This Workflow is for Private Children cases, we also have a Public Children Workflow.

A Workflow which runs through a private children matter from application to final hearing for both Applicant and Respondent.

Task 1 New File

Allocate a Custom Questionnaire

Enter details regarding the New File (up to four Other Parties, up to six Children, up to six Solicitors and other information). This information is used to pre-populate letters and fields:

Send Standard Letter

Client Care Letter

Can be added to portal/Ask to Email

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Add an automatic keydate to matter

1 Week Reminder to chase for return of instruction paperwork

Task 2 Draft Application

Meet unmet keydates by type

Allocate a Custom Questionnaire

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

Send Standard Letter

C100 – Application for a CAO

Upload to Portal/Email

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Send Standard Letter

C1A Allegations of Harm and Domestic Violence

Upload to Portal/Email

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Send Standard Letter

Statement Template

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Send Standard Letter

C8 Confidential Contact Details

Upload to Portal/Email

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Send Standard Letter

Notice of Acting

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Send Standard Letter

Application for Approval

Upload to Portal/Email

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Add an automatic keydate to matter

2 Days Reminder to chase client for approval of application

Task 3 Submit Application to Court

Meet unmet keydates by type

Allocate a Custom Questionnaire

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

Send Standard Letter

Letter Court Filing Application

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Display a message to the user

Add Keydate in next screen – Chase Court for issues app

Add a Keydate to Matter

Chase Court for listing of FHDRA if issued application not received

Task 4 FHDRA Listed

Allocate a Custom Questionnaire

Enter details regarding the Court Case No. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Confirming FHDRA Listed

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Send Standard Letter

Letter Serving Issued Application on OS Sol

Criteria Set: only sent if client Is applicant and other side is represented

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Send Standard Letter

Letter Serving Issued Application on OS

Criteria Set: only sent if client Is applicant and other side is not represented

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Add a keydate linked to dossier field

FHDRA Date

Task 5 Safeguarding Received

Send Standard Letter

Client Enc. Safeguarding

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Task 6 Outcome of FHDRA/DRA

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Confirm Outcome of FHDRA DRA Listed

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Display a message to the user

Add Any Keydates from the Order Made at the FHDRA

Add a keydate linked to dossier field

Date of DRA

Task 7 Outcome of DRA/Final Hearing Listed

Meet unmet keydates by type

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Confirming Final Hearing Outcome of DRA

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Add a keydate linked to dossier field

Final Hearing Date

Display a message to the user

WARNING – Do we need to prepare final hearing bundle?

Task 8 Final Hearing Outcome

Meet unmet keydates by type

Send Standard Letter

Client Confirm Outcome Final Hearing

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Task 9 Brief to Counsel

Allocate a Custom Questionnaire

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

Send Standard Letter

Brief to Counsel

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Send Standard Letter

Letter to Counsel Enclosing Brief and Bundle

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Document pack for this workflow

Client Care Letter

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C100 - Application for a CAO

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C1A Allegations of Harm and Domestic Violence

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Statement Template

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C8 Confidential Contact Details

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Notice of Acting

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Application for Approval

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Letter Court Filing Application

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Client Confirming FHDRA Listed

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Letter Serving Issued Application on OS Sol

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Letter Serving Issued Application on OS

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Client Enc. Safeguarding

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Client Confirm Outcome of FHDRA DRA Listed

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Client Confirming Final Hearing Outcome of DRA

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Client Confirm Outcome Final Hearing

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Brief to Counsel

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Letter to Counsel Enclosing Brief and Bundle

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Dossier Pages for Private Children

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