Preliminary Investigations
Updated Apr 11th, 2023
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
Send Standard Document
Send Standard Document
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
Send Standard Document
Send Standard Document
Client – Explanation of Terms
Criteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’
Send Standard Document
Client – CFA
Criteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’
Send Standard Document
Client Care Letter
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’
Open a Read-Only Doc
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
Send Standard Document
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
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
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
Add an automatic keydate to matter
Chasing – 6 Weeks
Have Paginated Medical records been received?
Task 7 Draft Client Statement
Send Standard Document
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
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
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’
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’
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’
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
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
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
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
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
Send Standard Document
Send Standard Document
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
Send Standard Document
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
Add an automatic keydate to matter
Keydate type CHASECLI – “Chase Client for Response to advice” 3 days