Osprey Academy - Customer Support & Training

Workflows

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


Financial Remedy – Applicant Consented

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 Draft D81

Allocate a Custom Questionnaire

Other Side Details

Allocate a Custom Questionnaire

Other Party Solicitor

Allocate a Custom Questionnaire

D81

Allocate a Custom Questionnaire

Children: Will only run if the application relates to one or more children.

Display a message to the user

Prepare D81

Task 4 Draft Consent Order

Allocate a Custom Questionnaire

Consent Order

Send Standard Document

Display a message to the user

Prepare P1 Form. Will only run if Pension Sharing Annex is required.

Display a message to the user

Prepare P2 Form. Will only run if Pension Attachment Annex is required.

Task 5 Send Draft Order and D81 to Client

Send Standard Document

Client Enc Consent order and D81

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Task 6 Send Draft Order and D81 to OP

Send Standard Document

Other Party enc Consent Order & D81 for Signature

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Send Standard Document

OP Solicitor enc Consent Order & D81 for Signature

Will only run if the other side isn’t Litigant in person.

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Task 7 Submit Consent Order to Court

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 Consent Order Filed

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Task 8 Consent Order Issued

Send Standard Document

Client Confirming Consent Order Issued

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Task 9 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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