Financial Remedy – Respondent

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

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Task 3 Received Issued Form A

Allocate a Custom Questionnaire

– Date of First Appointment

Allocate a Custom Questionnaire

– Solicitor Organisation
– Solicitor Contact
– Solicitor Reference

Allocate a Custom Questionnaire

– Court
– Case No.

Send Standard Letter

Client enc. Form A – notice of First Appointment

Client enc. FDR Court Order

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Add a keydate linked to dossier field

Date of first appointment minus 35 days – EXCHANGE

Add a keydate linked to dossier field

date of first appointment minus 33 days – Chase OS for Form E if not received – SOL_CHASE

Task 4 Draft Form E

Send Standard Letter

Send Standard Letter

Client Confirm Form E Filed

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Task 5 Receive Applicant’s Form E

Send Standard Letter

Client enc. OS’s form E

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Send Standard Letter

Send Standard Letter

Client – enc. draft questionnaire

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Send Standard Letter

Os Solicitor enc Questionnaire

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Send Standard Letter

Client enc. OS’s Questionnaire

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Send Standard Letter

Send Standard Letter

Client enc. draft Questionnaire replies

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Send Standard Letter

OS Solicitor enc replies to Questionnaire

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Task 6 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

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Send Standard Letter

Expert 2 blank letter

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Send Standard Letter

Expert 3 blank letter

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Send Standard Letter

Expert 4 blank letter

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Send Standard Letter

Expert 5 blank letter

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Send Standard Letter

OS Solicitor enc. Draft LOIs

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Task 7 Receive Draft LOI – Experts

Send Standard Letter

OS Solicitor agree Experts

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Task 8 Instruct Experts

Send Standard Letter

Send doc – OS Sol approve draft LOI

Task 9 Send LOI to Experts

Display a message to the user

Message to user – send the LOIs and then mark this task as complete. Then, enter key dates for responses.

Task 10 File & Serve First Appointment Documents

Send Standard Letter

Chronology

Send Standard Letter

Statement of Issues

Statement of Issues

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Send Standard Letter

Send Standard Letter

Schedule of Assets

Schedule of Assets

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Send Standard Letter

OS Solicitor enc prelims for First Apt

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Send Standard Letter

Court enc. prelims for First Apt

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Task 11 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

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Add an automatic keydate to matter

14 days – ORDER – Sealed order received?

Task 12 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

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Meet unmet keydates by type

ORDER

Task 13 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

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Add an automatic keydate to matter

14 days – ORDER – Sealed order received?

Task 14 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 First Apt Court Order

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Meet unmet keydates by type

ORDER

Task 15 Prepare for Final Hearing

Send Standard Letter

Task 16 Final Hearing Outcome

Send Standard Letter

Client final hearing outcome

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Task 17 Remove Home Rights Restriction

Send Standard Letter

HR4 Home Rights Removal

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Task 18 Instruct Counsel

Allocate a Custom Questionnaire

Custom Q – Counsel FW_FR
– Counsel
– Counsel ref

Send Standard Letter

Brief to Counsel

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Send Standard Letter

Counsel enc. brief

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Document pack for this workflow

Client enc. FDR Court Order

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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 enc. draft Form E

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Client enc. draft Questionnaire replies

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