Osprey Academy - Customer Support & Training

Workflows

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


Mags Court Allocated to Crown Court

Task 1 Plea Before Venue

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Document

Client Ltr – Crown Court -Initial-Appt-Bail

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Send Standard Document

Cli Ltr – Crown Court -Initial-Appt-Custody

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Add a keydate linked to dossier field

Notes – Crown Court Date
Offset: 0
Keydate Type:
CRWNCRT_DT
Fee Earner: Matter Fee
Earner
Page ID: Magistrates Court
Allocated
Field: Crown Court Date

Task 2 Instructing Advocate

Display a message to the user

Ensure to Send the
Following Instructions to
Advocate

Send Standard Document

Task 3 PTPH Outcome

Meet unmet keydates by type

– CRWNCRT_DT

Allocate a Custom Questionnaire

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

Display a message to the user

Load Crown Court
Guilty Workflow

Display a message to the user

Load Crown Court Not
Guilty Workflow

Document pack for this workflow

Cli Ltr -Crown Court-NGP-Adj Trial-Custody

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Cli Ltr-Mags Court-Trial-Convicted-PSR-Bail

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Cli Ltr-Offer 2nd Meeting-Take Instructions

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Cli -Police Station- Restorative Justice

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Client Letter - Crown Court - GP - Sentence

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Client Letter - Crown Court -GP-PSR-Bail

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Client Letter - FCMH Outcome

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Client Letter - Mags Court - NSST - Custody

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Client Letter - Mags Court - ST - GP

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Client Letter - Mags Court - ST-NGP-Bail

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Client Letter - Mags Court - ST-NGP-Custody

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Client Letter - Mags Court- IO - Custody

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Client Letter - Mags Court- IO -Bail

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Client Letter - Mags Court- NSST - Bail

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Client Letter - Mags Court Trial Acquitted

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Client Letter - Mags Court-GP-Adj PSR-Bail

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Client Letter - Police Station - Bailed

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Client Letter - Police Station - Caution

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Client Letter - Police Station - NFA

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Client Letter - Police Station - Other

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Client Letter - Police Station - Re-Bailed

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Client Letter - Police Station - Reported

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Client Letter - Police Station -Charge Bail

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Client Letter - SST-GP-CFS- Custody

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Client Letter Released Under Investigation

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Client Ltr - Crown Court -GP - PSR- Custody

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Client Ltr - Crown Court -GP-PSR - Sentence

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Client Ltr - Crown Court -Initial-Appt-Bail

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Client Ltr - Crown Court-NGP-Adj Trial-Bail

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Client Ltr - Mags Court - SST-GP-CFS-Bail

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Client Ltr - Mags Court -Proof for Approval

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Client Ltr - Mags Court-GP-Adj PSR-Custody

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Client Ltr - Police Station -Charge Custody

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Court Attendance Record Sheet

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Mags Court File Form

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Police Station File

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Pre-Court Client Letter

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Sentence Factsheet

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Sentence Information Sheet Community Order

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Sentence Information Sheet Fines Money

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Sentence Information Sheet Prison or YOI

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Sentence Information Sheet Suspend Sentence

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Sentence Information Sheet

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Terms of Business

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Witness 1 - CC - Statement for Approval

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Witness 1 - MC - Statement for Approval

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Witness 1 Letter - Preparation - Mags Court

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Witness 1 Letter - Preparation-Crown Court

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Witness 2 - CC - Statement for Approval

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Witness 2 - MC - Statement for Approval

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Witness 2 Letter - Preparation - Mags Court

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Witness 2 Letter - Preparation-Crown Court

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Witness 3 - CC - Statement for Approval

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Witness 3 - MC - Statement for Approval

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Witness 3 Letter - Preparation - Mags Court

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Witness 3 Letter - Preparation-Crown Court

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Witness 4 - CC - Statement for Approval

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Witness 4 - MC - Statement for Approval

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Witness 4 Letter - Preparation - Mags Court

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Witness 4 Letter - Preparation-Crown Court`

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Blank Client Letter

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Blank Counsel Letter

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Blank Crown Court Letter

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Blank Magistrates Court Letter

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Blank Police Station Letter

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Blank Witness 1 Letter

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Blank Witness 2 Letter

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Blank Witness 3 Letter

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Blank Witness 4 Letter

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Cli Letter-Crown Court-Proof for Approval

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Cli Letter-Mags Court-Trial-Convicted -Sentence

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Cli Ltr - Crown Court -Initial-Appt-Custody

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Cli Ltr - Crown Court Trial Acquitted

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Cli Ltr - Crown Court-NGP-G Verdict-Sentence

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Cli Ltr - Mags Court-Trial-Convicted-PSR-Custody

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Cli Ltr - Offer Meeting - Take Instructions

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