Osprey Academy - Customer Support & Training

Workflows

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


Crown Court Not Guilty Plea

Task 1 Plea

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Display a message to the user

Ensure to enter advice in
following letter

Send Standard Document

Client Ltr – Crown Court-NGP-Adj Trial-Bail

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Send Standard Document

Cli Ltr -Crown Court-NGP-Adj Trial-Custody

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Add a keydate linked to dossier field

Notes – Crown Court Trial Date
Offset: 0 Days
Keydate Type: CC_TRL_DT
Fee Earner: Matter Fee Earner
Page ID: Crown Court Not Guilty
Field ID: Crown Court Trial Date

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Add a keydate linked to dossier field

Notes – FCMH Date
Offset: 0 Days
Keydate Type: FCMH_DT
Fee Earner: Matter Fee Earner
Page ID: Crown Court Not Guilty
Field ID: FCMH Date

Task 2 Further Case Management Hearing

Send Standard Document

FCMH Outcome
TK_CRM

Client Letter – FCMH Outcome

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Task 3 Preparation

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Document

Witness 1 Letter – Preparation-Crown Court

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Send Standard Document

Witness 2 Letter – Preparation-Crown Court

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Send Standard Document

Witness 3 Letter – Preparation-Crown Court

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Send Standard Document

Witness 4 Letter – Preparation-Crown Court

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Add an automatic keydate to matter

Notes – Chase Witness(es)
Offset – 7 Days
Keydate Type – CHS_WITNES
Fee Earner – Matter Fee Earner

Task 4 Spoken or Met with the Wintess(es)

Allocate a Custom Questionnaire

Enter the details regarding whether or not the witnesses have been spoken to. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Display a message to the user

Run following Witness Reminder
task

Display a message to the user

Do not run the following Witness
Reminder Task

Task 5 Witness Reminder

Send Standard Document

Witness 1 – CC – Statement for Approval

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Send Standard Document

Witness 2 – CC – Statement for Approval

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Send Standard Document

Witness 3 – CC – Statement for Approval

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Send Standard Document

Witness 4 – CC – Statement for Approval

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Task 6 Taking Instructions

Allocate a Custom Questionnaire

Enter the details regarding the 1st meeting. This information is used to pre-populate letters and fields:

Send Standard Document

Cli Ltr – Offer Meeting – Take Instructions

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Add a keydate linked to dossier field

Notes – 1
st Client Instruction
Meeting
Offset – 0 Days
Keydate Type – 1ST_CLI_AP
Fee Earner: Matter Fee Earner
Linked to Dossier Page:
Additional Client Details
Linked to Dossier Field: First
Client Appointment Date

Task 7 Taking Instructions Reminder

Allocate a Custom Questionnaire

Enter the details regarding the meeting’s attendance. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the 2nd meeting. This information is used to pre-populate letters and fields:

Send Standard Document

Cli Ltr-Offer 2nd Meeting-Take Instructions

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Add a keydate linked to dossier field

Notes – 2nd Client Instruction Meeting
Offset – 0 Days
Keydate Type – 2ND_CLI_AP
Fee Earner: Matter Fee Earner
Linked to Dossier Page:
Additional Client Details
Additional Client Details
Linked to Dossier Field: Second
Client Appointment Date

Task 8 Proof of Evidence

Allocate a Custom Questionnaire

Enter the details regarding the meeting’s attendance. This information is used to pre-populate letters and fields:

Display a message to the user

Prepare & Send Out the Proof –
Client Statement

Tick Task

Task 9 Prosecution Issues

Allocate a Custom Questionnaire

Enter the details regarding the meeting’s attendance. This information is used to pre-populate letters and fields:

Task 10 Crown Court Trial Outcome

Allocate a Custom Questionnaire

Enter the details regarding the crown court trial outcome. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Allocate a Custom
Questionnaire – Curfew Order
Details (CC) TK_CRM

Send Standard Document

Cli Ltr – Crown Court-NGP-G Verdict-Sentence

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Send Standard Document

Cli Ltr – Crown Court Trial Acquitted

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Send Standard Document

Sentence Factsheet

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Task 11 Bill File

Meet unmet keydates by type

2ND_CLI_APP

Meet unmet keydates by type

1ST_CLI_APP

Meet unmet keydates by type

CHS_WITNES

Meet unmet keydates by type

FCMH_DT

Meet unmet keydates by type

CC_TRL_DT

Display a message to the user

Please ensure to Bill the Case

Add an automatic keydate to matter

Offset – 28 days
Notes – Ensure Case has been
Billed
Fee Earner – Matter Fee Earner
Keydate type – BILL_CASE

Document pack for this workflow

Cli Ltr-Offer 2nd Meeting-Take Instructions

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Cli -Police Station- Restorative Justice

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Client Letter - Crown Court - GP - Sentence

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Client Letter - Crown Court -GP-PSR-Bail

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Client Letter - FCMH Outcome

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Client Letter - Mags Court - NSST - Custody

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Client Letter - Mags Court - ST - GP

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Client Letter - Mags Court - ST-NGP-Bail

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Client Letter - Mags Court - ST-NGP-Custody

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Client Letter - Mags Court- IO - Custody

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Client Letter - Mags Court- IO -Bail

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Client Letter - Mags Court- NSST - Bail

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Client Letter - Mags Court Trial Acquitted

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Client Letter - Mags Court-GP-Adj PSR-Bail

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Client Letter - Police Station - Bailed

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Client Letter - Police Station - Caution

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Client Letter - Police Station - NFA

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Client Letter - Police Station - Other

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Client Letter - Police Station - Re-Bailed

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Client Letter - Police Station - Reported

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Client Letter - Police Station -Charge Bail

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Client Letter - SST-GP-CFS- Custody

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Client Letter Released Under Investigation

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Client Ltr - Crown Court -GP - PSR- Custody

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Client Ltr - Crown Court -GP-PSR - Sentence

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Client Ltr - Crown Court -Initial-Appt-Bail

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Client Ltr - Crown Court-NGP-Adj Trial-Bail

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Client Ltr - Mags Court - SST-GP-CFS-Bail

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Client Ltr - Mags Court -Proof for Approval

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Client Ltr - Mags Court-GP-Adj PSR-Custody

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Client Ltr - Police Station -Charge Custody

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Court Attendance Record Sheet

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Mags Court File Form

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Police Station File

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Pre-Court Client Letter

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Sentence Factsheet

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Sentence Information Sheet Community Order

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Sentence Information Sheet Fines Money

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Sentence Information Sheet Prison or YOI

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Sentence Information Sheet Suspend Sentence

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Sentence Information Sheet

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Terms of Business

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Witness 1 - CC - Statement for Approval

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Witness 1 - MC - Statement for Approval

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Witness 1 Letter - Preparation - Mags Court

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Witness 1 Letter - Preparation-Crown Court

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Witness 2 - CC - Statement for Approval

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Witness 2 - MC - Statement for Approval

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Witness 2 Letter - Preparation - Mags Court

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Witness 2 Letter - Preparation-Crown Court

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Witness 3 - CC - Statement for Approval

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Witness 3 - MC - Statement for Approval

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Witness 3 Letter - Preparation - Mags Court

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Witness 3 Letter - Preparation-Crown Court

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Witness 4 - CC - Statement for Approval

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Witness 4 - MC - Statement for Approval

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Witness 4 Letter - Preparation - Mags Court

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Witness 4 Letter - Preparation-Crown Court

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Blank Client Letter

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Blank Counsel Letter

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Blank Crown Court Letter

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Blank Magistrates Court Letter

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Blank Police Station Letter

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Blank Witness 1 Letter

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Blank Witness 2 Letter

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Blank Witness 3 Letter

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Blank Witness 4 Letter

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Cli Letter-Crown Court-Proof for Approval

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Cli Letter-Mags Court-Trial-Convicted -Sentence

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Cli Ltr - Crown Court -Initial-Appt-Custody

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Cli Ltr - Crown Court Trial Acquitted

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Cli Ltr - Crown Court-NGP-G Verdict-Sentence

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Cli Ltr - Mags Court-Trial-Convicted-PSR-Custody

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Cli Ltr - Offer Meeting - Take Instructions

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Cli Ltr -Crown Court-NGP-Adj Trial-Custody

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Cli Ltr-Mags Court-Trial-Convicted-PSR-Bail

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