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
Send Standard Document
Send Standard Document
Send Standard Document
Other documents available within Document Production
- FW_MH ISW – blank letter
- FW_MH Client Care letter
- FW_MH Client – trib withdraw accept closing letter
- FW_MH Client – trib not discharged closing letter
- FW_MH Client – s64G letter
- FW_MH Client – received Tribunal decision
- FW_MH Client – notify of tribunal date
- FW_MH Client – discharged no trib closing letter
- FW_MH Client – confirm instructed expert
- FW_MH Client – blank letter
- FW_MH Client – CTO refused depot
- FW_MH Brief to Counsel
- FW_MH Notice of Acting
- FW_MH Hospital – confirm instructions
- FW_MH Hospital – client withdraw application
- FW_MH Hospital – blank letter
- FW_MH MHRT – withdraw app for tribunal
- FW_MH MHRT – confirm tribunal outcome
- FW_MH MHRT – confirm instructions
- FW_MH MHRT – confirm client discharged
- FW_MH MHRT – blank letter
- FW_MH Nearest Relative – notify tribunal outcome
- FW_MH Nearest Relative – blank letter
- FW_MH Nearest Relative – basic advice
- FW_MH Nearest Relative – act as witness letter