Osprey Academy - Customer Support & Training

Workflows

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

Task 1 After First Meeting

Allocate a Custom Questionnaire

Initial Details

Allocate a Custom Questionnaire

Litigation Friend Details
Criteria Set – Will only run if ‘Client Require a Litigation Friend’ is set to “Yes”

Allocate a Custom Questionnaire

GP Details
Criteria Set – Will only run if “GP Negligence Alleged?” is set to “Yes”

Allocate a Custom Questionnaire

Defendant 1 Details

Add a keydate linked to dossier field

Defendant 1 Limitation Date
Criteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank

Add a keydate linked to dossier field

Defendant 1 Limitation Date minus 1 Month
Criteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank

Add a keydate linked to dossier field

Defendant 1 Limitation Date minus 3 Months
Criteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank

Add a keydate linked to dossier field

Defendant 1 Limitation Date minus 6 Months
Criteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank

Allocate a Custom Questionnaire

Costs

Send Standard Document

Client – After 1st Meeting

Criteria Set – Will only run if Client Require a Litigation Friend is not “Yes”

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Send Standard Document

Lit Friend – After 1st Meeting

Criteria Set – Will only run if ‘Client Require a Litigation Friend’ is set to “Yes”

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Send Standard Document

CIVMEANS1

Criteria Set – Will only run if ‘Client Require a Litigation Friend’ is set to “Yes”

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Add an automatic keydate to matter

Chase Client – 14 Days
Have we heard from the client?

Task 2 Once Funding has Been Confirmed

Meet unmet keydates by type

Chase Client

Allocate a Custom Questionnaire

Funding Type

Allocate a Custom Questionnaire

BTE Insurer
Criteria Set – Will only run if ‘Type of Funding’ is set to ‘BTE’

Allocate a Custom Questionnaire

Legal Aid
Criteria Set – Will only run if ‘Type of Funding’ is set to ‘Legal Aid’

Allocate a Custom Questionnaire

Costs

Allocate a Custom Questionnaire

CFA
Criteria Set – Will only run if ‘Type of Funding’ is set to ‘CFA’

Send Standard Document

Client – Once CFA Confirmed

Criteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’

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Send Standard Document

Client – Once Other Funding Confirmed

Criteria Set – Will only run if ‘Type of Funding field’ is not ‘CFA’

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Send Standard Document

Client – Explanation of Terms
Criteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’

Explanation of Terms

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Send Standard Document

Client – CFA
Criteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’

Send Standard Document

Client Care Letter

Client Care Letter

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Send Standard Document

Client Rep – Child and Patient Letter
Criteria Set – Will only run if ‘Does the Client Require a Litigation Friend?’ is set to ‘Yes’

Child and Patient Letter

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Open a Read-Only Doc

BMA Law Society Consent Form

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Add an automatic keydate to matter

Chase Client – 7 days
Client returned funding letter and consent form?

Add an automatic keydate to matter

Costs Update – 6 months
Update Client on Costs

Task 3 Request for Records

Meet unmet keydates by type

Chase Client

Allocate a Custom Questionnaire

GP Details

Send Standard Document

Request Letter for GP Records

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Send Standard Document

Request Letter for Defendant 1 Medical Records

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Add an automatic keydate to matter

MEDRECORD – 40 Days
Have GP medical reports been received?

Add an automatic keydate to matter

MEDRECORD – 40 Days
Have Defendant 1 medical reports been received?

Task 4 Chase Medical Records

Meet unmet keydates by type

MEDRECORD

Allocate a Custom Questionnaire

Medical records Def 1 received?

Send Standard Document

Threat of Pre-Action Disclosure For GP Records

Criteria Set – Will only run if ‘Have GP Medical Records Been Received?’ is se to ‘No’

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Send Standard Document

Threat of Pre-Action Disclosure For Defendant 1 Re

Criteria Set – Will only run if ‘Have Defendant 1 Medical Records Been Received?’ is ‘No’

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Add an automatic keydate to matter

MEDRECORD – 14 Days
Have GP medical reports been received?
Criteria Set – Will only run if ‘Have GP Medical Records Been Received?’ is set to ‘No’

Add an automatic keydate to matter

MEDRECORD – 14 Days
Have Defendant 1 medical reports been received?
Criteria Set – Will only run if ‘Have Defendant 1 Medical Records Been Received?’ is set to ‘No’

Task 5 Draft Application Order for Pre-Action Disclosure

Send Standard Document

Form N244 Application Notice

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Send Standard Document

EX160 – Apply for help with court and tribunal fee

Criteria Set – Will only run if ‘Seeking Help with Fees ‘ is se to ‘Yes’

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Send Standard Document

Draft Order for pre-action disclosure

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Send Standard Document

Witness statement Pre-Action Disc

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Display a message to the user

Please make sufficient copies of your application and supporting documentation. You will need to submit one copy for each party to be served and one copy for the court.

Task 6 Medical Records Pagination

Allocate a Custom Questionnaire

Pagination

Send Standard Document

Letter requesting medical records pagination

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Add an automatic keydate to matter

Chasing – 6 Weeks
Have Paginated Medical records been received?

Task 7 Draft Client Statement

Send Standard Document

Draft Client Statement

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Send Standard Document

Client – Enclose Draft Statement

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Add an automatic keydate to matter

Chase Client – 7 Days
Chase Client re Signed Statement

Task 8 Approach Medical Experts

Allocate a Custom Questionnaire

Medical Experts

Send Standard Document

Letter of Approach Expert 1

Criteria Set – Will only run if Expert 1 has been selected

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Send Standard Document

Letter of Approach Expert 2

Criteria Set – Will only run if Expert 2 has been selected

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Send Standard Document

Letter of Approach Expert 3

Criteria Set – Will only run if Expert 3 has been selected

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Send Standard Document

Letter of Approach Expert 4

Criteria Set – Will only run if Expert 4 has been selected

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Add an automatic keydate to matter

MEDEX1 + 14 Days
Have we received a response from Medical Expert 1?
Criteria Set – Will only run if Expert 1 has been selected

Add an automatic keydate to matter

MEDEX2 + 14 Days
Have we received a response from Medical Expert 2?
Criteria Set – Will only run if Expert 2 has been selected

Add an automatic keydate to matter

MEDEX3 + 14 Days
Have we received a response from Medical Expert 3?
Criteria Set – Will only run if Expert 3 has been selected

Add an automatic keydate to matter

MEDEX4 + 14 Days
Have we received a response from Medical Expert 4?
Criteria Set – Will only run if Expert 4 has been selected

Task 9 Approach Witnesses

Allocate a Custom Questionnaire

Witnesses 1 & 2

Allocate a Custom Questionnaire

Witnesses 3 & 4

Allocate a Custom Questionnaire

Witnesses 5 & 6

Send Standard Document

Witness 1 – Letter of Approach

Criteria Set – Will only run if a surname has been entered for ‘Witness 1’

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Send Standard Document

Witness 2 – Letter of Approach

Criteria Set – Will only run if a Surname has been entered for ‘Witness 2’

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Send Standard Document

Witness 3 – Letter of Approach

Criteria Set – Will only run if a Surname has been entered for ‘Witness 3’

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Send Standard Document

Witness 4 – Letter of Approach

Criteria Set – Will only run if a Surname has been entered for ‘Witness 4’

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Send Standard Document

Witness 5 – Letter of Approach

Criteria Set – Will only run if a Surname has been entered for ‘Witness 5’

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Send Standard Document

Witness 6 – Letter of Approach

Criteria Set – Will only run if a Surname has been entered for ‘Witness 6’

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Add an automatic keydate to matter

CHASEWIT – 7 days
Response from Witness 1
Criteria Set – Will only run if a Surname has been entered for ‘Witness 1’

Add an automatic keydate to matter

CHASEWIT – 7 days
Response from Witness 2
Criteria Set – Will only run if a Surname has been entered for ‘Witness 2’

Add an automatic keydate to matter

CHASEWIT – 7 days
Response from Witness 3
Criteria Set – Will only run if a Surname has been entered for ‘Witness 3’

Add an automatic keydate to matter

CHASEWIT – 7 days
Response from Witness 4
Criteria Set – Will only run if a Surname has been entered for ‘Witness 4’

Add an automatic keydate to matter

CHASEWIT – 7 days
Response from Witness 5
Criteria Set – Will only run if a Surname has been entered for ‘Witness 5’

Add an automatic keydate to matter

CHASEWIT – 7 days
Response from Witness 6
Criteria Set – Will only run if a Surname has been entered for ‘Witness 6’

Task 10 Client Authority Re Medical Expert(s)

Allocate a Custom Questionnaire

Medical Experts

Allocate a Custom Questionnaire

Medical Expert 1 Progress
Criteria Set – Will only run if Expert 1 has been selected

Allocate a Custom Questionnaire

Medical Expert 2 Progress
Criteria Set – Will only run if Expert 2 has been selected

Allocate a Custom Questionnaire

Medical Expert 3 Progress
Criteria Set – Will only run if Expert 3 has been selected

Allocate a Custom Questionnaire

Medical Expert 4 Progress
Criteria Set – Will only run if Expert 4 has been selected

Send Standard Document

Letter to Client Enc Expert 1 Authorities for Sig

Criteria Set – Will only run if Expert 1 has been selected and ‘Medical Expert 1 Response to Approach?’ is set to ‘Yes’

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Send Standard Document

Letter to Client Enc Expert 2 Authorities for Sig

Criteria Set – Will only run if Expert 2 has been selected and ‘Medical Expert 2 Response to Approach?’ is set to ‘Yes’

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Send Standard Document

Letter to Client Enc Expert 3 Authorities for Sig

Criteria Set – Will only run if Expert 3 has been selected and ‘Medical Expert 3 Response to Approach?’ is set to ‘Yes’

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Send Standard Document

Letter to Client Enc Expert 4 Authorities for Sig

Criteria Set – Will only run if Expert 4 has been selected and ‘Medical Expert 4 Response to Approach?’ is set to ‘Yes’

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Add an automatic keydate to matter

Chase Client – 7 Days
Has Expert 1 Authority been Received from Client
Criteria Set – Will only run if Expert 1 has been selected

Add an automatic keydate to matter

Chase Client – 7 Days
Has Expert 2 Authority been Received from Client
Criteria Set – Will only run if Expert 2 has been selected

Add an automatic keydate to matter

Chase Client – 7 Days
Has Expert 3 Authority been Received from Client
Criteria Set – Will only run if Expert 3 has been selected

Add an automatic keydate to matter

Chase Client – 7 Days
Has Expert 4 Authority been Received from Client
Criteria Set – Will only run if Expert 4 has been selected

Task 11 Instruct Medical Experts

Allocate a Custom Questionnaire

Medical Expert 1 Progress
Criteria Set – Will only run if Expert 1 has been selected

Allocate a Custom Questionnaire

Medical Expert 2 Progress
Criteria Set – Will only run if Expert 3 has been selected

Allocate a Custom Questionnaire

Medical Expert 3 Progress
Criteria Set – Will only run if Expert 3 has been selected

Allocate a Custom Questionnaire

Medical Expert 4 Progress
Criteria Set – Will only run if Expert 4 has been selected

Send Standard Document

Letter of Instruction Expert 1

Criteria Set – Will only run if Expert 1 has been selected AND ‘Medical Expert 1 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 1 Letter of Instruction Sent?’ is not set to ‘Yes’

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Set Dossier Field

Set field ‘Medical Expert 1 Letter of Instruction Sent?’ to ‘Yes’
Criteria Set – Will only run if Expert 1 has been selected AND ‘Medical Expert 1 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 1 Letter of Instruction Sent?’ is not set to ‘Yes’

Send Standard Document

Letter of Instruction Expert 2
Criteria Set – Will only run if Expert 2 has been selected AND ‘Medical Expert 2 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 2 Letter of Instruction Sent?’ is not set to ‘Yes’

Letter of Instruction Expert 2

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Set Dossier Field

Set field ‘Medical Expert 2 Letter of Instruction Sent?’ to ‘Yes’
Criteria Set – Will only run if Expert 2 has been selected AND ‘Medical Expert 2 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 2 Letter of Instruction Sent?’ is not set to ‘Yes’

Send Standard Document

Letter of Instruction Expert 3
Criteria Set – Will only run if Expert 3 has been selected AND ‘Medical Expert 3 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 3 Letter of Instruction Sent?’ is not set to ‘Yes’

Letter of Instruction Expert 3

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Set Dossier Field

Set field ‘Medical Expert 3 Letter of Instruction Sent?’ to ‘Yes’
Criteria Set – Will only run if Expert 3 has been selected AND ‘Medical Expert 3 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 3 Letter of Instruction Sent?’ is not set to ‘Yes’

Send Standard Document

Letter of Instruction Expert 4
Criteria Set – Will only run if Expert 4 has been selected AND ‘Medical Expert 4 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 4 Letter of Instruction Sent?’ is not set to ‘Yes’

Letter of Instruction Expert 4

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Set Dossier Field

Set field ‘Medical Expert 4 Letter of Instruction Sent?’ to ‘Yes’
Criteria Set – Will only run if Expert 4 has been selected AND ‘Medical Expert 4 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 4 Letter of Instruction Sent?’ is not set to ‘Yes’

Add an automatic keydate to matter

Chase Expert – 14 Days
Have we received a response from Medical Expert 1?
Criteria Set – Will only run if Expert 1 has been selected

Add an automatic keydate to matter

Chase Expert – 14 Days
Have we received a response from Medical Expert 2?
Criteria Set – Will only run if Expert 2 has been selected

Add an automatic keydate to matter

Chase Expert – 14 Days
Have we received a response from Medical Expert 3?
Criteria Set – Will only run if Expert 3 has been selected

Add an automatic keydate to matter

Chase Expert – 14 Days
Have we received a response from Medical Expert 4?
Criteria Set – Will only run if Expert 4 has been selected

Task 12 Acknowledge Medical Experts Reports

Allocate a Custom Questionnaire

Medical Experts

Allocate a Custom Questionnaire

Medical Expert 1 Progress
Criteria Set – Will only run if Expert 1 has been selected

Allocate a Custom Questionnaire

Medical Expert 2 Progress
Criteria Set – Will only run if Expert 2 has been selected

Allocate a Custom Questionnaire

Medical Expert 3 Progress
Criteria Set – Will only run if Expert 3 has been selected

Allocate a Custom Questionnaire

Medical Expert 4 Progress
Criteria Set – Will only run if Expert 4 has been selected

Send Standard Document

Letter of Acknowledgement Expert 1

Criteria Set – Will only run if Expert 1 has been selected AND Medical Expert 1 Letter of Instruction Sent = yes AND Medical Expert 1 response to Instructions Rec? not = to Yes

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Set Dossier Field

Medical Expert 1 Response to instructions Rec? = Yes
Criteria set – Will only run if Medical Expert 1 Letter of Instruction sent? = Yes AND Medical Expert 1 Response to Instructions Rec? is not = YES

Send Standard Document

Letter of Acknowledgement Expert 2

Criteria Set – Will only run if Expert 2 has been selected AND Medical Expert 2 Letter of Instruction Sent = yes AND Medical Expert 2 response to Instructions Rec? not = to Yes

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Set Dossier Field

Medical Expert 2 Response to instructions Rec? = Yes
Criteria set – Will only run if Medical Expert 2 Letter of Instruction sent? = Yes AND Medical Expert 2 Response to Instructions Rec? is not = YES

Send Standard Document

Letter of Acknowledgement Expert 3

Criteria Set – Will only run if Expert 3 has been selected AND Medical Expert 3 Letter of Instruction Sent = yes AND Medical Expert 3 response to Instructions Rec? not = to Yes

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Set Dossier Field

Medical Expert 3 Response to instructions Rec? = Yes
Criteria set – Will only run if Medical Expert 3 Letter of Instruction sent? = Yes AND Medical Expert 3 Response to Instructions Rec? is not = YES

Send Standard Document

Letter of Acknowledgement Expert 4

Criteria Set – Will only run if Expert 4 has been selected AND Medical Expert 4 Letter of Instruction Sent = yes AND Medical Expert 4 response to Instructions Rec? not = to Yes

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Set Dossier Field

Medical Expert 4 Response to instructions Rec? = Yes
Criteria set – Will only run if Medical Expert 4 Letter of Instruction sent? = Yes AND Medical Expert 4 Response to Instructions Rec? is not = YES

Task 13 Letter of Notification

Allocate a Custom Questionnaire

Client Basic Information

Allocate a Custom Questionnaire

Defendant 1 Details

Allocate a Custom Questionnaire

NHS Resolution

Send Standard Document

Letter of Notification Defendant 1

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Send Standard Document

Letter to Defendant 1 Enc Clients NI

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Send Standard Document

Letter to NHS Resolution with Copy LoN

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Display a message to the user

Please enclose a copy of the Letter of Notification

Add an automatic keydate to matter

CHASEDEF “Have we had response to LoN?” + 14 Days

Task 14 Acknowledgement of Letter of Notification

Meet unmet keydates by type

CHASEDEF

Allocate a Custom Questionnaire

Defendant 1 Details

Allocate a Custom Questionnaire

Acknowledgement of LoN Def 1

Task 15 Costs Update

Meet unmet keydates by type

COSTS_UPD

Allocate a Custom Questionnaire

Costs

Add an automatic keydate to matter

Costs_UPD – 6 Months “Update Client on Costs”

Task 16 Letter of Claim

Allocate a Custom Questionnaire

Letter of Claim

Display a message to the user

“Please load Make Part 36 Offer Workflow to create offer and supporting documents”

Will only run if Are you submitting a part 36 offer with NoC = yes

Send Standard Document

Letter of Claim Defendant 1

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Send Standard Document

Letter to NHS Resolution with Copy LoC

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Display a message to the user

Please enclose a copy of the Letter of Claim

Add an automatic keydate to matter

CHASEDEF Have we had Acknowledgement of LOC? + 14 days

Add an automatic keydate to matter

CHASEDEF – Have we had Letter of Response? + 4 Months

Add an automatic keydate to matter

ISSUE – Proceedings can now be Issued + 4 Months

Task 17 Letter of Response

Meet unmet keydates by type

Meet unmet keydate by type = CHASEDEF

Allocate a Custom Questionnaire

Defendant 1 Details

Allocate a Custom Questionnaire

Letter of Response Defendant 1

Task 18 Advice to Client

Send Standard Document

Letter to Client with Advice

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Add an automatic keydate to matter

Keydate type CHASECLI – “Chase Client for Response to advice” 3 days

Document pack for this workflow

Client Care Letter

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Client Rep - Child Patient Letter

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Court – Enclosing Directions Questionnaire

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Court – File Bundle

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Court – Issue Proceedings

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Defendant 1 - Enclosing Directions Questionnaire

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Defendant 1 - Enclosing List of Documents

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Defendant 1 - Enclosing requested Documents

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Defendant Sol Exch Stat(s) BoD and Causation

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Defendant Sol Exch Stat(s) Cond, Prog and Loss

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Directions Order - Fast-Track

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Directions Order - Multi-Track

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Draft Client Statement

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Draft Order for pre-action disclosure

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Draft Witness 1 Statement

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Draft Witness 2 Statement

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Draft Witness 3 Statement

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Draft Witness 4 Statement

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Draft Witness 5 Statement

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Draft Witness 6 Statement

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EX160 - Apply for help with court and tribunal fee

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Expert 1 - Dates to Avoid

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Expert 2 - Dates to Avoid

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Expert 3 - Dates to Avoid

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Expert 4 - Dates to Avoid

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Explanation of Words Used

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Form N244 Application Notice

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Letter of Acknowledgement Expert 1

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Letter of Acknowledgement Expert 2

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Letter of Acknowledgement Expert 3

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Letter of Acknowledgement Expert 4

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Letter of Approach Expert 1

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Letter of Approach Expert 2

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Letter of Approach Expert 3

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Letter of Approach Expert 4

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Letter of Claim Defendant 1

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Letter of Instruction Expert 1

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Letter of Instruction Expert 2

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Letter of Instruction Expert 3

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Letter of Instruction Expert 4

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Letter of Notification Defendant 1

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Letter requesting medical records pagination

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Letter to Client Enc Expert 1 Authorities for Sig

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Letter to Client Enc Expert 2 Authorities for Sig

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Letter to Client Enc Expert 3 Authorities for Sig

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Letter to Client Enc Expert 4 Authorities for Sig

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Letter to Client with Advice

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Letter to Counsel Enclosing Brief and Bundle

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Letter to Court enc Pre Trial Checklist

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Letter to Defendant 1 Enc Clients NI

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Letter to NHS Resolution with Copy LoC

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Letter to NHS Resolution with Copy LoN

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Lit Friend - After 1st Meeting

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N170 Listing Questionnaire

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N180 Directions Questionnaire Small Claims Track

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N181 Directions Questionnaire Fast Track or Multi

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N235 Certificate of Suitability of Litigation Frie

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N242a Offer to Settle

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N251 Notice of funding of case or claim

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N265 Make a Standard Disclosure of Documents to th

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Part 36 Offer to Defendant

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Part 36 Offer(s) to Client for Approval

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Particulars of Claim

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Proposed Timetable for Trial

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Request Letter for Defendant 1 Medical Records

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Request Letter for GP Records

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Schedule of Loss

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Threat of Pre-Action Disclosure For Defendant 1 Re

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Threat of Pre-Action Disclosure For GP Records

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Witness 1 – enclose Draft Statement

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Witness 1 – Letter of Approach

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Witness 1 – Prepare Witness Statement

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Witness 2 – enclose Draft Statement

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Witness 2 – Letter of Approach

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Witness 2 – Prepare Witness Statement

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Witness 3 – enclose Draft Statement

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Witness 3 – Letter of Approach

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Witness 3 – Prepare Witness Statement

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Witness 4 – enclose Draft Statement

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Witness 4 – Letter of Approach

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Witness 4 – Prepare Witness Statement

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Witness 5 – enclose Draft Statement

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Witness 5 – Letter of Approach

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Witness 5 – Prepare Witness Statement

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Witness 6 – enclose Draft Statement

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Witness 6 – Letter of Approach

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Witness 6 – Prepare Witness Statement

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Witness statement Pre-Action Disc

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Blank Letter to Client

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Blank Letter to Counsel

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Blank Letter to Court

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Blank Letter to Defendant 1

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Blank Letter to Defendant 1 Solicitor

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Blank Letter to Expert 1

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Blank Letter to Expert 2

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Blank Letter to Expert 3

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Blank Letter to Expert 4

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Blank Letter to GP

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Blank Letter to NHS Resolution

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Blank Letter to Paginator

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Blank Letter to Witness 1

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Blank Letter to Witness 2

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Blank Letter to Witness 3

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Blank Letter to Witness 4

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Blank Letter to Witness 5

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Blank Letter to Witness 6

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BMA Law Society Consent Form

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Brief to Counsel

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Client – Advice on Disclosure

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Client - After 1st Meeting

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Client – CFA What You Need To Know

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Client – Confirm Proceedings Issued

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Client – Enc Claim for Approval

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Client – Enclose Draft Statement

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Client – Once CFA Confirmed

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Client – Once Other Funding Confirmed

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Client - Send Court Order

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Client Advice re Defendant 1 Part36 Offer Received

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