Employment – Tribunal Process Employee

Updated Sep 16th, 2020

Task 1 Initial Instructions – Tribunal Process

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

Allocate a Custom Questionnaire

Enter details regarding the Contract of Employment. 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:

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Client care letter – Tribunal

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Add an automatic keydate to matter

CHASE CLIENT “Response to ET1?” 2 days

Add an automatic keydate to matter

CHASE CLIENT “Tribunal fee received?” 7 days

Add an automatic keydate to matter

Key dates linked to Dossier Field 0 Days Limitation Date LIMITATION
Based on Limitation Date field

Add an automatic keydate to matter

Key dates linked to Dossier Field
-7 Days 1 week to Limitation Date – LIM_1WEEK
Based on Limitation Date field

Add an automatic keydate to matter

LIM -1 MONTH 1 month to Limitation Date
-28 Days 1 month to Limitation Date – LIM_1MONTH
Based on Limitation Date field

Task 2 Draft ET1 to Client for Approval

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 Employment Dates. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Job. 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:

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Display a message to the user

Generate and Complete ET1 Form Online

Send Standard Letter

DRAFT ET1 TO CLIENT FOR APPROVAL

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Add an automatic keydate to matter

CHASE CLIENT “Approval of ET1 received?” 2 days

Task 3 Issue Proceedings

Meet unmet keydates by type

CHASE CLIENT

Allocate a Custom Questionnaire

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

Display a message to the user

Check ET1 and edit if necessary

Display a message to the user

Email ET1 Form to Tribunal if required

Send Standard Letter

CLIENT CONFIRMING PROCEEDINGS ISSUED IN TRIBUNAL

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Add an automatic keydate to matter

CHASE TRIBUNAL “ET3 received?”
28 days

Task 4 Has ET3 Been Received?

Allocate a Custom Questionnaire

Enter the details regarding if the ET3 has been received by us. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding if the ET3 has been received by tribunal. This information is used to pre-populate letters and fields:

Display a message to the user

Contact Tribunal – has ET3 been received?

Send Standard Letter

CLIENT ENCLOSE ET3

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Send Standard Letter

CLIENT ADVISE AWAITING ET3 FROM TRIBUNAL

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Send Standard Letter

INFORMATION SHEET – PROCESS AND MITIGATION

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Send Standard Letter

CLIENT ADVISE APPLYING FOR JUDGMENT IN DEFAULT

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Send Standard Letter

APPLICATION FOR AN ORDER FOR JUDGMENT IN DEFAULT

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Add an automatic keydate to matter

CHASE CLIENT “Comments on ET3 received?” 7 days

Add an automatic keydate to matter

CHASE TRIBUNAL FOR ET3
7 days
LINK TO TASK HAS ET3 BEEN RECEIVED

Add an automatic keydate to matter

CHASE TRIBUNAL “Judgment in default granted?”
7 days
LINK TO TASK APPLICATION FOR JUDGMENT IN DEFAULT

Task 5 Application for Judgment in Default

Allocate a Custom Questionnaire

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

Send Standard Letter

ADVICE TO CLIENT RE APPLICATION

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Task 6 Tribunal Orders

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

CLIENT LETTER ENCLOSING INFORMATION FORM RE SCHEDULE OF LOSS

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Send Standard Letter

INFORMATION REQUIRED FROM CLIENT IN ORDER TO PREPARE STATEMENT OF LOSS

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Add an automatic keydate to matter

Key dates linked to Dossier Field
0 Days Exchange of List of Documents due REMINDER
Linked to dossier field Exchange of List of Documents due Linked to task List of Documents to Respondent

Add an automatic keydate to matter

Key dates linked to Dossier Field
0 Days Exchange of Expert Reports due REMINDER
Linked to dossier field Exchange of Expert Reports due

Add an automatic keydate to matter

Key dates linked to Dossier Field 0 Days Schedule of Loss due REMINDER
Linked to dossier field schedule of loss due

Add an automatic keydate to matter

Key dates linked to Dossier Field
0 Days Witness statements exchange due REMINDER
Linked to dossier field Witness Statement Exchange Due

Add an automatic keydate to matter

Key dates linked to Dossier Field
-21 Days Draft witness statements REMINDER
Linked to dossier field Witness Statement Exchange Due Linked to task Draft Witness Statements – For Approval

Add an automatic keydate to matter

Key dates linked to Dossier Field
-14 Days Confirm ready to exchange REMINDER
Linked to dossier field Witness Statement Exchange Due Linked to task Draft Witness Statements – For Approval

Add an automatic keydate to matter

Key dates linked to Dossier Field
0 Days Bundle of Documents to Respondent REMINDER
Linked to dossier field Bundle of Documents due

Add an automatic keydate to matter

Key dates linked to Dossier Field
0 Days Bundle of Documents due from Respondent REMINDER
Linked to dossier field Bundle of Documents due

Add an automatic keydate to matter

Key dates linked to Dossier Field 0 Days Preliminary Hearing HEARING DATE
Linked to dossier field Preliminary Hearing

Add an automatic keydate to matter

Key dates linked to Dossier Field 0 Days Final Hearing
HEARING DATE
Linked to dossier field Final Hearing

Add an automatic keydate to matter

Key dates linked to Dossier Field
-7 Days Information for Schedule of Loss received? CHASE CLIENT
Linked to dossier field schedule of loss due

Task 7 Hearing Date(s) Received

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

WITNESS DETAILS 1-3
Details number of witnesses and details of witnesses 1 – 3

Send Standard Letter

ADVICE TO CLIENT RE HEARING DATE(S)

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Send Standard Letter

ADVICE TO WITNESS (1) RE HEARING DATE

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Send Standard Letter

LETTER ENCLOSE WITNESS (2) DRAFT STATEMENT

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Send Standard Letter

ADVICE TO WITNESS (3) RE HEARING DATE

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Send Standard Letter

ADVICE TO WITNESS (4) RE HEARING DATE

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Send Standard Letter

ADVICE TO WITNESS (5) RE HEARING DATE

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Send Standard Letter

ADVICE TO WITNESS (6) RE HEARING DATE

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Task 8 Prepare Statements

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

TEMPLATE LETTER TO PREPARE CLIENT STATEMENT

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Send Standard Letter

TEMPLATE LETTER TO PREPARE WITNESS (1) STATEMENT

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Send Standard Letter

TEMPLATE LETTER TO PREPARE WITNESS (2) STATEMENT

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Send Standard Letter

TEMPLATE LETTER TO PREPARE WITNESS (3) STATEMENT

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Send Standard Letter

TEMPLATE LETTER TO PREPARE WITNESS (4) STATEMENT

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Send Standard Letter

TEMPLATE LETTER TO PREPARE WITNESS (5) STATEMENT

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Send Standard Letter

TEMPLATE LETTER TO PREPARE WITNESS (6) STATEMENT

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Add a Keydate to Matter

CHASE CLIENT “Chase Client re Statement”

Add a Keydate to Matter

CHASE WITNESS “Chase Witness 1 re Statement”

Add a Keydate to Matter

CHASE WITNESS “Chase Witness 2 re Statement”

Add a Keydate to Matter

CHASE WITNESS “Chase Witness 3 re Statement”

Add a Keydate to Matter

CHASE WITNESS “Chase Witness 4 re Statement”

Add a Keydate to Matter

CHASE WITNESS “Chase Witness 5 re Statement”

Add a Keydate to Matter

CHASE WITNESS “Chase Witness 6 re Statement”

Task 9 PREPARE SCHEDULE OF LOSS

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Run a Form

SCHEDULE OF LOSS

Task 10 PREPARE LIST OF DOCUMENTS

Run a Form

LIST OF DOCUMENTS

Send Standard Letter

CLIENT LETTER ENCLOSING DRAFT LIST OF DOCUMENTS

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Meet unmet keydates by type

CHASE CLIENT “Response re List of Documents received?” 7 days
Link to task List of Documents to Respondent

Task 11 LIST OF DOCUMENTS TO OTHER SIDE

Allocate a Custom Questionnaire

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

Send Standard Letter

Ltr enc. List of Documents to Emp (Company) FW_EME

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Meet unmet keydates by type

CHASE RESPONDENT “List of Documents received?” 1 day

Meet unmet keydates by type

CHASE RESPONDENT “Requested documents received?” 7 days

Task 12 CHASING LIST OF DOCUMENTS FROM OTHER SIDE

Meet unmet keydates by type

CHASE RESPONDENT

Allocate a Custom Questionnaire

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

Send Standard Letter

Ltr Chase Emp (Company) for List of Docs FW_EME

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Add an automatic keydate to matter

CHASE RESPONDENT “List of Documents received? Unless Order required?”
7 days

Task 13 RECEIPT OF DOCUMENTS FROM OTHER SIDE

Meet unmet keydates by type

CHASE RESPONDENT

Allocate a Custom Questionnaire

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

Ask user for text input

Have documents been reviewed by sol? Yes / No

Send Standard Letter

CLIENT RE DOCUMENTS RECEIVED

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Display a message to the user

Make application for outstanding documents

Task 14 PREPARE BUNDLE

Allocate a Custom Questionnaire

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

Ask user for text input

Has the Received Bundle been checked (If Bundle Prepared by Respondent)? Yes / No

Ask user for text input

Are any Documents Missing (If Bundle Prepared by Respondent)? Yes / No

Ask user for text input

Has the prepared bundle been checked (If Bundle Prepared by Claimant)? Yes / No

Send Standard Letter

COPY BUNDLE TO CLIENT

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Task 15 DRAFT WITNESS STATEMENTS – FOR APPROVAL

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

LETTER ENCLOSE WITNESS (1) DRAFT STATEMENT

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Send Standard Letter

WITNESS (1) DRAFT STATEMENT

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Send Standard Letter

LETTER ENCLOSE WITNESS (2) DRAFT STATEMENT

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Send Standard Letter

WITNESS (2) DRAFT STATEMENT

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Send Standard Letter

LETTER ENCLOSE WITNESS (3) DRAFT STATEMENT

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Send Standard Letter

WITNESS (3) DRAFT STATEMENT

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Send Standard Letter

LETTER ENCLOSE WITNESS (4) DRAFT STATEMENT

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Send Standard Letter

WITNESS (4) DRAFT STATEMENT

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Send Standard Letter

LETTER ENCLOSE WITNESS (5) DRAFT STATEMENT

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Send Standard Letter

WITNESS (5) DRAFT STATEMENT

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Send Standard Letter

LETTER ENCLOSE WITNESS (6) DRAFT STATEMENT

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Send Standard Letter

WITNESS (6) DRAFT STATEMENT

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Add an automatic keydate to matter

CHASE WITNESS “Chase Witness 1 re Statement” 7 days

Add an automatic keydate to matter

CHASE WITNESS “Chase Witness 2 re Statement” 7 days

Add an automatic keydate to matter

CHASE WITNESS “Chase Witness 3 re Statement” 7 days

Add an automatic keydate to matter

CHASE WITNESS “Chase Witness 4 re Statement” 7 days

Add an automatic keydate to matter

CHASE WITNESS “Chase Witness 5 re Statement” 7 days

Add an automatic keydate to matter

CHASE WITNESS “Chase Witness 6 re Statement” 7 days

Task 16 CONFIRM AGREEMENT TO EXCHANGE

Send Standard Letter

Letter to Emp (Company) to Confirm Exchange

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Task 17 EXCHANGE WITNESS STATEMENTS

Meet unmet keydates by type

CHASE WITNESS

Allocate a Custom Questionnaire

Enter the details regarding the respondent witness statements received. This information is used to pre-populate letters and fields:

Send Standard Letter

LETTER TO OTHERSIDE ENCLOSING WITNESS STATEMENT(S)

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Send Standard Letter

Ltr to Emp (Company) enc. Witness Stat FW_EME

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Send Standard Letter

Ltr to Emp (Company) Chasing Witness Stat FW_EME

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Add an automatic keydate to matter

CHASE RESPONDENT Witness statement(s) received?

Task 18 FINAL HEARING CHECKLIST

Ask user for text input

Have all documents been exchanged? Yes / No

Ask user for text input

Are relevant documents in bundle and checked? Yes / No

Ask user for text input

Has a copy bundle been sent to the client? Yes / No

Ask user for text input

Have copy witness statements been sent to client? Yes / No

Ask user for text input

Have copies for ET been prepared (if appropriate)? Yes / No

Ask user for text input

Has a List of Issues been prepared? Yes / No

Document pack for this workflow

ADVICE TO WITNESS (3) RE HEARING DATE

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ADVICE TO WITNESS (4) RE HEARING DATE

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ADVICE TO WITNESS (5) RE HEARING DATE

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ADVICE TO WITNESS (6) RE HEARING DATE

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APPLICATION FOR AN ORDER FOR JUDGMENT IN DEFAULT

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CLIENT ADVISE APPLYING FOR JUDGMENT IN DEFAULT

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CLIENT ADVISE AWAITING ET3 FROM TRIBUNAL

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Client care letter - Tribunal

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CLIENT CONFIRMING PROCEEDINGS ISSUED IN TRIBUNAL

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CLIENT ENCLOSE ET3

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CLIENT LETTER ENCLOSING DRAFT LIST OF DOCUMENTS

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CLIENT LETTER ENCLOSING INFORMATION FORM RE SCHEDULE OF LOSS

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CLIENT RE DOCUMENTS RECEIVED

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COPY BUNDLE TO CLIENT

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DRAFT ET1 TO CLIENT FOR APPROVAL

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INFORMATION REQUIRED FROM CLIENT IN ORDER TO PREPARE STATEMENT OF LOSS

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INFORMATION SHEET – PROCESS AND MITIGATION

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LETTER ENCLOSE WITNESS (1) DRAFT STATEMENT

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LETTER ENCLOSE WITNESS (2) DRAFT STATEMENT

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LETTER ENCLOSE WITNESS (3) DRAFT STATEMENT

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LETTER ENCLOSE WITNESS (4) DRAFT STATEMENT

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LETTER ENCLOSE WITNESS (5) DRAFT STATEMENT

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LETTER ENCLOSE WITNESS (6) DRAFT STATEMENT

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Letter to Emp (Company) to Confirm Exchange

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LETTER TO OTHERSIDE ENCLOSING WITNESS STATEMENT(S)

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Ltr Chase Emp (Company) for List of Docs FW_EME

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Ltr enc. List of Documents to Emp (Company) FW_EME

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Ltr to Emp (Company) Chasing Witness Stat FW_EME

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Ltr to Emp (Company) enc. Witness Stat FW_EME

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TEMPLATE LETTER TO PREPARE CLIENT STATEMENT

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TEMPLATE LETTER TO PREPARE WITNESS (1) STATEMENT

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TEMPLATE LETTER TO PREPARE WITNESS (2) STATEMENT

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TEMPLATE LETTER TO PREPARE WITNESS (3) STATEMENT

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TEMPLATE LETTER TO PREPARE WITNESS (4) STATEMENT

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TEMPLATE LETTER TO PREPARE WITNESS (5) STATEMENT

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TEMPLATE LETTER TO PREPARE WITNESS (6) STATEMENT

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WITNESS (1) DRAFT STATEMENT

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WITNESS (2) DRAFT STATEMENT

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WITNESS (3) DRAFT STATEMENT

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WITNESS (4) DRAFT STATEMENT

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WITNESS (5) DRAFT STATEMENT

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WITNESS (6) DRAFT STATEMENT

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ADVICE TO CLIENT RE APPLICATION

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ADVICE TO CLIENT RE HEARING DATE(S)

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ADVICE TO WITNESS (1) RE HEARING DATE

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ADVICE TO WITNESS (2) RE HEARING DATE

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