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 Document
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 Document
Send Standard Document
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 Document
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 Document
Send Standard Document
Send Standard Document
Send Standard Document
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 Document
– Criteria is applied to this letter so it will only run if there is a replacement attorney.
Send Standard Document
– Criteria is applied to this letter so it will only run if there are two replacement attorneys.
Send Standard Document
– Criteria is applied to this letter so it will only run if there are three replacement attorneys.
Send Standard Document
– Criteria is applied to this letter so it will only run if there are four replacement attorneys.
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 Document
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 Document
– Criteria is applied to this letter so it will only run if there is a notifiable person.
Send Standard Document
– Criteria is applied to this letter so it will only run if there is a second notifiable person.
Send Standard Document
– Criteria is applied to this letter so it will only run if there is a third notifiable person.
Send Standard Document
– Criteria is applied to this letter so it will only run if there is a fourth notifiable person.
Send Standard Document
– Criteria is applied to this letter so it will only run if there is a notifiable person.
Task 8 Send LPAs to be registered with OPG Task
Meet unmet keydates by type
Send Standard Document
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 Document
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