Immigration
Updated Jul 7th, 2022
Allocate a Custom Questionnaire
New Client Details
Allocate a Custom Questionnaire
New Matter Details
Allocate a Custom Questionnaire
Previous Representative
Criteria: Will only run if client has previous representation
Send Standard Document
Criteria: Will only run if client is legal aid
Send Standard Document
Criteria: Will only run if client is legal aid
Send Standard Document
Send Standard Document
Criteria: Will only run if client has previous representation
Add an automatic keydate to matter
Chase client (CHASECLI) – 5 days – Has client signed/returned the client care letter
Add an automatic keydate to matter
Chase client (CHASECLI) – 5 days – Has client returned legal aid form(s)
Criteria: Will only run if client is legal aid
Meet unmet keydates by type
Chase client (CHASECLI) “Has client signed/returned the client care letter”
Meet unmet keydates by type
Chase client (CHASECLI) “Has client returned legal aid form(s)”
Criteria: Will only run if client is legal aid
Send Standard Document
Allocate a Custom Questionnaire
Previous Representative
Criteria: Will only run if client is legal aid
Send Standard Document
Criteria: Will only run if client is legal aid
Add an automatic keydate to matter
Solicitor Chase (SOL_CHASE) – 1 week – Chase previous representative to send file
Criteria: Will only run if client is legal aid
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
10 week follow up – Chase previous rep if file is not received
Meet unmet keydates by type
Meet all Solicitor Chase key dates
Send Standard Document
Send Standard Document
Display a message to the user
Time Recording for reading file on next screen
Posting to Time Ledger
Send Standard Document
Letter to Client re Lodging Appeal