Task 1 Prepare Court Papers
Allocate a Custom Questionnaire
Prepare Court Papers
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
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
Send Standard Document
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
Task 7 Draft Directions Order
Send Standard Document
Send Standard Document
Task 8 Directions Questionnaire
Meet unmet keydates by type
Meet Unmet Keydates by Type – DIRQUES
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
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
Send Standard Document
Task 13 Send List of Documents to Defendant
Send Standard Document
Task 14 Send Requested documents
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
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
Send Standard Document
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
Meet unmet keydates by type
STAT1
Task 19 Exchange Statement(s) Condition, Prognosis and Loss
Send Standard Document
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
Send Standard Document
Send Standard Document
Send Standard Document
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
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
Task 24 Prepare Bundle
Send Standard Document
Task 25 File Hearing Bundle
Send Standard Document
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