Osprey Academy - Customer Support & Training

Workflows

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


Divorce Joint Application Applicant 2

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 Sols

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

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Send Standard Document

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

Client Care Letter Legal Aid Applicant

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Add an automatic keydate to matter

Chase Client (CHASECLI) – 1 Weeks – “Client to return instruction papers”

Task 2 Submit Application Joint Applicant 2

Allocate a Custom Questionnaire

Other Party Details

Allocate a Custom Questionnaire

Other Party Sols Details

Send Standard Document

Client Confirm Joint App Submitted App 2

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Add an automatic keydate to matter

Chase Applicant (CHASE_APP) – 4 Weeks – “Chase Applicant 1 to submit application”

Task 3 Proceedings Issued Joint

Meet unmet keydates by type

Chase Applicant (CHASE_APP) – “Chase Applicant 1 to submit 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

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Add a keydate linked to dossier field

Conditional Order (COND_ORD) -Date of issue of Application (FW_ISS_PET) + 20 Weeks – “Apply for Conditional Order”

Task 4 Certificate of Entitlement

Allocate a Custom Questionnaire

Certificate of Entitlement

Add a keydate linked to dossier field

Conditional Order (COND_ORD) – Date Conditional Order to be pronounced (FW_DATE_DN_2PRO) + 5 Days – “Conditional Order received?”

Send Standard Document

Client – enc. Certificate of Entitlement APP

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Task 5 Conditional Order Received

Allocate a Custom Questionnaire

Conditional Order Respondent

Send Standard Document

Client Enclosing Conditional Order

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Add a keydate linked to dossier field

Final Order (FINAL_ORD) – Date Final Order can be applied for (FW_DATE_DA_APP) + 3 Months – “Final Order can now be applied for if Applicant has not”

Task 6 Final Order Received

Meet unmet keydates by type

Final Order (FINAL_ORD) – “Final Order can now be applied for if Applicant has not”

Allocate a Custom Questionnaire

Final Order

Send Standard Document

Client Enclosing Final Order

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Task 7 Client Instructions – Final Order

Allocate a Custom Questionnaire

Financial Remedy

Send Standard Document

Client instructions Final Order

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Send Standard Document

Criteria: Will only run if the financial remedy has been concluded.

Add an automatic keydate to matter

Chase Client (CHASECLI) – 7 Days – “Received Client Instructions Re Final Order?”

Task 8 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 if Applicant has not”

Send Standard Document

D36 – Apply for Final Order Applicant

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Send Standard Document

Court enc D36 for Final Order

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Send Standard Document

Client – confirm app for Final Order Submitted

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Add an automatic keydate to matter

Chase Court (CHASECOURT) – 4 Weeks – “Chase Court for Final Order”

Document pack for this workflow

Client – confirm app for Final Order Submitted

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Client - enc. Certificate of Entitlement APP

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Client Care Letter Legal Aid Applicant

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Client Care Letter Private Applicant

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Client Confirm Joint App Submitted App 2

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Client Enclosing Conditional Order

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Client Enclosing Final Order

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Client instructions Final Order

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Court enc D36 for Final Order

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D36 - Apply for Final Order Applicant

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Client Confirm Application Issued – Joint

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