Employment – Settlement Agreements Employee
Updated Aug 6th, 2024
Allocate a Custom Questionnaire
Enter details regarding the settlement. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the client. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Display a message to the user
Send email client, select Confirming Appointment to client email template setup.
Display a message to the user
Print 2 copies of Settlement Agreement onto headed paper
Allocate a Custom Questionnaire
Enter details regarding the settlement first appointment. This information is used to pre-populate letters and fields
Allocate a Custom Questionnaire
Enter details regarding the client. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employment Dates. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the employment financial details. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Display a message to the user
Send Terms & Conditions to client with acknowledgement letter for client to confirm they have received
Add an automatic keydate to matter
CHASE CLIENT “Signed acknowledgement of terms and conditions received?” 7 days
Link to task Signed Settlement Agreement to Employer
Meet unmet keydates by type
CHASE CLIENT
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employer Contribution. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE EMPLOYER “Signed Agreement returned?” 7 days
Link to task Signed Settlement Agreement received from Employer
Add an automatic keydate to matter
CHASE EMPLOYER “Invoice settled?” 7 days
Meet unmet keydates by type
CHASE EMPLOYER
Send Standard Document