Financial Remedy – Applicant

Updated Sep 22nd, 2021

Task 1 New Client

Allocate a Custom Questionnaire

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

Task 2 Enter Restriction over Property

Send Standard Letter

HR1 Home Rights Application

Show preview    Open in new tab

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Send Standard Letter

Court enc Form A

Show preview    Open in new tab

Send Standard Letter

Client Confirm Form A Filed

Show preview    Open in new tab

Task 3 Received Issued Form A

Allocate a Custom Questionnaire

Send Standard Letter

Client enc. issued Form A

Show preview    Open in new tab

Send Standard Letter

Mortgage Lender Serve Form A

Show preview    Open in new tab

Send Standard Letter

Pension Serve Form A

Show preview    Open in new tab

Send Standard Letter

Trustees Serve Form A

Show preview    Open in new tab

Add a keydate linked to dossier field

Date of first apt minus 33 days – Chase OS for Form E if not received – SOL_CHASE

Add a keydate linked to dossier field

dossier field – date of first apt minus 35 days – deadline to file Form E at Court for first apt

Task 4 Exchange Form E

Send Standard Letter

OS Solicitor exchange Form E

Show preview    Open in new tab

Send Standard Letter

Client Confirm Form E Exchanged. pdf

Show preview    Open in new tab

Send Standard Letter

Court enc. Form E

Show preview    Open in new tab

File no less than 35 days before first appointment

Task 5 Receive Respondent’s Form E

Send Standard Letter

Client enc. OS’s form E

Show preview    Open in new tab

Task 6 Prepare Questionnaire

Send Standard Letter

Send Standard Letter

Client enc. draft Questionnaire replies

Show preview    Open in new tab

Task 7 Send Questionnaire to OS

Send Standard Letter

Os Solicitor enc Questionnaire

Show preview    Open in new tab

Task 8 Receive OS Questionnaire

Send Standard Letter

Client enc. OS’s Questionnaire

Show preview    Open in new tab

Task 9 Replies to Questionnaire – client approval

Send Standard Letter

Send Standard Letter

Client enc. draft Questionnaire replies

Show preview    Open in new tab

Task 10 Send replies to Questionnaire to OS

Send Standard Letter

OS Solicitor enc replies to Questionnaire

Show preview    Open in new tab

Task 11 Experts

Send Standard Letter

OS Solicitor agree Experts

Show preview    Open in new tab

Task 12 Draft LOI – Experts

Allocate a Custom Questionnaire

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

Send Standard Letter

Expert 1 blank letter

Show preview    Open in new tab

Send Standard Letter

Expert 2 blank letter

Show preview    Open in new tab

Send Standard Letter

Expert 3 blank letter

Show preview    Open in new tab

Send Standard Letter

Expert 4 blank letter

Show preview    Open in new tab

Send Standard Letter

Expert 5 blank letter

Show preview    Open in new tab

Send Standard Letter

OS Solicitor enc. Draft LOIs

Show preview    Open in new tab

Task 13 Receive Draft LOI – Experts

Send Standard Letter

OS Solicitor agree Experts

Show preview    Open in new tab

Task 14 File & Serve First Appointment Documents

Send Standard Letter

Send Standard Letter

Statement of Issues

Show preview    Open in new tab

Send Standard Letter

Send Standard Letter

Schedule of Assets

Show preview    Open in new tab

Send Standard Letter

OS Solicitor enc prelims for First Apt

Show preview    Open in new tab

Send Standard Letter

Court enc. prelims for First Apt

Show preview    Open in new tab

Task 15 First Appointment Outcome

Allocate a Custom Questionnaire

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

Send Standard Letter

Client First Apt Outcome

Show preview    Open in new tab

Add an automatic keydate to matter

14 days – ORDER – Sealed order received?

Task 16 Received Court Order

Allocate a Custom Questionnaire

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

Send Standard Letter

Client. enc First Apt Court Order

Show preview    Open in new tab

Meet unmet keydates by type

Meet unmet keydate ORDER

Task 17 File & Serve Financial Dispute Resolution Documents

Send Standard Letter

Court enc. prelims for FDR

Show preview    Open in new tab

Send Standard Letter

OS Solicitor enc prelims for First Apt

Show preview    Open in new tab

Task 18 Financial Dispute Resolution Outcome

Allocate a Custom Questionnaire

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

Send Standard Letter

Client FDR outcome

Show preview    Open in new tab

Add an automatic keydate to matter

14 days – ORDER – Sealed order received?

Task 19 Received Sealed FDR Order

Allocate a Custom Questionnaire

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

Send Standard Letter

Client enc. FDR Court Order

Show preview    Open in new tab

Meet unmet keydates by type

ORDER

Task 20 Prepare for Final Hearing

Send Standard Letter

Send Standard Letter

OS Solicitor enc prelims for Final Hearing

Show preview    Open in new tab

Send Standard Letter

Court enc. Prelims for Final Hearing

Show preview    Open in new tab

Task 21 Final Hearing Outcome

Send Standard Letter

Client final hearing outcome

Show preview    Open in new tab

Add an automatic keydate to matter

Add automatic keydate – 14 days – ORDER – Sealed order received?

Task 22 Remove Home Rights Restriction

Send Standard Letter

HR4 Home Rights Removal

Show preview    Open in new tab

Task 23 Instruct Counsel

Allocate a Custom Questionnaire

Send Standard Letter

Brief to Counsel

Show preview    Open in new tab

Send Standard Letter

Counsel enc. brief

Show preview    Open in new tab

Document pack for this workflow

Client enc. issued Form A

Show preview    Open in new tab

Client enc. OS's form E

Show preview    Open in new tab

Client enc. OS's Questionnaire

Show preview    Open in new tab

Client FDR outcome

Show preview    Open in new tab

Client final hearing outcome

Show preview    Open in new tab

Client First Apt Outcome

Show preview    Open in new tab

Client. enc First Apt Court Order

Show preview    Open in new tab

Counsel blank letter

Show preview    Open in new tab

Counsel enc. brief

Show preview    Open in new tab

Court Blank letter

Show preview    Open in new tab

Court enc Form A

Show preview    Open in new tab

Court enc. Form E

Show preview    Open in new tab

Court enc. prelims for FDR

Show preview    Open in new tab

Court enc. Prelims for Final Hearing

Show preview    Open in new tab

Court enc. prelims for First Apt

Show preview    Open in new tab

Expert 1 blank letter

Show preview    Open in new tab

Expert 2 blank letter

Show preview    Open in new tab

Expert 3 blank letter

Show preview    Open in new tab

Expert 4 blank letter

Show preview    Open in new tab

Expert 5 blank letter

Show preview    Open in new tab

HR1 Home Rights Application

Show preview    Open in new tab

HR4 Home Rights Removal

Show preview    Open in new tab

Mortgage Lender Serve Form A

Show preview    Open in new tab

OS Solicitor agree Experts

Show preview    Open in new tab

OS Solicitor blank letter

Show preview    Open in new tab

OS Solicitor enc. Draft LOIs

Show preview    Open in new tab

OS Solicitor enc. prelims for FDR

Show preview    Open in new tab

OS Solicitor enc prelims for Final Hearing

Show preview    Open in new tab

OS Solicitor enc prelims for First Apt

Show preview    Open in new tab

Os Solicitor enc Questionnaire

Show preview    Open in new tab

OS Solicitor enc replies to Questionnaire

Show preview    Open in new tab

OS Solicitor exchange Form E

Show preview    Open in new tab

Other side blank letter

Show preview    Open in new tab

Pension Serve Form A

Show preview    Open in new tab

Schedule of Assets

Show preview    Open in new tab

Statement of Issues

Show preview    Open in new tab

Statement template

Show preview    Open in new tab

Trustees Serve Form A

Show preview    Open in new tab

Brief to Counsel

Show preview    Open in new tab

Client - enc. draft questionnaire

Show preview    Open in new tab

Client Blank Letter

Show preview    Open in new tab

Client Confirm Form A Filed

Show preview    Open in new tab

Client Confirm Form E Exchanged. pdf

Show preview    Open in new tab

Client Confirm Form E Filed

Show preview    Open in new tab

Client enc. draft Questionnaire replies

Show preview    Open in new tab

Client enc. FDR Court Order

Show preview    Open in new tab