Osprey Academy - Customer Support & Training

Workflows

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

Task 1 Pre-Sentence Report

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Add a keydate linked to dossier field

Notes – Magistrates Court PSR
Date
Offset: 0 Days
Keydate Type: PSR_DATE
Fee Earner: Matter Fee Earner
Page ID: Magistrates Court
Guilty
Field ID: TK_PSR_DT

Send Standard Document

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

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Send Standard Document

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

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Task 2 Sentence

Allocate a Custom Questionnaire

– Magistrates Court Sentence

Send Standard Document

Client Letter – Mags Court – ST – GP

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Send Standard Document

Sentence Information Sheet

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Send Standard Document

Sentence Information Sheet Community Order

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Send Standard Document

Sentence Information Sheet Fines Money

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Send Standard Document

Sentence Information Sheet Prison or YOI

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Send Standard Document

Sentence Information Sheet Suspend Sentence

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Task 3 Bill File

Meet unmet keydates by type

PSR_DATE

Display a message to the user

Please Ensure to Complete
Contract Work Forms

Display a message to the user

Please Ensure to Bill the Case

Add an automatic keydate to matter

Offset – 28 days
Notes – Ensure Case has been
Billed
Fee Earner – Matter Fee Earner
Keydate type – BILL_CASE

Document pack for this workflow

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

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