Task 1 Prepare Part 36 Offer
Send Standard Document
N242a Offer to Settle
Task 2 Preepare Schedule of Loss
Send Standard Document
Schedule of Loss
Task 3 Send part 36 Offer to Client for Approval
Send Standard Document
Part 36 Offer(s) to Client for Approval
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
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”