Task 1 File Opening
Allocate a Custom Questionnaire
New Client Details
Allocate a Custom Questionnaire
New Matter Details
Allocate a Custom Questionnaire
Previous Representative
Criteria: Will only run if client has previous representation.
Task 2 Client Care Pack
Send Standard Document
Criteria: Will only run if the matter is legal aid.
Send Standard Document
Criteria: Will only run if client is legal aid
Send Standard Document
Send Standard Document
Criteria: Will only run if client has previous representation.
Add an automatic keydate to matter
Chase client (CHASECLI) – 5 days – “Has client signed/returned the client care letter”
Add an automatic keydate to matter
Chase client (CHASECLI) – 5 days – “Has client returned legal aid form(s)”
Criteria: Will only run if the matter is legal aid.
Task 3 Subject Access Request/Previous Representative.
Meet unmet keydates by type
Chase client (CHASECLI) – “Has client signed/returned the client care letter”
Meet unmet keydates by type
Chase client (CHASECLI) – “Has client returned legal aid form(s)”
Criteria: Will only run if the matter is legal aid.
Send Standard Document
Allocate a Custom Questionnaire
Previous Representative
Criteria: Will only run if client has previous representation.
Send Standard Document
Criteria: Will only run if the matter is legal aid.
Criteria: Will only run if client has previous representation.
Add an automatic keydate to matter
Solicitor Chase (SOL_CHASE) – 1 week – “Chase previous representative to send file”
Criteria: Will only run if client has previous representation.
Task 4 Biometrics Invitation
Send Standard Document
Task 5 Chase Previous Representatives
Meet unmet keydates by type
Solicitor Chase (SOL_CHASE) – “Chase previous representative to send file”
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
10 Week Response (10WEEK) – 1 Week – “Chase Previous Representative if file not received.”
Task 6 Received Previous File
Meet unmet keydates by type
Solicitor Chase (SOL_CHASE) – “Chase previous representative to send file”
Send Standard Document
Send Standard Document
Display a message to the user
“Time Recording for reading file on next screen”
Posting to Time Ledger
Task 7 Lodge Appeal
Send Standard Document