A Workflow designed to deal with pre-proceedings in matters where the client is a minor.

Task 1 Instruct Counsel (Infant Approval)

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Document

PI Counsel Enc Instructions (Infant Claim)
Encloses formal Instructions document

Counsel Enc Instructions (Infant Claim)

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PI Counsel Instructions (Infant Claim)

Counsel Instructions (Infant Claim)

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Add an automatic keydate to matter

Chase Counsel: 14 days
Infant Approval advice received?

Task 2 Advice to Client Lit Friend on Quantum

Meet unmet keydates by type

Outstanding Chase Counsel keydate will be ticked

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Document

PI Client Valuation
Advises progress of claim and suggests quantum.
Requests completion of Settlement Authority

Client Valuation

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Send Standard Document

PI Settlement Authority Infant Claim

Settlement Authority Infant Claim

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Add an automatic keydate to matter

Chase Client: 14 days
Has Lit Friend returned Settlement Authority?

Task 3 Part 36 Offer by Claimant (Infant Claim)

Makes provision for involvement of either Def 1 or Def 2 according to selection made by user.  If user fails to make a selection, Def 1 letters will merge by default.

Meet unmet keydates by type

Outstanding Chase Client keydate will be ticked

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter details regarding the Part 36 Claimant Offer. This information is used to pre-populate letters and fields:

Send Standard Document

PI Def 1 Ins Enc PT 36, Med, Sch Loss
Criteria Set – Will only run if “Specify relevant Defendant” field is not completed with “Def 2” – this to allow for users failing to select an option on matters where there is only one Defendant
Encloses Part 36 Offer, Med Evidence and Schedule of Loss

PI Def 1 Ins Enc PT 36, Med, Sch Loss

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PI Def 1 Ins Part 36 Offer
Criteria Set as for preceding letter above
Details amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest

PI Def 1 Ins Enc PT 36 Offer

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PI Def 2 Ins Enc PT 36, Med, Sch Loss
Criteria Set – Will only run if “Specify relevant Defendant” field is completed with “Def 2”
Encloses Part 36 Offer, Med Evidence and Schedule of Loss

Def 2 Ins Enc PT 36, Med, Sch Loss

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PI Def 2 Ins Part 36 Offer
Criteria Set – as for preceding letter above
Details amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest

Def 2 Ins Enc PT 36 Offer

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Send Standard Document

Client Part 36 Sent (Infant Claim)
Advises Part 36 has been sent to Def Insurers

Client Part 36 Sent (Infant Claim)

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Add an automatic keydate to matter

Chase Ins: 7 days
Has Def Ins received Part 36 Offer?

This initial chaser is intended to keep the Claimant on top of the claim by checking that the Pt 36 has in fact been received

Add an automatic keydate to matter

Chase Ins: 21 days
Has Def Ins responded to Part 36 Offer?

Task 4 Advice on Part 36 Offer (Infant Claim)

Meet unmet keydates by type

Outstanding Chase Client keydate will be ticked

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter details regarding the Part 36 Acceptance Deadlines. This information is used to pre-populate letters and fields:

Send Standard Document

PI Client Infant Approval Cos Claim Form
Confirms Lit Friend instructions to accept Part 36 Offer, advises on procedure for acceptance + re Infant Approval Hearing.
Encloses Certificate of Suitability and Claim Form

Client Infant Approval Cos Claim Form

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Send Standard Document

N235 Certificate of Suitability of Litigation Friend

N235 Certificate of Suitability of Litigation Friend

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Send Standard Document

N208 Claim Form (CPR Part 8)

N208 Claim Form

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Add an automatic keydate to matter

Chase CLI: 4 days to deadline for acceptance (based on dossier field for Acceptance Deadline, minus 4 days)
Criteria Set – Will only merge if TopUp Acceptance Date field is empty

Add an automatic keydate to matter

Chase CLI: 4 days to deadline for acceptance (based on dossier field for Top Up Acceptance Deadline, minus 4 days)
Criteria Set – Will only merge if TopUp Acceptance Date field is not empty

Task 5 Papers to Court (Infant Claim)

Meet unmet keydates by type

Outstanding Chase Client keydate will be ticked
Outstanding Chase Insurer keydate will be ticked

Send Standard Document

PI Court – Infant Approval Enc Papers
Encloses Claim Form for filing + requests sealed copy for service
N244 Application Notice
Order on Settlement
Counsel’s Advice
Medical Evidence
Schedule of Expenses and Losses
N251 Notice of Funding
Certificate of Suitability
Relevant Correspondence
Court fee

Court Infant Approval Enc Papers

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N244 Application Notice

N244 Application Notice

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Send Standard Document

N251 Notice of Funding of Case or Claim

N251 Notice of Funding of Case or Claim

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Add an automatic keydate to matter

Chase Court: 7 days
Sealed Claim Form for service received?

Add an automatic keydate to matter

Chase Court: 21 days
Infant Approval Hearing date received?

Task 6 Instruct Counsel for Hearing (Infant Claim)

Documents to Counsel and Court are deliberately only sparsely populated, for user’s own input as required

Meet unmet keydates by type

Outstanding Chase Client keydate will be ticked
Outstanding Chase Court keydate will be ticked

Send Standard Document

PI Counsel Enc Instructions
Covering letter to Counsel – user to add further details as required

Counsel Enc Instructions

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Send Standard Document

PI Brief to Counsel

Brief to Counsel

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Send Standard Document

PI Def 1 Ssols Enc Sch of Costs
Encloses Schedule of Costs and advises charging details

Def 1 Sols Enc Sch of Costs

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Send Standard Document

PI Breakdown of Costs

Breakdown of Costs

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Send Standard Document

PI Court Enc Request for Lodgment
Covering letter to Court – user to add further details as required

Court Enc Request for Lodgment

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Send Standard Document

Form 100 Request for Lodgment

Form 100 Request for Lodgment

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Add an automatic keydate to matter

Chase Sol: 21 days
Settlement cheque received re costs?

Document pack for this workflow

Breakdown of Costs

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Brief to Counsel

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Client Infant Approval Cos Claim Form

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Client Part 36 Sent (Infant Claim)

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Client Valuation

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Counsel Enc Instructions (Infant Claim)

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Counsel Enc Instructions

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Counsel Instructions (Infant Claim)

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Court Enc Request for Lodgment

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Court Infant Approval Enc Papers

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Def 1 Sols Enc Sch of Costs

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Def 2 Ins Enc PT 36 Offer

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Def 2 Ins Enc PT 36, Med, Sch Loss

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Form 100 Request for Lodgment

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N208 Claim Form

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N235 Certificate of Suitability of Litigation Friend

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N244 Application Notice

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N251 Notice of Funding of Case or Claim

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PI Def 1 Ins Enc PT 36 Offer

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PI Def 1 Ins Enc PT 36, Med, Sch Loss

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Settlement Authority Infant Claim

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