Focused Workflows

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Mental Health

Updated Jul 11th, 2023

A Workflow to assist with client care paperwork for a new matter and precedent letters covering multiple circumstances.

Task 1 New File Opening

Allocate a Custom Questionnaire

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

Send Standard Document

Client Care letter

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Send Standard Document

Send Standard Document

MHRT – confirm instructions

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Send Standard Document

Hospital – confirm instructions

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Tick Task

Document pack for this workflow

Notice of Acting

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Nearest Relative - notify tribunal outcome

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Nearest Relative - blank letter

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Nearest Relative - basic advice

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Nearest Relative - act as witness letter

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MHRT - withdraw app for tribunal

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MHRT - confirm tribunal outcome

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MHRT - confirm instructions

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MHRT - confirm client discharged

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MHRT - blank letter

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ISW - blank letter

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Hospital - confirm instructions

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Hospital - client withdraw application

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Hospital - blank letter

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Client Care letter

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Client - trib withdraw accept closing letter

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Client - trib not discharged closing letter

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Client - s64G letter

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Client - received Tribunal decision

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Client - notify of tribunal date

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Client - discharged no trib closing letter

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Client - confirm instructed expert

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Client - blank letter

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Client - CTO refused depot

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Brief to Counsel

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