automatic keydate to matter

Chase Client – 14 days
Particulars of Claim etc approved?

Task 3 Issue Proceedings

Meet unmet keydates by type

Chase Client

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter the details for the Defendant Insurer/Solicitor (up to 3). This information is used to pre-populate letters and fields:

Send Standard Letter

Court Issue Checklist
Internal document

Send Standard Letter

Court Issue Proceedings
Encloses Claim Form, PoC, Medical evidence, Schedule of
Expenses and Losses, Notice of Funding + copy,
Certificate of Suitablity of Litigation Friend (if client is a minor) Advises current valuation of claim

Send Standard Letter

Schedule of Special Loss

Send Standard Letter

N251 Notice of Funding
(incorporates copy)

Send Standard Letter

N235 Certificate of Suitability of Lit Friend
Criteria Set – Will only run if Client Minor field ‘Yes’

Send Standard Letter

Def 1 Sol Confirm Address for Service
Requests Sol confirmation instructed to accept service, or confirm Def 1 address

Send Standard Letter

DEF 2 Sol Confirm Address for Service
Requests Sol confirmation instructed to accept service, or confirm Def 2 address
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

DEF 3 SOL CONFIRM ADDRESS FOR SERVICE
Requests Sol confirmation instructed to accept service, or confirm
Def 3 address
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Send Standard Letter

Client Confirm Issue
Confirms issue, advises Def has 14 days to acknowledge and
further 14 days to file Defence

Add an automatic keydate to matter

Chase Court – 14 days
Has Court confirmed issue?

Add an automatic keydate to matter

Chase Sol – 7 days
Has Def 1 Sol confirmed address for issue?

Add an automatic keydate to matter

Chase Sol – 7 days
Has Def 2 Sol confirmed address for issue?
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sol -7 days
Has Def 3 Sol confirmed address for issue?
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Task 4 Service of Proceedings

Meet unmet keydates by type

Chase Court
Chase Sol

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Def 1 Serving Proceedings
Encloses:
Claim Form
Particulars of Claim
Medical Evidence
Schedule of Expenses and Losses
Notice of Funding
Form for Acknowledging Service Form for Defending the Claim Form for Admitting the Claim
Advises passing papers to Insurers, requests confirmation of safe
receipt

Send Standard Letter

Def 2 Serving Proceedings
Encloses:
Claim Form
Particulars of Claim
Medical Evidence
Schedule of Expenses and Losses
Notice of Funding
Form for Acknowledging Service
Form for Defending the Claim
Form for Admitting the Claim
Advises passing papers to Insurers, requests confirmation of safe
receipt
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Serving Proceedings
Encloses:
Claim Form
Particulars of Claim
Medical Evidence
Schedule of Expenses and Losses
Notice of Funding
Form for Acknowledging Service
Form for Defending the Claim
Form for Admitting the Claim
Advises passing papers to Insurers, requests confirmation of safe
receipt
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Send Standard Letter

Def 1 Ins Conf Service
Advises court papers have been sent to Def 1 + notifies that default
judgement will be applied for if Ackn of Service and/or Defence are
not filed within approp time scales. Confirms date A of S/Def is due.

Send Standard Letter

Def 2 Ins Conf Service
Advises court papers have been sent to Def 1 + notifies that default
judgement will be applied for if Ackn of Service and/or Defence are
not filed within approp time scales. Confirms date A of S/Def is due.
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Ins Conf Service
Advises court papers have been sent to Def 1 + notifies that default
judgement will be applied for if Ackn of Service and/or Defence are
not filed within approp time scales. Confirms date A of S/Def is due.
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Send Standard Letter

Client Confirm Issue
Confirms proceedings have been issued and advises stages of court
process in full detail

Send Standard Letter

N215 Certificate of Service

Add a keydate linked to dossier field

Defence received (Def 1)?
keydate is based on (and identical to) dossier field Defence due date

Add a keydate linked to dossier field

Defence received (Def 2)?
keydate is based on (and identical to) dossier field Defence due date
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add a keydate linked to dossier field

Defence received (Def 3)?
keydate is based on (and identical to) dossier field Defence due date
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Add a keydate linked to dossier field

Acknowledgement of Service received?
keydate is based on (and identical to) dossier field Ackn of Service due date

Task 5 Enter Judgement

This task is to be selected by user if appropriate. Criteria operate, meaning that the documents will not merge if the field “Defence Received” shows a value of “Yes”. This is intended to prevent inadvertent merging of these documents where a Defence has been received and the user has taken positive action to note the fact, but also means that even
if the user has failed to select a value for the field they’re not prevented from merging the documents.

Allocate a Custom Questionnaire

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

Send Standard Letter

Court Enc N227
Criteria Set – Will not run if Def Received field is ‘Yes’

Send Standard Letter

N227 Request for Judgement by Default
Criteria Set – Will not run if Def Received field is ‘Yes’

Send Standard Letter

Client Apply Enter Judgement
Criteria Set – Will not run if Def Received field is ‘Yes’

Add an automatic keydate to matter

Chase Court – 28 days
Reply from Court re N227?
Criteria Set – Will not run if Def Received field is ‘Yes’

Task 6 Defence

Meet unmet keydates by type

DEFRCVD
ACKNLSERV

Allocate a Custom Questionnaire

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

Send Standard Letter

Def 1 Sol Ack Defence
Confirms receipt of Defence and deals with items arising including admissions, protocol, CPR requirements, requests for further information

Send Standard Letter

Def 2 Sol Ack Defence
Confirms receipt of Defence and deals with items arising including admissions, protocol, CPR requirements, requests for further information.
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol Ack Defence
Confirms receipt of Defence and deals with items arising including admissions, protocol, CPR requirements, requests for further information.
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Send Standard Letter

Client Advice on Defence
Encloses copy of Defence and advises according to content

Add an automatic keydate to matter

Chase Sol – 14 days
Def 1 Sol reply re allocation received?

Add an automatic keydate to matter

Chase Sol – 14 days
Def 2 Sol reply re allocation received?
Criteria Set – Will only run if Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sol – 14 days
Def 3 Sol reply re allocation received?
Criteria Set – Will only run if Def 3 Trust or Def 3 Surname field contains data

Task 7 Allocation

Meet unmet keydates by type

Chase Sol

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Re Allocation
Advises procedure, requests detail of dates to avoid

Send Standard Letter

Def 1 Sol Enc Allocation Qestionnaire
Encloses Allocation Questionnaire; options to request Def Allocation Questionnaire and accompanying documents

Send Standard Letter

Def 2 Sol Enc Allocation Questionnaire
Encloses Allocation Questionnaire; options to request Def Allocation Questionnaire and accompanying documents
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol Enc Allocation Questionnaire
Encloses Allocation Questionnaire; options to request Def Allocation Questionnaire and accompanying documents
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Send Standard Letter

Court Filing Allocation Questionnaire
Encloses Allocation Questionnaire, draft case man directions

Send Standard Letter

N150 Allocation Questionnaire

Add an automatic keydate to matter

Chase Court – 21 days
Court response re Allocation received?

Task 8 Expert Dates to Avoid – 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

Letters requesting details of dates to avoid to the following Experts
Allergies
Dermatology
(Breach & Causation/CP Letters)
Criteria Set – Each letter will only run if the relevant expert has been selected

Add an automatic keydate to matter

Chase Expert – 14 Days
Reply to letter re dates to avoid from expert

Task 9 Preparing List of Documents

Send Standard Letter

Client Advice on Disclosure
Advises on procedure and encloses draft list of documents

Send Standard Letter

N265 List of Documents Standard Disclosure

Add an automatic keydate to matter

Chase Client – 14 days
Response re List of Documents received?

Task 10 Statement Preparation

Send Standard Letter

Client Enclose Copy Statement
Encloses copy statement, requests approval

Add an automatic keydate to matter

Chase Client – 14 days
Has client returned signed copy statement?

Task 11 Service of List of Documents

Meet unmet keydates by type

Chase Client
Chase Court

Allocate a Custom Questionnaire

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

Send Standard Letter

Court List of Documents
Encloses List of Documents

Send Standard Letter

Court Statement of Costs
Encloses Statement of Costs

Send Standard Letter

Def 1 Sol List of Documents
Encloses List of Documents

Send Standard Letter

Def 2 Sol List of Documents
Encloses List of Documents
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol List of Documents
Encloses List of Documents
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sol – 14 Days
Def1 Sols’ response to N265 received?

Add an automatic keydate to matter

Chase Sol – 14 Days
Def2 Sols’ response to N265 received?
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sol – 14 Day
Def3 Sols’ response to N265 received?
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Task 12 Court Applications

This task is intended to be run as and when required – it has been postioned here merely for convenience, but the intention is that it should be accessed by users at the appropriate time during proceedings.

Send Standard Letter

Court Enc Application
Encloses Notice of Application and requests notification of hearing date

Send Standard Letter

Court Statement of Costs
Encloses Statement of Costs

Allocate a Custom Questionnaire

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

Send Standard Letter

Def 1 Sol Notice of Application
Encloses Notice of Application and requests info re Def 1’s intentions

Send Standard Letter

Def 2 Sol Notice of Application
Encloses Notice of Application and requests info re Def 2’s intentions
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol Notice of Application
Encloses Notice of Application and requests info re Def 3’s intentions
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Send Standard Letter

Def 1 Sol Statement of Costs
Encloses Statement of Costs

Send Standard Letter

Def 2 Sol Statement of Costs
Encloses Statement of Costs
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname Field contains data

Send Standard Letter

Def 3 Sol Statement of Costs
Encloses Statement of Costs
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname Field contains data

Send Standard Letter

N244 Application Notice

Send Standard Letter

N260 Statement of Costs

Add an automatic keydate to matter

Chase Court – 14 days
Hearing date for application received from Court?

Add an automatic keydate to matter

Chase Sols – 14 days
Details of Def 1 intentions re application received?

Add an automatic keydate to matter

Chase Sols – 14 days
Details of Def 2 intentions re application received?
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sols – 14 days
Details of Def 3 intentions re application received?
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Task 13 Listing

Meet unmet keydates by type

Chase Client
Chase Expert

Allocate a Custom Questionnaire

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

Send Standard Letter

Court Filing Listing Questionnaire
Encloses Listing Questionnaire
Estimate of Costs
Case Summary
Application Notice for Further Directions
Draft Directions
Cheque

Send Standard Letter

Draft Directions

Send Standard Letter

Estimate of Costs

Send Standard Letter

Case Summary

Send Standard Letter

N170 Listing Questionnaire

Send Standard Letter

Def 1 Sol Enc Listing Questionnaire
Encloses Listing Questionnaire, requests copy of Defendant’s

Send Standard Letter

Def 2 Sol Enc Listing Questionnaire
Encloses Listing Questionnaire, requests copy of Defendant’s
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol Enc Listing Questionnaire
Encloses Listing Questionnaire, requests copy of Defendant’s
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Add an automatic keydate to matter

Chase Court – 14 days
Court Directions re Trial received?

Add an automatic keydate to matter

Chase Sols – 14 days
Def 1 Listing Questionnaire received?

Add an automatic keydate to matter

Chase Sols – 14 days
Def 2 Listing Questionnaire received?
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sols – 14 days
Def 3 Listing Questionnaire received?
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Task 14 Preparation for Trial

Allocate a Custom Questionnaire

Enter details regarding the Hearing Date. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Re Trial Date
Confirms hearing date and details procedure
Requests confirmation that client can attend

Send Standard Letter

Counsel Enc Brief

Run a Form

Brief to Counsel

Send Standard Letter

Def 1 Sol Enc Index and Costs

Send Standard Letter

Def 2 Sol Enc Index and Costs
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol Enc Index and Costs
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Run a Form

Trial Bundle Index

Add an automatic keydate to matter

Hearing Date – keydate is based on (and identical to) dossier
field “Hearing Date” – 0 Days

Add an automatic keydate to matter

Chase Client – 14 days
Confirmation of attendance at hearing received?

Add an automatic keydate to matter

Chase Sols – 14 days
Bundle of Documents agreed by Def 1 Sol?

Add an automatic keydate to matter

Chase Sols – 14 days
Bundle of Documents agreed by Def 2 Sol?
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sols – 14 days
Bundle of Documents agreed by Def 3 Sol?
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Add an automatic keydate to matter

Chase Counsel – 14 days
Receipt of Brief confirmed?

Task 15 Expert Preparation for Trial – 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

Letters confirming trial date to the following Experts
Allergies
Dermatology
(Breach & Causation/CP Letters)
Criteria Set – Each letter will only run if the relevant expert has been selected

Add an automatic keydate to matter

Chase Expert – 14 Days
Confirmation of attendance at court
received?

Task 16 Trial Bundle

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter details regarding the Hearing Date. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Send Standard Letter

Counsel Enc Trial Bundle

Send Standard Letter

Court Enc Trial Bundle

Send Standard Letter

Def 1 Sol Enc Trial Bundle

Send Standard Letter

Def 2 Sol Enc Trial Bundle
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol Enc Trial Bundle
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Task 17 Consent Order

Allocate a Custom Questionnaire

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

Send Standard Letter

Def 1 Sol Enc Consent Order

Send Standard Letter

Def 2 Sol Enc Consent Order
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Send Standard Letter

Def 3 Sol Enc Consent Order
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Run a Form

Consent Order

Send Standard Letter

Client Confirm Statement

Add an automatic keydate to matter

Chase Sol – 14 Days
Signed Consent Order received from Sol 1?

Add an automatic keydate to matter

Chase Sol – 14 Days
Signed Consent Order received from Sol 2?
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sol – 14 Days
Signed Consent Order received from Sol 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 Sol – 28 Days
Settlement Cheque received from Sol 1?

Add an automatic keydate to matter

Chase Sol – 28 Days
Settlement Cheque received from Sol 2?
Criteria Set – Will only run if either Def 2 Trust or Def 2 Surname field contains data

Add an automatic keydate to matter

Chase Sol – 28 Days
Settlement Cheque received from Sol 3?
Criteria Set – Will only run if either Def 3 Trust or Def 3 Surname field contains data

Task 18 Court Settlement

Meet unmet keydates by type

HEARINGDAT
CHASECLI
CHASESOL
CHASE_COUN
CHSEEXPERT
CHASEWIT
CHASECOURT

Send Standard Letter

Court Enc Consent Order