Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money


Litigation Data Entry Workflow

Task 1 Client Details

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter details regarding the 1st Client. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the 2nd Client. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the 3rd Client. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the 4th Client. This information is used to pre-populate letters and fields:

Task 2 Other Side Details

Allocate a Custom Questionnaire

Enter details regarding the other side 1. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the other side 2. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the other side 3. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the other side 4. This information is used to pre-populate letters and fields:

Task 3 Other Side Company Details

Allocate a Custom Questionnaire

Enter details regarding the other side company 1. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the other side company 2. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the other side company 3. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the other side company 4. This information is used to pre-populate letters and fields:

Task 4 Court Details

Allocate a Custom Questionnaire

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

Task 5 Counsel Details

Allocate a Custom Questionnaire

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

Task 6 Other Side Solicitor 1 Details

Allocate a Custom Questionnaire

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

Task 7 Expert Details

Allocate a Custom Questionnaire

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

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