Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

This Workflow is for the Petitioner – there is also a Workflow for the Respondent

Task 1 New File Setup

Allocate a Custom Questionnaire

Enter details regarding the reason for divorce, whether the party is privately paying or in receipt of Legal Aid and the Petitioner’s name and address. This information is used to pre-populate letters and fields.

Send Standard Document

The criteria selected in the questionnaire will automatically run the correct letter.

Client Care Letter – Private Paying

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Client Care Letter – Legal Aid

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Add an automatic keydate to matter

1 week reminder to chase client for return of instruction paperwork

Task 2 Draft Divorce Petition

Meet unmet keydates by type

Allocate a Custom Questionnaire

Enter the details of the marriage, co-respondent (if applicable) and Court which will be used to pre-populate letters and forms:

Run a Form

D8 Petition

The Petition will pre-populate according to the information entered in the Custom Questionnaires.

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Run a Form

D6 Statement of Reconciliation

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Run a Form

C8 Confidential Contact Details

Criteria is set for this and it will only run if the user has selected ‘yes’ to address details remaining confidential

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Run a Form

EX160 Help with Fees Form

Criteria is set for this and it will only run if the user has selected ‘yes’ to the client requiring Help with Fees.

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Send Standard Document

client enc. draft petition

For approval/signature if approved

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Task 3 Send Petition to Spouse

Allocate a Custom Questionnaire

Enter the details of the Respondent Solicitor. This information will pre-populate letters and forms:

Send Standard Document

Respondent send draft petition

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Run a Form

Acknowledgement of Adultery

For spouse to sign (adultery) – criteria is set on this form and it will only run if ‘adultery’ is selected as the fact for divorce in the Custom Questionnaire.

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Run a Form

Consent – 2 Years separation

For spouse to sign (2 years) – criteria is set on this form and it will only run if ‘2 years’ is selected as the fact for divorce in the Custom Questionnaire.

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Send Standard Document

Solicitor send draft petition Letter

to Respondent’s solicitor enclosing a copy of the draft Petition

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Add a Keydate to Matter

2 weeks – Unreasonable behaviour – a reminder to lodge the petition with the Court if no response received, if this is the fact relied on.

Add a Keydate to Matter

7 days – adultery/2 years – a reminder to chase the respondent for a reply if either of these facts are relied on.

Task 4 Lodge Petition with the Court

Send Standard Document

Court enc. Petition

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Send Standard Document

Notice of acting

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Send Standard Document

Client – Confirm Petition sent to Court

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Add a Keydate to Matter

4 weeks – a reminder to chase the Court if the issued Petition has not yet been received.

Task 5 Issue of Petition

Meet unmet keydates by type

Allocate a Custom Questionnaire

Enter the details such as Date of Issue and Court Case Number this information will be used to pre-populate letters and forms:

Send Standard Document

Client – Confirm petition issued

And next steps re. AoS and app for DN

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Add a Keydate to Matter

2 weeks – a reminder to chase Respondent/Respondent’s solicitor for copy AoS

Task 6 Draft Application for Decree Nisi

Meet unmet keydates by type

Display a message to the user

Has the Respondent signed the AoS himself?  If yes, remember to annex AoS to statement.

Run a Form

D84 Application for Decree Nisi

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Run a Form

Statement in Support – criteria is set to run the appropriate form based on the fact relied on.

D80B Unreasonable Behaviour

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D80D 2 Years’ Separation

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D80E 5 Years’ Separation

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Send Standard Document

Client enc. application for DN signature

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Add a Keydate to Matter

10 days – a reminder to chase client to return signed DN app

Task 7 Lodge application for Decree Nisi

Meet unmet keydates by type

Send Standard Document

Court – enc. app for Decree Nisi

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Send Standard Document

Client – confirm DN app lodged

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Send Standard Document

Solicitor – Confirm DN app lodged

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Display a message to the user

Add a keydate to chase the Court according to current Court timescales

Task 8 Certificate of Entitlement

Meet unmet keydates by type

Allocate a Custom Questionnaire

Enter the details such as Date DN to be Pronounced this is used to pre-populate letters and forms:

Add a keydate linked to dossier field

5 working days after DN to be pronounced – a reminder to chase the court if DN not received

Task 9 Decree Nisi received

Allocate a Custom Questionnaire

Enter the details such as Date DN was Pronounced this is used to pre-populate letters and forms:

Meet unmet keydates by type

Send Standard Document

Client – Enc. DN

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Add a keydate linked to dossier field

Add date decree absolute can be applied for

Task 10 Client instructions – Decree Absolute

Meet unmet keydates by type

Allocate a Custom Questionnaire

Enter the details of state of finances this is used to pre-populate letters and forms:

Send Standard Document

Client – Instructions for DA

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Run a Form

Disclaimer – Finances

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Add a Keydate to Matter

A reminder to chase client for instructions/disclaimer after 2 weeks

Task 11 Application for Decree Absolute

Meet unmet keydates by type

Run a Form

D36 Application for Decree Absolute

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Send Standard Document

Court enc. DA application

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Send Standard Document

Client – confirm app for DA lodged

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Add a Keydate to Matter

2 weeks – a reminder to check if the DA has been received from the Court

Task 12 Decree Absolute Received

Meet unmet keydates by type

Allocate a Custom Questionnaire

Enter the details such as Date of DA this is used to pre-populate letters and forms:

Send Standard Document

Client – confirm DA pronounced

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Misc. Documents

Documents available in Document Production which do not form part of the Workflow:

  • TKDIVP Client – AoS not returned by R – Letter to client explaining options if AoS not returned e.g. process server etc.
Document pack for this workflow

Client Care Letter – Private Paying

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Client Care Letter – Legal Aid

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D6 Statement of Reconciliation

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C8 Confidential Contact Details

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EX160 Help with Fees Form

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client enc. draft petition

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Respondent send draft petition

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Acknowledgement of Adultery

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Consent – 2 Years separation

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Solicitor send draft petition Letter

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Court enc. Petition

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Notice of acting

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Client – Confirm Petition sent to Court

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Client – Confirm petition issued

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D84 Application for Decree Nisi

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D80B Unreasonable Behaviour

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D80D 2 Years’ Separation

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D80E 5 Years’ Separation

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Client enc. application for DN signature

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Court – enc. app for Decree Nisi

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Client – confirm DN app lodged

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Solicitor – Confirm DN app lodged

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Client – Enc. DN

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Client - Instructions for DA

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Disclaimer - Finances

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D36 Application for Decree Absolute

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Court enc. DA application

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Client - confirm app for DA lodged

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Client - confirm DA pronounced

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Divorce Petitioner Dossier Pages

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