Osprey Academy - Customer Support & Training

Workflows

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

Task 1 File Opening

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Enter the number of offences. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 1

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 2

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 3

Allocate a Custom Questionnaire

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

This questionnaire will only run if the number of offences is set to 4

Allocate a Custom Questionnaire

Enter the details regarding the initial police station. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the voluntary attender. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the police station voluntary attender. This information is used to pre-populate letters and fields:

Will on run when Voluntary Attender is saved as Yes

Allocate a Custom Questionnaire

Enter the details regarding the police station attendance. This information is used to pre-populate letters and fields:

Will on run when Voluntary Attender is saved as No

Send Standard Document

Police Station File

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Allocate a Custom Questionnaire

Enter the details regarding the briefing instructions. This information is used to pre-populate letters and fields:

Task 2 Initial Letters

Send Standard Document

Terms of Business

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Task 3 Terms of Release

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Will only run when Investigation Not Concluded is saved as Released on Bail.

Send Standard Document

Client Letter – Police Station – Bailed

Will only run when Investigation Not Concluded is saved as Released on Bail.

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Add a keydate linked to dossier field

Add an Automatic Keydate to
Linked to Dossier Field
Notes – Bail to Return Date
Offset: 0 Days
Keydate Type: BTR_DATE
Fee Earner: Matter Fee Earner
Linked to Dossier Page: Police
Station Attendance
Linked to Dossier Field: Bail to
Return Date

Will only run when Investigation Not Concluded is saved as Released on Bail.

Allocate a Custom Questionnaire

Enter the details regarding the briefing instructions. This information is used to pre-populate letters and fields:

Will only run when Investigation Not Concluded is saved as Released on Bail.

Send Standard Document

Client Letter Released Under Investigation

Will only run when Investigation Not Concluded is saved as Released Under Investigation.

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Task 4 Extended Bail

Allocate a Custom Questionnaire

Enter the details regarding if bail is extended. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the bail extension. This information is used to pre-populate letters and fields:

Will only show when Bail is extended

Send Standard Document

Client Letter – Police Station – Re-Bailed

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Add a keydate linked to dossier field

Add an Automatic Keydate to
Linked to Dossier Field
Notes – Extended Bail Date
Offset: 0 Days
Keydate Type: EX_BAIL_DT
Fee Earner: Matter Fee Earner
Linked to Dossier Page: Police
Station Attendance
Linked to Dossier Field:
Extended Bail Date

Allocate a Custom Questionnaire

Enter the details regarding the briefing instructions. This information is used to pre-populate letters and fields:

Task 5 Further Attendance

Allocate a Custom Questionnaire

Enter the details regarding whether or not further attendance took place. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the further attendance. This information is used to pre-populate letters and fields:

Task 6 Police Station Outcome

Meet unmet keydates by type

Meet Unmet Keydates by Type –
BTR_DATE

Meet unmet keydates by type

Meet Unmet Keydates by Type –
EX_BAIL_DT

Allocate a Custom Questionnaire

Enter the details regarding the police station outcome. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter the details regarding the magistrate’s court. This information is used to pre-populate letters and fields:

Will only run if Charged Bail or Charged Custody is selected

Send Standard Document


Client Letter – Police Station – Caution

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Send Standard Document

Client Letter – Police Station – NFA

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Send Standard Document

Client Letter – Police Station – Reported

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Send Standard Document

Client Letter – Police Station -Charge Bail

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Send Standard Document

Client Ltr – Police Station -Charge Custody

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Send Standard Document

Cli -Police Station- Restorative Justice

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Send Standard Document

Client Letter – Police Station – Other

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Add a keydate linked to dossier field

Notes – Mags Court Date
Offset: 0 Days
Keydate Type: COURTDATE
Fee Earner: Matter Fee Earner
Linked to Dossier Page:
Magistrates Court Initial
Linked to Dossier Field: Mags
Court Date

Display a message to the user

Please ensure to Bill the Case

Display a message to the user

Load New Matter for Magistrates
Court

Document pack for this workflow

Cli Ltr - Crown Court Trial Acquitted

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Cli Ltr - Crown Court-NGP-G Verdict-Sentence

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Cli Ltr - Mags Court-Trial-Convicted-PSR-Custody

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Cli Ltr - Offer Meeting - Take Instructions

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Cli Ltr -Crown Court-NGP-Adj Trial-Custody

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Cli Ltr-Mags Court-Trial-Convicted-PSR-Bail

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Cli Ltr-Offer 2nd Meeting-Take Instructions

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Cli -Police Station- Restorative Justice

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Client Letter - Crown Court - GP - Sentence

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Client Letter - Crown Court -GP-PSR-Bail

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Client Letter - FCMH Outcome

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Client Letter - Mags Court - NSST - Custody

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Client Letter - Mags Court - ST - GP

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Client Letter - Mags Court - ST-NGP-Bail

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Client Letter - Mags Court - ST-NGP-Custody

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Client Letter - Mags Court- IO - Custody

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Client Letter - Mags Court- IO -Bail

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Client Letter - Mags Court- NSST - Bail

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Client Letter - Mags Court Trial Acquitted

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Client Letter - Mags Court-GP-Adj PSR-Bail

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Client Letter - Police Station - Bailed

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Client Letter - Police Station - Caution

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Client Letter - Police Station - NFA

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Client Letter - Police Station - Other

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Client Letter - Police Station - Re-Bailed

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Client Letter - Police Station - Reported

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Client Letter - Police Station -Charge Bail

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Client Letter - SST-GP-CFS- Custody

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Client Letter Released Under Investigation

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Client Ltr - Crown Court -GP - PSR- Custody

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Client Ltr - Crown Court -GP-PSR - Sentence

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Client Ltr - Crown Court -Initial-Appt-Bail

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Client Ltr - Crown Court-NGP-Adj Trial-Bail

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Client Ltr - Mags Court - SST-GP-CFS-Bail

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Client Ltr - Mags Court -Proof for Approval

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Client Ltr - Mags Court-GP-Adj PSR-Custody

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Client Ltr - Police Station -Charge Custody

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Court Attendance Record Sheet

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Mags Court File Form

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Police Station File

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Pre-Court Client Letter

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Sentence Factsheet

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Sentence Information Sheet Community Order

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Sentence Information Sheet Fines Money

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Sentence Information Sheet Prison or YOI

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Sentence Information Sheet Suspend Sentence

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Sentence Information Sheet

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Terms of Business

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Witness 1 - CC - Statement for Approval

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Witness 1 - MC - Statement for Approval

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Witness 1 Letter - Preparation - Mags Court

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Witness 1 Letter - Preparation-Crown Court

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Witness 2 - CC - Statement for Approval

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Witness 2 - MC - Statement for Approval

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Witness 2 Letter - Preparation - Mags Court

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Witness 2 Letter - Preparation-Crown Court

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Witness 3 - CC - Statement for Approval

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Witness 3 - MC - Statement for Approval

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Witness 3 Letter - Preparation - Mags Court

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Witness 3 Letter - Preparation-Crown Court

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Witness 4 - CC - Statement for Approval

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Witness 4 - MC - Statement for Approval

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Witness 4 Letter - Preparation - Mags Court

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Witness 4 Letter - Preparation-Crown Court

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Blank Client Letter

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Blank Counsel Letter

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Blank Crown Court Letter

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Blank Magistrates Court Letter

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Blank Police Station Letter

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Blank Witness 1 Letter

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Blank Witness 2 Letter

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Blank Witness 3 Letter

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Blank Witness 4 Letter

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Cli Letter-Crown Court-Proof for Approval

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Cli Letter-Mags Court-Trial-Convicted -Sentence

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Cli Ltr - Crown Court -Initial-Appt-Custody

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