Osprey Academy - Customer Support & Training

Workflows

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


Mags Court Not Guilty Plea

Task 1 Plea

Allocate a Custom Questionnaire

Enter the details regarding the magistrate’s trial. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the magistrate’s trial proof/statement. This information is used to pre-populate letters and fields:

Display a message to the user

Ensure to Enter Advice in
following Letter

Send Standard Document

Client Letter – Mags Court – ST-NGP-Bail

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Send Standard Document

Client Letter – Mags Court – ST-NGP-Custody

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Add a keydate linked to dossier field

Notes – Magistrates Trial Date
Offset: 0 Days
Keydate Type: MAG_TRL_DT
Fee Earner: Matter Fee Earner#
Page ID: Magistrates Court Not
Guilty
Field ID: TK_MAG_TRL_DT

Task 2 Preparation

Allocate a Custom Questionnaire

Enter the details regarding the number of witnesses. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the witnesses. This information is used to pre-populate letters and fields:

Send Standard Document

Witness 1 Letter – Preparation – Mags Court

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Send Standard Document

Witness 2 Letter – Preparation – Mags Court

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Send Standard Document

Witness 3 Letter – Preparation – Mags Court

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Send Standard Document

Witness 4 Letter – Preparation – Mags Court

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Add an automatic keydate to matter

Notes – Chase Witness(es)
Offset: 7 Days
Keydate Type: CHS_WITNES
Fee Earner: Matter Fee Earner

Task 3 Spoken or Met with the Witness(es)

Allocate a Custom Questionnaire

Enter the details regarding whether or not the witnesses have been spoken to. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the witnesses are abandoned. This information is used to pre-populate letters and fields

Display a message to the user

Run following Witness Reminder
task

Will run when you have not spoken/met with witness(es)

Display a message to the user

Do not run the following Witness Reminder Task

Will run when you have spoken/met with witness(es)

Task 4 Witness Reminder

Send Standard Document

Witness 1 – MC – Statement for Approval

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Send Standard Document

Witness 2 – MC – Statement for Approval

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Send Standard Document

Witness 3 – MC – Statement for Approval

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Send Standard Document

Witness 4 – MC – Statement for Approval

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Allocate a Custom Questionnaire

Enter the details regarding if the witnesses are abandoned. This information is used to pre-populate letters and fields

Task 5 Taking Instructions

Allocate a Custom Questionnaire

Enter the details regarding the 1st meeting. This information is used to pre-populate letters and fields:

Send Standard Document

Cli Ltr – Offer Meeting – Take Instructions

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Add a keydate linked to dossier field

Add an Automatic Keydate
Linked to a Dossier Field
Notes – 1st Client Instruction
Meeting
Offset: 0 Days
Keydate Type: 1ST_CLI_AP
Fee Earner: Matter Fee Earner
Linked to Dossier Page:
Additional Client Details
Linked to Dossier Field: First
Client Appointment Date

Task 6 Taking Instructions – Reminder

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire
– Client Attend Meeting

Allocate a Custom Questionnaire

Enter the details regarding the 2nd meeting. This information is used to pre-populate letters and fields:

Send Standard Document

Cli Ltr-Offer 2nd Meeting-Take Instructions

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Add a keydate linked to dossier field

Notes – 2nd Client Instruction
Meeting
Offset: 0 Days
Keydate Type: 2ND_CLI_AP
Fee Earner: Matter Fee Earner
Linked to Dossier Page:
Additional Client Details
Linked to Dossier Field: Second
Client Appointment Date

Task 7 Proof of Evidence

Allocate a Custom Questionnaire

Enter the details regarding the meeting’s attendance. This information is used to pre-populate letters and fields:

Display a message to the user

Prepare & Send Out the Proof –
Client Statement

Send Standard Document

Client Ltr – Mags Court -Proof for Approval

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Tick Task

Criteria – Will
only Tick
Task If ‘Client
Attend
Meeting’ =
Yes

Task 8 Prosecution Issues

Allocate a Custom Questionnaire

Enter the details regarding the prosecution issues. This information is used to pre-populate letters and fields:

Task 9 Mags Court Trail Outcome

Allocate a Custom Questionnaire

Enter the details regarding the outcome. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the guilty outcome. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the sentence. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the community order. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the unpaid work. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the supervision. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the suspended sentence work. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the prison sentence. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

– Curfew Order Details (MC)
TK_CRM

Send Standard Document

Client Letter – Mags Court Trial Acquitted

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Send Standard Document

Cli Letter-Mags Court-Trial-Convicted -Sentence

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Send Standard Document

Sentence Factsheet

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Task 10 Bill File

Meet unmet keydates by type

MAG_TRL_DT

Meet unmet keydates by type

CHS_WITNES

Meet unmet keydates by type

1ST_CLI_APP

Meet unmet keydates by type

2ND_CLI_APP

Display a message to the user

Please ensure to complete the
contract work forms

Display a message to the user

Please ensure to Bill the Case

Add an automatic keydate to matter

Offset – 28 days
Notes – Ensure Case has been
Billed
Fee Earner – Matter Fee Earner
Keydate type – BILL_CASE

Document pack for this workflow

Client Letter - FCMH Outcome

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Client Letter - Mags Court - NSST - Custody

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Client Letter - Mags Court - ST - GP

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Client Letter - Mags Court - ST-NGP-Bail

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Client Letter - Mags Court - ST-NGP-Custody

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Client Letter - Mags Court- IO - Custody

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Client Letter - Mags Court- IO -Bail

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Client Letter - Mags Court- NSST - Bail

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Client Letter - Mags Court Trial Acquitted

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Client Letter - Mags Court-GP-Adj PSR-Bail

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Client Letter - Police Station - Bailed

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Client Letter - Police Station - Caution

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Client Letter - Police Station - NFA

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Client Letter - Police Station - Other

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Client Letter - Police Station - Re-Bailed

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Client Letter - Police Station - Reported

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Client Letter - Police Station -Charge Bail

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Client Letter - SST-GP-CFS- Custody

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Client Letter Released Under Investigation

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Client Ltr - Crown Court -GP - PSR- Custody

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Client Ltr - Crown Court -GP-PSR - Sentence

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Client Ltr - Crown Court -Initial-Appt-Bail

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Client Ltr - Crown Court-NGP-Adj Trial-Bail

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Client Ltr - Mags Court - SST-GP-CFS-Bail

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Client Ltr - Mags Court -Proof for Approval

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Client Ltr - Mags Court-GP-Adj PSR-Custody

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Client Ltr - Police Station -Charge Custody

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Court Attendance Record Sheet

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Mags Court File Form

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Police Station File

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Pre-Court Client Letter

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Sentence Factsheet

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Sentence Information Sheet Community Order

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Sentence Information Sheet Fines Money

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Sentence Information Sheet Prison or YOI

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Sentence Information Sheet Suspend Sentence

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Sentence Information Sheet

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Terms of Business

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Witness 1 - CC - Statement for Approval

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Witness 1 - MC - Statement for Approval

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Witness 1 Letter - Preparation - Mags Court

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Witness 1 Letter - Preparation-Crown Court

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Witness 2 - CC - Statement for Approval

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Witness 2 - MC - Statement for Approval

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Witness 2 Letter - Preparation - Mags Court

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Witness 2 Letter - Preparation-Crown Court

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Witness 3 - CC - Statement for Approval

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Witness 3 - MC - Statement for Approval

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Witness 3 Letter - Preparation - Mags Court

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Witness 3 Letter - Preparation-Crown Court

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Witness 4 - CC - Statement for Approval

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Witness 4 - MC - Statement for Approval

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Witness 4 Letter - Preparation - Mags Court

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Witness 4 Letter - Preparation-Crown Court

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Blank Client Letter

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Blank Counsel Letter

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Blank Crown Court Letter

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Blank Magistrates Court Letter

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Blank Police Station Letter

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Blank Witness 1 Letter

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Blank Witness 2 Letter

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Blank Witness 3 Letter

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Blank Witness 4 Letter

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Cli Letter-Crown Court-Proof for Approval

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Cli Letter-Mags Court-Trial-Convicted -Sentence

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Cli Ltr - Crown Court -Initial-Appt-Custody

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Cli Ltr - Crown Court Trial Acquitted

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Cli Ltr - Crown Court-NGP-G Verdict-Sentence

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Cli Ltr - Mags Court-Trial-Convicted-PSR-Custody

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Cli Ltr - Offer Meeting - Take Instructions

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Cli Ltr -Crown Court-NGP-Adj Trial-Custody

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Cli Ltr-Mags Court-Trial-Convicted-PSR-Bail

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Cli Ltr-Offer 2nd Meeting-Take Instructions

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Cli -Police Station- Restorative Justice

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Client Letter - Crown Court - GP - Sentence

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Client Letter - Crown Court -GP-PSR-Bail

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