Employment – Settlement Agreements

Updated Sep 17th, 2020

Task 1 Preliminary – Confirm First Appointment

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

FIRST APPOINTMENT CHECKLIST

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Send Standard Letter

CLIENT LETTER CONFIRMING APPOITMENT

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Display a message to the user

Send email client, select Confirming Appointment to client email template setup.

Display a message to the user

Print 2 copies of Settlement Agreement onto headed paper

Task 2 Initial Instructions – Settlement Agreement

Allocate a Custom Questionnaire

Enter details regarding the settlement first appointment. This information is used to pre-populate letters and fields

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

FIRST APPOINTMENT CHECKLIST

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Send Standard Letter

CLIENT RULE 15 LETTER

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Display a message to the user

Send Terms & Conditions to client with acknowledgement letter for client to confirm they have received

Add an automatic keydate to matter

CHASE CLIENT “Signed acknowledgement of terms and conditions received?” 7 days

Link to task Signed Settlement Agreement to Employer

Task 3 Signed Settlement Agreement To Employer

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

CLIENT CONFIMING SETTLEMENT AGREEMENT SENT TO EMPLOYER

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Send Standard Letter

EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – COMPANY

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Send Standard Letter

EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 1

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Send Standard Letter

EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 2

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Send Standard Letter

EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 3

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Send Standard Letter

EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 3

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Add an automatic keydate to matter

CHASE EMPLOYER “Signed Agreement returned?” 7 days

Link to task Signed Settlement Agreement received from Employer

Add an automatic keydate to matter

CHASE EMPLOYER “Invoice settled?” 7 days

Task 4 Signed Settlement Agreement Received From Employer

Meet unmet keydates by type

CHASE EMPLOYER

Send Standard Letter

CLIENT ENCLOSING SIGNED SETTLEMENT AGREEMENT

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Document pack for this workflow

EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 1

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EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 2

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EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 3

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EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – CONTACT 4

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EMPLOYER ENC SIGNED SETTLEMENT AGREEMENT – COMPANY

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FIRST APPOINTMENT CHECKLIST

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CLIENT CONFIMING SETTLEMENT AGREEMENT SENT TO EMPLOYER

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CLIENT ENCLOSING SIGNED SETTLEMENT AGREEMENT

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CLIENT LETTER CONFIRMING APPOITMENT

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CLIENT RULE 15 LETTER

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