A Workflow to assist with client care paperwork for a new matter and precedent letters covering multiple circumstances.

Task 1 New File Opening

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Care Letter

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Send Standard Letter

Notice of Acting

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Send Standard Letter

MHRT Confirm Instructions

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Send Standard Letter

Hospital Confirm Instructions

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Other documents available within Document Production

Document pack for this workflow

Client Care Letter

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Notice of Acting

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MHRT Confirm Instructions

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Hospital Confirm Instructions

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Dossier Pages and Fields

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