Task 1 Prepare Client Care Pack

Send Standard Letter

Client Care Letter

Show preview    Open in new tab

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 Letter

Send Standard Letter

N208 Claim Form (CPR Part 8)

Show preview    Open in new tab

Send Standard Letter

Particulars of Claim

Show preview    Open in new tab

Send Standard Letter

Client enc. Claim for Approval

Show preview    Open in new tab

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 Letter

Court enc. Claim Form

Show preview    Open in new tab

Send Standard Letter

Client confirm Claim Form lodged

Show preview    Open in new tab

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 Letter

Client enc. issued Claim Form

Show preview    Open in new tab

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 Letter

Client enc. Defence

Task 6 Request Default Judgment

Send Standard Letter

Form N225 – request default judgment

Send Standard Letter

N244 Application Notice

Show preview    Open in new tab

Send Standard Letter

Court enc. application for default judgment

Show preview    Open in new tab

Add a Keydate to Matter

Add manual key date to matter

Task 7 Create Part 36 Offer

Send Standard Letter

Part 36 Offer (to Solicitor)

Show preview    Open in new tab

Send Standard Letter

Client enc. Part 36 Offer for approval

Show preview    Open in new tab

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 Letter

Client confirm Part 36 Sent to Respondent

Show preview    Open in new tab

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 Letter

Client enc. Part 36 rec’d from Respondent

Show preview    Open in new tab

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 Letter

Brief to Counsel

Show preview    Open in new tab

Send Standard Letter

Counsel enc. Brief and Bundle

Show preview    Open in new tab

Document pack for this workflow

Client confirm Claim Form lodged

Show preview    Open in new tab

Client confirm Part 36 Sent to Respondent

Show preview    Open in new tab

Client enc. Claim for Approval

Show preview    Open in new tab

Client enc. Defence

Show preview    Open in new tab

Client enc. issued Claim Form

Show preview    Open in new tab

Client enc. Part 36 Offer for approval

Show preview    Open in new tab

Client enc. Part 36 rec'd from Respondent

Show preview    Open in new tab

Counsel enc. Brief and Bundle

Show preview    Open in new tab

Court enc. application for default judgment

Show preview    Open in new tab

Court enc. Claim Form

Show preview    Open in new tab

N208 Claim Form (CPR Part 8)

Show preview    Open in new tab

N225 Request for Judgement

Show preview    Open in new tab

N244 Application Notice

Show preview    Open in new tab

Part 36 Offer (to Solicitor)

Show preview    Open in new tab

Particulars of Claim

Show preview    Open in new tab

Blank Client Letter

Show preview    Open in new tab

Blank Counsel Letter

Show preview    Open in new tab

Blank Court Letter

Show preview    Open in new tab

Blank Other Side 1

Show preview    Open in new tab

Blank Other Side 2

Show preview    Open in new tab

Blank Other Side 3

Show preview    Open in new tab

Blank Other Side 4

Show preview    Open in new tab

Blank Solicitor Letter

Show preview    Open in new tab

Brief to Counsel

Show preview    Open in new tab

Client Care Letter

Show preview    Open in new tab