This Workflow to generate correspondence through the matter lifecycle of the creation of LPAs.

Task 1 New File Task

Allocate a Custom Questionnaire

Enter details regarding the type of LPA, Organisation, OPG Reference etc. This information is used to pre-populate letters and fields:

Send Standard Letter

Client Care Letter

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Add an automatic keydate to matter

1 Week Reminder to chase the client for return of signed client care paperwork.

Task 2 Medical Report Task

Allocate a Custom Questionnaire

Enter details of the GP/s. This information is used to pre-populate letters and fields:

Send Standard Letter

GP 1 Capacity Report Request

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Send Standard Letter

GP 2 Capacity Report Request

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Add an automatic keydate to matter

1 Week Reminder to chase the GP for a response regarding the report for client 1 – This keydate will only be added if client 1 requires a report

Add an automatic keydate to matter

1 Week Reminder to chase the GP for a response regarding the report for client 2 – This keydate will only be added if client 2 requires a report

Task 3 Send LPA to Client Task

Meet unmet keydates by type

Send Standard Letter

Client Approve Draft

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Add an automatic keydate to matter

1 Week Reminder to chase client to make appointment to sign LPA

Task 4 Attorney Task

Allocate a Custom Questionnaire

Enter details regarding the Attorneys (up to 4 Attorneys Details) This information is used to pre-populate letters and fields:

Send Standard Letter

Letter Attorney 1 Enc. LPA

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Send Standard Letter

Letter Attorney 2 Enc. LPA

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Send Standard Letter

Letter Attorney 3 Enc. LPA

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Send Standard Letter

Letter Attorney 4 Enc. LPA

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Add an automatic keydate to matter

1 Week Reminder to chase Attorney 1 to make an appointment to sign the LPA

Add an automatic keydate to matter

1 Week Reminder to chase Attorney 2 to make an appointment to sign the LPA – Criteria is applied to this so a keydate will only be added if there are two attorneys

Add an automatic keydate to matter

1 Week Reminder to chase Attorney 3 to make an appointment to sign the LPA – Criteria is applied to this so a keydate will only be added if there are three attorneys

Add an automatic keydate to matter

1 Week Reminder to chase Attorney 4 to make an appointment to sign the LPA – Criteria is applied to this so a keydate will only be added if there are four attorneys

Task 5 Replacement Attorneys

Allocate a Custom Questionnaire

Enter details regarding the Replacement Attorneys (up to 4 Attorneys Details) This information is used to pre-populate letters and fields:

Send Standard Letter

– Criteria is applied to this letter so it will only run if there is a replacement attorney.

Letter Replacement Attorney 1 Enc. LPA

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Send Standard Letter

– Criteria is applied to this letter so it will only run if there are two replacement attorneys.

Letter Replacement Attorney 2 Enc. LPA

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Send Standard Letter

– Criteria is applied to this letter so it will only run if there are three replacement attorneys.

Letter Replacement Attorney 3 Enc. LPA

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Send Standard Letter

– Criteria is applied to this letter so it will only run if there are four replacement attorneys.

Letter Replacement Attorney 4 Enc. LPA

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Add an automatic keydate to matter

1 Week Reminder to chase Replacement Attorney 1 to make an appointment to sign the LPA

Add an automatic keydate to matter

1 Week Reminder to chase Replacement Attorney 2 to make an appointment to sign the LPA – Criteria is applied to this so a keydate will only be added if there are two replacement attorneys

Add an automatic keydate to matter

1 Week Reminder to chase Replacement Attorney 3 to make an appointment to sign the LPA – Criteria is applied to this so a keydate will only be added if there are three replacement attorneys

Add an automatic keydate to matter

1 Week Reminder to chase Replacement Attorney 4 to make an appointment to sign the LPA – Criteria is applied to this so a keydate will only be added if there are four replacement attorneys

Task 6 Certificate Provider Task

Allocate a Custom Questionnaire

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

Send Standard Letter

Letter Certificate Provider Enc. LPA

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Add an automatic keydate to matter

1 Weeks Reminder to chase certificate provider to return the signed certificate

Task 7 Notifiable Person(s) Task

Meet unmet keydates by type

Allocate a Custom Questionnaire

Enter details regarding the Notifiable Persons (up to 5 Notifiable Persons) This information is used to pre-populate letters and fields:

Send Standard Letter

– Criteria is applied to this letter so it will only run if there is a notifiable person.

Letter Notifiable Person 1

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Send Standard Letter

– Criteria is applied to this letter so it will only run if there is a second notifiable person.

Letter Notifiable Person 2

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Send Standard Letter

– Criteria is applied to this letter so it will only run if there is a third notifiable person.

Letter Notifiable Person 3

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Send Standard Letter

– Criteria is applied to this letter so it will only run if there is a fourth notifiable person.

Letter Notifiable Person 4

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Send Standard Letter

– Criteria is applied to this letter so it will only run if there is a notifiable person.

Letter Notifiable Person 5

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Task 8 Send LPAs to be registered with OPG Task

Meet unmet keydates by type

Send Standard Letter

Letter OPG Send LPA for Registration

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Add an automatic keydate to matter

10 Week Reminder to chase the OPG if a reply has not been received

Task 9 Client Confirm LPA Registered with OPG

Send Standard Letter

Client Confirm LPA Registered with OPG

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Meet unmet keydates by type

Other documents available within Document Production 

  • Blank letter replacement attorney 1 FW_LPA 
  • Blank letter replacement attorney 2 FW_LPA 
  • Blank letter replacement attorney 3 FW_LPA 
  • Blank letter replacement attorney 4 FW_LPA 
  • Blank letter OPG FW_LPA 
  • Blank letter GP 1 FW_LPA 
  • Blank letter GP 2 FW_LPA 
  • Blank letter Certificate Provider FW_LPA 
  • Blank client letter FW_LPA 
  • Blank letter Attorney 1 FW_LPA 
  • Blank letter Attorney 2 FW_LPA 
  • Blank letter Attorney 3 FW_LPA 
  • Blank letter Attorney 4 FW_LPA 

Document pack for this workflow

Client Care Letter

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GP 1 Capacity Report Request

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GP 2 Capacity Report Request

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Client Approve Draft

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Letter Attorney 1 Enc. LPA

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Letter Attorney 2 Enc. LPA

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Letter Attorney 3 Enc. LPA

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Letter Attorney 4 Enc. LPA

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Letter Replacement Attorney 1 Enc. LPA

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Letter Replacement Attorney 2 Enc. LPA

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Letter Replacement Attorney 3 Enc. LPA

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Letter Replacement Attorney 4 Enc. LPA

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Letter Certificate Provider Enc. LPA

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Letter Notifiable Person 1

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Letter Notifiable Person 2

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Letter Notifiable Person 3

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Letter Notifiable Person 4

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Letter Notifiable Person 5

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Letter OPG Send LPA for Registration

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Client Confirm LPA Registered with OPG

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LPA Dossier Pages

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