Task 1 Prepare Part 36 Offer

Send Standard Document

N242A Offer to Settle Defendant 1

Task 2 Preepare Schedule of Loss

Send Standard Document

Schedule of Loss

Schedule of Loss

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Task 3 Send part 36 Offer to Client for Approval

Send Standard Document

Part 36 Offer(s) to client for Approval

Send Part 36 Offer to client

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Add an automatic keydate to matter

Add keydate type CHASECLI – “Chase Client for Part 36 Approval” 3 Days

Task 4 Send Part 36 Offer to Defendant

Meet unmet keydates by type

Meet unmet keydates by type CHASECLI

Allocate a Custom Questionnaire

Part 36 Offer Defendants 1

Send Standard Document

Part 36 Offer to Defendant

Send Part 36 Offer to Defendant

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Display a message to the user

“Send Approved Part 36 Offer to the Defendant”

Add a keydate linked to dossier field

Keydate linked to Dossier field PART36EXP – FW_CN_P36_D1_EX Date Part 36 Offer Expires Defendant 1 – “Part 36 Offer Defendant 1 Expires”

Document pack for this workflow

N242a Offer to Settle

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Schedule of Loss

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Send Part 36 Offer to client

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Send Part 36 Offer to Defendant

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