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
Send Standard Document
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
Display a message to the user
Submit HR1 to Land Registry using E-DRS
Task 3 Received Issued Form A Respondent
Allocate a Custom Questionnaire
First Appointment Date
Allocate a Custom Questionnaire
Other Party Solicitor
Allocate a Custom Questionnaire
Court
Display a message to the user
Prepare Form A – Notice of First Appointment
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 dossier field First Appointment date.
Task 4 Draft Form E
Display a message to the user
Prepare Form E
Send Standard Document
Task 5 Exchange Form E
Meet unmet keydates by type
FORME
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
QUEST. 7 Days Received OP questionnaire?
Task 6 Receive Applicants Form E
Meet unmet keydates by type
SOL_CHASE
Send Standard Document
Task 7 Prepare Questionnaire
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASECLI. 1 Week Client response to Draft Questionnaire?
Task 8 Send Questionnaire to Other Side
Meet unmet keydates by type
CHASECLI
Send Standard Document
Task 9 Receive Other Side Questionnaire
Meet unmet keydates by type
QUEST
Send Standard Document
Task 10 Replies to Questionnaire – Client Approval
Send Standard Document
Send Standard Document
Task 11 Send Replies to Questionnaire to Other Side
Send Standard Document
Task 12 Experts
Send Standard Document
Task 13 Draft Experts Letter of Intent
Allocate a Custom Questionnaire
Experts
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Task 14 Receive Draft Experts of Intent
Send Standard Document
Task 15 File & Serve First Appointment Documents
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Task 16 First Appointment Outcome
Allocate a Custom Questionnaire
FDR Outcome
Send Standard Document
Add an automatic keydate to matter
ORDER. 14 Days Sealed order received?.
Task 17 Receive First Appointment Court Order
Allocate a Custom Questionnaire
Received First Appointment Order
Send Standard Document
Meet unmet keydates by type
ORDER
Task 18 Instruct Counsel
Allocate a Custom Questionnaire
Counsel
Send Standard Document
Send Standard Document
Task 19 File & Serve Financial Dispute Resolution Documents
Send Standard Document
Send Standard Document
Task 20 Financial Dispute Resolution Outcome
Allocate a Custom Questionnaire
FDR Outcome
Send Standard Document
Add an automatic keydate to matter
ORDER. 14 Days – Sealed order received?
Task 21 Received Sealed Financial Dispute Resolution Order
Allocate a Custom Questionnaire
FDR Sealed Order
Send Standard Document
Meet unmet keydates by type
ORDER
Task 22 Prepare for Final Hearing
Display a message to the user
Prepare Form H
Send Standard Document
Send Standard Document
Task 23 Instruct Counsel
Allocate a Custom Questionnaire
Counsel
Send Standard Document
Send Standard Document
Task 24 Final Hearing Outcome
Send Standard Document
Add an automatic keydate to matter
ORDER. 14 Days. Sealed order received?
Task 25 Remove Home Rights Restriction
Send Standard Document
Display a message to the user
Submit HR4 to Land Registry using E-DRS