Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

Task 1 Part 36 Offer Received Task 2 Part 36 Offer Recieved

Allocate a Custom Questionnaire

receive Part 36 Offer Defendants 1

Send Standard Document

Client Advice re Defendant 1 Part 36 Offer Received

Client Advice re Defendant 1 Part 36 Offer Recieved

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Add a keydate linked to dossier field

Add a Keydate linked to Dossier Field: PART36REX – FW_CN_P36_D1_RX Date Received Part 36 Offer Expires Defendant 1 – “Defendant 1 Part 36 Offer Expires”

Add an automatic keydate to matter

Type CLIChase “Have we heard from client re Part 36 Offer” + 3 Days

Document pack for this workflow

Client Advice re Defendant 1 Part 36 Offer Recieved

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