Task 1 Out of Portal File Setup ELPL

Allocate a Custom Questionnaire

Enter details regarding the Claimant/Court/Counsel. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Display a message to the user

(criteria IF RTA_EXITPOELPLL = Defendant alleges CNF lacks info)

Send Standard Letter

Letter of Claim

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Display a message to the user

(criteria IF RTA_EXITPOELPLL = D allege contrib neg etc)

Send Standard Letter

Claim from Portal

Task 2 Letter of Claim ELPL

Send Standard Letter

Letter of Claim

Send Standard Letter

Client enc. LoC for approval

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Add an automatic keydate to matter

4 days CHASECLI – Client to approve Letter of Claim

Task 3 Send Letter of Claim to Defendant ELPL

Meet unmet keydates by type

CHASECLI

Display a message to the user

Send Letter of Claim to Defendant

Add an automatic keydate to matter

Automatic keydate 7 days CHASE_RESP – Defendant to acknowledge LoC

Task 4 Send Letter of Claim to Insurer ELPL

Meet unmet keydates by type

CHASE_RESP

Send Standard Letter

Insurer enc. Letter of Claim

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Display a message to the user

Remember to include copy Letter of Claim

Send Standard Letter

Client confirm LoC sent to Insurer ELPL

Client confirm LoC sent to Insurer

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Add an automatic keydate to matter

21 days CHASE_INS – Reply from Insurer due

Add an automatic keydate to matter

3 months INSINVEST – Insurer to conclude investigations

Task 5 Disclosure ELPL

Send Standard Letter

Insurer enc. disclosure request

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Add an automatic keydate to matter

Automatic keydate 1 week CHASE_INS – Insurer to provide disclosure

Task 6 Propose Medical Experts ELPL

Send Standard Letter

Insurer enc. list of Medical Experts

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Add an automatic keydate to matter

14 days – DEADLINE – Insurer to approve Medical Experts

Task 7 Instruct Medical Experts ELPL

Meet unmet keydates by type

Meet unmet keydates DEADLINE

Criteria: Documents/keydates will only run if the corresponding Medical Expert field is completed in the questionnaire.

Allocate a Custom Questionnaire

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

Send Standard Letter

Letter of Instruction – Medical Expert 1

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Send Standard Letter

Letter of Instruction – Medical Expert 2

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Send Standard Letter

Letter of Instruction – Medical Expert 3

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Send Standard Letter

Letter of Instruction – Medical Expert 4

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Add an automatic keydate to matter

Medical Expert 1 response

Add an automatic keydate to matter

Medical Expert 2 response

Add an automatic keydate to matter

Medical Expert 3 response

Add an automatic keydate to matter

Medical Expert 4 response

Task 8 Receipt of Medical Expert Reports ELPL

Send Standard Letter

Client enc. Expert Report

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Send Standard Letter

Insurer enc. Expert Report

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Add an automatic keydate to matter

28 days CHSE_MED: Questions for Medical Expert

Task 9 Schedule of Past/Future Losses ELPL

Send Standard Letter

Schedule of Past Future Losses

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Send Standard Letter

Client enc. Schedule of Losses

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Add an automatic keydate to matter

CHASECLI 4 days: Client to approve Schedule of Losses

Task 10 Send Schedule of Losses to Insurer ELPL

Meet unmet keydates by type

CHASECLI

Send Standard Letter

Insurer enc. Schedule of Losses

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Display a message to the user

Include copy Schedule of Losses with letter to Insurer

Document pack for this workflow

Client enc. LoC for approval

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Client enc. Schedule of Losses

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Court enc. Claim Form

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Insurer enc. disclosure request

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Insurer enc. Expert Report

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Insurer enc. Letter of Claim

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Insurer enc. list of Medical Experts

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Insurer enc. Schedule of Losses

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Letter of Claim

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Letter of Instruction - Medical Expert 1

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Letter of Instruction - Medical Expert 2

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Letter of Instruction - Medical Expert 3

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Letter of Instruction - Medical Expert 4

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Schedule of Past Future Losses

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Blank client letter

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Blank Defendant letter

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Blank Insurer letter

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Blank Medical Expert 1

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Blank Medical Expert 2

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Blank Medical Expert 3

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Blank Medical Expert 4

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Client confirm LoC sent to Insurer

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Client enc. Claim for approval (template)

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Client enc. Defence

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Client enc. Expert Report

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Client enc. Issued Claim Form

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