Osprey Academy - Customer Support & Training

Workflows

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


Divorce Joint Application Applicant 1

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.

Client Care Letter Private Applicant

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if the matter is legal aid.

Client Care Letter LA Applicant

Show preview    Open in new tab

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

Client Enc Draft Application for Approval

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if the client requires help with fees

EX160 Help with Fees Form

Show preview    Open in new tab

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

Client Confirm Joint Application Created

Show preview    Open in new tab

Send Standard Document

Other Party Confirm Joint Application Created

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if the other side is not litigant in person.

Other Party Solicitor Confirm Joint App Created

Show preview    Open in new tab

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

Other Party Confirm Joint Application Submitted

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if the other side is not litigant in person.

Other Party Solicitor Confirm Joint App Submitted

Show preview    Open in new tab

Send Standard Document

Client Confirm Joint App Submitted App 1

Show preview    Open in new tab

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

Client Confirm Application Issued – Joint

Show preview    Open in new tab

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

Send Application for Conditional Order to Client

Show preview    Open in new tab

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

Client Confirming Application for Conditional Order Submitted

Show preview    Open in new tab

Send Standard Document

Other Party Confirming Application for Conditional Order Submitted

Show preview    Open in new tab

Send Standard Document

Other Party Solicitor Confirming Application for Conditional Order Submitted

Show preview    Open in new tab

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

Client Enclosing Conditional Order

Show preview    Open in new tab

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

Client Instructions Final Order Respondent

Show preview    Open in new tab

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

D36 Apply to Make a conditonal order final

Show preview    Open in new tab

Send Standard Document

Court enc. D36 apply to make a conditional order final

Show preview    Open in new tab

Send Standard Document

Confirm app for Final Order Submitted

Show preview    Open in new tab

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

Client Confirm Final Order Pronounced

Show preview    Open in new tab

Document pack for this workflow

Client Care Letter Private Applicant

Show preview    Open in new tab

Client Care Letter LA Applicant

Show preview    Open in new tab

Client Enc Draft Application for Approval

Show preview    Open in new tab

EX160 Help with Fees Form

Show preview    Open in new tab

Client Confirm Joint Application Created

Show preview    Open in new tab

Other Party Confirm Joint Application Created

Show preview    Open in new tab

Other Party Solicitor Confirm Joint App Created

Show preview    Open in new tab

Other Party Confirm Joint Application Submitted

Show preview    Open in new tab

Other Party Solicitor Confirm Joint App Submitted

Show preview    Open in new tab

Client Confirm Joint App Submitted App 1

Show preview    Open in new tab

Client Confirm Application Issued - Joint

Show preview    Open in new tab

Send Application for Conditional Order to Client

Show preview    Open in new tab

Client Confirming Application for Conditional Order Submitted

Show preview    Open in new tab

Other Party Confirming Application for Conditional Order Submitted

Show preview    Open in new tab

Other Party Solicitor Confirming Application for Conditional Order Submitted

Show preview    Open in new tab

Client Enclosing Conditional Order

Show preview    Open in new tab

Client Instructions Final Order Respondent

Show preview    Open in new tab

D36 Apply to Make a conditonal order final

Show preview    Open in new tab

Court enc. D36 apply to make a conditional order final

Show preview    Open in new tab

Confirm app for Final Order Submitted

Show preview    Open in new tab

Client Confirm Final Order Pronounced

Show preview    Open in new tab

Client send Certificate of Entitlement

Show preview    Open in new tab
In this article