Task 1 New File Setup

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Client Care Letter

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Add an automatic keydate to matter

3 days reminder to chase client for return of client care paperwork

Add a keydate linked to dossier field

ET3 reply due + 28 days

Task 2 Prepare Response ET3 Form

Meet unmet keydates by type

Send Standard Letter

Send Standard Letter

ET3 Accompanying Statement

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Send Standard Letter

ET3 Form to Client for Approval

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Add an automatic keydate to matter

3 Days reminder to chase client to confirm approval of ET3

Task 3 Send Response ET3 Form

Meet unmet keydates by type

Send Standard Letter

Letter to Tribunal enc. ET3 Reply

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Send Standard Letter

Letter Confirming ET3 Sent to Tribunal

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Add an automatic keydate to matter

2 Weeks reminder to chase Case Management order if not received

Task 4 Case Management Order Received

Meet unmet keydates by type

Allocate a Custom Questionnaire

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

Send Standard Letter

Notifying of Hearing Date-Next Steps

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Add a keydate linked to dossier field

0 Days following the date of the Preliminary Hearing

Display a message to the user

Please add key dates for any directions

Task 5 Set up for Final Hearing

Meet unmet keydates by type

Allocate a Custom Questionnaire

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

Send Standard Letter

Outcome Letter and Notify FH Date

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Add a keydate linked to dossier field

0 Days after the Final Hearing

Task 6 Final Hearing Outcome

Meet unmet keydates by type

Send Standard Letter

Final Hearing Outcome and Next Steps

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Task 7 Judgement

Meet unmet keydates by type

Allocate a Custom Questionnaire

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

Send Standard Letter

Criteria is set for this and it will only run if the user has selected ‘Successful’

Successful Outcome Judgement Letter

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Send Standard Letter

Criteria is set for this and it will only run if the user has selected ‘Unsuccessful’

Unsuccessful Outcome Judgement Letter

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Add an automatic keydate to matter

5 Days reminder to chase client for confirmation if they wish to appeal

Add a keydate linked to dossier field

0 Days reminder based on Remedy/Costs hearing date

Task 8 Remedy/Costs Hearing

Meet unmet keydates by type

Send Standard Letter

Remedy-Cost Hearing Outcome Letter

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Document pack for this workflow

Client Care Letter

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ET3 Accompanying Statement

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ET3 Form to Client for Approval

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Letter to Tribunal enc. ET3 Reply

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Letter Confirming ET3 Sent to Tribunal

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Notifying of Hearing Date-Next Steps

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Outcome Letter and Notify FH Date

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Final Hearing Outcome and Next Steps

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Successful Outcome Judgement Letter

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Unsuccessful Outcome Judgement Letter

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Remedy-Cost Hearing Outcome Letter

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