Task 1 New File Setup Joint
Allocate a Custom Questionnaire
Client Details
Allocate a Custom Questionnaire
Other Party Details
Allocate a Custom Questionnaire
Other Party Solicitors Details
Criteria: Will only run if the other side is not litigant in person.
Send Standard Document
Criteria: Will only run if the matter is private.
Send Standard Document
Criteria: Will only run if the matter is legal aid.
Add an automatic keydate to matter
Chase Client (CHASECLI) – 7 Days – “Client to return instruction papers”
Task 2 Prepare Application Joint Applicant 1
Meet unmet keydates by type
Chase client (CHASECLI) – “Client to return instruction papers”
Display a message to the user
“Please complete the application on the HMCT Portal using the following information”
Display a Matter View
Joint Application
Allocate a Custom Questionnaire
Court
Display a message to the user
“Please save draft application from portal”
Add an automatic keydate to matter
Reminder 1 Day – Send Draft Application to Client
Task 3 Send Draft Application to Applicant for Approval
Meet unmet keydates by type
Send Draft Application to Client
Send Standard Document
Send Standard Document
Criteria: Will only run if the client requires help with fees
Add an automatic keydate to matter
Chase Client (CHASECLI) – 7 Days – “Heard from client with approval of Application”
Task 4 Create Application Joint Applicant 1
Meet unmet keydates by type
Chase Client (CHASECLI) – “Heard from client with approval of Application”
Send Standard Document
Send Standard Document
Send Standard Document
Criteria: Will only run if the other side is not litigant in person.
Add an automatic keydate to matter
Chase Respondent (CHASE_RESP) – 7 Days – “Chase Applicant 2 for approval of Application.”
Task 5 Submit Application Joint Applicant 1
Meet unmet keydates by type
Chase Respondent (CHASE_RESP) – “Chase Applicant 2 for approval of Application.”
Send Standard Document
Send Standard Document
Criteria: Will only run if the other side is not litigant in person.
Send Standard Document
Add an automatic keydate to matter
Chase Court (CHASECOURT) – 4 Weeks – “Chase Court for issued application”
Task 6 Proceedings Issued Joint
Meet unmet keydates by type
Chase Court (CHASECOURT) – “Chase Court for issued application”
Display a message to the user
“Confirm receipt of Notice of Proceeding on portal”
Allocate a Custom Questionnaire
Proceedings issued
Send Standard Document
Add a keydate linked to dossier field
Conditional Order (COND_ORD) – FW_ISS_PET Date of issue of Application + 20 Weeks – “Apply for Conditional Order”
Task 7 Draft Application for Conditional Order
Display a message to the user
“Please draft Conditional Order through the online portal”
Send Standard Document
Add an automatic keydate to matter
Chase Client (CHASECLI) – 7 Days – “Client Approved Conditional Order”
Task 8 Submit Application for Conditional Order
Meet unmet keydates by type
Conditional Order (COND_ORD) – “Apply for Conditional Order”
Meet unmet keydates by type
Chase Client (CHASECLI) – “Client Approved Conditional Order”
Display a message to the user
“Please submit Conditional Order through the online portal”
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Court (CHASECOURT) – 4 Weeks – “Chase Court for Conditional Order”
Task 9 Certificate of Entitlement
Meet unmet keydates by type
Chase Court (CHASECOURT) – “Chase Court for Conditional Order”
Allocate a Web Questionnaire
Certificate of Entitlement
Add a keydate linked to dossier field
Conditional Order (COND_ORD) – Date Conditional Order to be pronounced (FW_DATE_DN_2PR) + 5 Days – “Conditional Order Received?”
Task 10 Conditional Order Received
Meet unmet keydates by type
Conditional Order (COND_ORD) – “Conditional Order Received?”
Allocate a Custom Questionnaire
Conditional Order
Send Standard Document
Add a keydate linked to dossier field
Final Order (FINAL_ORD) – Date Final Order can be applied for (FW_DATE_DA_APP) + 0 Days – “Final Order can now be applied for.”
Task 11 Client Instructions – Final Order
Allocate a Custom Questionnaire
Financial Remedy
Send Standard Document
Send Standard Document
Criteria: Will only run if the financial remedy is concluded.
Add an automatic keydate to matter
Chase Client (CHASECLI) – 7 Days – “Received Client Instructions Re Final Order?”
Task 12 Application for Final Order
Meet unmet keydates by type
Chase Client (CHASECLI) – “Received Client Instructions Re Final Order?”
Meet unmet keydates by type
Final Order (FINAL_ORD) – “Final Order can now be applied for.”
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Court (CHASECOURT) – 4 Weeks – “Chase Court for Final Order”
Task 13 Final Order Received
Meet unmet keydates by type
Chase Court (CHASECOURT) – “Chase Court for Final Order”
Allocate a Custom Questionnaire
Final Order
Send Standard Document