Task 1 File Opening

Allocate a Custom Questionnaire

Enter details regarding the Client. 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:

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Police Station File

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Allocate a Custom Questionnaire

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

Task 2 Initial Letters

Send Standard Letter

Terms of Business

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Task 3 Terms of Release

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Letter – Police Station – Bailed

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Add a keydate linked to dossier field

Add an Automatic Keydate to
Linked to Dossier Field
Notes – Bail to Return Date
Offset: 0 Days
Keydate Type: BTR_DATE
Fee Earner: Matter Fee Earner
Linked to Dossier Page: Police
Station Attendance
Linked to Dossier Field: Bail to
Return Date

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Letter Released Under Investigation

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Task 4 Extended Bail

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Letter – Police Station – Re-Bailed

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Add a keydate linked to dossier field

Add an Automatic Keydate to
Linked to Dossier Field
Notes – Extended Bail Date
Offset: 0 Days
Keydate Type: EX_BAIL_DT
Fee Earner: Matter Fee Earner
Linked to Dossier Page: Police
Station Attendance
Linked to Dossier Field:
Extended Bail Date

Allocate a Custom Questionnaire

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

Task 5 Further Attendance

Allocate a Custom Questionnaire

Enter the details regarding whether or not further attendance took place. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Task 6 Police Station Outcome

Meet unmet keydates by type

Meet Unmet Keydates by Type –
BTR_DATE

Meet unmet keydates by type

Meet Unmet Keydates by Type –
EX_BAIL_DT

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter


Client Letter – Police Station – Caution

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Send Standard Letter

Client Letter – Police Station – NFA

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Send Standard Letter

Client Letter – Police Station – Reported

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Send Standard Letter

Client Letter – Police Station -Charge Bail

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Send Standard Letter

Client Ltr – Police Station -Charge Custody

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Send Standard Letter

Cli -Police Station- Restorative Justice

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Send Standard Letter

Client Letter – Police Station – Other

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Add a keydate linked to dossier field

Notes – Mags Court Date
Offset: 0 Days
Keydate Type: COURTDATE
Fee Earner: Matter Fee Earner
Linked to Dossier Page:
Magistrates Court Initial
Linked to Dossier Field: Mags
Court Date

Display a message to the user

Please ensure to Bill the Case

Display a message to the user

Load New Matter for Magistrates
Court

Document pack for this workflow

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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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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