Make Part 36 Offer
Updated Jun 16th, 2022
Send Standard Document
N242A Offer to Settle Defendant 1
Send Standard Document
Schedule of Loss
Send Standard Document
Part 36 Offer(s) to client for Approval
Add an automatic keydate to matter
Add keydate type CHASECLI – “Chase Client for Part 36 Approval” 3 Days
Meet unmet keydates by type
Meet unmet keydates by type CHASECLI
Allocate a Custom Questionnaire
Part 36 Offer Defendants 1

Send Standard Document
Part 36 Offer to Defendant
Display a message to the user
“Send Approved Part 36 Offer to the Defendant”
Add a keydate linked to dossier field
Keydate linked to Dossier field PART36EXP – FW_CN_P36_D1_EX Date Part 36 Offer Expires Defendant 1 – “Part 36 Offer Defendant 1 Expires”