Infant Approval Claims

Updated May 13th, 2025

A Workflow designed to deal with pre-proceedings in matters where the client is a minor.

Task 1 Instruct Counsel (Infant Approval)

Allocate a Custom Questionnaire

Enter details regarding the Infant. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Counsel. This information is used to pre-populate letters and fields:

Send Standard Document

Counsel Enc Instructions (Infant Claim)

Encloses formal Instructions document

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Send Standard Document

Counsel Instructions (Infant Claim)

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Add an automatic keydate to matter

Chase Counsel: 14 days rnInfant Approval advice received?

Task 2 Advice to Client Lit Friend on Quantum

Meet unmet keydates by type

Outstanding Chase Counsel keydate will be ticked

Allocate a Custom Questionnaire

Enter details regarding the Infant. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:

Send Standard Document

Client Valuation

Advises progress of claim and suggests quantum. rnRequests completion of Settlement Authority

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Send Standard Document

Settlement Authority Infant Claim

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Add an automatic keydate to matter

Chase Client: 14 days rnHas Lit Friend returned Settlement Authority?

Task 3 Part 36 Offer by Claimant (Infant Claim)

Makes provision for involvement of either Def 1 or Def 2 according to selection made by user. If user fails to make a selection, Def 1 letters will merge by default.

Meet unmet keydates by type

Outstanding Chase Client keydate will be ticked

Allocate a Custom Questionnaire

Enter details regarding the Infant. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Part 36 Claimant Offer. This information is used to pre-populate letters and fields:

Send Standard Document

PI Def 1 Ins Enc PT 36, Med, Sch Loss

Criteria Set – Will only run if “Specify relevant Defendant” field is not completed with “Def 2” – this to allow for users failing to select an option on matters where there is only one Defendant rnEncloses Part 36 Offer, Med Evidence and Schedule of Loss

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Send Standard Document

PI Def 1 Ins Enc PT 36 Offer

Criteria Set as for preceding letter above rnDetails amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest

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Send Standard Document

Def 2 Ins Enc PT 36, Med, Sch Loss

Criteria Set – Will only run if “Specify relevant Defendant” field is completed with “Def 2” rnEncloses Part 36 Offer, Med Evidence and Schedule of Loss

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Send Standard Document

Def 2 Ins Enc PT 36 Offer

Criteria Set – as for preceding letter above rnDetails amount offered by way of Part 36 offer, + specifies value of general damages, specials and and interest

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Send Standard Document

Client Part 36 Sent (Infant Claim)

Advises Part 36 has been sent to Def Insurers

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Add an automatic keydate to matter

Chase Ins: 7 daysrnHas Def Ins received Part 36 Offer? rnrn

This initial chaser is intended to keep the Claimant on top of the claim by checking that the Pt 36 has in fact been received

Add an automatic keydate to matter

Chase Ins: 21 daysrnHas Def Ins responded to Part 36 Offer?

Task 4 Advice on Part 36 Offer (Infant Claim)

Meet unmet keydates by type

Outstanding Chase Client keydate will be ticked

Allocate a Custom Questionnaire

Enter details regarding the Infant. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Part 36 Acceptance Deadlines. This information is used to pre-populate letters and fields:

Send Standard Document

Client Infant Approval Cos Claim Form

Confirms Lit Friend instructions to accept Part 36 Offer, advises on procedure for acceptance + re Infant Approval Hearing. rnEncloses Certificate of Suitability and Claim Form

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Send Standard Document

N235 Certificate of Suitability of Litigation Friend

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Send Standard Document

N208 Claim Form

(CPR Part 8)

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Add a keydate linked to dossier field

Chase CLI: 4 days to deadline for acceptance (based on dossier field for Acceptance Deadline, minus 4 days) rnCriteria Set – Will only merge if TopUp Acceptance Date field is empty

Add a keydate linked to dossier field

Chase CLI: 4 days to deadline for acceptance (based on dossier field for Top Up Acceptance Deadline, minus 4 days) rnCriteria Set – Will only merge if TopUp Acceptance Date field is not empty

Task 5 Papers to Court (Infant Claim)

Meet unmet keydates by type

Outstanding Chase Client keydate will be ticked rnOutstanding Chase Insurer keydate will be ticked rn

Send Standard Document

Court Infant Approval Enc Papers

Encloses Claim Form for filing + requests sealed copy for service rn N244 Application Notice rn Order on Settlement rn Counsel’s Advice rn Medical Evidence rn Schedule of Expenses and Losses rn N251 Notice of Funding rn Certificate of Suitability rn Relevant Correspondence rn Court fee rn

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Send Standard Document

N244 Application Notice

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Send Standard Document

N251 Notice of Funding of Case or Claim

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Add an automatic keydate to matter

Chase Court: 7 days rnSealed Claim Form for service received?

Add an automatic keydate to matter

Chase Court: 21 daysrnInfant Approval Hearing date received?

Task 6 Instruct Counsel for Hearing (Infant Claim)