{"id":16410,"date":"2020-05-12T12:04:56","date_gmt":"2020-05-12T11:04:56","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=16410"},"modified":"2024-08-06T09:32:58","modified_gmt":"2024-08-06T08:32:58","slug":"pre-issue","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/","title":{"rendered":"Pre-Issue"},"content":{"rendered":"\n\n\n

A Workflow to assist with preparing a letter before claim, evidence gathering and Part 36 Offers, where appropriate.<\/p>\n\n\n\n

<\/div>\n\n\n\nTask 1<\/span> Initial Letters<\/span><\/span>\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the initial details regarding the Accident. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Accident. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Injury. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding Any Special Damages (and up to 4 \u2018Other Losses\u2019). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 1st Defendant (RTA). This information is used to pre-populate letters and fields:
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Accident Type is \u2018RTA\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 1st Defendant (non-RTA). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Accident Type is not \u2018RTA\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the RTA Vehicle. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Accident Type is \u2018RTA\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the RTA General. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Accident Type is \u2018RTA\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Infant. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Client Minor Field is \u2018Yes\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 2nd Defendant (RTA). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Accident Type is \u2018RTA\u2019 and 2nd<\/sup> Def Field is \u2018Yes\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 2nd Defendant (non-RTA). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Accident Type is not \u2018RTA\u2019 and 2nd<\/sup> Def Field is \u2018Yes\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the third party (up to 2 third party details). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Third Party is set to \u2018Yes\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Witness (up to 4) This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if Witness field is set to \u2018Yes\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Care Guide (Initial Letter)<\/strong><\/p>

Advice on Liability, Limitation, Damages, Documentary Evidence (Variable according to type of accident)\r\nAdvises next steps<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Terms And Conditions<\/strong><\/p>

Included advice re Charges variable according to type of funding<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Customer Information Sheet<\/strong><\/p>

For internal use: as required by SRA on all clients in all matters for regulatory purposes<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Conditional Fee Agreement<\/strong><\/p>

Criteria Set – Will only run if funding type is ‘CFA’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

CFA Checklist<\/strong><\/p>

Criteria Set – Will only run if funding type is ‘CFA’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

LEI Acknowledging Papers<\/strong><\/p>

Criteria Set – Will only run if funding type is ‘BTE Insurance’ Confirm on receipt of instructions<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

CICA Retainer<\/strong><\/p>

Criteria Set – Will only run if CICA Claim Field is ‘Yes’\r\nRetainer Agreement for Criminal Injuries Compensation Authority Claims<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Medical Records Authority<\/strong><\/p>

Authority for release of medical records<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Medical Records Mandate<\/strong><\/p>

Details of GP\/Hospital attendance & confirmation that no present claims outstanding against either<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

RTA Questionnaire<\/strong><\/p>

Criteria Set – Will only run if accident type is ‘RTA’ <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Factory Questionnaire<\/strong><\/p>

Criteria Set – Will only run if accident field is ‘Employers Liability’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Highway Questionnaire<\/strong><\/p>

Criteria Set – Will only run if accident type is ‘Trip\/Slip’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Occ Liability Questionnaire<\/strong><\/p>

Criteria Set – Will only run is accident type is ‘ Occupiers Liability’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Indus Deaf Questionnaire<\/strong><\/p>

Criteria Set – Will only run if accident type is ‘Employers Liability’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Special Loss Questionnaire<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client – 14 Days
\r\nHas client returned Terms & Conditions, Accident Questionnaire and Medical Authority? <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client: 14 days
\r\nHas client returned CFA?
\r\nCriteria Set \u2013 Will only run if funding type is ‘CFA’ <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client: 14 days
\r\nHas client returned CICA Retainer?
\r\nCriteria Set – Will only run if CICA Claim field is ‘Yes’ <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> CFA Returned<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Enc Policy Schedule<\/strong><\/p>

Criteria Set – Will only run if funding type is ‘CFA encloses insurance policy docs for CFA’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Further Investigations<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Investigations. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Witness (up to 4). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

GP Letter Req Medical Records<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Hospital Lett Req Med Records<\/strong><\/p>

Criteria Set – Will only run if attend hospital field is ‘Yes’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Emp Letter Wages Loss<\/strong><\/p>

Criteria Set – Will only run if Employer Name contains data\r\nRequest details of wage loss & confirms claim doesnt involve employer (unless acceident type is EL)<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Police Information Request<\/strong><\/p>

Criteria Set – Will only run if Police Attend is ‘Yes’\r\nRequests Info and whether police Acc Rept is available<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

DVLA Information Request<\/strong><\/p>

Criteria Set – Will only run if DVLA assistance req is ‘Yes’\r\nRequests details of Def and TP<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Wit 1 Let Enc Blank Statement<\/strong><\/p>

Criteria Set – Will only run if is there a witness field is ‘Yes’\r\nEncloses form for completion by witness<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Wit 2 Let Enc Blank Statement<\/strong><\/p>

Criteria Set – Will only run if is there a witness 2 Surname contains data \r\nEncloses form for completion by witness<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Wit 3 Let Enc Blank Statement<\/strong><\/p>

Criteria Set – Will only run if is there a witness 3 Surname contains data \r\nEncloses form for completion by witness<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Wit 4 Let Enc Blank Statement<\/strong><\/p>

Criteria Set – Will only run if is there a witness 4 Surname contains data \r\nEncloses form for completion by witness<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase GP: 14 days
\r\nHas GP sent medical records ? <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Hospital: 14 days
\r\nHas Hospital sent medical records ?
\r\nCriteria Set – Will only run if Attend Hosp is ‘Yes’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Employer: 14 days
\r\nHas Employer sent details of wage loss?
\r\nCriteria Set – Will only run if Employer Name contains data <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Police: 14 days
\r\nHave police sent accident details?
\r\nCriteria Set – Will only run if Police Attend field is ‘Yes’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Reminder: 14 days
\r\nReply received from DVLA ?
\r\nCriteria Set – Will only run if DVLA Assistance Req field is ‘Yes’ <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Witness: 14 days
\r\nHas Wit 1 returned Statement ?
\r\nCriteria Set – Will only run if Is there a witness field is ‘Yes’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Witness: 14 days
\r\nHas Wit 2 returned Statement ?
\r\nCriteria Set \u2013 Will only run if Witness 2 Surname contains data <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Witness: 14 days
\r\nHas Wit 3 returned Statement ?
\r\nCriteria Set \u2013 Will only run if Witness 3 Surname contains data <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Witness: 14 days
\r\nHas Wit 4 returned Statement ?
\r\nCriteria Set \u2013 Will only run if Witness 4 Surname contains data <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Limitation Date
\r\nBased on Dossier Field Limitation Date <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Limitation \u2013 1: 30 days to Limitation Date;
\r\nBased on Dossier Field Limitation Date <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Limitation – 3: 3 months to Limitation Date;
\r\nBased on Dossier Field Limitation Date <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Limitation – 6: 6 months to Limitation Date;
\r\nBased on Dossier Field Limitation Date <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Letter of Claim – Client<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Enc Letter Of Claim<\/strong><\/p>

Encloses Statement for Approval & Advice re procedure<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client: 7 days
\r\nHas Client approved LOC statement?<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Letter of Claim – 1st Defendent<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Client keydate will be met
\r\nOutstanding Chase GP keydate will be met
\r\nOutstanding Chase Hospital keydate will be met
\r\nOutstanding Chase Employer keydate will be met
\r\nOutstanding Chase Police keydate will be met
\r\nOutstanding Reminder (DVLA) keydate will be met
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Accident (up to 2 Defendants info). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding Any Special Damages (and up to 4 \u2018Other Losses\u2019). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Letter of Claim<\/strong><\/p>

Requests details of insurers \r\nAdvises circs of accident \r\nDetails allegations of fault (varies according to RTA type) \r\nDetails injuries suffered, dates of absence from work and financial losses – (with variation for Emp Liab matters) \r\nIf Def 2 field is ‘Yes’, confirms letter has been sent to them + gives Def 2 Ins details if known \r\nIf CFA matter, confirms details \r\nEncloses Requested Disclosure doc (varies according to Accident Type) <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Conf Let Of Claim Sent<\/strong><\/p>

Confirms LOC sent to Def 1 + that response is required within 3 weeks <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Def: 21 days
\r\nChase Def 1 for response to Letter of Claim <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Letter of Claim – 2nd Defendant<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Accident (up to 2 Defendants info). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding Any Special Damages (and up to 4 \u2018Other Losses\u2019). This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Letter of Claim<\/strong><\/p>

Criteria Set – Will only run if Def 2 2nd Defendant field is ‘Yes’ \r\nRequests details of insurers \r\nAdvises circs of accident \r\nDetails allegations of fault (varies according to RTA type \r\nDetails injuries suffered, dates of absence from work and financial losses – (with variation for Emp Liab matters) \r\nConfirms letter has been sent to Def 1 + gives Def 1 Ins details if known If CFA matter, confirms details \r\nEncloses Requested Disclosure doc (varies according to Accident Type) <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Def : 21 days
\r\nChase Def 2 for response to Letter of Claim <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Acknowledgement of Claim<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Defendant keydate will be met <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Acknowledgement of the Claim. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Re Ackn Of Claim<\/strong><\/p>

Confirms response has been received from Def Insurers <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Ins Ack LOC Response<\/strong><\/p>

Confirms receipt of Def 1 letter, confirms Client NI No and DOB. \r\nAdvises awaiting their response to liability \r\nConfirms will notify details of 3 med experts for nomination purposes <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins Ack LOC Response<\/strong><\/p>

Criteria Set \u2013 Will only run if Is there a Def 2 field is ‘Yes’ \r\nConfirms receipt of Def 2 letter, confirms Client NI No and DOB. \r\nAdvises awaiting their response to liability \r\nConfirms will notify details of 3 med experts for nomination purposes<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDecision on Liability from Def1 Insurer? <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDecision on Liability from Def2 Insurer?
\r\nCriteria Set \u2013 Will only run if Is there a Def 2 field is ‘Yes’<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Nominate Medical Experts<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Medical Experts. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 1st Defendant Liability. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 2nd Defendant Liability. This information is used to pre-populate letters and fields:
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if 2nd<\/sup> Def field is \u2018Yes\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Insurer keydate will be met <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Ins Nominate Experts<\/strong><\/p>

Gives names of 3 experts and advises which is preferred option \r\nRequests comments within 14 days failing which preferred option will be nominated <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins Letter Nominate Experts<\/strong><\/p>

Criteria Set \u2013 Will only run if Is there a Def 2 field is ‘Yes’\r\nGives names of 3 experts and advises which is preferred option \r\nRequests comments within 14 days failing which preferred option will be nominated<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDecision on Liability from Def 1 Insurer?
\r\nCriteria Set \u2013 will only run if Def 1 liabilty field is ‘Please Select’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDef1 Ins response re suggested expert? <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDecision on Liability from Def 2 Insurer?
\r\nCriteria Set \u2013 Will only run if \u201cIs there a Def 2 field is ‘Yes’ AND if Def 1 liabilty field is ‘Please Select’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDef 2 Ins response re suggested expert?
\r\nCriteria Set \u2013 Will only run if Is there a Def 2 field is ‘Yes’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Instruct Medical Expert<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 1st Defendant Liability. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the 2nd Defendant Liability. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

Criteria Set \u2013 Will only run if 2nd<\/sup> Def field is \u2018Yes\u2019<\/em><\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Medical Experts. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Insurer keydate will be met <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Med Expert1 Let of Instruction<\/strong><\/p>

Criteria Set \u2013 Will only run If Med Expert instructed field is ‘Med Expert 1 Instructs expert’. \r\nEncloses authority for release of medical records <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Med Expert2 Let of Instruction<\/strong><\/p>

Criteria Set \u2013 Will only run If Med Expert instructed field is ‘Med Expert 2 Instructs expert’. \r\nEncloses authority for release of medical records <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Med Expert3 Let of Instruction<\/strong><\/p>

Criteria Set \u2013 Will only run If Med Expert instructed field is ‘Med Expert 3 \r\nInstructs expert’. \r\nEncloses authority for release of medical records <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Conf Instr Med Expert<\/strong><\/p>

Advises client that liability has or has not been admitted. Confirms name of medical expert instructed and advises client will receive appointment within 4 \u2013 6 weeks <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Expert: 28 days
\r\nMedical Report received? <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDecision on Liability from Def 1 Insurer?
\r\nCriteria Set \u2013 Will only run if Def 1 liabilty field is ‘Please Select’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 14 days
\r\nDecision on Liability from Def 2 Insurer?
\r\nCriteria Set \u2013 Will only run if Is there a Def 2 field is ‘Yes’ AND if Def 1 liabilty field is ‘Please Select’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Quantification of Claim<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Client keydate will be met <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Court Details. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Medical Expert. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Quantum Note<\/strong><\/p>

Internal note summarising medical report and assessing quantum <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Valuation Checklist<\/strong><\/p>

Internal checklist <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Schedule of Special Loss<\/strong><\/p>

Past and future Losses and Expenses <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Ask user for text input<\/strong><\/p>

Confirm amount of GENERAL DAMAGES: \u00a3 <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Valuation<\/strong><\/p>

Advises client on assessment of claim value. \r\nEncloses Schedule of Special Loss and Settlement Authority <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Settlement Authority<\/strong><\/p>

Client signs to agree\/not agree valuation and Schedule of Specials. <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client: 7 days
\r\nHas client returned Settlement Authority? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Part 36 Offer by Claimant<\/span><\/span>\n\n\n

Makes provision for involvement of either Def 1 or Def 2 according to selection made by user.  If user fails to make a selection, Def 1 letters will merge by default.<\/strong><\/em><\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Insurer keydate will be met
\r\nOutstanding Chase Client keydate will be met
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Part 36 Offer. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Ins Enc Pt 36, Med, Sch Loss<\/strong><\/p>

Criteria Set \u2013 Will only run if \u201cSpecify relevant Defendant\u201d field is not completed with \u201cDef 2\u201d \u2013 this to allow for users failing to select an option on matters where there is only one Defendant \r\nEncloses Part 36 Offer, Med Evidence and Schedule of Loss <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Ins Part 36 Offer<\/strong><\/p>

Criteria Set as for preceding letter above <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins Enc Pt 36, Med, Sch Loss<\/strong><\/p>

Criteria Set \u2013 Will only run if \u201cSpecify relevant Defendant\u201d field is completed with \r\n\u201cDef 2\u201d \r\nEncloses Part 36 Offer, Med Evidence and Schedule of Loss <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins Enc PT 36 Offer
\r\n<\/p>

Def 2 Ins Part 36 Offer<\/strong><\/p>

Criteria Set as for preceding letter above <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 7 days
\r\nHas Def Ins received Part 36 Offer?
\r\nThis initial chaser is intended to keep the Claimant on top of the claim by checking that the Pt 36 has in fact been received <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 21 days
\r\nHas Def Ins responded to Part 36 Offer? <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Part 36 Sent (Infant Claim)<\/strong><\/p>

Advises Part 36 has been sent to Def Insurers <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Advice on Part 36 Offer<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Part 36 Offer. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Value of Claim. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Part 36 Response Advice<\/strong><\/p>

Advises amount of Part 36 Offer and whether to accept or not <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase CLI: 4 days to deadline for acceptance (based on dossier field for Acceptance Deadline, minus 4 days) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Acceptance of Part 36 Offer<\/span><\/span>\n\n\n

Makes provision for involvement of either Def 1 or Def 2 according to selection made by user.  If user fails to make a selection, Def 1 letters will merge by default.<\/em><\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Client keydate will be met
\r\nOutstanding Chase Insurer keydate will be met
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter details regarding the Part 36 Acceptance. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Ins Accept Part 36 Offer<\/strong><\/p>

Criteria Set – Will run if Accident Type is ‘RTA’ AND if \u201cSpecify relevant Defendant\u201d field is not completed with \u201cDef 2\u201d \u2013 this to allow for users failing to select an option on matters where there is only one Defendant \r\nConfirms acceptance of most up to date offer, encloses breakdown of costs. Requests payment within 21 days<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 1 Ins RTA Costs<\/strong><\/p>

Criteria Set \u2013 Will run if Accident Type is ‘RTA’ AND if \u201cSpecify relevant Defendant\u201d field is not completed with \u201cDef 2\u201d \u2013 this to allow for users failing to select an option on matters where there is only one Defendant \r\nConfirms acceptance of most up to date offer and provides within body of letter a breakdown of costs pursuant to CPR part 45 . Requests response within 7 days <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins Accept Part 36 Offer<\/strong><\/p>

Criteria Set \u2013 Will only run if \u201cSpecify relevant Defendant\u201d field is \u201cDef 2\u201d \r\nConfirms acceptance of most up to date offer, encloses breakdown of costs. Requests payment within 21 days<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Def 2 Ins RTA Costs<\/strong><\/p>

Confirms acceptance of most up to date offer and provides within body of letter a breakdown of costs pursuant to CPR part 45 . Requests response within 7 days <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Court Advise Settled <\/strong><\/p>

Confirms settled by consent; parties are drafting Terms of Settlement and Consent Order to be forwarded shortly <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Breakdown Of Costs<\/strong><\/p>

Court form detailing costs with subtotals <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Consent Order<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 7 days
\r\nDef Ins response to Costs details?
\r\nCriteria Set \u2013 will run if Accident Type field is ‘RTA’ <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Ins: 21 days
\r\nSettlement cheque received?
\r\nCriteria Set \u2013 Will run if Accident Type is ‘NOT RTA’ <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Conclusion of Claim<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client Enc Cheque<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Outstanding Chase Insurer keydate will be met
\r\nOutstanding Chase Witness keydate will be met
\r\nOutstanding Limitation keydate will be met
\r\nOutstanding Limitation minus one month keydate will be met
\r\nOutstanding Limitation minus 3 months keydate will be met
\r\nOutstanding Limitation minus 6 months keydate will be met
\r\n<\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

A Workflow to assist with preparing a letter before claim, evidence gathering and Part 36 Offers, where appropriate. Criteria Set \u2013 Will only run if Accident Type is \u2018RTA\u2019 Criteria Set \u2013 Will only run if Accident Type is not \u2018RTA\u2019 Criteria Set \u2013 Will only run if Accident Type is \u2018RTA\u2019 Criteria Set \u2013 […]<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[40],"class_list":["post-16410","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-personal-injury"],"acf":[],"yoast_head":"\nPre-Issue - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Pre-Issue workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pre-Issue - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Pre-Issue workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:32:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/\",\"name\":\"Pre-Issue - Osprey Approach Customer Support & Training | Osprey Academy\",\"isPartOf\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png\",\"datePublished\":\"2020-05-12T11:04:56+00:00\",\"dateModified\":\"2024-08-06T08:32:58+00:00\",\"description\":\"This guide will take you through the contents of our Pre-Issue workflow\",\"breadcrumb\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#primaryimage\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.ospreyapproach.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Focused Workflows\",\"item\":\"https:\/\/support.ospreyapproach.com\/focused-workflows\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Pre-Issue\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"name\":\"Osprey Approach Customer Support & Training | Osprey Academy\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\",\"name\":\"Osprey Approach Customer Support & Training | Osprey Academy\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"width\":201,\"height\":61,\"caption\":\"Osprey Approach Customer Support & Training | Osprey Academy\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/OspreyApproachUK\/\",\"https:\/\/x.com\/OspreyApproach\",\"https:\/\/www.linkedin.com\/company\/ospreyapproach\",\"https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Pre-Issue - Osprey Approach Customer Support & Training | Osprey Academy","description":"This guide will take you through the contents of our Pre-Issue workflow","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_GB","og_type":"article","og_title":"Pre-Issue - Osprey Approach Customer Support & Training | Osprey Academy","og_description":"This guide will take you through the contents of our Pre-Issue workflow","og_url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/","og_site_name":"Osprey Approach Customer Support & Training | Osprey Academy","article_publisher":"https:\/\/www.facebook.com\/OspreyApproachUK\/","article_modified_time":"2024-08-06T08:32:58+00:00","og_image":[{"url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@OspreyApproach","twitter_misc":{"Estimated reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/","name":"Pre-Issue - Osprey Approach Customer Support & Training | Osprey Academy","isPartOf":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#primaryimage"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#primaryimage"},"thumbnailUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png","datePublished":"2020-05-12T11:04:56+00:00","dateModified":"2024-08-06T08:32:58+00:00","description":"This guide will take you through the contents of our Pre-Issue workflow","breadcrumb":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#primaryimage","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/05\/image-13.png"},{"@type":"BreadcrumbList","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/pre-issue\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.ospreyapproach.com\/"},{"@type":"ListItem","position":2,"name":"Focused Workflows","item":"https:\/\/support.ospreyapproach.com\/focused-workflows\/"},{"@type":"ListItem","position":3,"name":"Pre-Issue"}]},{"@type":"WebSite","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","name":"Osprey Approach Customer Support & Training | Osprey Academy","description":"","publisher":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization","name":"Osprey Approach Customer Support & Training | Osprey Academy","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","width":201,"height":61,"caption":"Osprey Approach Customer Support & Training | Osprey Academy"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/OspreyApproachUK\/","https:\/\/x.com\/OspreyApproach","https:\/\/www.linkedin.com\/company\/ospreyapproach","https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA"]}]}},"_links":{"self":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_workflow\/16410","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_workflow"}],"about":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/types\/pracctice_workflow"}],"wp:attachment":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/media?parent=16410"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/tags?post=16410"},{"taxonomy":"pracctice_practice_area","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_practice_area?post=16410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}