Proceedings
Updated Apr 14th, 2023
Allocate a Custom Questionnaire
Prepare Court Papers
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Type CLI_CHASE – Has Client Approved Claim Form + 3 days
Meet unmet keydates by type
Meet unmet keydates by type CLI_CHASE
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Type CHASECOURT – “Has Court Confirmed Issue?” + 14 days
Meet unmet keydates by type
Meet Unmet Keydates by Type CHASECOURT
Allocate a Custom Questionnaire
Notice of Issue
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Defence
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: Type ACKNLSERV Acknowledgement of Service Due Date + 0 days “Acknowledgement of Service Due”
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: DEFRECVD Defendant 1 Defence Date Due + 0 Days “Defendant 1 Defence Due”
Meet unmet keydates by type
Meet Unmet Keydates by Type: ACKNLSERV
Meet unmet keydates by type
Meet Unmet Keydates by Type: DEFRECVD
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Defence
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: DEFRECVD – FW_CN_D1_DEF_DT Defendant 1 Defence Date Due + 0 Days “Defendant 1 Defence Due”
Meet unmet keydates by type
Meet Unmet keydates by type ACKNLSERV
Meet unmet keydates by type
Meet Unmet keydates by type DEFRECVD
Allocate a Custom Questionnaire
Court Details
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Defence
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: DIRQUES Defendant 1 Directions Questionnaire Date Due = 0 Days “Defendant 1 Directions Questionnaire Due”
Send Standard Document
Send Standard Document
Send Standard Document
Meet unmet keydates by type
Meet Unmet Keydates by Type – DIRQUES
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Case Management Conference / Pre-Trial Review
Add a keydate linked to dossier field
Defendant 1 Standard Disclosure List Due + 0 Days
“Defendant 1 Standard disclosure of documents by list and category due”
Criteria Set – Will only run if “DIS Defendant 1 Standard Disclosure List Due” is set.
Add a keydate linked to dossier field
Defendant 1 Standard Disclosure Request Due + 0 Days
“Defendant 1 Request for Standard disclosure due”
Criteria Set – Will only run if “Defendant 1 Standard Disclosure Request Due” is set.
Add a keydate linked to dossier field
Defendant 1 Electronic Disclosure Issues Date + 0 Days
“Defendant 1 Electronic disclosure issues due”
Criteria Set – Will only run if “Defendant 1 Electronic Disclosure Issues Date” is set.
Add a keydate linked to dossier field
Defendant 1 Statements BoD/Causation Due + 0 Days
“Defendant 1 Statements in respect of breach of duty and causation due”
Criteria Set – Will only run if “Defendant 1 Statements BoD/Causation Due” is set.
Add a keydate linked to dossier field
Defendant 1 Statements Condition/Prog Due + 0 Days
“Defendant 1 Statements in respect of condition, prognosis and loss due”
Criteria Set – Will only run if “Defendant 1 Statements Condition/Prog Due” is set.
Display a message to the user
Please record any other key dates that have not already been recorded above
Meet unmet keydates by type
CMC
Add a keydate linked to dossier field
Date of Case Management Conference + 0 Days
“Case Management Hearing”
Criteria Set – Will only run if “Date of Case Management Conference” is set.
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Medical Expert 1 + 14 Days
“Have we received a response from Medical Expert 1?”
Criteria Set – Will only run if “Medical Expert 1 Exists” is set to “True”
Add an automatic keydate to matter
Medical Expert 2 + 14 Days
“Have we received a response from Medical Expert 2?”
Criteria Set – Will only run if “Medical Expert 2 Exists” is set to “True”
Add an automatic keydate to matter
Medical Expert 3 + 14 Days
“Have we received a response from Medical Expert 3?”
Criteria Set – Will only run if “Medical Expert 3 Exists” is set to “True”
Add an automatic keydate to matter
Medical Expert 4 + 14 Days
“Have we received a response from Medical Expert 4?”
Criteria Set – Will only run if “Medical Expert 4 Exists” is set to “True”
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Witnesses 1 & 2
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Witnesses 3 & 4
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Witnesses 5 & 6
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 1 re Statement”
Criteria Set – Will only run if “Witness 1 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 2 re Statement”
Criteria Set – Will only run if “Witness 2 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 3 re Statement”
Criteria Set – Will only run if “Witness 3 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 4 re Statement”
Criteria Set – Will only run if “Witness 4 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 5 re Statement”
Criteria Set – Will only run if “Witness 5 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 6 re Statement”
Criteria Set – Will only run if “Witness 6 Surname” is not blank.
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 1 re Statement”
Criteria Set – Will only run if “Witness 1 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 2 re Statement”
Criteria Set – Will only run if “Witness 2 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 3 re Statement”
Criteria Set – Will only run if “Witness 3 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 4 re Statement”
Criteria Set – Will only run if “Witness 4 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 5 re Statement”
Criteria Set – Will only run if “Witness 5 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 6 re Statement”
Criteria Set – Will only run if “Witness 6 Surname” is not blank.
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Counsel Details
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Counsel +7 Days
“Have we heard back from Counsel?”
Send Standard Document
Meet unmet keydates by type
STAT1
Send Standard Document
Meet unmet keydates by type
STAT2
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Pre-Trial Checklist
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add a keydate linked to dossier field
Defendant 1 Pre-Trial Checklist Due + 0 Days
“Defendant 1 Pre Trial Checklist Due”
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Meet unmet keydates by type
PTCL
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Send Standard Document
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Case Management Conference / Pre-Trial Review
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Trial Bundle
Meet unmet keydates by type
CMC
Add a keydate linked to dossier field
Date of Case Management Conference + 0
“Case Management Hearing”
Criteria Set – Will only run if “Case Management Conference” is set.
Add a keydate linked to dossier field
Date Bundle Due + 0
“Deadline to file Hearing Bundle”
Criteria Set – Will only run if “Date Bundle Due” is set.
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Hearing
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Trial Bundle
Meet unmet keydates by type
HEARING
Meet unmet keydates by type
HRG_DT_7
Meet unmet keydates by type
TRIAL_FEE
Add a keydate linked to dossier field
Hearing Date + 0 Days
“Hearing”
Criteria Set – Will only run if “Hearing Date” is set.
Add a keydate linked to dossier field
Hearing Date -7 Days
“Hearing”
Criteria Set – Will only run if “Hearing Date” is set.
Add a keydate linked to dossier field
Date Trial Fee Due + 0 Days
“Deadline to Pay Trial Fee”
Add a keydate linked to dossier field
Date Bundle Due + 0 Days
“Deadline to file Hearing Bundle”
Criteria Set – Will only run if “Date Bundle Due ” is set.
Send Standard Document
Send Standard Document
Send Standard Document
Meet unmet keydates by type
BUNDLE
Display a message to the user
Please record any relevant key dates
Send Standard Document