Commercial Property – Landlord

Updated Jan 4th, 2022

Task 1 File Opening (not published)

Allocate a Custom Questionnaire

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

Task 2 Client Care Pack (published description)

Send Standard Document

Client care letter

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Add an automatic keydate to matter

5 days – client to return signed client care pack CHASECLI

Task 3 Receipt of Heads of Terms

Meet unmet keydates by type

client to return signed client care pack ChaseCli

Allocate a Custom Questionnaire

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

Email

Estate Agent initial email

Send Standard Document

Solicitors initial letter enc. Title docs

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Add an automatic keydate to matter

10 days – Chase Lessee’s solicitors for enquiries if not rec’d CHASESOL

Task 4 Prepare Draft Lease (Sending draft Lease to Lessor)

Send Standard Document

Lease Template

Send Standard Document

Client enc. draft Lease

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Add an automatic keydate to matter

5 days – Chase client for approval of draft lease CHASECLI

Task 5 Send draft Lease to Lessee

Meet unmet keydates by type

CHASECLI

Send Standard Document

Sol enc. draft Lease

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Add an automatic keydate to matter

5 days – Chase Lessee’s solicitor for approval of draft lease CHASESOL2 (might need to create a new keydate type for this)

Task 6 Approve Draft Lease (Lessee’s response to draft Lease)

Meet unmet keydates by type

– CHASESOL2

Meet Unmet ChaseCli2 (due to loop)

Allocate a Custom Questionnaire

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

Send Standard Document

Sol enc. engrossed lease

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Send Standard Document

Sol enc. amended lease

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Send Standard Document

Client sending engrossed Lease for sig

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Send Standard Document

Client enc. amended lease

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Display a message to the user

“If amendments required, DO NOT tick this task as complete in the next screen”
Not needed as the tick task action should be automatic

Add an automatic keydate to matter

5 days – Client to return signed Lease CHASECLI2 (criteria applied – if ‘was draft Lease approved’ marked as ‘Yes’)

Add an automatic keydate to matter

5 days – Client to approve amended Lease CHASECLI2 (criteria applied – if ‘was draft Lease approved’ marked as ‘No’)

Task 7 Received enquiries from Lesee’s solicitors (Published description: Enquiries received from the Lessee’s solicitor)

Meet unmet keydates by type

CHASESOL

Send Standard Document

Client enq. enquiries

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Email

Estate Agent enqs received, sent to client

Add an automatic keydate to matter

3 days – Chase client for replies to enquiries CHASECLI

Task 8 Replies to enquiries (Published description: Sending the Lessor’s replies to enquiries to the Lessee’s solicitor)

Meet unmet keydates by type

CHASECLI

Send Standard Document

Sol replies to enqs

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Email

client confirming replies to enquiries sent to Lessee’s solicitor

Task 9 Request Estate Agent’s Invoice

Email

Estate Agent request invoice

Add an automatic keydate to matter

3 days – chase Estate Agent for Invoice – CHASEAGENT (may need to add new keydate type) CHSE_ESTAG

Task 10 Prep – Completion of Lease (Published Description)

Meet unmet keydates by type

CHASECLI2

Meet unmet keydates by type

CHASEAGENT CHSE_ESTAG

Allocate a Custom Questionnaire

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

Send Standard Document

Completion Statement

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Send Standard Document

Invoice

Add a keydate linked to dossier field

FW_COMPLEASE Date to complete Lease – REMINDER

Send Standard Document

Client confirm completion details

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Display a message to the user

“Prepare cheque requisitions for completion”

Task 11 Completion

Meet unmet keydates by type

REMINDER

Allocate a Custom Questionnaire

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

Send Standard Document

Sol completion letter

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Send text message – client confirming completion of Lease

Send Standard Document

Client confirm completion letter

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Send Standard Document

Estate Agent completion letter

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Document pack for this workflow

Blank Client Letter

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Blank Estate Agent letter

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Blank Solicitor letter

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Client care letter

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Client confirm completion details

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Client confirm completion letter

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Client enc. amended lease

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Client enc. draft Lease

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Client enq. enquiries

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Client sending engrossed Lease for sig

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Completion Statement

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Estate Agent completion letter

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Sol completion letter

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Sol enc. amended lease

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Sol enc. draft Lease

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Sol enc. engrossed lease

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Sol replies to enqs

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Solicitors initial letter enc. Title docs

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