Commercial Property – Leasehold

Updated Nov 17th, 2020

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 Letter

Client care letter

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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:

Email

Estate Agent initial email

Send Standard Letter

Solicitors initial letter enc. Title docs

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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 Letter

Client enc. Title Documents

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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 Letter

Sol enc. enquiries

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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 Letter

Client enc. search report letter

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Task 8 SDLT (Published description: Stamp Duty Land Tax)

Display a message to the user

“Prepare SDLT form”

Send Standard Letter

Client enc. SDLT for signature

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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 Letter

Client enc. draft Lease for approval

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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 Letter

Sol request engrossed lease

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Send Standard Letter

Sol enc. amendments to lease

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Send Standard Letter

Client enc. amended lease

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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 Letter

Report on Title template

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Send Standard Letter

Client enc. engrossed lease report on title

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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 Letter

Completion Statement

Completion Statement

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Send Standard Letter

Invoice

Add a keydate linked to dossier field

FW_COMPLEASE Date to complete Lease – REMINDER

Send Standard Letter

Client confirm completion details

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Display a message to the user

“Prepare cheque requisitions for completion”

Task 13 Completion

Meet unmet keydates by type

REMINDER

Send Standard Letter

Sol completion letter

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Send text message – Client confirming completion of Lease

Send Standard Letter

Client confirm completion letter

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Email

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 Letter

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 Letter

Client send confirmation of registration/Lease

Cli send confirmation of registration Lease

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Document pack for this workflow

Blank Client Letter

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Blank Estate Agent letter

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Blank Land Registry Letter

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Blank Mortgage Lender 1

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Blank Mortgage Lender 2

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Blank OS Solicitor letter

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Blank Solicitor letter

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Cli send confirmation of registration Lease

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Client care letter

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Client confirm completion details

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Client confirm completion letter

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Client confirming exchange

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Client enc. amended lease

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Client enc. contract for signature

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Client enc. draft completion statement

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Client enc. draft Lease for approval

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Client enc. draft Lease

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Client enc. engrossed lease report on title

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Client enc. mortgage report letter

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Client enc. report on title letter

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Client enc. SDLT for signature

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Client enc. search report letter

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Client enc. Title Documents

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Client enc. TR1 for signature

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Client enq. enquiries

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Client send final completion statement

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Client send TID

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Client sending contract pack for info

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Client sending engrossed Lease for sig

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Completion Statement

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Estate Agent completion letter

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Invoice template

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Lender 2 confirm completion

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Lender 2 request final redemp stat

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Lender 2 request redemption statement

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Lender confirm completion

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Lender request final redemp stat

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Lender request redemption statement

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Mortgage Lender completion letter

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Mortgage Lender send COT

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Mortgage Lender send TID

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Report on Title template

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Sol approving TR1

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Sol completion letter

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Sol enc. amended lease

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Sol enc. amendments to lease

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Sol enc. draft Lease

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Sol enc. draft TR1

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Sol enc. engrossed lease

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Sol enc. enquiries

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Sol exchange letter

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Sol initial letter

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Sol mtg discharge undertaking

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Sol replies to enqs

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Sol request engrossed lease

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Sol send evidence of mtg discharge

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Sol sending contract pack

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Solicitors initial letter enc. Title docs

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