Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

Task 1 Prepare Client Care Pack

Send Standard Document

Client Care Letter

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Add an automatic keydate to matter

CHASECLI 3 days: Client to sign and return client care pack

Task 2 Prepare Claim Form

Meet unmet keydates by type

CHASECLI

Allocate a Custom Questionnaire

Enter details regarding part 7 or part 8. This information is used to pre-populate letters and fields:

Send Standard Document

Send Standard Document

N208 Claim Form (CPR Part 8)

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Send Standard Document

Particulars of Claim

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Send Standard Document

Client enc. Claim for Approval

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Add an automatic keydate to matter

CHASECLI: Client to approve claim form: 3 days

Task 3 Send Claim form to Court

Meet unmet keydates by type

CHASECLI

Send Standard Document

Court enc. Claim Form

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Send Standard Document

Client confirm Claim Form lodged

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Add an automatic keydate to matter

Automatic Keydate: 2 weeks: CHASECOURT – Chase Court if application not yet issued

Task 4 Send issued Claim Form to Client

Meet unmet keydates by type

CHASECOURT

Allocate a Custom Questionnaire

Enter details regarding the date of application issued. This information is used to pre-populate letters and fields:

Send Standard Document

Client enc. issued Claim Form

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Add a keydate linked to dossier field

(Date of Issue + 14 days) CHASE_RESP: Defendant to send AoS Defence (Criteria – part 7 only)

Task 5 Send Defence to Client

Send Standard Document

Client enc. Defence

Task 6 Request Default Judgment

Send Standard Document

N225 Request for Judgement

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Send Standard Document

N244 Application Notice

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Send Standard Document

Court enc. application for default judgment

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Add a Keydate to Matter

Add manual key date to matter

Task 7 Create Part 36 Offer

Send Standard Document

Part 36 Offer (to Solicitor)

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Send Standard Document

Client enc. Part 36 Offer for approval

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Add an automatic keydate to matter

Auto keydate: 3 days: CHASECLI: Chase client for Part 36 Approval

Task 8 Send Part 36 Offer to Respondent

Meet unmet keydates by type

CHASECLI

Allocate a Custom Questionnaire

Enter details regarding the date of part 36 issued. This information is used to pre-populate letters and fields:

Display a message to the user

Send approved Part 36 Offer Letter to Respondent

Send Standard Document

Client confirm Part 36 Sent to Respondent

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Add a Keydate to Matter

Manual Keydate

Task 9 Part 36 Offer Received from Respondent

Allocate a Custom Questionnaire

Enter details regarding the date of application received. This information is used to pre-populate letters and fields:

Send Standard Document

Client enc. Part 36 rec’d from Respondent

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Add an automatic keydate to matter

CHASECLI: 5 days: Chase client for response to Part 36 Offer

Task 10 Instruct Counsel

Allocate a Custom Questionnaire

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

Send Standard Document

Brief to Counsel

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Send Standard Document

Counsel enc. Brief and Bundle

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Document pack for this workflow

Client confirm Claim Form lodged

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Client confirm Part 36 Sent to Respondent

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Client enc. Claim for Approval

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Client enc. Defence

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Client enc. issued Claim Form

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Client enc. Part 36 Offer for approval

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Client enc. Part 36 rec'd from Respondent

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Counsel enc. Brief and Bundle

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Court enc. application for default judgment

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Court enc. Claim Form

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N208 Claim Form (CPR Part 8)

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N225 Request for Judgement

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N244 Application Notice

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Part 36 Offer (to Solicitor)

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Particulars of Claim

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Blank Client Letter

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Blank Counsel Letter

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Blank Court Letter

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Blank Other Side 1

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Blank Other Side 2

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Blank Other Side 3

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Blank Other Side 4

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Blank Solicitor Letter

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Brief to Counsel

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Client Care Letter

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