Task 1 New File Opening
Allocate a Custom Questionnaire
New File Opening
Send Standard Document
Add an automatic keydate to matter
CHASECLI – 1 Week – Client to return signed Client Care paperwork
Task 2 Medical Report
Allocate a Custom Questionnaire
Medical Report Will only run if a medical report is required for client 1 or client 2.
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE_GP – 1 Week – Chase GP for reply to report request for client 1. Will only run if the first GP Surname is not empty
Add an automatic keydate to matter
CHASE_GP – 1 Week – Chase GP for reply to report request for client 2. Will only run if a second GP Surname is not empty
Task 3 Send LPA to Client
Meet unmet keydates by type
CHASECLI
Meet unmet keydates by type
CHASE_GP
Send Standard Document
Add an automatic keydate to matter
CHASECLI – 1 Week – Chase client to make appointment to sign LPA
Task 4 Attorney
Allocate a Custom Questionnaire
Attorneys
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHSE_ATRNY – 1 Week – Chase Attorney 1 to make appointment to sign LPA. Will only run if the first Attorney Surname is not empty
Add an automatic keydate to matter
CHSE_ATRNY – 1 Week – Chase Attorney 2 to make appointment to sign LPA. Will only run if the second Attorney Surname is not empty
Add an automatic keydate to matter
CHSE_ATRNY – 1 Week – Chase Attorney 3 to make appointment to sign LPA. Will only run if the third Attorney Surname is not empty
Add an automatic keydate to matter
CHSE_ATRNY – 1 Week – Chase Attorney 4 to make appointment to sign LPA. Will only run if the fourth Attorney Surname is not empty
Task 5 Replacement Attorney
Allocate a Custom Questionnaire
Replacement Attorneys
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHSE_REPAT – 1 Week – Chase Replacement Attorney 1 to sign LPA. Will only run if the first Attorney Surname is not empty
Add an automatic keydate to matter
CHSE_REPAT – 1 Week – Chase Replacement Attorney 2 to sign LPA. Will only run if the second Attorney Surname is not empty
Add an automatic keydate to matter
CHSE_REPAT – 1 Week – Chase Replacement Attorney 3 to sign LPA. Will only run if the third Attorney Surname is not empty
Add an automatic keydate to matter
CHSE_REPAT – 1 Week – Chase Replacement Attorney 4 to sign LPA. Will only run if the fourth Attorney Surname is not empty
Task 6 Certificate Provider
Allocate a Custom Questionnaire
Certificate Provider
Send Standard Document
Add an automatic keydate to matter
CHSEEXPERT – 1 Week – Certificate provider to return signed certificate
Task 7 Notifiable Persons
Meet unmet keydates by type
CHSEEXPERT
Meet unmet keydates by type
CHSE_REPAT
Meet unmet keydates by type
CHSE_ATRNY
Meet unmet keydates by type
CHASECLI
Allocate a Custom Questionnaire
Notifiable Persons
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Task 8 Send LPA to OPG for Registration
Send Standard Document
Add an automatic keydate to matter
CHASE_OPG – 10 Weeks Chase OPG if a reply has not been received.
Task 9 Client Confirm LPA Registered
Send Standard Document
Meet unmet keydates by type
CHASE_OPG