Osprey Academy - Customer Support & Training

Workflows

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

Task 1 File Opening

Allocate a Custom Questionnaire

New Client Details

Allocate a Custom Questionnaire

New Matter Details

Allocate a Custom Questionnaire

Previous Representative

Criteria: Will only run if client has previous representation

Task 2 Client Care Pack

Send Standard Document

CW1

Criteria: Will only run if client is legal aid

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Send Standard Document

CIV ECF1

Criteria: Will only run if client is legal aid

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Send Standard Document

Client Care Letter

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Send Standard Document

Criteria: Will only run if client has previous representation

Client Authority

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Send Standard Document

Letter to the Home Office

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Add an automatic keydate to matter

Chase Client (CLI_CHASE) – 5 Days – Has client signed and returned client care letter?

Add an automatic keydate to matter

Chase NASS (NASS_CHASE) – 10 Days – Has NASS responded?

Add an automatic keydate to matter

Chase Client (CHASECLI) – 5 days – Has client signed and returned legal aid form(s)?

Criteria: Will only run if client is legal aid

Task 3 Subject Access Request/Previous Representative

Meet unmet keydates by type

Meet all CLI_CHASE key dates

Meet unmet keydates by type

Meet all CHASECLI key dates

Allocate a Custom Questionnaire

Home Office Interview Date

Send Standard Document

Initial Letter to the Home Office enclosing Letter of Authority

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Send Standard Document

Letter to the Home Office Subject Access Request

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Send Standard Document

Criteria: Will only run if client has previous representation

Letter to Previous Representatives re File Request

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Add an automatic keydate to matter

Chase Solicitor (SOL_CHASE) – 1 week – Have we received previous representative file?

Task 4 Chase NASS

Meet unmet keydates by type

Meet NASS_CHASE key dates

Send Standard Document

Letter to Home Office re Chasing Subject Access Request

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Add an automatic keydate to matter

NASS Chase (NASS_CHASE) – 5 days – Has NASS responded?

Task 5 NASS Evidence Received

Meet unmet keydates by type

Meet NASS_CHASE key dates

Task 6 Chase Previous Representatives

Meet unmet keydates by type

Meet SOL_CHASE key dates

Send Standard Document

Letter to Previous Representatives re Chasing File Request

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Send Standard Document

Letter to Client re Chasing File Request

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Add an automatic keydate to matter

Chase Solicitor (SOL_CHASE) – 7 days – Has file been received from previous representative?

Task 7 Received Previous File

Meet unmet keydates by type

Meet SOL_CHASE key dates

Send Standard Document

Letter to Previous Representatives RE Acknowledgement of Receipt of File

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Send Standard Document

Letter to Client RE Acknowledgement of Receipt of File

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Display a message to the user

Time record for reading file on next screen

Posting to Time Ledger

Task 8 SAR Acknowledgment

Send Standard Document

Letter to Client RE Acknowledge Receipt of Subject Access Request

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Task 9 Asylum Decision

Allocate a Custom Questionnaire

Home Office Decision

Allocate a Custom Questionnaire

Date Leave Expires

Send Standard Document

Criteria: Will only run if asylum is granted

Letter to Client RE Acceptance of Asylum

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Send Standard Document

Criteria: Will only run if asylum is refused

Letter to Client RE Refusal of Asylum

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Document pack for this workflow

Legal Help Letter

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Exceptional Funding

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Client Care Letter

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Client Authority

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Letter to the Home Office

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Initial Letter to the Home Office enclosing Letter of Authority

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Letter to the Home Office Subject Access Request

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Letter to Previous Representatives re File Request

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Letter to Home Office re Chasing Subject Access Request

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Letter to Previous Representatives re Chasing File Request

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Letter to Client re Chasing File Request

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Letter to Previous Representatives RE Acknowledgement of Receipt of File

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Letter to Client RE Acknowledgement of Receipt of File

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Letter to Client RE Acknowledge Receipt of Subject Access Request

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Letter to Client RE Acceptance of Asylum

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Letter to Client RE Refusal of Asylum

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