Preliminary Investigations
Updated May 13th, 2025
Allocate a Custom Questionnaire
Initial Details
Allocate a Custom Questionnaire
Litigation Friend Details rnCriteria Set – Will only run if ‘Client Require a Litigation Friend’ is set to u0022Yesu0022
Allocate a Custom Questionnaire
GP Details rnCriteria Set – Will only run if u0022GP Negligence Alleged?u0022 is set to u0022Yesu0022
Allocate a Custom Questionnaire
Defendant 1 Details
Add a keydate linked to dossier field
Defendant 1 Limitation DaternCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank
Add a keydate linked to dossier field
Defendant 1 Limitation Date minus 1 MonthrnCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank
Add a keydate linked to dossier field
Defendant 1 Limitation Date minus 3 MonthsrnCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank
Add a keydate linked to dossier field
Defendant 1 Limitation Date minus 6 MonthsrnCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank
Allocate a Custom Questionnaire
Costs
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Client – 14 Days rnHave we heard from the client?
Meet unmet keydates by type
Chase Client
Allocate a Custom Questionnaire
Funding Type
Allocate a Custom Questionnaire
BTE Insurer rnCriteria Set – Will only run if ‘Type of Funding’ is set to ‘BTE’
Allocate a Custom Questionnaire
Legal Aid rnCriteria Set – Will only run if ‘Type of Funding’ is set to ‘Legal Aid’
Allocate a Custom Questionnaire
Costs
Allocate a Custom Questionnaire
CFA rnCriteria Set – Will only run if ‘Type of Funding’ is set to ‘CFA’
Send Standard Document
Send Standard Document
Send Standard Document
Client – Explanation of Terms rnCriteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’
Send Standard Document
Client – CFA rnCriteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’
Send Standard Document
Client Care Letter
Send Standard Document
Client Rep – Child and Patient Letter rnCriteria Set – Will only run if ‘Does the Client Require a Litigation Friend?’ is set to ‘Yes’
Open a Read-Only Doc
Add an automatic keydate to matter
Chase Client – 7 days rnClient returned funding letter and consent form?
Add an automatic keydate to matter
Costs Update – 6 monthsrnUpdate Client on Costs
Meet unmet keydates by type
Chase Client
Allocate a Custom Questionnaire
GP Details
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
MEDRECORD – 40 DaysrnHave GP medical reports been received?
Add an automatic keydate to matter
MEDRECORD – 40 Days rnHave Defendant 1 medical reports been received?
Meet unmet keydates by type
MEDRECORD
Allocate a Custom Questionnaire
Medical records Def 1 received?
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
MEDRECORD – 14 Days rnHave GP medical reports been received?rnCriteria Set – Will only run if ‘Have GP Medical Records Been Received?’ is set to ‘No’rn
Add an automatic keydate to matter
MEDRECORD – 14 Days rnHave Defendant 1 medical reports been received?rnCriteria Set – Will only run if ‘Have Defendant 1 Medical Records Been Received?’ is set to ‘No’rn
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Display a message to the user
Please make sufficient copies of your application and supporting documentation. You will need to submit one copy for each party to be served and one copy for the court.
Allocate a Custom Questionnaire
Pagination
Send Standard Document
Add an automatic keydate to matter
Chasing – 6 WeeksrnHave Paginated Medical records been received?
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Client – 7 Days rnChase Client re Signed Statement
Allocate a Custom Questionnaire
Medical Experts
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
MEDEX1 + 14 DaysrnHave we received a response from Medical Expert 1?rnCriteria Set – Will only run if Expert 1 has been selected
Add an automatic keydate to matter
MEDEX2 + 14 DaysrnHave we received a response from Medical Expert 2?rnCriteria Set – Will only run if Expert 2 has been selected
Add an automatic keydate to matter
MEDEX3 + 14 DaysrnHave we received a response from Medical Expert 3?rnCriteria Set – Will only run if Expert 3 has been selected
Add an automatic keydate to matter
MEDEX4 + 14 DaysrnHave we received a response from Medical Expert 4?rnCriteria Set – Will only run if Expert 4 has been selected
Allocate a Custom Questionnaire
Witnesses 1 u0026amp; 2
Allocate a Custom Questionnaire
Witnesses 3 u0026amp; 4
Allocate a Custom Questionnaire
Witnesses 5 u0026amp; 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
CHASEWIT – 7 daysrnResponse from Witness 1rnCriteria Set – Will only run if a Surname has been entered for ‘Witness 1’
Add an automatic keydate to matter
CHASEWIT – 7 daysrnResponse from Witness 2rnCriteria Set – Will only run if a Surname has been entered for ‘Witness 2’
Add an automatic keydate to matter
CHASEWIT – 7 daysrnResponse from Witness 3rnCriteria Set – Will only run if a Surname has been entered for ‘Witness 3’
Add an automatic keydate to matter
CHASEWIT – 7 daysrnResponse from Witness 4rnCriteria Set – Will only run if a Surname has been entered for ‘Witness 4’
Add an automatic keydate to matter
CHASEWIT – 7 daysrnResponse from Witness 5rnCriteria Set – Will only run if a Surname has been entered for ‘Witness 5’
Add an automatic keydate to matter
CHASEWIT – 7 daysrnResponse from Witness 6rnCriteria Set – Will only run if a Surname has been entered for ‘Witness 6’
Allocate a Custom Questionnaire
Medical Experts
Allocate a Custom Questionnaire
Medical Expert 1 Progress rnCriteria Set – Will only run if Expert 1 has been selected
Allocate a Custom Questionnaire
Medical Expert 2 Progress rnCriteria Set – Will only run if Expert 2 has been selected
Allocate a Custom Questionnaire
Medical Expert 3 Progress rnCriteria Set – Will only run if Expert 3 has been selected
Allocate a Custom Questionnaire
Medical Expert 4 Progress rnCriteria Set – Will only run if Expert 4 has been selected
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Chase Client – 7 DaysrnHas Expert 1 Authority been Received from ClientrnCriteria Set – Will only run if Expert 1 has been selected
Add an automatic keydate to matter
Chase Client – 7 DaysrnHas Expert 2 Authority been Received from ClientrnCriteria Set – Will only run if Expert 2 has been selected
Add an automatic keydate to matter
Chase Client – 7 DaysrnHas Expert 3 Authority been Received from ClientrnCriteria Set – Will only run if Expert 3 has been selected
Add an automatic keydate to matter
Chase Client – 7 DaysrnHas Expert 4 Authority been Received from ClientrnCriteria Set – Will only run if Expert 4 has been selected
Allocate a Custom Questionnaire
Medical Expert 1 ProgressrnCriteria Set – Will only run if Expert 1 has been selected
Allocate a Custom Questionnaire
Medical Expert 2 ProgressrnCriteria Set – Will only run if Expert 3 has been selected
Allocate a Custom Questionnaire
Medical Expert 3 ProgressrnCriteria Set – Will only run if Expert 3 has been selected
Allocate a Custom Questionnaire
Medical Expert 4 ProgressrnCriteria Set – Will only run if Expert 4 has been selected
Send Standard Document
Set Dossier Field
Set field ‘Medical Expert 1 Letter of Instruction Sent?’ to ‘Yes’rnCriteria Set – Will only run if Expert 1 has been selected AND ‘Medical Expert 1 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 1 Letter of Instruction Sent?’ is not set to ‘Yes’rn
Send Standard Document
Letter of Instruction Expert 2 rnCriteria Set – Will only run if Expert 2 has been selected AND ‘Medical Expert 2 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 2 Letter of Instruction Sent?’ is not set to ‘Yes’
Set Dossier Field
Set field ‘Medical Expert 2 Letter of Instruction Sent?’ to ‘Yes’rnCriteria Set – Will only run if Expert 2 has been selected AND ‘Medical Expert 2 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 2 Letter of Instruction Sent?’ is not set to ‘Yes’rn
Send Standard Document
Letter of Instruction Expert 3rnCriteria Set – Will only run if Expert 3 has been selected AND ‘Medical Expert 3 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 3 Letter of Instruction Sent?’ is not set to ‘Yes’
Set Dossier Field
Set field ‘Medical Expert 3 Letter of Instruction Sent?’ to ‘Yes’rnCriteria Set – Will only run if Expert 3 has been selected AND ‘Medical Expert 3 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 3 Letter of Instruction Sent?’ is not set to ‘Yes’rn
Send Standard Document
Letter of Instruction Expert 4rnCriteria Set – Will only run if Expert 4 has been selected AND ‘Medical Expert 4 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 4 Letter of Instruction Sent?’ is not set to ‘Yes’
Set Dossier Field
Set field ‘Medical Expert 4 Letter of Instruction Sent?’ to ‘Yes’rnCriteria Set – Will only run if Expert 4 has been selected AND ‘Medical Expert 4 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 4 Letter of Instruction Sent?’ is not set to ‘Yes’rn
Add an automatic keydate to matter
Chase Expert – 14 DaysrnHave we received a response from Medical Expert 1?rnCriteria Set – Will only run if Expert 1 has been selected
Add an automatic keydate to matter
Chase Expert – 14 DaysrnHave we received a response from Medical Expert 2?rnCriteria Set – Will only run if Expert 2 has been selected
Add an automatic keydate to matter
Chase Expert – 14 DaysrnHave we received a response from Medical Expert 3?rnCriteria Set – Will only run if Expert 3 has been selected
Add an automatic keydate to matter
Chase Expert – 14 DaysrnHave we received a response from Medical Expert 4?rnCriteria Set – Will only run if Expert 4 has been selected
Allocate a Custom Questionnaire
Medical Experts
Allocate a Custom Questionnaire
Medical Expert 1 ProgressrnCriteria Set – Will only run if Expert 1 has been selected
Allocate a Custom Questionnaire
Medical Expert 2 ProgressrnCriteria Set – Will only run if Expert 2 has been selected
Allocate a Custom Questionnaire
Medical Expert 3 ProgressrnCriteria Set – Will only run if Expert 3 has been selected
Allocate a Custom Questionnaire
Medical Expert 4 ProgressrnCriteria Set – Will only run if Expert 4 has been selected
Send Standard Document
Set Dossier Field
Medical Expert 1 Response to instructions Rec? = YesrnCriteria set – Will only run if Medical Expert 1 Letter of Instruction sent? = Yes AND Medical Expert 1 Response to Instructions Rec? is not = YES
Send Standard Document
Set Dossier Field
Medical Expert 2 Response to instructions Rec? = YesrnCriteria set – Will only run if Medical Expert 2 Letter of Instruction sent? = Yes AND Medical Expert 2 Response to Instructions Rec? is not = YES
Send Standard Document
Set Dossier Field
Medical Expert 3 Response to instructions Rec? = YesrnCriteria set – Will only run if Medical Expert 3 Letter of Instruction sent? = Yes AND Medical Expert 3 Response to Instructions Rec? is not = YES
Send Standard Document
Set Dossier Field
Medical Expert 4 Response to instructions Rec? = YesrnCriteria set – Will only run if Medical Expert 4 Letter of Instruction sent? = Yes AND Medical Expert 4 Response to Instructions Rec? is not = YES
Allocate a Custom Questionnaire
Client Basic Information
Allocate a Custom Questionnaire
Defendant 1 Details
Allocate a Custom Questionnaire
NHS Resolution
Send Standard Document
Send Standard Document
Send Standard Document
Display a message to the user
Please enclose a copy of the Letter of Notification
Add an automatic keydate to matter
CHASEDEF u0022Have we had response to LoN?u0022 + 14 Days
Meet unmet keydates by type
CHASEDEF
Allocate a Custom Questionnaire
Defendant 1 Details
Allocate a Custom Questionnaire
Acknowledgement of LoN Def 1
Meet unmet keydates by type
COSTS_UPD
Allocate a Custom Questionnaire
Costsrn
Add an automatic keydate to matter
Costs_UPD – 6 Months u0022Update Client on Costsu0022
Allocate a Custom Questionnaire
Letter of Claimrn
Display a message to the user
“Please load Make Part 36 Offer Workflow to create offer and supporting documents” rnrnWill only run if Are you submitting a part 36 offer with NoC = yes
Send Standard Document
Send Standard Document
Display a message to the user
Please enclose a copy of the Letter of Claim
Add an automatic keydate to matter
CHASEDEF Have we had Acknowledgement of LOC? + 14 days
Add an automatic keydate to matter
CHASEDEF – Have we had Letter of Response? + 4 Months
Add an automatic keydate to matter
ISSUE – Proceedings can now be Issued + 4 Months
Meet unmet keydates by type
Meet unmet keydate by type = CHASEDEF
Allocate a Custom Questionnaire
Defendant 1 Details
Allocate a Custom Questionnaire
Letter of Response Defendant 1
Send Standard Document
Add an automatic keydate to matter
Keydate type CHASECLI – u0022Chase Client for Response to adviceu0022 3 days