Financial Remedy – Respondent
Updated Sep 22nd, 2021
Allocate a Custom Questionnaire
Enter details regarding the client. This information is used to pre-populate letters and fields:
Send Standard Document
Allocate a Custom Questionnaire
– Date of First Appointment
Allocate a Custom Questionnaire
– Solicitor Organisation
– Solicitor Contact
– Solicitor Reference
Allocate a Custom Questionnaire
– Court
– Case No.
Send Standard Document
Client enc. Form A – notice of First Appointment
Add a keydate linked to dossier field
Date of first appointment minus 35 days – EXCHANGE
Add a keydate linked to dossier field
date of first appointment minus 33 days – Chase OS for Form E if not received – SOL_CHASE
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Enter details regarding the experts. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send doc – OS Sol approve draft LOI
Display a message to the user
Message to user – send the LOIs and then mark this task as complete. Then, enter key dates for responses.
Send Standard Document
Chronology
Send Standard Document
Statement of Issues
Send Standard Document
Send Standard Document
Schedule of Assets
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Enter details regarding the FDR outcome. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
14 days – ORDER – Sealed order received?
Allocate a Custom Questionnaire
Enter details regarding the FDR date. This information is used to pre-populate letters and fields:
Send Standard Document
Meet unmet keydates by type
ORDER
Allocate a Custom Questionnaire
Enter details regarding the FDR outcome. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
14 days – ORDER – Sealed order received?
Allocate a Custom Questionnaire
Enter details regarding the FDR Sealed Order. This information is used to pre-populate letters and fields:
Send Standard Document
Meet unmet keydates by type
ORDER
Send Standard Document
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Custom Q – Counsel FW_FR
– Counsel
– Counsel ref
Send Standard Document
Send Standard Document