Financial Remedy – Applicant Contested

Task 1 New Client

Allocate a Custom Questionnaire

Client Details

Allocate a Custom Questionnaire

Other Side Details

Allocate a Custom Questionnaire

Other Party Solicitor

Allocate a Custom Questionnaire

Divorce or Dissolution Details

Send Standard Document

Client Care Letter Private Applicant

Will only run on a private matter

Send Standard Document

Client Care Letter LA Applicant

Will only run on a legal aid matter

Display a message to the user

Prepare EX160

Add an automatic keydate to matter

CHASECLI: 1 Week – Client to return instruction papers

Task 2 Enter Restriction Over Property

Allocate a Custom Questionnaire

Property Details

Send Standard Document

HR1 Home Rights Application

Display a message to the user

Submit HR1 to Land Registry using E-DRS

Task 3 Form A

Allocate a Custom Questionnaire

Other Side Details

Allocate a Custom Questionnaire

Other Party Solicitor

Display a message to the user

Please use MyHMRC to create a new financial remedy case

Allocate a Custom Questionnaire

Create Case Contested

Allocate a Custom Questionnaire

Court

Send Standard Document

Client Confirming Form A Filed

Task 4 Receive Issued Form A Applicant

Allocate a Custom Questionnaire

First Appointment Date

Allocate a Custom Questionnaire

Notifications

Allocate a Custom Questionnaire

Mortgage Lender. Will only run if mortgage lender is to be notified.

Allocate a Custom Questionnaire

Pension Provider. Will only run if the pension provider should be notified.

Allocate a Custom Questionnaire

Trustees. Will only run if the trustee is to be notified.

Send Standard Document

Client enc. issued Form A

Send Standard Document

Mortgage Lender Serve Form A

Will only run if mortgage lender is to be notified.

Send Standard Document

Pension Serve Form A

Will only run if the pension provider should be notified.

Send Standard Document

Trustees Serve Form A

Will only run if the trustee is to be notified.

Add a keydate linked to dossier field

SOL_CHASE. -33 Days. Chase OS for Form E if not received. Linked to dossier field First Appointment Date.

Add a keydate linked to dossier field

FORME. -35 Days. Deadline to file Form E at Court for first apt. Linked to the dossier field First Appointment Date.

Task 5 Draft Form E

Display a message to the user

Prepare Form E

Send Standard Document

Client enc draft Form E

Task 6 Exchange Form E

Meet unmet keydates by type

FORME

Send Standard Document

OS Solicitor exchange Form E

Send Standard Document

Client Confirm Form E Exchanged

Send Standard Document

Court enc. Form E

Add an automatic keydate to matter

QUEST. 7 Days Received OP questionnaire?

Task 7 Receive Respondents Form E

Meet unmet keydates by type

SOL_CHASE

Send Standard Document

Client enc. OS Form E

Task 8 Prepare Questionnaire

Send Standard Document

Questionnaire

Send Standard Document

Client enc. draft Questionnaire replies

Add an automatic keydate to matter

CHASECLI. 1 Week Client response to Draft Questionnaire?

Task 9 Send Questionnaire to Other Side

Meet unmet keydates by type

CHASECLI

Send Standard Document

OS Solicitor enc Questionnaire

Task 10 Receive Other Side Questionnaire

Meet unmet keydates by type

QUEST

Send Standard Document

Client enc. OS Questionnaire

Task 11 Replies to Questionnaire – Client Approval

Send Standard Document

Questionnaire

Send Standard Document

Client enc. draft Questionnaire replies

Task 12 Send Replies to Questionnaire to Other Side

Send Standard Document

OS Solicitor enc replies to Questionnaire

Task 13 Experts

Send Standard Document

OS Solicitor agree Experts

Task 14 Draft Experts Letter of Intent

Allocate a Custom Questionnaire

Experts

Send Standard Document

Expert 1 Blank Letter

Will only run if Expert 1 organisation or contact is selected.

Send Standard Document

Expert 2 Blank Letter

Will only run if Expert 2 organisation or contact is selected.

Send Standard Document

Expert 3 Blank Letter

Will only run if Expert 3 organisation or contact is selected.

Send Standard Document

Expert 4 Blank Letter

Will only run if Expert 4 organisation or contact is selected.

Send Standard Document

Expert 5 Blank Letter

Will only run if Expert 5 organisation or contact is selected.

Send Standard Document

OS Solicitor enc. Draft LOIs

Task 15 Receive Draft Experts of Intent

Send Standard Document

OS Solicitor approve draft LOI

Task 16 File u0026amp; Serve First Appointment Documents

Send Standard Document

Chronology

Send Standard Document

Statement of Issues

Send Standard Document

Case Summary

Send Standard Document

Schedule of Assets

Send Standard Document

OS Solicitor enc prelims for First Apt

Send Standard Document

Court enc. prelims for First Apt

Task 17 First Appointment Outcome

Allocate a Custom Questionnaire

FDR Outcome

Send Standard Document

Client First Apt Outcome

Add an automatic keydate to matter

ORDER. 14 Days Sealed order received?.

Task 18 Receive First Appointment Court Order

Allocate a Custom Questionnaire

Received First Appointment Order

Send Standard Document

Client enc First Apt Court Order

Meet unmet keydates by type

ORDER

Task 19 Instruct Counsel

Allocate a Custom Questionnaire

Counsel

Send Standard Document

Brief to Counsel

Send Standard Document

Counsel enc. Brief

Task 20 File u0026amp; Serve Financial Dispute Resolution Documents

Send Standard Document

Court enc. prelims for FDR

Send Standard Document

OS Solicitor enc. prelims for FDR

Task 21 Financial Dispute Resolution Outcome

Allocate a Custom Questionnaire

FDR Outcome

Send Standard Document

Client FDR Outcome

Add an automatic keydate to matter

ORDER. 14 Days – Sealed order received?

Task 22 Received Sealed Financial Dispute Resolution Order

Allocate a Custom Questionnaire

FDR Sealed Order

Send Standard Document

Client enc. FDR Court Order

Meet unmet keydates by type

ORDER

Task 23 Prepare for Final Hearing

Display a message to the user

Prepare Form H

Send Standard Document

OS Solicitor enc. prelims for Final Hearing

Send Standard Document

Court enc. prelims for Final Hearing

Task 24 Instruct Counsel

Allocate a Custom Questionnaire

Counsel

Send Standard Document

Brief to Counsel

Send Standard Document

Counsel enc. Brief

Task 25 Final Hearing Outcome

Send Standard Document

Client Final Hearing Outcome

Add an automatic keydate to matter

ORDER. 14 Days. Sealed order received?

Task 26 Remove Home Rights Restriction

Send Standard Document

HR4 Home Rights Removal

Display a message to the user

Submit HR4 to Land Registry using E-DRS

Document pack for this workflow

Brief to Counsel

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Case Summary

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Client Blank Letter

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Client Care Letter LA Applicant

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Client Care Letter Private Applicant

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Client Confirm Form E Exchanged

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Client Confirming Consent Order Filed

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Client Confirming Consent Order Issued

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Client Confirming Form A Filed

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Client Enc Consent order and D81

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Client enc draft Form E

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Client enc First Apt Court Order

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Client enc. draft Questionnaire replies

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Client enc. FDR Court Order

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Client enc. issued Form A

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Client enc. OS Form E

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Client enc. OS Questionnaire

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Client FDR Outcome

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Client Final Hearing Outcome

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Client First Apt Outcome

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Client Sending Draft Order and D81

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Consent Order

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Counsel Blank Letter

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Counsel enc. Brief

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Court Blank Letter

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Court enc. Form E

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Court enc. prelims for FDR

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Court enc. prelims for Final Hearing

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Court enc. prelims for First Apt

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Expert 1 Blank Letter

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Expert 2 Blank Letter

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Expert 3 Blank Letter

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Expert 4 Blank Letter

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Expert 5 Blank Letter

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Form A - notice of First Appointment

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HR1 Home Rights Application

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HR4 Home Rights Removal

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Mortgage Lender Serve Form A

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OP Solicitor enc Consent Order & D81 for Signature

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OP Solicitor returning Signed Consent Order & D81

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OS Solicitor agree Experts

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OS Solicitor approve draft LOI

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OS Solicitor Blank Letter

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OS Solicitor enc prelims for First Apt

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OS Solicitor enc Questionnaire

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OS Solicitor enc replies to Questionnaire

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OS Solicitor enc. Draft LOIs

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OS Solicitor enc. prelims for FDR

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OS Solicitor enc. prelims for Final Hearing

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OS Solicitor exchange Form E

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Other Party enc Consent Order & D81 for Signature

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Other Side Blank Letter

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Pension Serve Form A

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Questionnaire

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Schedule of Assets

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Statement of Issues

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Trustees Serve Form A

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