Osprey Academy - Customer Support & Training

Workflows

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


Debt Recovery – Part-Payment Workflow

Task 1 Part-Payment Received

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Document

Client request instructions on part-payment

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Add an automatic keydate to matter

7 days – CHASECLI – Instructions on part-payment received? Criteria – if part payment made is NOT please select

Task 2 Part-Payment Accept

Meet unmet keydates by type

CHASECLI

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

• Total debt outstanding

Allocate a Custom Questionnaire

Enter details regarding the Part-Payment Instructions 1 . This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Part-Payment Instructions 2 . This information is used to pre-populate letters and fields:

Display a message to the user

“Check Client Ledger and WIP”
Criteria – if close file = yes

Send Standard Document

Debtor Acknowledge Payment

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Send Standard Document

Client confirm file to be closed

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Display a message to the user

“Close file in the usual manner”

Task 3 Part-Payment – Chase

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Document

Debtor late payment or part-payment

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Add an automatic keydate to matter

7 days – CHASE_DBTR – Payment of outstanding balance received from debtor?
Criteria – if chase outstanding sums = yes

Task 4 Part-Payment Chase Debtor’s response

Meet unmet keydates by type

CHASE_DBTR

Allocate a Custom Questionnaire

Enter details regarding if the debt is paid in full? This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

Send Standard Document

Debtor Acknowledge Payment

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Send Standard Document

Client confirm file to be closed

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Send Standard Document

Client request inst. after part-payment chase
Criteria – if full payment made is NOT yes

Client request inst. after part-payment chase

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Display a message to the user

“Check Client Ledger and WIP”
Criteria – if close file = yes

Add a Keydate to Matter

– 14 days – CHASECLI – Client instructions re. pursuit of outstanding sums
Criteria – if full payment made is NOT yes

Task 5 Task 5 Chase – Client’s response

Meet unmet keydates by type

CHASECLI
CHASE_DBTR

Allocate a Custom Questionnaire

Enter details regarding the Part-payment instructions 2. This information is used to pre-populate letters and fields

Display a message to the user

“Load issue proceedings workflow” – criteria – if issue proceedings = yes

Display a message to the user

“Check client ledger & WIP, & close file in the usual manner” – criteria if close file = yes

Document pack for this workflow

Client request inst. after part-payment chase

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Client request instructions on part-payment

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Debtor Acknowledge Payment

Show preview    Open in new tab

Debtor late payment or part-payment

Show preview    Open in new tab

Client confirm file to be closed

Show preview    Open in new tab
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