Financial Remedy – Applicant

Updated Jul 25th, 2022

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

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HR1 Home Rights Application

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Task 3 Form A

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:

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Send Standard Document

Court enc Form A

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Client Confirm Form A Filed

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Task 4 Received Issued Form A

Allocate a Custom Questionnaire

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Client enc. issued Form A

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Mortgage Lender Serve Form A

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Pension Serve Form A

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Trustees Serve Form A

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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 5 Exchange Form E

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OS Solicitor exchange Form E

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Client Confirm Form E Exchanged. pdf

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Court enc. Form E

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File no less than 35 days before first appointment

Task 6 Receive Respondent’s Form E

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Client enc. OS’s form E

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Task 7 Prepare Questionnaire

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Client enc. draft Questionnaire replies

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Task 8 Send Questionnaire to OS

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Os Solicitor enc Questionnaire

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Task 9 Receive OS Questionnaire

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Client enc. OS’s Questionnaire

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Task 10 Replies to Questionnaire – client approval

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Client enc. draft Questionnaire replies

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Task 11 Send replies to Questionnaire to OS

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OS Solicitor enc replies to Questionnaire

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Task 12 Experts

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OS Solicitor agree Experts

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Task 13 Draft LOI – Experts

Allocate a Custom Questionnaire

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

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Expert 1 blank letter

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Expert 2 blank letter

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Expert 3 blank letter

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Expert 4 blank letter

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Expert 5 blank letter

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OS Solicitor enc. Draft LOIs

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Task 14 Receive Draft LOI – Experts

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OS Solicitor agree Experts

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Task 15 File & Serve First Appointment Documents

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Statement of Issues

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Schedule of Assets

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OS Solicitor enc prelims for First Apt

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Court enc. prelims for First Apt

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Task 16 First Appointment Outcome

Allocate a Custom Questionnaire

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

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Client First Apt Outcome

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Add an automatic keydate to matter

14 days – ORDER – Sealed order received?

Task 17 Received Court Order

Allocate a Custom Questionnaire

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

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Client. enc First Apt Court Order

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Meet unmet keydates by type

Meet unmet keydate ORDER

Task 18 File & Serve Financial Dispute Resolution Documents

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Court enc. prelims for FDR

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OS Solicitor enc prelims for First Apt

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Task 19 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 Document

Client FDR outcome

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Add an automatic keydate to matter

14 days – ORDER – Sealed order received?

Task 20 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 Document

Client enc. FDR Court Order

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Meet unmet keydates by type

ORDER

Task 21 Prepare for Final Hearing

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Send Standard Document

OS Solicitor enc prelims for Final Hearing

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Court enc. Prelims for Final Hearing

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Task 22 Final Hearing Outcome

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Client final hearing outcome

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Add an automatic keydate to matter

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

Task 23 Remove Home Rights Restriction

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HR4 Home Rights Removal

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Task 24 Instruct Counsel

Allocate a Custom Questionnaire

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Brief to Counsel

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Counsel enc. brief

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Document pack for this workflow

Client enc. issued Form A

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Client enc. OS's form E

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Client enc. OS's Questionnaire

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Client FDR outcome

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Client final hearing outcome

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Client First Apt Outcome

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Client. enc First Apt Court Order

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Counsel blank letter

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Counsel enc. brief

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Court Blank letter

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Court enc Form A

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Court enc. Form E

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Court enc. prelims for FDR

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Court enc. Prelims for Final Hearing

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Court enc. prelims for First Apt

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Expert 1 blank letter

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Expert 2 blank letter

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Expert 3 blank letter

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Expert 4 blank letter

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Expert 5 blank letter

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HR1 Home Rights Application

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HR4 Home Rights Removal

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Mortgage Lender Serve Form A

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OS Solicitor agree Experts

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OS Solicitor blank letter

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OS Solicitor enc. Draft LOIs

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OS Solicitor enc. prelims for FDR

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OS Solicitor enc prelims for Final Hearing

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OS Solicitor enc prelims for First Apt

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Os Solicitor enc Questionnaire

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OS Solicitor enc replies to Questionnaire

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OS Solicitor exchange Form E

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Other side blank letter

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Pension Serve Form A

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Schedule of Assets

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Statement of Issues

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Statement template

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Trustees Serve Form A

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Brief to Counsel

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Client - enc. draft questionnaire

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Client Blank Letter

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Client Confirm Form A Filed

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Client Confirm Form E Exchanged. pdf

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Client Confirm Form E Filed

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Client enc. draft Questionnaire replies

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Client enc. FDR Court Order

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