ELPL Aborted Portal Claim
Updated Feb 21st, 2021
Allocate a Custom Questionnaire
Enter details regarding the Claimant/Court/Counsel. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Defendant. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the contact details. This information is used to pre-populate letters and fields:
Display a message to the user
(criteria IF RTA_EXITPOELPLL = Defendant alleges CNF lacks info)
Send Standard Document
Display a message to the user
(criteria IF RTA_EXITPOELPLL = D allege contrib neg etc)
Send Standard Document
Claim from Portal
Send Standard Document
Letter of Claim
Send Standard Document
Add an automatic keydate to matter
4 days CHASECLI – Client to approve Letter of Claim
Meet unmet keydates by type
CHASECLI
Display a message to the user
Send Letter of Claim to Defendant
Add an automatic keydate to matter
Automatic keydate 7 days CHASE_RESP – Defendant to acknowledge LoC
Meet unmet keydates by type
CHASE_RESP
Send Standard Document
Display a message to the user
Remember to include copy Letter of Claim
Send Standard Document
Client confirm LoC sent to Insurer ELPL
Add an automatic keydate to matter
21 days CHASE_INS – Reply from Insurer due
Add an automatic keydate to matter
3 months INSINVEST – Insurer to conclude investigations
Send Standard Document
Add an automatic keydate to matter
Automatic keydate 1 week CHASE_INS – Insurer to provide disclosure
Send Standard Document
Add an automatic keydate to matter
14 days – DEADLINE – Insurer to approve Medical Experts
Meet unmet keydates by type
Meet unmet keydates DEADLINE
Criteria: Documents/keydates will only run if the corresponding Medical Expert field is completed in the questionnaire.
Allocate a Custom Questionnaire
Enter details regarding the Medical Expert. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
Medical Expert 1 response
Add an automatic keydate to matter
Medical Expert 2 response
Add an automatic keydate to matter
Medical Expert 3 response
Add an automatic keydate to matter
Medical Expert 4 response
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
28 days CHSE_MED: Questions for Medical Expert
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASECLI 4 days: Client to approve Schedule of Losses
Meet unmet keydates by type
CHASECLI
Send Standard Document
Display a message to the user
Include copy Schedule of Losses with letter to Insurer