Task 1 File Opening

Allocate a Custom Questionnaire

New Client Details

Allocate a Custom Questionnaire

New Matter Details

Allocate a Custom Questionnaire

Previous Representative

Task 2 Client Care Pack

Send Standard Letter

Client Care Letter

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Send Standard Letter

Client Authority

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Add an automatic keydate to matter

Task 3 Subject Access Request/Previous Representative.

Send Standard Letter

Letter to the Home Office

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Allocate a Custom Questionnaire

Previous Representative

Send Standard Letter

Letter to Previous Solicitors

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Add an automatic keydate to matter

Task 4 Biometrics Invitation

Send Standard Letter

Letter to Client RE Invitation to Biometrics

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Task 5 Chase Previous Representatives

Send Standard Letter

Letter Chasing Previous Representatives

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Letter Chasing Previous Representatives

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Send Standard Letter

Letter to Client RE Chasing Previous Representatives

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Add an automatic keydate to matter

Task 6 Received Previous File

Meet unmet keydates by type

Send Standard Letter

Letter to Acknowledge Receipt of File

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Send Standard Letter

Letter to Client RE Acknowledge Receipt of File

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Display a message to the user

Time Recording for reading file on next screen

Posting to Time Ledger

Task 7 Lodge Appeal

Send Standard Letter

Letter to Client re Lodging Appeal

Letter to Client RE Lodging Appeal

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Document pack for this workflow

Client Care Letter

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Client Authority

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Letter to the Home Office

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Letter to Previous Solicitors

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Letter to Client RE Invitation to Biometrics

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Letter Chasing Previous Representatives

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Letter to Client RE Chasing Previous Representatives

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Letter to Acknowledge Receipt of File

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Letter to Client RE Acknowledge Receipt of File

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Letter to Client RE Lodging Appeal

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