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

A Workflow to assist with opening a public children matter file and instructing counsel.

Task 1 New File

Allocate a Custom Questionnaire

Enter details regarding the New File (up to 7 Other Party’s, up to 6 Children, up to 6 Solicitors and other information). This information is used to pre-populate letters and fields:

Send Standard Letter

Client Care Letter

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Send Standard Letter

Notice of Acting

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Add an automatic keydate to matter

3 Days Reminder to Chase for Return of Instruction Paperwork

Task 2 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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Reports

A report to check if files which have been open longer than 28 weeks have been billed with the Legal Aid Agency (this is because care matters should concluded within 26 weeks).

Client Access Portal

Copies of the bundles can be sent to Counsel via the secure portal so they can be downloaded.  The bundle will usually be provided by the Local Authority via their own secure portal/download link.

Document pack for this workflow

Client Care Letter

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Notice of Acting

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Brief to Counsel

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Letter to Counsel enclosing brief and bundle

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