Osprey Academy - Customer Support & Training

Workflows

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

Task 1 New File

Allocate a Custom Questionnaire

Children – New File Information

Send Standard Document

Client Care Letter

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Add an automatic keydate to matter

CHASECLI. 1 Week – Chase for return of instruction paperwork

Task 2 Draft Application

Meet unmet keydates by type

CHASECLI.

Allocate a Custom Questionnaire

Court Information

Send Standard Document

C100 – Application for a CAO

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Send Standard Document

Statement Template

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Send Standard Document

C8 – Confidential Contact Details

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Send Standard Document

Notice of Acting

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Send Standard Document

Application for approval

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Add an automatic keydate to matter

CHASECLI. 2 Days – Chase client for approval of application

Task 3 Submit Application to Court

Meet unmet keydates by type

CHASECLI.

Allocate a Custom Questionnaire

Court Information

Send Standard Document

Letter Court filing application

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Display a message to the user

Add keydate in next screen – chase court for issued app

Add a Keydate to Matter

Task 4 FHDRA Listed

Allocate a Custom Questionnaire

Court Case Number

Allocate a Custom Questionnaire

FHDRA Date

Send Standard Document

Client confirming FHDRA listed

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Send Standard Document

Letter serving issued application on OS sol

Will only run if Solicitor 1 is completed and Applicant/Respondent/No litigation at this stage is set to Applicant.

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Send Standard Document

Letter serving issued application on OS

Will only run if Solicitor 1 is completed and Applicant/Respondent/No litigation at this stage is set to Applicant.

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Add a keydate linked to dossier field

COURTDATE 0 Days FHDRA Date. Linked to the dossier field FHDRA Date.

Task 5 Safeguarding Received

Send Standard Document

Client enc. Safeguarding

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Task 6 Outcome of FHDRA/DRA Listed

Allocate a Custom Questionnaire

DRA Date

Send Standard Document

Client confirm outcome of FHDRA/DRA listed

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Display a message to the user

Add any keydates from the Order made at the FHDRA.

Add a keydate linked to dossier field

COURTDATE. 0 Days DRA. Linked to the dossier field DRA Date.

Task 7 Outcome of DRA/Final Hearing Listed

Meet unmet keydates by type

COURTDATE

Allocate a Custom Questionnaire

Final Hearing Date

Send Standard Document

Client confirming final hearing outcome of DRA

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Add a keydate linked to dossier field

COURTDATE. 0 Days Final Hearing Date. Linked to dosser field Final Hearing Date.

Display a message to the user

WARNING – do we need to prepare final hearing bundle?

Task 8 Final Hearing Outcome

Meet unmet keydates by type

COURTDATE

Send Standard Document

Client confirm outcome Final Hearing

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Task 9 Brief to Counsel

Allocate a Custom Questionnaire

Brief to Counsel

Send Standard Document

Brief to Counsel

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Send Standard Document

Letter to Counsel enclosing brief and bundle

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Task 10 Expert Info

Allocate a Custom Questionnaire

Expert Info

Send Standard Document

Blank letter Expert 1

Will only run if the dossier field Expert 1 is completed.

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Send Standard Document

Blank letter Expert 2

Will only run if the dossier field Expert 2 is completed.

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Document pack for this workflow

Application for approval

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Blank letter CAFCASS

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Blank letter client

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Blank letter Counsel

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Blank letter Court

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Blank letter Expert 1

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Blank letter Expert 2

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Blank letter Local Authority solicitor

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Blank letter other side solicitor

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Blank letter to other side

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Brief to Counsel

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C1 - Application for an Order

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C100 - Application for a CAO

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C1A - Allegations of Harm and Domestic Violence

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C2 - Application for permission to start

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C66 - Application for inherent jurisdiction order

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C78 - Application for attachment of warning notice

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C79 - Application for enforcement of CAO

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C8 - Confidential Contact Details

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C9 - Statement of Service

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Client Care Letter

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Client confirm outcome Final Hearing

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Client confirm outcome of FHDRA/DRA listed

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Client confirming FHDRA listed

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Client confirming final hearing outcome of DRA

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Client enc. s8 Report

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Client enc. Safeguarding

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FGM700 - FGM protection order

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FM1 - MIAM Form

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Letter Court filing application

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Letter Court filing document

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Letter serving document on o/s solicitor

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Letter serving document on other side

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Letter serving issued application on OS

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Letter serving issued application on OS sol

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Letter to Counsel enclosing brief and bundle

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Notice of Acting

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Statement Template

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