Task 1 Prepare Court Papers

Allocate a Custom Questionnaire

Prepare Court Papers

Send Standard Document

N1 Claim Form

Send Standard Document

EX160 Apply for help with fees

EX160 Apply for help with fees

Wlll only run when Seeking Help with Fees = Yes

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Send Standard Document

Particulars of Claim

Particulars of Claim

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Send Standard Document

Schedule of Loss

Schedule of Loss

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Send Standard Document

N251 Notice of funding of case or claim

N251 Notice of funding of case or claim

Only runs when “Type of Funding” = “BTE Insurance” or “CFA”

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Send Standard Document

N235 Certificate of Suitability of Litigation Friend Details

N235 Certificate of Suitability of Litigation friend details

Runs only when “Does the Cleint Require a Litigation Friend?” = Yes

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Send Standard Document

Client – Enc Claim for Approval

Client – Enc Claim for Approval

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Add an automatic keydate to matter

Type CLI_CHASE – Hase Client Approved Claim Form + 3 days

Task 2 Issue Proceedings

Meet unmet keydates by type

Meet unmet keydates by type CLI_CHASE

Send Standard Document

Court – Issue Proceedings

Court – Issue Proceedings

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Send Standard Document

Client – Confirm Proceedings Issued

Client – Confirm Proceedings Issued

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Add an automatic keydate to matter

Type CHASECOURT – “Hase Court Confirmed Issue?” + 14 days

Task 3 Notice of Issue Received

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”

Task 4 Acknowledgement of Service Received

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”

Task 5 Defence Received

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”

Task 6 Precedent H (multi-track cases only)

Send Standard Document

Precedent H
Runs only when Track Type = Multi Track

Task 7 Draft Directions Order

Send Standard Document

Directions Order – Multi-Track
Runs only when Track Type = Multi Track

Directions Order – Multi Track

Runs only when Track Type = Multi Track

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Direction Order – Fast Track
Runs only when Track Type = Fast Track

Direction Order – Fast Track

Runs only when Track Type = Fast Track

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Task 8 Directions Questionnaire

Meet unmet keydates by type

Meet Unmet Keydates by Type – DIRQUES

Send Standard Document

N180 small claims track
Runs only when Track Type = Small Claims

N180 small claims track

Runs only when Track Type = Small Claims

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Send Standard Document

N181 fast track or multi-track
Runs only when Track Type = Multi Track or Fast Track

N181 fast track or multi track

Runs only when Track Type = Multi Track or Fast Track

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Send Standard Document

Court – Enclosing Directions Questionnaire

Court – Enclosing Directions Questionnaire

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Send Standard Document

Defendant 1 – Enclosing Directions Questionnaire

Defendant 1 – Enclosing Directions Questionnaire

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Task 9 Notice of Allocation Received

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.

Task 10 Experts – Hearing Dates to Avoid

Send Standard Document

Expert 1 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 1 Exists” is set to “True”

Dates to avoid expert 1

Criteria Set – Will only run if “Medical Expert 1 Exists” is set to “True”

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Expert 2 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 2 Exists” is set to “True”

Dates to avoid expert 2

Criteria Set – Will only run if “Medical Expert 2 Exists” is set to “True”

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Send Standard Document

Expert 3 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 3 Exists” is set to “True”

Dates to avoid expert 3

Criteria Set – Will only run if “Medical Expert 3 Exists” is set to “True”

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Send Standard Document

Expert 4 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 4 Exists” is set to “True”

Dates to avoid expert 4

Criteria Set – Will only run if “Medical Expert 4 Exists” is set to “True”

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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”

Task 11 Prepare Case Summary

Send Standard Document

Case Summary

Task 12 Preparing Disclosure of documents

Send Standard Document

Form N265 Make a standard disclosure of documents to the court

N265 Make a standard disclosure of documents to the court

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Send Standard Document

Client – Advice on Disclosure

Client – Advice on Disclosure

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Task 13 Send List of Documents to Defendant

Send Standard Document

Defendant 1 – Enclosing List of Documents

Defendant 1 – Enclosing List of Documents

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Meet unmet keydates by type

DISCLO1

Task 14 Send Requested documents

Send Standard Document

Defendant 1 – Enclosing requested Documents

Defendant 1 – Enclosing requested Documents

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Task 15 Prepare Statement

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

Witness 1 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Witness 1 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 1 Surname” is not blank.

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Witness 2 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Witness 2 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 2 Surname” is not blank.

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Send Standard Document

Witness 3 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Witness 3 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 3 Surname” is not blank.

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Send Standard Document

Witness 4 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Witness 4 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 4 Surname” is not blank.

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Witness 5 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Witness 5 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 5 Surname” is not blank.

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Witness 6 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Witness 6 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 6 Surname” is not blank.

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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.

Task 16 Draft Statements

Send Standard Document

Draft Witness 1 Statement
Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Draft Witness 1 Statement

Criteria Set – Will only run if “Witness 1 Surname” is not blank.

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Send Standard Document

Witness 1 – enclose Draft Statement
Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Witness 1 – enclose Draft Statement

Criteria Set – Will only run if “Witness 1 Surname” is not blank.

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Send Standard Document

Draft Witness 2 Statement
Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Draft Witness 2 Statement

Criteria Set – Will only run if “Witness 2 Surname” is not blank.

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Send Standard Document

Witness 2 – enclose Draft Statement
Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Witness 2 – enclose Draft Statement

Criteria Set – Will only run if “Witness 2 Surname” is not blank.

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Send Standard Document

Draft Witness 3 Statement
Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Draft Witness 3 Statement

Criteria Set – Will only run if “Witness 3 Surname” is not blank.

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Send Standard Document

Witness 3 – enclose Draft Statement
Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Witness 3 – enclose Draft Statement

Criteria Set – Will only run if “Witness 3 Surname” is not blank.

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Send Standard Document

Draft Witness 4 Statement
Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Draft Witness 4 Statement

Criteria Set – Will only run if “Witness 4 Surname” is not blank.

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Send Standard Document

Witness 4 – enclose Draft Statement
Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Witness 4 – enclose Draft Statement

Criteria Set – Will only run if “Witness 4 Surname” is not blank.

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Send Standard Document

Draft Witness 5 Statement
Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Draft Witness 5 Statement

Criteria Set – Will only run if “Witness 5 Surname” is not blank.

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Send Standard Document

Witness 5 – enclose Draft Statement
Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Witness 5 – enclose Draft Statement

Criteria Set – Will only run if “Witness 5 Surname” is not blank.

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Send Standard Document

Draft Witness 6 Statement
Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Draft Witness 6 Statement

Criteria Set – Will only run if “Witness 6 Surname” is not blank.

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Send Standard Document

Witness 6 – enclose Draft Statement
Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Witness 6 – enclose Draft Statement

Criteria Set – Will only run if “Witness 6 Surname” is not blank.

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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.

Task 17 Instruct Counsel

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Counsel Details

Send Standard Document

Brief to Counsel

Brief to Counsel

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Send Standard Document

Letter to Counsel Enclosing Brief and Bundle

Letter to Counsel Enclosing Brief and Bundle

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Add an automatic keydate to matter

Chase Counsel +7 Days
“Have we heard back from Counsel?”

Task 18 Exchange Statement(s) Breach of Duty and Causation

Send Standard Document

Defendant Sol Exch Statement(s) BoD and Causation

Defendant Sol Exch Statement(s) BoD and Causation

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Meet unmet keydates by type

STAT1

Task 19 Exchange Statement(s) Condition, Prognosis and Loss

Send Standard Document

Defendant Sol Exch Statement(s) Cond, Prog and Loss

Defendant Sol Exch Statement(s) Cond, Prog and Loss

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Meet unmet keydates by type

STAT2

Task 20 Pre-Trial Checklist Received

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

N170 Listing questionnaire
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

N170 Listing questionnaire

Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

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Send Standard Document

Form N244 Application notice
Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”

Form N244 Application notice

Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”

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Send Standard Document

Directions Order
Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”

Directions Order – Multi Track

Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”

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Send Standard Document

Proposed Timetable for Trial
Criteria Set – Will only run if “Track Type” is set to “Multi Track”

Proposed Timetable for Trial

Criteria Set – Will only run if “Track Type” is set to “Multi Track”

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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”

Task 21 Send Pre-Trial Checklist to Court

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

Letter to Court enc Pre Trial Checklist
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

Letter to Court enc Pre Trial Checklist

Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

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Task 22 Further Directions Received

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.

Task 23 Notice of Trial Date

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

EX160 Apply for help with fees
Criteria Set – Will only run if “Seeking Help with Fees” is set to “Yes”.

EX160 Apply for help with fees

Criteria Set – Will only run if “Seeking Help with Fees” is set to “Yes”.

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Task 24 Prepare Bundle

Send Standard Document

Bundle Index

Task 25 File Hearing Bundle

Send Standard Document

Court – File Bundle

Court – File Bundle

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Meet unmet keydates by type

BUNDLE

Task 26 Court Order Received

Display a message to the user

Please record any relevant key dates

Send Standard Document

Client – Send Court Order

Client – Send Court Order

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Document pack for this workflow

EX160 Apply for help with fees

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Particulars of Claim

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Schedule of Loss

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N251 Notice of funding of case or claim

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N235 Certificate of Suitability of Litigation friend details

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Client - Enc Claim for Approval

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Court – Issue Proceedings

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Client – Confirm Proceedings Issued

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Directions Order - Multi Track

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Direction Order – Fast Track

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N180 small claims track

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N181 fast track or multi track

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Court – Enclosing Directions Questionnaire

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Defendant 1 – Enclosing Directions Questionnaire

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Dates to avoid expert 1

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Dates to avoid expert 2

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Dates to avoid expert 3

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Dates to avoid expert 4

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N265 Make a standard disclosure of documents to the court

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Client – Advice on Disclosure

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Defendant 1 - Enclosing List of Documents

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Defendant 1 - Enclosing requested Documents

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Witness 1 – Prepare Witness Statement

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Witness 2 – Prepare Witness Statement

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Witness 3 – Prepare Witness Statement

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Witness 4 – Prepare Witness Statement

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Witness 5 – Prepare Witness Statement

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Witness 6 – Prepare Witness Statement

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Draft Witness 1 Statement

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Witness 1 – enclose Draft Statement

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Draft Witness 2 Statement

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Witness 2 – enclose Draft Statement

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Draft Witness 3 Statement

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Witness 3 – enclose Draft Statement

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Draft Witness 4 Statement

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Witness 4 – enclose Draft Statement

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Draft Witness 5 Statement

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Witness 5 – enclose Draft Statement

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Draft Witness 6 Statement

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Witness 6 – enclose Draft Statement

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Brief to Counsel

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Letter to Counsel Enclosing Brief and Bundle

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Defendant Sol Exch Statement(s) BoD and Causation

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Defendant Sol Exch Statement(s) Cond, Prog and Loss

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N170 Listing questionnaire

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Form N244 Application notice

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Proposed Timetable for Trial

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Letter to Court enc Pre Trial Checklist

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Court – File Bundle

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Client - Send Court Order

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