Osprey Academy - Customer Support & Training

Workflows

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


Non-Molestation / Occupation Order – Respondent

Task 1 New Matter Details

Allocate a Custom Questionnaire

Return Date hearing date

Allocate a Custom Questionnaire

Case & Applicant’s Details FW_INJ_RESP

Send Standard Document

Client Care Letter Respondent

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Send Standard Document

Notice of Acting – Respondent

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Send Standard Document

Statement Template – Respondent

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Send Standard Document

Letter Court – File Statement & Notice Respondent

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Send Standard Document

Initial Letter to Applicant’s Solicitor

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Add a keydate linked to dossier field

Return Date hearing

Add an automatic keydate to matter

Task 2 Return Hearing Date

Meet unmet keydates by type

HEARINGDAT

Meet unmet keydates by type

CHASING

Allocate a Custom Questionnaire

Return Date hearing date

Allocate a Custom Questionnaire

Final Hearing Date FW_INJA

Send Standard Document

Return Date Hearing Outcome

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Add a keydate linked to dossier field

Final Hearing date

Task 3 Final Hearing

Meet unmet keydates by type

HEARINGDAT

Allocate a Custom Questionnaire

Final Hearing Date FW_INJA

Send Standard Document

Final Hearing Outcome Letter

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Task 4 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 Respondent

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Notice of Acting - Respondent

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Statement Template - Respondent

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Letter Court - File Statement & Notice Respondent

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Initial Letter to Applicant's Solicitor

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Return Date Hearing Outcome

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Final Hearing Outcome Letter

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Brief to Counsel

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