Task 1 File Opening
Allocate a Custom Questionnaire
Enter details regarding the file. This information is used to pre-populate letters and fields:
Task 2 Client Care Pack (published description)
Send Standard Document
Add an automatic keydate to matter
5 days – client to return signed client care pack CHASECLI
Task 3 Receipt of Heads of Terms (published description)
Meet unmet keydates by type
CHASECLI
Allocate a Custom Questionnaire
Enter details regarding the Lessee. This information is used to pre-populate letters and fields:
Estate Agent initial email
Send Standard Document
Add an automatic keydate to matter
5 days – Chase Lessor’s solicitor for Title docs CHASESOL
Add an automatic keydate to matter
10 days – Chase Lessor’s solicitor for draft Lease CHASESOL2
Task 4 Send Title Documents to Client
Send Standard Document
Task 5 Raise Enquiries
Meet unmet keydates by type
Meet unmet keydates CHASESOL
Allocate a Custom Questionnaire
-Enter details regarding the Land Registry. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
5 days – Chase solicitor for replies to enquiries CHASESOL
Task 6 Submit Searches
Display a message to the user
Submit searches (via searchflow if you have an account)
Add an automatic keydate to matter
4 weeks – chase searches CHASESEARC
Task 7 Report on Searches (Published Description)
Meet unmet keydates by type
4 weeks – chase searches CHASESEARC
Send Standard Document
Task 8 SDLT (Published description: Stamp Duty Land Tax)
Display a message to the user
“Prepare SDLT form”
Send Standard Document
Add an automatic keydate to matter
4 days – Client to sign SDLT form CLISDLT (create new keydate type)
Task 9 Received Draft Lease
Meet unmet keydates by type
CHASESOL2
Send Standard Document
Add an automatic keydate to matter
3 days – chase client for approval of draft lease CHASECLI
Task 10 Approve/Amend Draft Lease
Meet unmet keydates by type
CHASECLI
Meet unmet keydates by type
CHASECLI2
Allocate a Custom Questionnaire
Enter details regarding the draft lease. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Display a message to the user
“If amendments required, DO NOT tick this task as complete in the next screen”
Add an automatic keydate to matter
5 days – Client to approve amended Lease CHASECLI2 (criteria applied – if ‘was draft Lease approved’ marked as ‘No’)
Add an automatic keydate to matter
5 days – Chase Sol for engrossed lease – CHASESOL2 (criteria applied – if ‘was draft Lease approved’ marked as ‘Yes’)
Add an automatic keydate to matter
5 days – Chase Sol for amended draft lease – CHASESOL2 (criteria applied – if ‘was draft Lease approved’ marked as ‘No’)
Task 11 Send Engrossed Lease to Client
Meet unmet keydates by type
CHASESOL2
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
5 days – Client to return signed Lease CHASECLI
Task 12 Prep – Completion of Lease (Published Description)
Meet unmet keydates by type
CHASECLI
Allocate a Custom Questionnaire
Completion Statement – no registration
Criteria applied – if ‘No’ to FW_LEASEREG Does Lease require registration at Land Registry?
– Legal costs
– Money on a/c rec’d
– SDLT due
– Ground Rent Apportionment
– Service Charge Apportionment
Allocate a Custom Questionnaire
Completion Statement – registration required
Criteria applied – if ‘Yes’ to FW_LEASEREG Does Lease require registration at Land Registry?
– Legal costs
– Money on a/c rec’d
– SDLT due
– Ground Rent Apportionment
– Service Charge Apportionment
– Land Registry Registration Fee
Send Standard Document
Completion Statement
Send Standard Document
Invoice
Add a keydate linked to dossier field
FW_COMPLEASE Date to complete Lease – REMINDER
Send Standard Document
Display a message to the user
“Prepare cheque requisitions for completion”
Task 13 Completion
Meet unmet keydates by type
REMINDER
Send Standard Document
Send text message – Client confirming completion of Lease
Send Standard Document
Estate agent completion email
Display a message to the user
“Please submit the SDLT return”
Task 14 Post-Completion – Registration with Land Registry
Allocate a Custom Questionnaire
Enter details regarding the Land Registry. This information is used to pre-populate letters and fields:
Send Standard Document
AP1
Add an automatic keydate to matter
20 days – chase Land registry for registration docs – REMINDER
Task 15 Post-Completion – Registration Completed
Meet unmet keydates by type
REMINDER
Send Standard Document
Client send confirmation of registration/Lease