Clinical Negligence Proceedings

Task 1 Prepare Court Papers

Allocate a Custom Questionnaire

Prepare Court Papers

Send Standard Document

N1 Claim Form

Send Standard Document

EX160 Apply for help with fees

Wlll only run when Seeking Help with Fees = Yes

Send Standard Document

Particulars of Claim

Send Standard Document

Schedule of Loss

Send Standard Document

N251 Notice of funding of case or claim

Only runs when u0022Type of Fundingu0022 = “BTE Insurance” or “CFA”

Send Standard Document

N235 Certificate of Suitability of Litigation friend details

Runs only when u0022Does the Cleint Require a Litigation Friend?u0022 = Yes

Send Standard Document

Client – Enc Claim for Approval

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

Court – Issue Proceedings

Send Standard Document

Client – Confirm Proceedings Issued

Add an automatic keydate to matter

Type CHASECOURT – u0022Has Court Confirmed Issue?u0022 + 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_DTtDefendant 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

Precedent H

Runs only when Track Type = Multi Track

Task 7 Draft Directions Order

Send Standard Document

Directions Order – Multi Track

Runs only when Track Type = Multi Track

Send Standard Document

Direction Order – Fast Track

Runs only when Track Type = Fast Track

Task 8 Directions Questionnaire

Meet unmet keydates by type

Meet Unmet Keydates by Type – DIRQUES

Send Standard Document

N180 small claims track

Runs only when Track Type = Small Claims

Send Standard Document

N181 fast track or multi track

Runs only when Track Type = Multi Track or Fast Track

Send Standard Document

Court – Enclosing Directions Questionnaire

Send Standard Document

Defendant 1 – Enclosing Directions Questionnaire

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 Daysrn“Defendant 1 Standard disclosure of documents by list and category due” rnCriteria Set – Will only run if u0022DIS Defendant 1 Standard Disclosure List Dueu0022 is set.

Add a keydate linked to dossier field

Defendant 1 Standard Disclosure Request Due + 0 Daysrn“Defendant 1 Request for Standard disclosure due”rnCriteria Set – Will only run if u0022Defendant 1 Standard Disclosure Request Dueu0022 is set.

Add a keydate linked to dossier field

Defendant 1 Electronic Disclosure Issues Date + 0 Daysrn“Defendant 1 Electronic disclosure issues due”rnCriteria Set – Will only run if u0022Defendant 1 Electronic Disclosure Issues Dateu0022 is set.

Add a keydate linked to dossier field

Defendant 1 Statements BoD/Causation Due + 0 Daysrn“Defendant 1 Statements in respect of breach of duty and causation due” rnCriteria Set – Will only run if u0022Defendant 1 Statements BoD/Causation Dueu0022 is set.

Add a keydate linked to dossier field

Defendant 1 Statements Condition/Prog Due + 0 Daysrn“Defendant 1 Statements in respect of condition, prognosis and loss due” rnCriteria Set – Will only run if u0022Defendant 1 Statements Condition/Prog Dueu0022 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 Daysrn“Case Management Hearing” rnCriteria Set – Will only run if u0022Date of Case Management Conferenceu0022 is set.

Task 10 Experts – Hearing Dates to Avoid

Send Standard Document

Dates to avoid expert 1

Criteria Set – Will only run if u0022Medical Expert 1 Existsu0022 is set to u0022Trueu0022

Send Standard Document

Dates to avoid expert 2

Criteria Set – Will only run if u0022Medical Expert 2 Existsu0022 is set to u0022Trueu0022

Send Standard Document

Dates to avoid expert 3

Criteria Set – Will only run if u0022Medical Expert 3 Existsu0022 is set to u0022Trueu0022

Send Standard Document

Dates to avoid expert 4

Criteria Set – Will only run if u0022Medical Expert 4 Existsu0022 is set to u0022Trueu0022

Add an automatic keydate to matter

Medical Expert 1 + 14 Daysrn“Have we received a response from Medical Expert 1?” rnCriteria Set – Will only run if u0022Medical Expert 1 Existsu0022 is set to u0022Trueu0022

Add an automatic keydate to matter

Medical Expert 2 + 14 Daysrn“Have we received a response from Medical Expert 2?” rnCriteria Set – Will only run if u0022Medical Expert 2 Existsu0022 is set to u0022Trueu0022

Add an automatic keydate to matter

Medical Expert 3 + 14 Daysrn“Have we received a response from Medical Expert 3?” rnCriteria Set – Will only run if u0022Medical Expert 3 Existsu0022 is set to u0022Trueu0022

Add an automatic keydate to matter

Medical Expert 4 + 14 Daysrn“Have we received a response from Medical Expert 4?” rnCriteria Set – Will only run if u0022Medical Expert 4 Existsu0022 is set to u0022Trueu0022

Task 11 Prepare Case Summary

Send Standard Document

Case Summary

Task 12 Preparing Disclosure of documents

Send Standard Document

N265 Make a standard disclosure of documents to the court

Send Standard Document

Client – Advice on Disclosure

Task 13 Send List of Documents to Defendant

Send Standard Document

Defendant 1 – Enclosing List of Documents

Task 14 Send Requested documents

Send Standard Document

Defendant 1 – Enclosing requested Documents

Task 15 Prepare Statement

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Witnesses 1 u0026amp; 2

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Witnesses 3 u0026amp; 4

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Witnesses 5 u0026amp; 6

Send Standard Document

Witness 1 – Prepare Witness Statement

Criteria Set – Will only run if u0022Witness 1 Surnameu0022 is not blank.

Send Standard Document

Witness 2 – Prepare Witness Statement

Criteria Set – Will only run if u0022Witness 2 Surnameu0022 is not blank.

Send Standard Document

Witness 3 – Prepare Witness Statement

Criteria Set – Will only run if u0022Witness 3 Surnameu0022 is not blank.

Send Standard Document

Witness 4 – Prepare Witness Statement

Criteria Set – Will only run if u0022Witness 4 Surnameu0022 is not blank.

Send Standard Document

Witness 5 – Prepare Witness Statement

Criteria Set – Will only run if u0022Witness 5 Surnameu0022 is not blank.

Send Standard Document

Witness 6 – Prepare Witness Statement

Criteria Set – Will only run if u0022Witness 6 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 1 re Statement”rnCriteria Set – Will only run if u0022Witness 1 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 2 re Statement”rnCriteria Set – Will only run if u0022Witness 2 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 3 re Statement”rnCriteria Set – Will only run if u0022Witness 3 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 4 re Statement”rnCriteria Set – Will only run if u0022Witness 4 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 5 re Statement”rnCriteria Set – Will only run if u0022Witness 5 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 6 re Statement”rnCriteria Set – Will only run if u0022Witness 6 Surnameu0022 is not blank.

Task 16 Draft Statements

Send Standard Document

Draft Witness 1 Statement

Criteria Set – Will only run if u0022Witness 1 Surnameu0022 is not blank.

Send Standard Document

Witness 1 – enclose Draft Statement

Criteria Set – Will only run if u0022Witness 1 Surnameu0022 is not blank.

Send Standard Document

Draft Witness 2 Statement

Criteria Set – Will only run if u0022Witness 2 Surnameu0022 is not blank.

Send Standard Document

Witness 2 – enclose Draft Statement

Criteria Set – Will only run if u0022Witness 2 Surnameu0022 is not blank.

Send Standard Document

Draft Witness 3 Statement

Criteria Set – Will only run if u0022Witness 3 Surnameu0022 is not blank.

Send Standard Document

Witness 3 – enclose Draft Statement

Criteria Set – Will only run if u0022Witness 3 Surnameu0022 is not blank.

Send Standard Document

Draft Witness 4 Statement

Criteria Set – Will only run if u0022Witness 4 Surnameu0022 is not blank.

Send Standard Document

Witness 4 – enclose Draft Statement

Criteria Set – Will only run if u0022Witness 4 Surnameu0022 is not blank.

Send Standard Document

Draft Witness 5 Statement

Criteria Set – Will only run if u0022Witness 5 Surnameu0022 is not blank.

Send Standard Document

Witness 5 – enclose Draft Statement

Criteria Set – Will only run if u0022Witness 5 Surnameu0022 is not blank.

Send Standard Document

Draft Witness 6 Statement

Criteria Set – Will only run if u0022Witness 6 Surnameu0022 is not blank.

Send Standard Document

Witness 6 – enclose Draft Statement

Criteria Set – Will only run if u0022Witness 6 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 1 re Statement”rnCriteria Set – Will only run if u0022Witness 1 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 2 re Statement”rnCriteria Set – Will only run if u0022Witness 2 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 3 re Statement”rnCriteria Set – Will only run if u0022Witness 3 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 4 re Statement”rnCriteria Set – Will only run if u0022Witness 4 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 5 re Statement”rnCriteria Set – Will only run if u0022Witness 5 Surnameu0022 is not blank.

Add an automatic keydate to matter

Case Witness -7 Daysrn“Chase Witness 6 re Statement”rnCriteria Set – Will only run if u0022Witness 6 Surnameu0022 is not blank.

Task 17 Instruct Counsel

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Counsel Details

Send Standard Document

Brief to Counsel

Send Standard Document

Letter to Counsel Enclosing Brief and Bundle

Add an automatic keydate to matter

Chase Counsel +7 Daysrn“Have we heard back from Counsel?”

Task 18 Exchange Statement(s) Breach of Duty and Causation

Send Standard Document

Defendant Sol Exch Statement(s) BoD and Causation

Meet unmet keydates by type

STAT1

Task 19 Exchange Statement(s) Condition, Prognosis and Loss

Send Standard Document

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

Meet unmet keydates by type

STAT2

Task 20 Pre-Trial Checklist Received

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Pre-Trial ChecklistrnCriteria Set – Will only run if u0022Track Typeu0022 is set to u0022Multi Tracku0022 or u0022Fast Tracku0022

Send Standard Document

N170 Listing questionnaire

Criteria Set – Will only run if u0022Track Typeu0022 is set to u0022Multi Tracku0022 or u0022Fast Tracku0022

Send Standard Document

Form N244 Application notice

Criteria Set – Will only run if u0022Defendant 1 Additional Directions Necessaryu0022 is set to u0022Yesu0022

Send Standard Document

Directions Order – Multi Track

Criteria Set – Will only run if u0022Defendant 1 Additional Directions Necessaryu0022 is set to u0022Yesu0022

Send Standard Document

Proposed Timetable for Trial

Criteria Set – Will only run if u0022Track Typeu0022 is set to u0022Multi Tracku0022

Add a keydate linked to dossier field

Defendant 1 Pre-Trial Checklist Due + 0 Daysrn“Defendant 1 Pre Trial Checklist Due” rnCriteria Set – Will only run if u0022Track Typeu0022 is set to u0022Multi Tracku0022 or u0022Fast Tracku0022

Task 21 Send Pre-Trial Checklist to Court

Meet unmet keydates by type

PTCLrnCriteria Set – Will only run if u0022Track Typeu0022 is set to u0022Multi Tracku0022 or u0022Fast Tracku0022

Send Standard Document

Letter to Court enc Pre Trial Checklist

Criteria Set – Will only run if u0022Track Typeu0022 is set to u0022Multi Tracku0022 or u0022Fast Tracku0022

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 rn“Case Management Hearing”rnCriteria Set – Will only run if u0022Case Management Conferenceu0022 is set.

Add a keydate linked to dossier field

Date Bundle Due + 0 rn“Deadline to file Hearing Bundle” rnCriteria Set – Will only run if u0022Date Bundle Dueu0022 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 Daysrn“Hearing” rnCriteria Set – Will only run if u0022Hearing Dateu0022 is set.

Add a keydate linked to dossier field

Hearing Date -7 Daysrn“Hearing” rnCriteria Set – Will only run if u0022Hearing Dateu0022 is set.

Add a keydate linked to dossier field

Date Trial Fee Due + 0 Daysrn“Deadline to Pay Trial Fee”rn

Add a keydate linked to dossier field

Date Bundle Due + 0 Daysrn“Deadline to file Hearing Bundle” rnCriteria Set – Will only run if u0022Date Bundle Due u0022 is set.

Send Standard Document

EX160 Apply for help with fees

Criteria Set – Will only run if u0022Seeking Help with Feesu0022 is set to u0022Yesu0022.

Task 24 Prepare Bundle

Send Standard Document

Bundle Index

Task 25 File Hearing Bundle

Send Standard Document

Court – File Bundle

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

Client – Send Court Order

Document pack for this workflow

N1 Claim Form

Open in new tab

EX160 Apply for help with fees

Open in new tab

Particulars of Claim

Open in new tab

Schedule of Loss

Open in new tab

N251 Notice of funding of case or claim

Open in new tab

N235 Certificate of Suitability of Litigation friend details

Open in new tab

Client - Enc Claim for Approval

Open in new tab

Court – Issue Proceedings

Open in new tab

Client – Confirm Proceedings Issued

Open in new tab

Directions Order - Multi Track

Open in new tab

Direction Order – Fast Track

Open in new tab

N180 small claims track

Open in new tab

N181 fast track or multi track

Open in new tab

Court – Enclosing Directions Questionnaire

Open in new tab

Defendant 1 – Enclosing Directions Questionnaire

Open in new tab

Dates to avoid expert 1

Open in new tab

Dates to avoid expert 2

Open in new tab

Dates to avoid expert 3

Open in new tab

Dates to avoid expert 4

Open in new tab

Case Summary

Open in new tab

N265 Make a standard disclosure of documents to the court

Open in new tab

Client – Advice on Disclosure

Open in new tab

Defendant 1 - Enclosing List of Documents

Open in new tab

Defendant 1 - Enclosing requested Documents

Open in new tab

Witness 1 – Prepare Witness Statement

Open in new tab

Witness 2 – Prepare Witness Statement

Open in new tab

Witness 3 – Prepare Witness Statement

Open in new tab

Witness 4 – Prepare Witness Statement

Open in new tab

Witness 5 – Prepare Witness Statement

Open in new tab

Witness 6 – Prepare Witness Statement

Open in new tab

Draft Witness 1 Statement

Open in new tab

Witness 1 – enclose Draft Statement

Open in new tab

Draft Witness 2 Statement

Open in new tab

Witness 2 – enclose Draft Statement

Open in new tab

Draft Witness 3 Statement

Open in new tab

Witness 3 – enclose Draft Statement

Open in new tab

Draft Witness 4 Statement

Open in new tab

Witness 4 – enclose Draft Statement

Open in new tab

Draft Witness 5 Statement

Open in new tab

Witness 5 – enclose Draft Statement

Open in new tab

Draft Witness 6 Statement

Open in new tab

Witness 6 – enclose Draft Statement

Open in new tab

Brief to Counsel

Open in new tab

Letter to Counsel Enclosing Brief and Bundle

Open in new tab

Defendant Sol Exch Statement(s) BoD and Causation

Open in new tab

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

Open in new tab

N170 Listing questionnaire

Open in new tab

Form N244 Application notice

Open in new tab

Proposed Timetable for Trial

Open in new tab

Letter to Court enc Pre Trial Checklist

Open in new tab

Bundle Index

Open in new tab

Court – File Bundle

Open in new tab

Client - Send Court Order

Open in new tab

Precedent H

Open in new tab