Immigration

Updated May 13th, 2025

Task 1 File Opening

Allocate a Custom Questionnaire

New Client Details

Allocate a Custom Questionnaire

New Matter Details

Allocate a Custom Questionnaire

Previous RepresentativernrnCriteria: Will only run if client has previous representation.

Task 2 Client Care Pack

Send Standard Document

Criteria: Will only run if the matter is legal aid.

CW1

CW1

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Send Standard Document

Criteria: Will only run if client is legal aid

CIV EFC1

ECF1

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Send Standard Document

Client Care Letter

Client Care letter

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Send Standard Document

Criteria: Will only run if client has previous representation.

Client Authority

Client Authority to prev rep

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Add an automatic keydate to matter

Chase client (CHASECLI) – 5 days – u0022Has client signed/returned the client care letteru0022

Add an automatic keydate to matter

Chase client (CHASECLI) – 5 days – u0022Has client returned legal aid form(s)u0022rnrnCriteria: Will only run if the matter is legal aid.

Task 3 Subject Access Request/Previous Representative.

Meet unmet keydates by type

Chase client (CHASECLI) – u0022Has client signed/returned the client care letteru0022

Meet unmet keydates by type

Chase client (CHASECLI) – u0022Has client returned legal aid form(s)u0022rnrnCriteria: Will only run if the matter is legal aid.

Send Standard Document

Letter to the Home Office

Letter to Home Office – Subject Access Req

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Allocate a Custom Questionnaire

Previous RepresentativernrnCriteria: Will only run if client has previous representation.

Send Standard Document

Criteria: Will only run if the matter is legal aid.rnrnCriteria: Will only run if client has previous representation.

Letter to Previous Solicitors

Letter Previous Rep – Request File

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Add an automatic keydate to matter

Solicitor Chase (SOL_CHASE) – 1 week – u0022Chase previous representative to send fileu0022rnrnCriteria: Will only run if client has previous representation.

Task 4 Biometrics Invitation

Send Standard Document

Letter client – biometrics invitatiom

Letter Client – Biometrics Invitation

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Task 5 Chase Previous Representatives

Meet unmet keydates by type

Solicitor Chase (SOL_CHASE) – u0022Chase previous representative to send fileu0022

Send Standard Document

Letter previous rep – chase file

Letter Previous Rep – Chase File

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Send Standard Document

Letter client – chase prev file

Letter Client – Chase Prev File

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Add an automatic keydate to matter

10 Week Response (10WEEK) – 1 Week – u0022Chase Previous Representative if file not received.u0022

Task 6 Received Previous File

Meet unmet keydates by type

Solicitor Chase (SOL_CHASE) – u0022Chase previous representative to send fileu0022

Send Standard Document

Letter prev rep – received file

Letter Prev Rep – Received File

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Send Standard Document

Letter client confirm receipt of prev file

Letter Client Confirm Receipt of Prev File

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Display a message to the user

u0022Time Recording for reading file on next screenu0022

Posting to Time Ledger

Task 7 Lodge Appeal

Send Standard Document

Letter to Client RE Lodging Appeal

Letter to Client re Lodging Appeal

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Document pack for this workflow

CIV EFC1

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Client Authority

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Client Care Letter

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CW1

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Letter Client - Biometrics Invitation

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Letter client - chase prev file

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Letter client confirm receipt of prev file

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Letter prev rep - received file

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Letter previous rep - chase file

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Letter to Client RE Lodging Appeal

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Letter Previous Rep - Request File

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Letter to Home Office - Subject Access Req

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