RTA Aborted Claim
Updated Apr 18th, 2023
Task 1 Out of Portal File Setup RTA
Allocate a Custom Questionnaire
Enter details regarding the Claimant/Court/Counsel. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Defendant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the insurer. This information is used to pre-populate letters and fields:
Display a message to the user
(criteria IF RTA_EXITPORTAL = Defendant alleges CNF lacks info)
Proceed to the Task “Letter of Claim”
Display a message to the user
Message to User (criteria IF RTA_EXITPORTAL = D allege contrib neg etc)
Proceed to the Task “Send Letter of Claim from Portal”
Task 2 Letter of Claim RTA
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Automatic keydate 4 days CHASECLI – Client to approve Letter of Claim
Task 3 Send Letter of Claim to Defendant
Meet unmet keydates by type
CHASECLI
Display a message to the user
Send Letter of Claim to Defendant
Add an automatic keydate to matter
7 days CHASE_RESP – Defendant to acknowledge LoC
Task 4 Send Letter of Claim to Insurer RTA
Meet unmet keydates by type
CHASE_RESP
Send Standard Document
Display a message to the user
Remember to include copy Letter of Claim
Send Standard Document
Add an automatic keydate to matter
Automatic keydate 21 days CHASEINS – Reply from Insurer due
Add an automatic keydate to matter
Automatic keydate 3 months INSINVEST – Insurer to conclude investigations
Task 5 Disclosure RTA
Send Standard Document
Add an automatic keydate to matter
CHASE_INS – 1 Week. Insurer to provide disclosure
Task 6 Propose Medical Experts RTA
Send Standard Document
Add an automatic keydate to matter
Automatic keydate 14 days – Insurer to approve Medical Experts
Task 7 Instruct Medical Experts RTA
Criteria: Documents/keydates will only run if the corresponding Medical Expert field is completed
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
2 weeks MEDEX1: Medical Expert 1 response
Add an automatic keydate to matter
2 weeks MEDEX2: Medical Expert 2 response
Add an automatic keydate to matter
2 weeks MEDEX3: Medical Expert 3 response
Add an automatic keydate to matter
2 weeks MEDEX4: Medical Expert 4 response
Task 8 Receipt of Medical Expert Reports RTA
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
keydate 28 days CHSE_MED: Questions for Medical Expert
Task 9 Schedule of Past/Future Losses RTA
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASECLI 4 days: Client to approve Schedule of Losses
Task 10 Send Schedule of Losses to Insurer RTA
Meet unmet keydates by type
CHASECLI
Send Standard Document
Display a message to the user
Include copy Schedule of Losses with letter to Insurer