Osprey Academy - Customer Support & Training

Workflows

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

Task 1 New File Setup Sole

Allocate a Custom Questionnaire

Client Details

Allocate a Custom Questionnaire

Sole Application

Allocate a Custom Questionnaire

Other Party

Allocate a Custom Questionnaire

Other Party Solicitors

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 Legal Aid 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 Applicant

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

Sole 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

Reminder – “Send Draft Applicaton 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 Apply for help with court and tribunal Fee

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 Send Application to Other Party

Meet unmet keydates by type

Chase Client (CHASECLI) – “Heard from client with approval of Application”

Allocate a Custom Questionnaire

Other Party

Allocate a Custom Questionnaire

Other Party Sols Details

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

Send Standard Document

Other Party Send Application

Show preview    Open in new tab

Send Standard Document

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

Other Party Solicitors Send Application

Show preview    Open in new tab

Add an automatic keydate to matter

Reminder – 14 Days – “Divorce application can now be submitted”

Task 5 Submit Application

Meet unmet keydates by type

Chase Client (CHASECLI) – “Heard from client with approval of Application”

Meet unmet keydates by type

(Reminder) – “Divorce application can now be submitted”

Allocate a Custom Questionnaire

Application Service

Send Standard Document

Client Confirm Application Submitted

Show preview    Open in new tab

Add an automatic keydate to matter

Chase Court (CHASECOURT) – 28 Days – “Chase Court for issued application”

Task 6 Proceedings Issued

Meet unmet keydates by type

Chase Court (CHASECOURT) – “Chase Court for issued application”

Allocate a Custom Questionnaire

Proceedings Issued

Allocate a Custom Questionnaire

Service

Criteria: Will on run if respondent service method is court.

Send Standard Document

Client Confirm Application Issued – App

Show preview    Open in new tab

Add a keydate linked to dossier field

Chase Respondent (CHASE_RESP) – Date of Service + 14 days – “Chase Respondent/Respondent’s Solicirot for AoS”

Criteria: Will on run if respondent service method is court.

Add a keydate linked to dossier field

Service (Service) – Date of issue of Application + 28 Days – “Deadline to Serve Application”

Criteria: Will on run if respondent service method is solicitor.

Add a keydate linked to dossier field

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

Task 7 Serve Application on Respondent

Meet unmet keydates by type

Service (Service) – “Deadline to Serve Application”

Criteria: Will on run if respondent service method is solicitor.

Allocate a Custom Questionnaire

Other Party Details

Allocate a Custom Questionnaire

Other Party Solicitors Details

Criteria: Will on run if respondent service method is solicitor and the other side is not litigant in person.

Send Standard Document

Criteria: Will on run if respondent service method is solicitor.

Other Party Serving

Show preview    Open in new tab

Send Standard Document

Criteria: Will on run if respondent service method is solicitor and the other side is not litigant in person.

Other Party Solicitor Serving Application

Show preview    Open in new tab

Allocate a Custom Questionnaire

Service

Criteria: Will on run if respondent service method is solicitor.

Add a keydate linked to dossier field

Chase Respondent (CHASE_RESP) – Service + 14 Days – Chase Respondent/Respondent’s Solicitor for AoS

Criteria: Will on run if respondent service method is solicitor.

Task 8 Draft Application for Conditional Order

Display a message to the user

“Please draft Conditional Order through the online portal”

Send Standard Document

Client Sending Application for Conditional Order

Show preview    Open in new tab

Add an automatic keydate to matter

Chase Client (CHASECLI) – 7 Days – “Has Client approved Conditional Order”

Task 9 Submit Application for Conditional Order

Meet unmet keydates by type

Conditional Order (COND_ORD) – “Apply for Conditional Order”

Display a message to the user

“Please Submit Conditional Order through the online portal”

Send Standard Document

Client Confirm App for Conditional Order Submitted

Show preview    Open in new tab

Send Standard Document

Other Party Confirm App for Cond Offer Submitted

Show preview    Open in new tab

Send Standard Document

Other Party Solicitor Confirm App for Conditional Order Submitted

Show preview    Open in new tab

Add an automatic keydate to matter

Chase Court (CHASECOURT) – 28 Days – Chase Court for Conditional Order

Task 10 Certificate of Entitlement

Allocate a Custom Questionnaire

Certificate of Entitlement

Send Standard Document

Client Send Certificate of Entitlement

Show preview    Open in new tab

Add a keydate linked to dossier field

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

Task 11 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 + 0 Days – “Final Order can now be applied for”

Criteria: Will only run if client is applicant.

Add a keydate linked to dossier field

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

Criteria: Will only run if client is respondent.

Task 12 Client Instructions – Final Order

Allocate a Custom Questionnaire

Send Standard Document

Client Instructions Final Order Applicant

Show preview    Open in new tab

Send Standard Document

Criteria: Will only run if the financial remedy is concluded or the client does not wish to obtain financial order.

Client Disclaimer

Show preview    Open in new tab

Add a Keydate to Matter

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

Task 13 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 for final order applicant

Show preview    Open in new tab

Send Standard Document

Court Enclosing D36 for Final Order

Show preview    Open in new tab

Send Standard Document

Client 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 14 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 Enclosing Final Order

Show preview    Open in new tab

Document pack for this workflow

Client Care Letter Legal Aid Applicant

Show preview    Open in new tab

Client Care Letter Private Applicant

Show preview    Open in new tab

Client Confirm App for Conditional Order Submitted

Show preview    Open in new tab

Client Confirm App for Final Order Submitted

Show preview    Open in new tab

Client Confirm Application Issued - App

Show preview    Open in new tab

Client Enclosing Conditional Order

Show preview    Open in new tab

Client Instructions Final Order Applicant

Show preview    Open in new tab

Client Sending Application for Conditional Order

Show preview    Open in new tab

Confirm Application submitted

Show preview    Open in new tab

Court Enclosing D36 for Final Order

Show preview    Open in new tab

D36 apply for final order applicant

Show preview    Open in new tab

Client Disclaimer

Show preview    Open in new tab

Draft Application for Approval

Show preview    Open in new tab

EX160 Apply for help with court and tribunal Fee

Show preview    Open in new tab

Other Party Confirm App for Cond Offer Submitted

Show preview    Open in new tab

Other Party Send Application

Show preview    Open in new tab

Other Party Serving

Show preview    Open in new tab

Other Party Solicitor Confirm App for Conditional Order Submitted

Show preview    Open in new tab

Other Party Solicitor Serving Application

Show preview    Open in new tab

Other Party Solicitors Send Application

Show preview    Open in new tab

Client Enclosing Final Order

Show preview    Open in new tab

Send Certificate of Entitlement

Show preview    Open in new tab

Client enc Draft Application for Approval

Show preview    Open in new tab

Client Confirm Application Submitted

Show preview    Open in new tab

Other Party Confirm App for Cond Offer Submitted

Show preview    Open in new tab

Client Send Certificate of Entitlement

Show preview    Open in new tab
In this article