Task 1 Part 36 Offer Recieved

Allocate a Custom Questionnaire

receive Part 36 Offer Defendants 1

Send Standard Document

Client Advice re Defendant 1 Part36 Offer Received

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Add a keydate linked to dossier field

Add a Keydate linked to Dossier Field: PART36REX – FW_CN_P36_D1_RX Date Received Part 36 Offer Expires Defendant 1 – “Defendant 1 Part 36 Offer Expires”

Add an automatic keydate to matter

Type CLIChase “Have we heard from client re Part 36 Offer” + 3 Days

Document pack for this workflow

Court – File Bundle

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Client – Once Other Funding Confirmed

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Client Advice re Defendant 1 Part36 Offer Received

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Client - Send Court Order

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Client – CFA What You Need To Know

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Client – Enc Claim for Approval

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Client – Once CFA Confirmed

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Client – Confirm Proceedings Issued

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Client – Enclose Draft Statement

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Client - After 1st Meeting

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Client – Advice on Disclosure

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Brief to Counsel

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Blank Letter to Witness

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Blank Letter to Witness 6

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Blank Letter to Witness 3

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Blank Letter to Witness 5

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Blank Letter to Witness 2

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Blank Letter to Paginator

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Blank Letter to NHS Resolution

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Blank Letter to GP

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Blank Letter to Witness 1

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Blank Letter to Expert 2

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Blank Letter to Expert 4

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Blank Letter to Expert 3

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Blank Letter to Defendant 1 Solicitor

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Blank Letter to Expert 1

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Blank Letter to Court

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Blank Letter to Counsel

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Blank Letter to Defendant 1

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Blank Letter to Client

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Witness 5 – Prepare Witness Statement

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Witness 6 – enclose Draft Statement

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Witness 6 – Letter of Approach

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Witness 6 – Prepare Witness Statement

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Witness statement Pre-Action Disc

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Witness 4 – Letter of Approach

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Witness 4 – Prepare Witness Statement

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Witness 5 – enclose Draft Statement

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Witness 5 – enclose Draft Statement

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Witness 3 – enclose Draft Statement

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Witness 3 – Letter of Approach

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Witness 3 – Prepare Witness Statement

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Witness 4 – enclose Draft Statement

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Witness 2 – enclose Draft Statement

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Witness 1 – Prepare Witness Statement

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Witness 2 – Prepare Witness Statement

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Witness 2 – Letter of Approach

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Threat of Pre-Action Disclosure For Defendant 1 Re

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Threat of Pre-Action Disclosure For GP Records

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Witness 1 – Letter of Approach

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Witness 1 – enclose Draft Statement

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Request Letter for Defendant 1 Medical Records

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Schedule of Loss

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Particulars of Claim

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Proposed Timetable for Trial

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Request Letter for GP Records

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Part 36 Offer to Defendant

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Part 36 Offer(s) to Client for Approval

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N251 Notice of funding of case or claim

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N265 Make a Standard Disclosure of Documents to th

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N242a Offer to Settle

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N181 Directions Questionnaire Fast Track or Multi

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N180 Directions Questionnaire Small Claims Track

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N235 Certificate of Suitability of Litigation Frie

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N170 Listing Questionnaire

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Letter to NHS Resolution with Copy LoN

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Lit Friend - After 1st Meeting

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Letter to Court enc Pre Trial Checklist

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Letter to NHS Resolution with Copy LoC

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Letter to Counsel Enclosing Brief and Bundle

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Letter to Defendant 1 Enc Clients NI

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Letter to Client Enc Expert 3 Authorities for Sig

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Letter to Client Enc Expert 2 Authorities for Sig

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Letter to Client with Advice

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Letter to Client Enc Expert 4 Authorities for Sig

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Letter of Notification Defendant 1

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Letter of Instruction Expert 4

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Letter requesting medical records pagination

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Letter to Client Enc Expert 1 Authorities for Sig

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Letter of Instruction Expert 2

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Letter of Instruction Expert 1

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Letter of Instruction Expert 3

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Letter of Claim Defendant 1

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Letter of Approach Expert 2

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Letter of Approach Expert 4

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Letter of Approach Expert 3

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Letter of Approach Expert 1

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Letter of Acknowledgement Expert 3

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Letter of Acknowledgement Expert 4

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Letter of Acknowledgement Expert 1

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Letter of Acknowledgement Expert 2

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Form N244 Application Notice

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Expert 2 - Dates to Avoid

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Expert 2 - Dates to Avoid

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Expert 4 - Dates to Avoid

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Expert 3 - Dates to Avoid

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Draft Witness 5 Statement

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Expert 1 - Dates to Avoid

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EX160 - Apply for help with court and tribunal fee

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Draft Witness 6 Statement

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Draft Witness 2 Statement

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Draft Witness 3 Statement

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Draft Witness 4 Statement

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Draft Witness 1 Statement

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Draft Order for pre-action disclosure

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Directions Order - Multi-Track

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Draft Client Statement

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

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Directions Order - Fast-Track

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Defendant Sol Exch Stat(s) BoD and Causation

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Defendant 1 - Enclosing Directions Questionnaire

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Defendant 1 - Enclosing List of Documents

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Client Care Letter

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Client Rep - Child Patient Letter

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Court – Enclosing Directions Questionnaire

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BMA Law Society Consent Form

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