Debt Recovery – Dishonoured Cheque Workflow
Updated Jul 5th, 2023
Allocate a Custom Questionnaire
Enter details regarding the Cheque Dishonoured. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE_DBTR – 7 days Issue proceedings? Criteria – if Proceedings Issued field = No
CHASE_DBTR – 7 days Proceed to judgment? Criteria – if Proceedings Issued field = Yes
CHASECLI – 3 days Instructions re dishonoured cheque
Meet unmet keydates by type
CHASECLI
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire
Enter details regarding the Cheque Dishonoured. This information is used to pre-populate letters and fields:
Display a message to the user
Criteria – if Chase Dishonoured Cheque = No
“Client does not wish to pursue; proceed to close file”
Display a message to the user
if Chase Dishonoured Cheque = No
“Check client ledger and WIP”
Display a message to the user
Criteria – if Chase Dishonoured Cheque = Yes AND if Proceedings Issued field = No
“Client wishes to pursue; load “ISSUE PROCEEDINGS” workflow”
Display a message to the user
Criteria – if Chase Dishonoured Cheque = Yes AND – if Proceedings Issued field = Yes
“Client wishes to pursue; continue claim to judgment”