Task 1 Prepare Client Care Pack
Send Standard Document
Add an automatic keydate to matter
CHASECLI 3 days: Client to sign and return client care pack
Task 2 Prepare Claim Form
Meet unmet keydates by type
CHASECLI
Allocate a Custom Questionnaire
Enter details regarding part 7 or part 8. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASECLI: Client to approve claim form: 3 days
Task 3 Send Claim form to Court
Meet unmet keydates by type
CHASECLI
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Automatic Keydate: 2 weeks: CHASECOURT – Chase Court if application not yet issued
Task 4 Send issued Claim Form to Client
Meet unmet keydates by type
CHASECOURT
Allocate a Custom Questionnaire
Enter details regarding the date of application issued. This information is used to pre-populate letters and fields:
Send Standard Document
Add a keydate linked to dossier field
(Date of Issue + 14 days) CHASE_RESP: Defendant to send AoS Defence (Criteria – part 7 only)
Task 5 Send Defence to Client
Send Standard Document
Client enc. Defence
Task 6 Request Default Judgment
Send Standard Document
Send Standard Document
Send Standard Document
Add a Keydate to Matter
Add manual key date to matter
Task 7 Create Part 36 Offer
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Auto keydate: 3 days: CHASECLI: Chase client for Part 36 Approval
Task 8 Send Part 36 Offer to Respondent
Meet unmet keydates by type
CHASECLI
Allocate a Custom Questionnaire
Enter details regarding the date of part 36 issued. This information is used to pre-populate letters and fields:
Display a message to the user
Send approved Part 36 Offer Letter to Respondent
Send Standard Document
Add a Keydate to Matter
Manual Keydate
Task 9 Part 36 Offer Received from Respondent
Allocate a Custom Questionnaire
Enter details regarding the date of application received. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
CHASECLI: 5 days: Chase client for response to Part 36 Offer
Task 10 Instruct Counsel
Allocate a Custom Questionnaire
Enter details regarding the counsel. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document