Osprey Academy - Customer Support & Training

Workflows

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

Task 1 File Opening

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter the number of offences. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 1

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 2

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 3

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 4

Send Merged Email Template

CPS – Requesting Disclosure

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Send Standard Document

Mags Court File Form

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Add a keydate linked to dossier field

Notes – Mags Court
Appearance Date
Offset: 0 Days
Keydate Type: MAGCRT_DT
Fee Earner: Matter Fee Earner

Task 2 Initial Letters

Allocate a Custom Questionnaire

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

Send Standard Document

Pre-Court Client Letter

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Send Standard Document

Terms of Business

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Task 3 Declaration

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Tick Task

Criteria = Will
only Tick Task
if ‘Has
Declaration
been
Received’ =
Yes

Task 4 Legal Aid

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter the details regarding Legal Aid Application Submission. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Display a message to the user

Ensure LA Application is
Uploaded to Osprey Matter
History File

Tick Task

Criteria = Task
will Only be
Ticked If ‘Is
this a legal Aid
Case’ = Yes
AND
If ‘Has Legal
Aid
Application
been
Submitted’ =
Yes

Task 5 Disclosure

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Will only run when disclosure is received from CPS.

Display a message to the user

Ensure Disclosure has been
Uploaded to Osprey Matter
History File

Tick Task

Criteria = Will
only Tick Task
If ‘Disclosure
Received from
CPS’ = Yes

Task 6 Bail Status

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 number of bail conditions. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Will run when the number of conditions is 1

Allocate a Custom Questionnaire

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

Will run when the number of conditions is 2

Allocate a Custom Questionnaire

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

Will run when the number of conditions is 3

Allocate a Custom Questionnaire

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

Will run when the number of conditions is 4

Allocate a Custom Questionnaire

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

Task 7 Plea

Allocate a Custom Questionnaire

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

Display a message to the user

Load Mags Court Guilty Workflow

Will only run if the outcome is Guilty

Display a message to the user

Load Mags Court Not Guilty Workflow

Will only run if the outcome is Not Guilty

Display a message to the user

Load Mags Court – Allocated to Crown Court Workflow

Will only run if the outcome is Allocated

Document pack for this workflow

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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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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CPS - Requesting Disclosure

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