Task 1 New File
Allocate a Custom Questionnaire
New File Info
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASECLI. 3 Days – Chase for return of instruction paperwork.
Task 2 Brief to Counsel
Allocate a Custom Questionnaire
Brief to Counsel
Send Standard Document
Send Standard Document
Task 3 Expert Info
Allocate a Custom Questionnaire
Expert Info
Send Standard Document
Send Standard Document
Will only run if the dossier field Expert 2 is completed