Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

Task 1 New File

Allocate a Custom Questionnaire

New File Info

Send Standard Document

Client care letter

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Send Standard Document

Notice of Acting

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Add an automatic keydate to matter

CHASECLI. 3 Days – Chase for return of instruction paperwork.

Task 2 Brief to Counsel

Allocate a Custom Questionnaire

Brief to Counsel

Send Standard Document

Brief to Counsel

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Send Standard Document

Letter to Counsel enclosing brief and bundle

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Task 3 Expert Info

Allocate a Custom Questionnaire

Expert Info

Send Standard Document

Blank Expert 1 Letter

Will only run if the dossier field Expert 1 is completed

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Send Standard Document

Will only run if the dossier field Expert 2 is completed

Blank Expert 2 Letter

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Document pack for this workflow

A52 - Application for revocation of a placement

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Blank client letter

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Blank Counsel letter

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Blank Court letter

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Blank Expert 1 Letter

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Blank Expert 2 Letter

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Blank letter template

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Brief to Counsel

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C2 Application for Permission to Start Proceedings

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C8 Confidential Contact Details

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C9 Statement of Service

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C66 Application for inherent jurisdiction order

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C100 - Application for CAO

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Client care letter

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Letter to Counsel enclosing brief and bundle

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Notice of Acting

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Statement Template

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