Osprey Academy - Customer Support & Training

Workflows

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


Non-Molestation / Occupation Order – Applicant

Task 1 New Application Details

Allocate a Custom Questionnaire

Applicant’s Details

Allocate a Custom Questionnaire

Respondent’s Details

Allocate a Custom Questionnaire

Children of the Family

Allocate a Custom Questionnaire

About the Application

Allocate a Custom Questionnaire

Occupation Order

Send Standard Document

Client Care Letter

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Add an automatic keydate to matter

CHASING: 2 Days – Check if client has signed and returned client car

Task 2 Draft Application

Send Standard Document

Send Standard Document

Non-Molestation Order

Will only run if a non-molestation order is required.

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Send Standard Document

Occupation Order

Will only run if an occupation order is required.

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Send Standard Document

C8 – Confidential Contact Details

Will only run if C8 is required.

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Send Standard Document

Send Standard Document

Notice of Acting Applicant

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Task 3 Submit Application to Court

Meet unmet keydates by type

CHASING

Send Standard Document

Court – File Application

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Send Standard Document

Respondent enc. Application

Will only run when without a notice order.

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Task 4 Serve Order(s)

Allocate a Custom Questionnaire

Serve Orders

Allocate a Custom Questionnaire

Return Date hearing date

Send Standard Document

Serve Application – Respondent

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Send Standard Document

Process Server – Server Papers

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Send Standard Document

Letter to Landlord enc. Application

Will only run if the family home is rented.

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Send Standard Document

Letter to Mortgage Lender enc. Application

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Send Standard Document

Letter Police – Serve Order

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Add a keydate linked to dossier field

HEARINGDAT: 0 Days – Return date hearing. Linked to Return Date hearing date.

Task 5 Send initial letter to Respondent’s Solicitor

Allocate a Custom Questionnaire

Respondent’s Solicitor Details

Send Standard Document

Initial Letter to Respondent’s Solicitor

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Task 6 Return Date Hearing

Meet unmet keydates by type

HEARINGDAT

Allocate a Custom Questionnaire

Return Date hearing date

Allocate a Custom Questionnaire

Final Hearing Date

Send Standard Document

Add a keydate linked to dossier field

HEARINGDAT: 0 Days Final Hearing date, linked to final hearing date field. Will only if the final hearing date has been set.

Task 7 Final Hearing

Meet unmet keydates by type

HEARINGDAT

Allocate a Custom Questionnaire

Final Hearing Date

Send Standard Document

Final Hearing Outcome Letter

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Task 8 Instruct Counsel

Allocate a Custom Questionnaire

Instruct Counsel

Send Standard Document

Brief to Counsel

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Document pack for this workflow

Client Care Letter

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Non-Molestation Order

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Occupation Order

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C8 – Confidential Contact Details

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Notice of Acting Applicant

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Court – File Application

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Respondent enc. Application

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Serve Application – Respondent

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Process Server – Server Papers

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Letter to Landlord enc. Application

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Letter to Mortgage Lender enc. Application

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Letter Police - Serve Order

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Initial Letter to Respondent's Solicitor

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Date Hearing Outcome

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Final Hearing Outcome Letter

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Brief to Counsel

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Non-Molestation and Occupation Order Dossier Fields

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