Osprey Academy - Customer Support & Training

Workflows

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

Task 1 Prepare Part 36 Offer

Send Standard Document

N242a Offer to Settle

Show preview    Open in new tab

Task 2 Preepare Schedule of Loss

Send Standard Document

Schedule of Loss

Show preview    Open in new tab

Task 3 Send part 36 Offer to Client for Approval

Send Standard Document

Part 36 Offer(s) to Client for Approval

Show preview    Open in new tab

Add an automatic keydate to matter

Add keydate type CHASECLI – “Chase Client for Part 36 Approval” 3 Days

Task 4 Send Part 36 Offer to Defendant

Meet unmet keydates by type

Meet unmet keydates by type CHASECLI

Allocate a Custom Questionnaire

Part 36 Offer Defendants 1

Send Standard Document

Part 36 Offer to Defendant

Show preview    Open in new tab

Display a message to the user

“Send Approved Part 36 Offer to the Defendant”

Add a keydate linked to dossier field

Keydate linked to Dossier field PART36EXP – FW_CN_P36_D1_EX Date Part 36 Offer Expires Defendant 1 – “Part 36 Offer Defendant 1 Expires”

Document pack for this workflow

Blank Letter to Client

Show preview    Open in new tab

Blank Letter to Witness 2

Show preview    Open in new tab

Blank Letter to Witness 5

Show preview    Open in new tab

Blank Letter to Witness 3

Show preview    Open in new tab

Blank Letter to Witness 6

Show preview    Open in new tab

Blank Letter to Witness 4

Show preview    Open in new tab

Blank Letter to Witness 1

Show preview    Open in new tab

Blank Letter to Paginator

Show preview    Open in new tab

Blank Letter to GP

Show preview    Open in new tab

Blank Letter to NHS Resolution

Show preview    Open in new tab

Blank Letter to Expert 1

Show preview    Open in new tab

Blank Letter to Defendant 1 Solicitor

Show preview    Open in new tab

Blank Letter to Expert 2

Show preview    Open in new tab

Blank Letter to Expert 3

Show preview    Open in new tab

Blank Letter to Expert 4

Show preview    Open in new tab

Blank Letter to Court

Show preview    Open in new tab

Blank Letter to Counsel

Show preview    Open in new tab

Blank Letter to Defendant 1

Show preview    Open in new tab

BMA Law Society Consent Form

Show preview    Open in new tab

Court – File Bundle

Show preview    Open in new tab

Witness 6 – enclose Draft Statement

Show preview    Open in new tab

Witness 6 – Prepare Witness Statement

Show preview    Open in new tab

Witness 6 – Letter of Approach

Show preview    Open in new tab

Witness statement Pre-Action Disc

Show preview    Open in new tab

Witness 4 – Prepare Witness Statement

Show preview    Open in new tab

Witness 5 – enclose Draft Statement

Show preview    Open in new tab

Witness 4 – Letter of Approach

Show preview    Open in new tab

Witness 5 – Letter of Approach

Show preview    Open in new tab

Witness 3 – Prepare Witness Statement

Show preview    Open in new tab

Witness 3 – enclose Draft Statement

Show preview    Open in new tab

Witness 3 – Letter of Approach

Show preview    Open in new tab

Witness 4 – enclose Draft Statement

Show preview    Open in new tab

Witness 1 – Prepare Witness Statement

Show preview    Open in new tab

Witness 2 – Prepare Witness Statement

Show preview    Open in new tab

Witness 2 – Letter of Approach

Show preview    Open in new tab

Witness 2 – enclose Draft Statement

Show preview    Open in new tab

Witness 1 – Letter of Approach

Show preview    Open in new tab

Threat of Pre-Action Disclosure For Defendant 1 Re

Show preview    Open in new tab

Witness 1 – enclose Draft Statement

Show preview    Open in new tab

Threat of Pre-Action Disclosure For GP Records

Show preview    Open in new tab

Schedule of Loss

Show preview    Open in new tab

Request Letter for GP Records

Show preview    Open in new tab

Proposed Timetable for Trial

Show preview    Open in new tab

Request Letter for Defendant 1 Medical Records

Show preview    Open in new tab

Particulars of Claim

Show preview    Open in new tab

Part 36 Offer to Defendant

Show preview    Open in new tab

N251 Notice of funding of case or claim

Show preview    Open in new tab

Part 36 Offer(s) to Client for Approval

Show preview    Open in new tab

N265 Make a Standard Disclosure of Documents to th

Show preview    Open in new tab

N180 Directions Questionnaire Small Claims Track

Show preview    Open in new tab

N181 Directions Questionnaire Fast Track or Multi

Show preview    Open in new tab

N235 Certificate of Suitability of Litigation Frie

Show preview    Open in new tab

N242a Offer to Settle

Show preview    Open in new tab

Lit Friend - After 1st Meeting

Show preview    Open in new tab

Letter to NHS Resolution with Copy LoN

Show preview    Open in new tab

N170 Listing Questionnaire

Show preview    Open in new tab

Letter to Counsel Enclosing Brief and Bundle

Show preview    Open in new tab

Letter to Defendant 1 Enc Clients NI

Show preview    Open in new tab

Letter to Court enc Pre Trial Checklist

Show preview    Open in new tab

Letter to NHS Resolution with Copy LoC

Show preview    Open in new tab

Letter to Client Enc Expert 2 Authorities for Sig

Show preview    Open in new tab

Letter to Client Enc Expert 3 Authorities for Sig

Show preview    Open in new tab

Letter to Client Enc Expert 4 Authorities for Sig

Show preview    Open in new tab

Letter to Client with Advice

Show preview    Open in new tab

Letter of Instruction Expert 4

Show preview    Open in new tab

Letter of Notification Defendant 1

Show preview    Open in new tab

Letter to Client Enc Expert 1 Authorities for Sig

Show preview    Open in new tab

Letter requesting medical records pagination

Show preview    Open in new tab

Letter of Instruction Expert 1

Show preview    Open in new tab

Letter of Instruction Expert 2

Show preview    Open in new tab

Letter of Instruction Expert 3

Show preview    Open in new tab

Letter of Claim Defendant 1

Show preview    Open in new tab

Letter of Approach Expert 2

Show preview    Open in new tab

Letter of Approach Expert 4

Show preview    Open in new tab

Letter of Approach Expert 3

Show preview    Open in new tab

Letter of Acknowledgement Expert 3

Show preview    Open in new tab

Letter of Approach Expert 1

Show preview    Open in new tab

Letter of Acknowledgement Expert 4

Show preview    Open in new tab

Form N244 Application Notice

Show preview    Open in new tab

Letter of Acknowledgement Expert 2

Show preview    Open in new tab

Letter of Acknowledgement Expert 1

Show preview    Open in new tab

Expert 2 - Dates to Avoid

Show preview    Open in new tab

Expert 3 - Dates to Avoid

Show preview    Open in new tab

Expert 4 - Dates to Avoid

Show preview    Open in new tab

Explanation of Words Used

Show preview    Open in new tab

EX160 - Apply for help with court and tribunal fee

Show preview    Open in new tab

Expert 1 - Dates to Avoid

Show preview    Open in new tab

Draft Witness 5 Statement

Show preview    Open in new tab

Draft Witness 6 Statement

Show preview    Open in new tab

Draft Witness 2 Statement

Show preview    Open in new tab

Draft Witness 4 Statement

Show preview    Open in new tab

Draft Order for pre-action disclosure

Show preview    Open in new tab

Draft Witness 1 Statement

Show preview    Open in new tab

Draft Witness 3 Statement

Show preview    Open in new tab

Draft Client Statement

Show preview    Open in new tab

Directions Order - Fast-Track

Show preview    Open in new tab

Directions Order - Multi-Track

Show preview    Open in new tab

Defendant Sol Exch Stat(s) Cond, Prog and Loss

Show preview    Open in new tab

Court – Issue Proceedings

Show preview    Open in new tab

Defendant 1 - Enclosing Directions Questionnaire

Show preview    Open in new tab

Defendant 1 - Enclosing requested Documents

Show preview    Open in new tab

Defendant Sol Exch Stat(s) BoD and Causation

Show preview    Open in new tab

Client Care Letter

Show preview    Open in new tab

Client Rep - Child Patient Letter

Show preview    Open in new tab

Court – Enclosing Directions Questionnaire

Show preview    Open in new tab
In this article