Proceedings
Updated Jun 20th, 2023
A Workflow to assist with issuing and concluding proceedings where it has not been possible to obtain an out of court settlement.
Task 1 Preliminary – Instructions to CounselAllocate a Custom Questionnaire
Enter details of Advice regarding Proceedings (fields for up to 3 Defendants). This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Counsel. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Particulars of the Claim. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Counsel: 14 days
Particulars of Claim received?
Meet unmet keydates by type
Outstanding Chase Counsel keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Particulars of the Claim. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Court. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding Any Special Damages (and up to 4 ‘Other Losses’). This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Client: 14 days
Particulars of Claim approved?
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Accident Type and Minor Claimant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the 1st Defendant (non-RTA). This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Court: 14 days
Has Court confirmed issue?
Add an automatic keydate to matter
Chase Sol: 7 days
Confirmation of address for service received?
Meet unmet keydates by type
Outstanding Chase Court keydate will be ticked
Outstanding Chase Sol keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Accident Type and Minor Claimant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Infant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the 1st Defendant (non-RTA). This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Court. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Add a keydate linked to dossier field
Defence received?
keydate is based on (and identical to) dossier field Defence due date
Add a keydate linked to dossier field
Acknowledgement of Service received?
keydate is based on (and identical to) dossier field Ackn of Service due date
Send Standard Document
Send Standard Document
This task is to be selected by the user if appropriate. Criteria operate, meaning that the documents will not merge if the field “Defence Received” shows a value of “Yes”. This is intended to prevent inadvertent merging of these documents where a Defence has been received and the user has taken positive action to note the fact, but also means that even if the user has failed to select a value for the field they’re not prevented from merging the documents.
Allocate a Custom Questionnaire
Enter details regarding the Judgement. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Court – 28 days ‘Reply from Court re N227?’
Criteria Set – Will not merge if Def Received field is ‘Yes’
Meet unmet keydates by type
Outstanding DEFRCVD keydate will be ticked
Outstanding ACKNLSERV keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Defence. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Sol – 14 days
Def Sol reply re allocation received?
Meet unmet keydates by type
Outstanding Chase Sol keydate will be ticked
Allocate a Custom Questionnaire
Enter details regarding the Medical Experts. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Court – 21 days
Court response re Allocation received?
Allocate a Custom Questionnaire
Enter details regarding the Medical Experts. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Witness (up to 4) This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
PI Wit 2 Dates to Avoid
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Client – 14 days
Response re List of Documents received?
Add an automatic keydate to matter
Chase Expert – 14 days
Has Med Expert advised dates to avoid?
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 1 advised dates to avoid?
Criteria Set – Will only run if is there a witness Field is ‘Yes’
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 2 advised dates to avoid?
Criteria Set – will only run if Witness 2 Surname contains data
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 3 advised dates to avoid?
Criteria Set – will only run if Witness 3 Surname contains data
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 4 advised dates to avoid?
Criteria Set – will only run if Witness 4 Surname contains data
Allocate a Custom Questionnaire
Enter details regarding the Witness (up to 4) This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Client – 14 days
Has client returned signed copy statement?
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 1 returned signed copy statement?
Criteria Set – Will only run if is there a witness field is ‘Yes’
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 2 returned signed copy statement?
Criteria Set – Will only run if Witness 2 Surname contains data
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 3 returned signed copy statement?
Criteria Set – Will only run if Witness 3 Surname contains data
Add an automatic keydate to matter
Chase Witness – 14 days
Has Wit 4 returned signed copy statement?
Criteria Set – Will only run if Witness 4 Surname contains data
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Outstanding Chase Court keydate will be ticked
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Sols – 14 days
Def1 Sols’ response to N265 received?
This task is intended to be run as and when required – it has been positioned here merely for convenience, but the intention is that it should be accessed by users at the appropriate time during proceedings.
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Court – 14 days
Hearing date for application received from Court?
Add an automatic keydate to matter
Chase Sols – 14 days
Details of Def intentions re application received?
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Outstanding Chase Expert keydate will be ticked
Outstanding Chase Witness keydate will be ticked
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
PI Estimate of Costs
Send Standard Document
Add an automatic keydate to matter
Chase Court – 14 days
Court Directions re Trial received?
Add an automatic keydate to matter
Chase Sols – 14 days
Def Listing Questionnaire received?
Allocate a Custom Questionnaire
Enter details regarding the Hearing Date. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Counsel. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Medical Experts. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Witness (up to 4) This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
PI Brief to Counsel
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Hearing Date – keydate is based on (and identical to) dossier field “Hearing Date”
Add an automatic keydate to matter
Chase Client – 14 days
Confirmation of attendance at hearing received?
Add an automatic keydate to matter
Chase Sols – 14 days
Bundle of Documents agreed?
Add an automatic keydate to matter
Chase Counsel – 14 days
Receipt of Brief confirmed?
Add an automatic keydate to matter
Chase Expert – 14 days
Confirmation of attendance at hearing received?
Add an automatic keydate to matter
Chase Witness – 14 days –
Has Wit 1 been in contact re hearing?
Criteria Set – Will only run if Witness 1 Surname contains data
Add an automatic keydate to matter
Chase Witness – 14 days –
Has Wit 2 been in contact re hearing?
Criteria Set – Will only run if Witness 2 Surname contains data
Add an automatic keydate to matter
Chase Witness – 14 days –
Has Wit 3 been in contact re hearing?
Criteria Set – Will only run if Witness 3 Surname contains data
Add an automatic keydate to matter
Chase Witness – 14 days –
Has Wit 4 been in contact re hearing?
Criteria Set – Will only run if Witness 4 Surname contains data
Allocate a Custom Questionnaire
Enter details regarding the Counsel. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Hearing Date. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Sols – 14 days
Signed Consent Order received?
Add an automatic keydate to matter
Chase Sols – 28 days
Settlement cheque received?
Meet unmet keydates by type
Outstanding Chase Client keydate will be ticked
Outstanding Chase Sol keydate will be ticked
Outstanding Chase Court keydate will be ticked
Outstanding Chase Witness keydate will be ticked
Outstanding Chase Counsel keydate will be ticked
Outstanding Chase Expert keydate will be ticked
Outstanding Hearingdate keydate will be ticked
Send Standard Document