Proceedings
Updated Jun 16th, 2022
Allocate a Custom Questionnaire
Prepare Court Papers
Send Standard Document
N1 Claim Form
Send Standard Document
EX160 Apply for help with fees
Send Standard Document
Particulars of Claim
Send Standard Document
Schedule of Loss
Send Standard Document
N251 Notice of funding of case or claim
Send Standard Document
N235 Certificate of Suitability of Litigation Friend Details
Send Standard Document
Client – Enc Claim for Approval
Add an automatic keydate to matter
Type CLI_CHASE – Hase Client Approved Claim Form + 3 days
Meet unmet keydates by type
Meet unmet keydates by type CLI_CHASE
Send Standard Document
Court – Issue Proceedings
Send Standard Document
Client – Confirm Proceedings Issued
Add an automatic keydate to matter
Type CHASECOURT – “Hase Court Confirmed Issue?” + 14 days
Meet unmet keydates by type
Meet Unmet Keydates by Type CHASECOURT
Allocate a Custom Questionnaire
Notice of Issue
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Defence
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: Type ACKNLSERV Acknowledgement of Service Due Date + 0 days “Acknowledgement of Service Due”
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: DEFRECVD Defendant 1 Defence Date Due + 0 Days “Defendant 1 Defence Due”
Meet unmet keydates by type
Meet Unmet Keydates by Type: ACKNLSERV
Meet unmet keydates by type
Meet Unmet Keydates by Type: DEFRECVD
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Defence
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: DEFRECVD – FW_CN_D1_DEF_DT Defendant 1 Defence Date Due + 0 Days “Defendant 1 Defence Due”
Meet unmet keydates by type
Meet Unmet keydates by type ACKNLSERV
Meet unmet keydates by type
Meet Unmet keydates by type DEFRECVD
Allocate a Custom Questionnaire
Court Details
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Defence
Add a keydate linked to dossier field
Add a Keydate linked to Dossier Field: DIRQUES Defendant 1 Directions Questionnaire Date Due = 0 Days “Defendant 1 Directions Questionnaire Due”
Send Standard Document
Precedent H
Runs only when Track Type = Multi Track
Send Standard Document
Directions Order – Multi-Track
Runs only when Track Type = Multi Track
Send Standard Document
Direction Order – Fast Track
Runs only when Track Type = Fast Track
Meet unmet keydates by type
Meet Unmet Keydates by Type – DIRQUES
Send Standard Document
N180 small claims track
Runs only when Track Type = Small Claims
Send Standard Document
N181 fast track or multi-track
Runs only when Track Type = Multi Track or Fast Track
Send Standard Document
Court – Enclosing Directions Questionnaire
Send Standard Document
Defendant 1 – Enclosing Directions Questionnaire
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Case Management Conference / Pre-Trial Review
Add a keydate linked to dossier field
Defendant 1 Standard Disclosure List Due + 0 Days
“Defendant 1 Standard disclosure of documents by list and category due”
Criteria Set – Will only run if “DIS Defendant 1 Standard Disclosure List Due” is set.
Add a keydate linked to dossier field
Defendant 1 Standard Disclosure Request Due + 0 Days
“Defendant 1 Request for Standard disclosure due”
Criteria Set – Will only run if “Defendant 1 Standard Disclosure Request Due” is set.
Add a keydate linked to dossier field
Defendant 1 Electronic Disclosure Issues Date + 0 Days
“Defendant 1 Electronic disclosure issues due”
Criteria Set – Will only run if “Defendant 1 Electronic Disclosure Issues Date” is set.
Add a keydate linked to dossier field
Defendant 1 Statements BoD/Causation Due + 0 Days
“Defendant 1 Statements in respect of breach of duty and causation due”
Criteria Set – Will only run if “Defendant 1 Statements BoD/Causation Due” is set.
Add a keydate linked to dossier field
Defendant 1 Statements Condition/Prog Due + 0 Days
“Defendant 1 Statements in respect of condition, prognosis and loss due”
Criteria Set – Will only run if “Defendant 1 Statements Condition/Prog Due” is set.
Display a message to the user
Please record any other key dates that have not already been recorded above
Meet unmet keydates by type
CMC
Add a keydate linked to dossier field
Date of Case Management Conference + 0 Days
“Case Management Hearing”
Criteria Set – Will only run if “Date of Case Management Conference” is set.
Send Standard Document
Expert 1 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 1 Exists” is set to “True”
Send Standard Document
Expert 2 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 2 Exists” is set to “True”
Send Standard Document
Expert 3 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 3 Exists” is set to “True”
Send Standard Document
Expert 4 – Dates to Avoid
Criteria Set – Will only run if “Medical Expert 4 Exists” is set to “True”
Add an automatic keydate to matter
Medical Expert 1 + 14 Days
“Have we received a response from Medical Expert 1?”
Criteria Set – Will only run if “Medical Expert 1 Exists” is set to “True”
Add an automatic keydate to matter
Medical Expert 2 + 14 Days
“Have we received a response from Medical Expert 2?”
Criteria Set – Will only run if “Medical Expert 2 Exists” is set to “True”
Add an automatic keydate to matter
Medical Expert 3 + 14 Days
“Have we received a response from Medical Expert 3?”
Criteria Set – Will only run if “Medical Expert 3 Exists” is set to “True”
Add an automatic keydate to matter
Medical Expert 4 + 14 Days
“Have we received a response from Medical Expert 4?”
Criteria Set – Will only run if “Medical Expert 4 Exists” is set to “True”
Send Standard Document
Case Summary
Send Standard Document
Form N265 Make a standard disclosure of documents to the court
Send Standard Document
Client – Advice on Disclosure
Send Standard Document
Defendant 1 – Enclosing List of Documents
Meet unmet keydates by type
DISCLO1
Send Standard Document
Defendant 1 – Enclosing requested Documents
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Witnesses 1 & 2
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Witnesses 3 & 4
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Witnesses 5 & 6
Send Standard Document
Witness 1 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 1 Surname” is not blank.
Send Standard Document
Witness 2 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 2 Surname” is not blank.
Send Standard Document
Witness 3 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 3 Surname” is not blank.
Send Standard Document
Witness 4 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 4 Surname” is not blank.
Send Standard Document
Witness 5 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 5 Surname” is not blank.
Send Standard Document
Witness 6 – Prepare Witness Statement
Criteria Set – Will only run if “Witness 6 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 1 re Statement”
Criteria Set – Will only run if “Witness 1 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 2 re Statement”
Criteria Set – Will only run if “Witness 2 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 3 re Statement”
Criteria Set – Will only run if “Witness 3 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 4 re Statement”
Criteria Set – Will only run if “Witness 4 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 5 re Statement”
Criteria Set – Will only run if “Witness 5 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 6 re Statement”
Criteria Set – Will only run if “Witness 6 Surname” is not blank.
Send Standard Document
Draft Witness 1 Statement
Criteria Set – Will only run if “Witness 1 Surname” is not blank.
Send Standard Document
Witness 1 – enclose Draft Statement
Criteria Set – Will only run if “Witness 1 Surname” is not blank.
Send Standard Document
Draft Witness 2 Statement
Criteria Set – Will only run if “Witness 2 Surname” is not blank.
Send Standard Document
Witness 2 – enclose Draft Statement
Criteria Set – Will only run if “Witness 2 Surname” is not blank.
Send Standard Document
Draft Witness 3 Statement
Criteria Set – Will only run if “Witness 3 Surname” is not blank.
Send Standard Document
Witness 3 – enclose Draft Statement
Criteria Set – Will only run if “Witness 3 Surname” is not blank.
Send Standard Document
Draft Witness 4 Statement
Criteria Set – Will only run if “Witness 4 Surname” is not blank.
Send Standard Document
Witness 4 – enclose Draft Statement
Criteria Set – Will only run if “Witness 4 Surname” is not blank.
Send Standard Document
Draft Witness 5 Statement
Criteria Set – Will only run if “Witness 5 Surname” is not blank.
Send Standard Document
Witness 5 – enclose Draft Statement
Criteria Set – Will only run if “Witness 5 Surname” is not blank.
Send Standard Document
Draft Witness 6 Statement
Criteria Set – Will only run if “Witness 6 Surname” is not blank.
Send Standard Document
Witness 6 – enclose Draft Statement
Criteria Set – Will only run if “Witness 6 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 1 re Statement”
Criteria Set – Will only run if “Witness 1 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 2 re Statement”
Criteria Set – Will only run if “Witness 2 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 3 re Statement”
Criteria Set – Will only run if “Witness 3 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 4 re Statement”
Criteria Set – Will only run if “Witness 4 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 5 re Statement”
Criteria Set – Will only run if “Witness 5 Surname” is not blank.
Add an automatic keydate to matter
Case Witness -7 Days
“Chase Witness 6 re Statement”
Criteria Set – Will only run if “Witness 6 Surname” is not blank.
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Counsel Details
Send Standard Document
Brief to Counsel
Send Standard Document
Letter to Counsel Enclosing Brief and Bundle
Add an automatic keydate to matter
Chase Counsel +7 Days
“Have we heard back from Counsel?”
Send Standard Document
Defendant Sol Exch Statement(s) BoD and Causation
Meet unmet keydates by type
STAT1
Send Standard Document
Defendant Sol Exch Statement(s) Cond, Prog and Loss
Meet unmet keydates by type
STAT2
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Pre-Trial Checklist
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Send Standard Document
N170 Listing questionnaire
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Send Standard Document
Form N244 Application notice
Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”
Send Standard Document
Directions Order
Criteria Set – Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”
Send Standard Document
Proposed Timetable for Trial
Criteria Set – Will only run if “Track Type” is set to “Multi Track”
Add a keydate linked to dossier field
Defendant 1 Pre-Trial Checklist Due + 0 Days
“Defendant 1 Pre Trial Checklist Due”
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Meet unmet keydates by type
PTCL
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Send Standard Document
Letter to Court enc Pre Trial Checklist
Criteria Set – Will only run if “Track Type” is set to “Multi Track” or “Fast Track”
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Case Management Conference / Pre-Trial Review
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Trial Bundle
Meet unmet keydates by type
CMC
Add a keydate linked to dossier field
Date of Case Management Conference + 0
“Case Management Hearing”
Criteria Set – Will only run if “Case Management Conference” is set.
Add a keydate linked to dossier field
Date Bundle Due + 0
“Deadline to file Hearing Bundle”
Criteria Set – Will only run if “Date Bundle Due” is set.
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Hearing
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Trial Bundle
Meet unmet keydates by type
HEARING
Meet unmet keydates by type
HRG_DT_7
Meet unmet keydates by type
TRIAL_FEE
Add a keydate linked to dossier field
Hearing Date + 0 Days
“Hearing”
Criteria Set – Will only run if “Hearing Date” is set.
Add a keydate linked to dossier field
Hearing Date -7 Days
“Hearing”
Criteria Set – Will only run if “Hearing Date” is set.
Add a keydate linked to dossier field
Date Trial Fee Due + 0 Days
“Deadline to Pay Trial Fee”
Add a keydate linked to dossier field
Date Bundle Due + 0 Days
“Deadline to file Hearing Bundle”
Criteria Set – Will only run if “Date Bundle Due ” is set.
Send Standard Document
EX160 Apply for help with fees
Criteria Set – Will only run if “Seeking Help with Fees” is set to “Yes”.
Send Standard Document
Bundle Index
Send Standard Document
Court – File Bundle
Meet unmet keydates by type
BUNDLE
Display a message to the user
Please record any relevant key dates
Send Standard Document
Client – Send Court Order