Infant Approval Claims
Updated Jun 21st, 2023
A Workflow designed to deal with pre-proceedings in matters where the client is a minor.
Task 1 Instruct Counsel (Infant Approval)Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Counsel. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Counsel: 14 days
Infant Approval advice received?
Meet unmet keydates by type
Outstanding Chase Counsel keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Client: 14 days
Has Lit Friend returned Settlement Authority?
Makes provision for involvement of either Def 1 or Def 2 according to selection made by user. If user fails to make a selection, Def 1 letters will merge by default.
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Part 36 Claimant Offer. 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
Add an automatic keydate to matter
Chase Ins: 7 days
Has Def Ins received Part 36 Offer?
This initial chaser is intended to keep the Claimant on top of the claim by checking that the Pt 36 has in fact been received
Add an automatic keydate to matter
Chase Ins: 21 days
Has Def Ins responded to Part 36 Offer?
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Part 36 Acceptance Deadlines. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Add a keydate linked to dossier field
Chase CLI: 4 days to deadline for acceptance (based on dossier field for Acceptance Deadline, minus 4 days)
Criteria Set – Will only merge if TopUp Acceptance Date field is empty
Add a keydate linked to dossier field
Chase CLI: 4 days to deadline for acceptance (based on dossier field for Top Up Acceptance Deadline, minus 4 days)
Criteria Set – Will only merge if TopUp Acceptance Date field is not empty
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Outstanding Chase Insurer keydate will be ticked
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Court: 7 days
Sealed Claim Form for service received?
Add an automatic keydate to matter
Chase Court: 21 days
Infant Approval Hearing date received?
Documents to Counsel and Court are deliberately only sparsely populated, for user’s own input as required
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Outstanding Chase Court keydate will be ticked
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 Sol: 21 days
Settlement cheque received re costs?