Osprey Academy - Customer Support & Training

Workflows

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

Task 1 New File Setup Respondent

Allocate a Custom Questionnaire

Client Details

Allocate a Custom Questionnaire

Sole Application

Allocate a Custom Questionnaire

Other Party

Allocate a Custom Questionnaire

Other Side Solicitor

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

Allocate a Custom Questionnaire

Proceedings Issued

Send Standard Document

Criteria: Will only run if the matter is private.

Client Care Letter Private Respondent

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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) – 7 Days – “Client to return instruction papers”

Task 2 Notice of Proceedings

Allocate a Custom Questionnaire

Other Party Details

Allocate a Custom Questionnaire

Other Party Sols Details

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

Allocate a Custom Questionnaire

Proceedings Issued

Allocate a Custom Questionnaire

Service

Add a keydate linked to dossier field

Acknowledgement of Service (ACKNLSERV) – Date of Service + 14 Days – “Deadline to Submit AoS”

Task 3 Acknowledgement of Service

Meet unmet keydates by type

Acknowledgment of Service (ACKNLSERV) – “Deadline to Submit AoS”

Allocate a Custom Questionnaire

Other Party Solicitors

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

Display a message to the user

“Please Complete the AP5 on the HMCT Portal”

Send Standard Document

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

Other party solicitor Send AoS

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Send Standard Document

Other Party send AoS

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Add an automatic keydate to matter

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

Task 4 Certificate of Entitlement

Meet unmet keydates by type

Chase Court (CHASECOURT) – “Chase Court for Conditional Order”

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

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Task 5 Conditional Order Received

Meet unmet keydates by type

Conditional Order (COND_ORD) – “Conditional Order Received?”

Allocate a Custom Questionnaire

Conditional Order Respondent

Send Standard Document

Client Enclosing Conditional Order Respondent

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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.”

Criteria: Will only run if client is respondent.

Add a keydate linked to dossier field

Final Order (FINAL_ORD) – (FW_DATE_DA_APP) Date Final Order can be applied for (FW_DATE_DA_APP) + 0 Days – “Final Order can now be applied for”

Criteria: Will only run if client is applicant.

Task 6 Final Order Received

Meet unmet keydates by type

Final Order (FINAL_ORD) – “Final Order can now be applied for”

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 status of financial remedy not concluded or client does not wish to obtain final order.

Add a 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 (FIN_ORD) – “Final Order can now be applied for”

Send Standard Document

D36 apply to make a conditional order final

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Send Standard Document

Court Enclosing 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 Care Letter Private Respondent

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Client Enclosing Conditional Order Respondent

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Client Enclosing Final Order

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Client Instructions Final Order

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D36 apply to make a conditional order final

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Client - confirm app for Final Order Submitted

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Other party solicitor Send AoS

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Other Party send AoS

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Client to Acknowledge AoS sent

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Client enc Certificate of Entitlement

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Client Care Letter Legal Aid Applicant

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Court Enclosing D36 for Final Order

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