Osprey Academy - Customer Support & Training

Workflows

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


Clinical Negligence Proceedings

Task 1 Prepare Court Papers

Allocate a Custom Questionnaire

Prepare Court Papers

Send Standard Document

Send Standard Document

EX160 Apply for help with fees

Wlll only run when Seeking Help with Fees = Yes

Show preview    Open in new tab

Send Standard Document

Particulars of Claim

Show preview    Open in new tab

Send Standard Document

Schedule of Loss

Show preview    Open in new tab

Send Standard Document

N251 Notice of funding of case or claim

Only runs when “Type of Funding” = “BTE Insurance” or “CFA”

Show preview    Open in new tab

Send Standard Document

N235 Certificate of Suitability of Litigation friend details

Runs only when “Does the Cleint Require a Litigation Friend?” = Yes

Show preview    Open in new tab

Send Standard Document

Client – Enc Claim for Approval

Show preview    Open in new tab

Add an automatic keydate to matter

Type CLI_CHASE – Has Client Approved Claim Form + 3 days

Task 2 Issue Proceedings

Meet unmet keydates by type

Meet unmet keydates by type CLI_CHASE

Send Standard Document

Court – Issue Proceedings

Show preview    Open in new tab

Send Standard Document

Client – Confirm Proceedings Issued

Show preview    Open in new tab

Add an automatic keydate to matter

Type CHASECOURT – “Has Court Confirmed Issue?” + 14 days

Task 3 Notice of Issue Received

Meet unmet keydates by type

Meet Unmet Keydates by Type CHASECOURT

Allocate a Custom Questionnaire

Notice of Issue

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Defendant 1 Defence

Add a keydate linked to dossier field

Add a Keydate linked to Dossier Field: Type ACKNLSERV Acknowledgement of Service Due Date + 0 days “Acknowledgement of Service Due”

Add a keydate linked to dossier field

Add a Keydate linked to Dossier Field: DEFRECVD Defendant 1 Defence Date Due + 0 Days “Defendant 1 Defence Due”

Task 4 Acknowledgement of Service Received

Meet unmet keydates by type

Meet Unmet Keydates by Type: ACKNLSERV

Meet unmet keydates by type

Meet Unmet Keydates by Type: DEFRECVD

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Defendant 1 Defence

Add a keydate linked to dossier field

Add a Keydate linked to Dossier Field: DEFRECVD – FW_CN_D1_DEF_DT Defendant 1 Defence Date Due + 0 Days “Defendant 1 Defence Due”

Task 5 Defence Received

Meet unmet keydates by type

Meet Unmet keydates by type ACKNLSERV

Meet unmet keydates by type

Meet Unmet keydates by type DEFRECVD

Allocate a Custom Questionnaire

Court Details

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Defendant 1 Defence

Add a keydate linked to dossier field

Add a Keydate linked to Dossier Field: DIRQUES Defendant 1 Directions Questionnaire Date Due = 0 Days “Defendant 1 Directions Questionnaire Due”

Task 6 Precedent H (multi-track cases only)

Send Standard Document

Precedent H

Runs only when Track Type = Multi Track

Show preview    Open in new tab

Task 7 Draft Directions Order

Send Standard Document

Directions Order – Multi Track

Runs only when Track Type = Multi Track

Show preview    Open in new tab

Send Standard Document

Direction Order – Fast Track

Runs only when Track Type = Fast Track

Show preview    Open in new tab

Task 8 Directions Questionnaire

Meet unmet keydates by type

Meet Unmet Keydates by Type – DIRQUES

Send Standard Document

N180 small claims track

Runs only when Track Type = Small Claims

Show preview    Open in new tab

Send Standard Document

N181 fast track or multi track

Runs only when Track Type = Multi Track or Fast Track

Show preview    Open in new tab

Send Standard Document

Court – Enclosing Directions Questionnaire

Show preview    Open in new tab

Send Standard Document

Defendant 1 – Enclosing Directions Questionnaire

Show preview    Open in new tab

Task 9 Notice of Allocation Received

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Notice of Allocation

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Case Management Conference / Pre-Trial Review

Add a keydate linked to dossier field

Defendant 1 Standard Disclosure List Due + 0 Days
“Defendant 1 Standard disclosure of documents by list and category due”
Criteria Set – Will only run if “DIS Defendant 1 Standard Disclosure List Due” is set.

Add a keydate linked to dossier field

Defendant 1 Standard Disclosure Request Due + 0 Days
“Defendant 1 Request for Standard disclosure due”
Criteria Set – Will only run if “Defendant 1 Standard Disclosure Request Due” is set.

Add a keydate linked to dossier field

Defendant 1 Electronic Disclosure Issues Date + 0 Days
“Defendant 1 Electronic disclosure issues due”
Criteria Set – Will only run if “Defendant 1 Electronic Disclosure Issues Date” is set.

Add a keydate linked to dossier field

Defendant 1 Statements BoD/Causation Due + 0 Days
“Defendant 1 Statements in respect of breach of duty and causation due”
Criteria Set – Will only run if “Defendant 1 Statements BoD/Causation Due” is set.

Add a keydate linked to dossier field

Defendant 1 Statements Condition/Prog Due + 0 Days
“Defendant 1 Statements in respect of condition, prognosis and loss due”
Criteria Set – Will only run if “Defendant 1 Statements Condition/Prog Due” is set.

Display a message to the user

Please record any other key dates that have not already been recorded above

Meet unmet keydates by type

CMC

Add a keydate linked to dossier field

Date of Case Management Conference + 0 Days
“Case Management Hearing”
Criteria Set – Will only run if “Date of Case Management Conference” is set.

Task 10 Experts – Hearing Dates to Avoid

Send Standard Document

Dates to avoid expert 1

Criteria Set – Will only run if “Medical Expert 1 Exists” is set to “True”

Show preview    Open in new tab

Send Standard Document

Dates to avoid expert 2

Criteria Set – Will only run if “Medical Expert 2 Exists” is set to “True”

Show preview    Open in new tab

Send Standard Document

Dates to avoid expert 3

Criteria Set – Will only run if “Medical Expert 3 Exists” is set to “True”

Show preview    Open in new tab

Send Standard Document

Dates to avoid expert 4

Criteria Set – Will only run if “Medical Expert 4 Exists” is set to “True”

Show preview    Open in new tab

Add an automatic keydate to matter

Medical Expert 1 + 14 Days
“Have we received a response from Medical Expert 1?”
Criteria Set – Will only run if “Medical Expert 1 Exists” is set to “True”

Add an automatic keydate to matter

Medical Expert 2 + 14 Days
“Have we received a response from Medical Expert 2?”
Criteria Set – Will only run if “Medical Expert 2 Exists” is set to “True”

Add an automatic keydate to matter

Medical Expert 3 + 14 Days
“Have we received a response from Medical Expert 3?”
Criteria Set – Will only run if “Medical Expert 3 Exists” is set to “True”

Add an automatic keydate to matter

Medical Expert 4 + 14 Days
“Have we received a response from Medical Expert 4?”
Criteria Set – Will only run if “Medical Expert 4 Exists” is set to “True”

Task 11 Prepare Case Summary

Send Standard Document

Task 12 Preparing Disclosure of documents

Send Standard Document

N265 Make a standard disclosure of documents to the court

Show preview    Open in new tab

Send Standard Document

Client – Advice on Disclosure

Show preview    Open in new tab

Task 13 Send List of Documents to Defendant

Send Standard Document

Defendant 1 – Enclosing List of Documents

Show preview    Open in new tab

Task 14 Send Requested documents

Send Standard Document

Defendant 1 – Enclosing requested Documents

Show preview    Open in new tab

Task 15 Prepare Statement

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Witnesses 1 & 2

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Witnesses 3 & 4

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Witnesses 5 & 6

Send Standard Document

Witness 1 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 2 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 3 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 4 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 5 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 6 – Prepare Witness Statement

Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Show preview    Open in new tab

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 1 re Statement”
Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 2 re Statement”
Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 3 re Statement”
Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 4 re Statement”
Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 5 re Statement”
Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 6 re Statement”
Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Task 16 Draft Statements

Send Standard Document

Draft Witness 1 Statement

Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 1 – enclose Draft Statement

Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Draft Witness 2 Statement

Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 2 – enclose Draft Statement

Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Draft Witness 3 Statement

Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 3 – enclose Draft Statement

Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Draft Witness 4 Statement

Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 4 – enclose Draft Statement

Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Draft Witness 5 Statement

Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 5 – enclose Draft Statement

Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Draft Witness 6 Statement

Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Show preview    Open in new tab

Send Standard Document

Witness 6 – enclose Draft Statement

Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Show preview    Open in new tab

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 1 re Statement”
Criteria Set – Will only run if “Witness 1 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 2 re Statement”
Criteria Set – Will only run if “Witness 2 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 3 re Statement”
Criteria Set – Will only run if “Witness 3 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 4 re Statement”
Criteria Set – Will only run if “Witness 4 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 5 re Statement”
Criteria Set – Will only run if “Witness 5 Surname” is not blank.

Add an automatic keydate to matter

Case Witness -7 Days
“Chase Witness 6 re Statement”
Criteria Set – Will only run if “Witness 6 Surname” is not blank.

Task 17 Instruct Counsel

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Counsel Details

Send Standard Document

Brief to Counsel

Show preview    Open in new tab

Send Standard Document

Letter to Counsel Enclosing Brief and Bundle

Show preview    Open in new tab

Add an automatic keydate to matter

Chase Counsel +7 Days
“Have we heard back from Counsel?”

Task 18 Exchange Statement(s) Breach of Duty and Causation

Send Standard Document

Defendant Sol Exch Statement(s) BoD and Causation

Show preview    Open in new tab

Meet unmet keydates by type

STAT1

Task 19 Exchange Statement(s) Condition, Prognosis and Loss

Send Standard Document

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

Show preview    Open in new tab

Meet unmet keydates by type

STAT2

Task 20 Pre-Trial Checklist Received

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Pre-Trial Checklist
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

Send Standard Document

N170 Listing questionnaire

Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

Show preview    Open in new tab

Send Standard Document

Form N244 Application notice

Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”

Show preview    Open in new tab

Send Standard Document

Directions Order – Multi Track

Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”

Show preview    Open in new tab

Send Standard Document

Proposed Timetable for Trial

Criteria Set – Will only run if “Track Type” is set to “Multi Track”

Show preview    Open in new tab

Add a keydate linked to dossier field

Defendant 1 Pre-Trial Checklist Due + 0 Days
“Defendant 1 Pre Trial Checklist Due”
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

Task 21 Send Pre-Trial Checklist to Court

Meet unmet keydates by type

PTCL
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

Send Standard Document

Letter to Court enc Pre Trial Checklist

Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”

Show preview    Open in new tab

Task 22 Further Directions Received

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Notice of Allocation

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Case Management Conference / Pre-Trial Review

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Trial Bundle

Meet unmet keydates by type

CMC

Add a keydate linked to dossier field

Date of Case Management Conference + 0
“Case Management Hearing”
Criteria Set – Will only run if “Case Management Conference” is set.

Add a keydate linked to dossier field

Date Bundle Due + 0
“Deadline to file Hearing Bundle”
Criteria Set – Will only run if “Date Bundle Due” is set.

Task 23 Notice of Trial Date

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Hearing

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Trial Bundle

Meet unmet keydates by type

HEARING

Meet unmet keydates by type

HRG_DT_7

Meet unmet keydates by type

TRIAL_FEE

Add a keydate linked to dossier field

Hearing Date + 0 Days
“Hearing”
Criteria Set – Will only run if “Hearing Date” is set.

Add a keydate linked to dossier field

Hearing Date -7 Days
“Hearing”
Criteria Set – Will only run if “Hearing Date” is set.

Add a keydate linked to dossier field

Date Trial Fee Due + 0 Days
“Deadline to Pay Trial Fee”

Add a keydate linked to dossier field

Date Bundle Due + 0 Days
“Deadline to file Hearing Bundle”
Criteria Set – Will only run if “Date Bundle Due ” is set.

Send Standard Document

EX160 Apply for help with fees

Criteria Set – Will only run if “Seeking Help with Fees” is set to “Yes”.

Show preview    Open in new tab

Task 24 Prepare Bundle

Send Standard Document

Task 25 File Hearing Bundle

Send Standard Document

Court – File Bundle

Show preview    Open in new tab

Meet unmet keydates by type

BUNDLE

Task 26 Court Order Received

Display a message to the user

Please record any relevant key dates

Send Standard Document

Client – Send Court Order

Show preview    Open in new tab

Document pack for this workflow

EX160 Apply for help with fees

Show preview    Open in new tab

Particulars of Claim

Show preview    Open in new tab

Schedule of Loss

Show preview    Open in new tab

N251 Notice of funding of case or claim

Show preview    Open in new tab

N235 Certificate of Suitability of Litigation friend details

Show preview    Open in new tab

Client - Enc Claim for Approval

Show preview    Open in new tab

Court – Issue Proceedings

Show preview    Open in new tab

Client – Confirm Proceedings Issued

Show preview    Open in new tab

Directions Order - Multi Track

Show preview    Open in new tab

Direction Order – Fast Track

Show preview    Open in new tab

N180 small claims track

Show preview    Open in new tab

N181 fast track or multi track

Show preview    Open in new tab

Court – Enclosing Directions Questionnaire

Show preview    Open in new tab

Defendant 1 – Enclosing Directions Questionnaire

Show preview    Open in new tab

Dates to avoid expert 1

Show preview    Open in new tab

Dates to avoid expert 2

Show preview    Open in new tab

Dates to avoid expert 3

Show preview    Open in new tab

Dates to avoid expert 4

Show preview    Open in new tab

N265 Make a standard disclosure of documents to the court

Show preview    Open in new tab

Client – Advice on Disclosure

Show preview    Open in new tab

Defendant 1 - Enclosing List of Documents

Show preview    Open in new tab

Defendant 1 - Enclosing requested Documents

Show preview    Open in new tab

Witness 1 – Prepare Witness Statement

Show preview    Open in new tab

Witness 2 – Prepare Witness Statement

Show preview    Open in new tab

Witness 3 – Prepare Witness Statement

Show preview    Open in new tab

Witness 4 – Prepare Witness Statement

Show preview    Open in new tab

Witness 5 – Prepare Witness Statement

Show preview    Open in new tab

Witness 6 – Prepare Witness Statement

Show preview    Open in new tab

Draft Witness 1 Statement

Show preview    Open in new tab

Witness 1 – enclose Draft Statement

Show preview    Open in new tab

Draft Witness 2 Statement

Show preview    Open in new tab

Witness 2 – enclose Draft Statement

Show preview    Open in new tab

Draft Witness 3 Statement

Show preview    Open in new tab

Witness 3 – enclose Draft Statement

Show preview    Open in new tab

Draft Witness 4 Statement

Show preview    Open in new tab

Witness 4 – enclose Draft Statement

Show preview    Open in new tab

Draft Witness 5 Statement

Show preview    Open in new tab

Witness 5 – enclose Draft Statement

Show preview    Open in new tab

Draft Witness 6 Statement

Show preview    Open in new tab

Witness 6 – enclose Draft Statement

Show preview    Open in new tab

Brief to Counsel

Show preview    Open in new tab

Letter to Counsel Enclosing Brief and Bundle

Show preview    Open in new tab

Defendant Sol Exch Statement(s) BoD and Causation

Show preview    Open in new tab

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

Show preview    Open in new tab

N170 Listing questionnaire

Show preview    Open in new tab

Form N244 Application notice

Show preview    Open in new tab

Proposed Timetable for Trial

Show preview    Open in new tab

Letter to Court enc Pre Trial Checklist

Show preview    Open in new tab

Court – File Bundle

Show preview    Open in new tab

Client - Send Court Order

Show preview    Open in new tab
In this article