Financial Remedy – Applicant Contested

Updated Jan 3rd, 2023

Task 1 New Client

Allocate a Custom Questionnaire

Client Details

Allocate a Custom Questionnaire

Other Side Details

Allocate a Custom Questionnaire

Other Party Solicitor

Allocate a Custom Questionnaire

Divorce or Dissolution Details

Send Standard Document

Client Care Letter Private Applicant

Will only run on a private matter

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Send Standard Document

Client Care Letter LA Applicant

Will only run on a legal aid matter

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Display a message to the user

Prepare EX160

Add an automatic keydate to matter

CHASECLI: 1 Week – Client to return instruction papers

Task 2 Enter Restriction Over Property

Allocate a Custom Questionnaire

Property Details

Send Standard Document

HR1 Home Rights Application

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Display a message to the user

Submit HR1 to Land Registry using E-DRS

Task 3 Form A

Allocate a Custom Questionnaire

Other Side Details

Allocate a Custom Questionnaire

Other Party Solicitor

Display a message to the user

Please use MyHMRC to create a new financial remedy case

Allocate a Custom Questionnaire

Create Case Contested

Allocate a Custom Questionnaire

Court

Send Standard Document

Client Confirming Form A Filed

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Task 4 Receive Issued Form A Applicant

Allocate a Custom Questionnaire

First Appointment Date

Allocate a Custom Questionnaire

Notifications

Allocate a Custom Questionnaire

Mortgage Lender. Will only run if mortgage lender is to be notified.

Allocate a Custom Questionnaire

Pension Provider. Will only run if the pension provider should be notified.

Allocate a Custom Questionnaire

Trustees. Will only run if the trustee is to be notified.

Send Standard Document

Client enc. issued Form A

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Send Standard Document

Mortgage Lender Serve Form A

Will only run if mortgage lender is to be notified.

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Send Standard Document

Pension Serve Form A

Will only run if the pension provider should be notified.

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Send Standard Document

Trustees Serve Form A

Will only run if the trustee is to be notified.

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Add a keydate linked to dossier field

SOL_CHASE. -33 Days. Chase OS for Form E if not received. Linked to dossier field First Appointment Date.

Add a keydate linked to dossier field

FORME. -35 Days. Deadline to file Form E at Court for first apt. Linked to the dossier field First Appointment Date.

Task 5 Draft Form E

Display a message to the user

Prepare Form E

Send Standard Document

Client enc draft Form E

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Task 6 Exchange Form E

Meet unmet keydates by type

FORME

Send Standard Document

OS Solicitor exchange Form E

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Send Standard Document

Client Confirm Form E Exchanged

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Send Standard Document

Court enc. Form E

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Add an automatic keydate to matter

QUEST. 7 Days Received OP questionnaire?

Task 7 Receive Respondents Form E

Meet unmet keydates by type

SOL_CHASE

Send Standard Document

Client enc. OS Form E

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Task 8 Prepare Questionnaire

Send Standard Document

Send Standard Document

Client enc. draft Questionnaire replies

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Add an automatic keydate to matter

CHASECLI. 1 Week Client response to Draft Questionnaire?

Task 9 Send Questionnaire to Other Side

Meet unmet keydates by type

CHASECLI

Send Standard Document

OS Solicitor enc Questionnaire

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Task 10 Receive Other Side Questionnaire

Meet unmet keydates by type

QUEST

Send Standard Document

Client enc. OS Questionnaire

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Task 11 Replies to Questionnaire – Client Approval

Send Standard Document

Send Standard Document

Client enc. draft Questionnaire replies

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Task 12 Send Replies to Questionnaire to Other Side

Send Standard Document

OS Solicitor enc replies to Questionnaire

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Task 13 Experts

Send Standard Document

OS Solicitor agree Experts

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Task 14 Draft Experts Letter of Intent

Allocate a Custom Questionnaire

Experts

Send Standard Document

Expert 1 Blank Letter

Will only run if Expert 1 organisation or contact is selected.

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Send Standard Document

Expert 2 Blank Letter

Will only run if Expert 2 organisation or contact is selected.

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Send Standard Document

Expert 3 Blank Letter

Will only run if Expert 3 organisation or contact is selected.

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Send Standard Document

Expert 4 Blank Letter

Will only run if Expert 4 organisation or contact is selected.

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Send Standard Document

Expert 5 Blank Letter

Will only run if Expert 5 organisation or contact is selected.

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Send Standard Document

OS Solicitor enc. Draft LOIs

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Task 15 Receive Draft Experts of Intent

Send Standard Document

OS Solicitor approve draft LOI

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Task 16 File & Serve First Appointment Documents

Send Standard Document

Send Standard Document

Statement of Issues

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Send Standard Document

Send Standard Document

Schedule of Assets

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Send Standard Document

OS Solicitor enc prelims for First Apt

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Send Standard Document

Court enc. prelims for First Apt

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Task 17 First Appointment Outcome

Allocate a Custom Questionnaire

FDR Outcome

Send Standard Document

Client First Apt Outcome

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Add an automatic keydate to matter

ORDER. 14 Days Sealed order received?.

Task 18 Receive First Appointment Court Order

Allocate a Custom Questionnaire

Received First Appointment Order

Send Standard Document

Client enc First Apt Court Order

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Meet unmet keydates by type

ORDER

Task 19 Instruct Counsel

Allocate a Custom Questionnaire

Counsel

Send Standard Document

Brief to Counsel

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Send Standard Document

Counsel enc. Brief

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Task 20 File & Serve Financial Dispute Resolution Documents

Send Standard Document

Court enc. prelims for FDR

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Send Standard Document

OS Solicitor enc. prelims for FDR

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Task 21 Financial Dispute Resolution Outcome

Allocate a Custom Questionnaire

FDR Outcome

Send Standard Document

Client FDR Outcome

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Add an automatic keydate to matter

ORDER. 14 Days – Sealed order received?

Task 22 Received Sealed Financial Dispute Resolution Order

Allocate a Custom Questionnaire

FDR Sealed Order

Send Standard Document

Client enc. FDR Court Order

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Meet unmet keydates by type

ORDER

Task 23 Prepare for Final Hearing

Display a message to the user

Prepare Form H

Send Standard Document

OS Solicitor enc. prelims for Final Hearing

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Send Standard Document

Court enc. prelims for Final Hearing

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Task 24 Instruct Counsel

Allocate a Custom Questionnaire

Counsel

Send Standard Document

Brief to Counsel

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Send Standard Document

Counsel enc. Brief

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Task 25 Final Hearing Outcome

Send Standard Document

Client Final Hearing Outcome

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Add an automatic keydate to matter

ORDER. 14 Days. Sealed order received?

Task 26 Remove Home Rights Restriction

Send Standard Document

HR4 Home Rights Removal

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Display a message to the user

Submit HR4 to Land Registry using E-DRS

Document pack for this workflow

Brief to Counsel

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Client Blank Letter

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Client Care Letter LA Applicant

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Client Care Letter Private Applicant

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Client Confirm Form E Exchanged

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Client Confirming Consent Order Filed

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Client Confirming Consent Order Issued

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Client Confirming Form A Filed

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Client Enc Consent order and D81

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Client enc draft Form E

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Client enc First Apt Court Order

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Client enc. draft Questionnaire replies

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Client enc. FDR Court Order

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Client enc. issued Form A

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Client enc. OS Form E

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Client enc. OS Questionnaire

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Client FDR Outcome

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Client Final Hearing Outcome

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Client First Apt Outcome

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Client Sending Draft Order and D81

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Counsel Blank Letter

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Counsel enc. Brief

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Court Blank Letter

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Court enc. Form E

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Court enc. prelims for FDR

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Court enc. prelims for Final Hearing

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Court enc. prelims for First Apt

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Expert 1 Blank Letter

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Expert 2 Blank Letter

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Expert 3 Blank Letter

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Expert 4 Blank Letter

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Expert 5 Blank Letter

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Form A - notice of First Appointment

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HR1 Home Rights Application

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HR4 Home Rights Removal

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Mortgage Lender Serve Form A

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OP Solicitor enc Consent Order & D81 for Signature

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OP Solicitor returning Signed Consent Order & D81

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OS Solicitor agree Experts

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OS Solicitor approve draft LOI

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OS Solicitor Blank Letter

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OS Solicitor enc prelims for First Apt

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OS Solicitor enc Questionnaire

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OS Solicitor enc replies to Questionnaire

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OS Solicitor enc. Draft LOIs

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OS Solicitor enc. prelims for FDR

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OS Solicitor enc. prelims for Final Hearing

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OS Solicitor exchange Form E

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Other Party enc Consent Order & D81 for Signature

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Other Side Blank Letter

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Pension Serve Form A

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Schedule of Assets

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Statement of Issues

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Trustees Serve Form A

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