{"id":16412,"date":"2020-05-12T12:05:17","date_gmt":"2020-05-12T11:05:17","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=16412"},"modified":"2024-08-06T09:30:17","modified_gmt":"2024-08-06T08:30:17","slug":"personal-injury-proceedings","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/personal-injury-proceedings\/","title":{"rendered":"Personal Injury Proceedings"},"content":{"rendered":"\n\n\n

A Workflow to assist with issuing and concluding proceedings where it has not been possible to obtain an out of court settlement.<\/p>\n\n\n\n

<\/div>\n\n\n\nTask 1<\/span> Preliminary – Instructions to Counsel <\/span><\/span>\n\n
<\/i><\/div>

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

Enter details of Advice regarding Proceedings (fields for up to 3 Defendants). This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

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

Enter details regarding the Counsel. 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 Particulars 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 Advice RE Proceedings<\/strong><\/p>

Discusses liability (admitted or denied), quantum, current status of claim, advice on how to proceed, and costs. <\/p>

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

Counsel Enc Instructions (PoC)<\/strong><\/p>

Accompanying letter to settle PoC <\/p>

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

Counsel Instructions Settle PoC<\/strong><\/p>

Encloses, inter alia, medical report (merges name of med expert instructed) \r\nConfirms type of funding \r\nConfirms status of liability and if Pt 36 Offer has been made by Claimant \r\nLists evidence relied upon \u2013 merges names of experts whose reports have been disclosed <\/p>

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

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

Chase Counsel: 14 days
\r\nParticulars of Claim received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Preparation of Court Papers<\/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 Counsel keydate will be ticked <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Enter details regarding the Particulars 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>

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

Enter details regarding the Court. 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

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

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

Encloses Court Papers prepared: \r\nClaim Form, Particulars of Claim, Schedule of Expenses and Losses, \r\n+ includes Certificate of Suitability of Litigation Friend if claimant is a minor. \r\nRequests client checks content and signs as approved or advise amendments required. <\/p>

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

N1 Claim Form<\/strong><\/p>

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

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

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\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\nParticulars of Claim approved? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Issue Proceedings<\/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 ticked <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

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

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<\/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

\"\"<\/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

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<\/i><\/div>

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

Court Issue Checklist<\/strong><\/p>

Internal document <\/p>

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

Court Issue Proceedings<\/strong><\/p>

Encloses Claim Form, PoC, Medical evidence, Schedule of Expenses and Losses, Notice of Funding + copy, Certificate of Suitablity of Litigation Friend (if client is a minor) \r\nAdvises current valuation of claim <\/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>

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

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

N251 Notice of Funding<\/strong><\/p>

(incorporates copy) <\/p>

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

N235 Certificate of Suitability of Lit Friend<\/strong><\/p>

Criteria Set \u2013 Will only run if Client Minor field is ‘Yes’ <\/p>

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Client Confirm Issue<\/strong><\/p>

Confirms issue, advises Def has 14 days to acknowledge and further 14 days to file Defence<\/p>

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

Def 1 Ins Confirm Issue<\/strong><\/p>

Gives 152 RTA 1988 notification if Accident Type is ‘RTA’ <\/p>

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Def 1 Sol Confirm Address for Service<\/strong><\/p>

Requests Sol confirmation instructed to accept service, or confirm Def 1 address <\/p>

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

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

Chase Court: 14 days
\r\nHas Court confirmed issue? <\/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 Sol: 7 days
\r\nConfirmation of address for service received?<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Service of Proceedings<\/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 Court keydate will be ticked
\r\nOutstanding Chase Sol keydate will be ticked
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Enter details regarding the Accident Type and Minor Claimant. 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 Infant. 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 (non-RTA). 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 Court. 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 Conf Service<\/strong><\/p>

Confirms proceedings have been issued and advises stages of court process in full detail <\/p>

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

N215 Certificate of Service<\/strong><\/p>

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\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>

Defence received?
\r\nkeydate is based on (and identical to) dossier field Defence due 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>

Acknowledgement of Service received?
\r\nkeydate is based on (and identical to) dossier field Ackn of Service due date <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Def 1 Serving Proceedings Encloses<\/strong><\/p>

Claim Form \r\n Particulars of Claim \r\n Medical Evidence \r\n Schedule of Expenses and Losses \r\n Notice of Funding \r\n Form for Acknowledging Service \r\n Form for Defending the Claim \r\n Form for Admitting the Claim \r\nAdvises passing papers to Insurers, requests confirmation of safe receipt <\/p>

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

Def 1 Ins Conf Service<\/strong><\/p>

Advises court papers have been sent to Def 1 + notifies that default judgement will be applied for if Ackn of Service and\/or Defence are not filed within approp time scales. Confirms date A of S\/Def is due.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Enter Judgement<\/span><\/span>\n\n\n

This task is to be selected by the user if appropriate.  Criteria operate, meaning that the documents will not merge if the field \u201cDefence Received\u201d shows a value of \u201cYes\u201d.  This is intended to prevent inadvertent merging of these documents where a Defence has been received and the user has taken positive action to note the fact, but also means that even if the user has failed to select a value for the field they\u2019re not prevented from merging the documents.<\/em><\/p>\n\n\n

<\/i><\/div>

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

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

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

Court Enc N227<\/strong><\/p>

Criteria Set – Will not merge if Def Received field is ‘Yes’ <\/p>

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N227 Request for Judgement by Default<\/strong><\/p>

Criteria Set – Will not merge if Def Received field is ‘Yes’<\/p>

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<\/i><\/div>

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

Client Apply Enter Judgement<\/strong><\/p>

Criteria Set – Will not merge if Def Received field is ‘Yes’<\/p>

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

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

Chase Court \u2013 28 days ‘Reply from Court re N227?’
\r\nCriteria Set – Will not merge if Def Received field is ‘Yes’ <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Defence<\/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 DEFRCVD keydate will be ticked
\r\nOutstanding ACKNLSERV keydate will be ticked
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Enter details regarding the Defence. 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 Sol Ack Defence<\/strong><\/p>

Confirms receipt of Defence and deals with items arising including admissions, protocol, CPR requirements, requests for further information. <\/p>

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Client Advice on Defence<\/strong><\/p>

Enclosed copy of Defence and advises according to content<\/p>

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

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

Chase Sol \u2013 14 days
\r\nDef Sol reply re allocation received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Allocation<\/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 Sol keydate will be ticked <\/p><\/div><\/div><\/div><\/div>\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>

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

Client Re Allocation<\/strong><\/p>

Advises procedure, requests detail of dates to avoid <\/p>

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

Def 1 Sol Enc Allocation Qeustionnaire<\/strong><\/p>

Encloses Allocation Questionnaire; options to request Def Allocation Questionnaire and accompanying documents <\/p>

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

Court Filing Allocation Qestionnaire<\/strong><\/p>

Encloses Allocation Questionnaire, draft case man directions <\/p>

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

N150 Allocation Questionnaire<\/strong><\/p>

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Draft Directions on Allocation<\/strong><\/p>

Includes note of medical evidence to be adduced \u2013 conditional logic based on which medical expert has been instructed (1, \r\n2 or 3) \u2013 will then merge relevant name <\/p>

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

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

Chase Court \u2013 21 days
\r\nCourt response re Allocation received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Preparing List of Documents<\/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 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>

Client Advice on Disclosure<\/strong><\/p>

Advises on procedure and encloses draft list of documents<\/p>

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

PI N265 List of Documents Standard Disclosure<\/strong><\/p>

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Med Expert1 Dates to Avoid<\/strong><\/p>

Criteria Set \u2013 Will only run if Expert Instructed field is ‘Med Expert 1’ \r\nRequests details of dates to avoid <\/p>

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

Med Expert2 Dates to Avoid<\/strong><\/p>

Criteria Set \u2013 Will only run if Expert Instructed field is ‘Med Expert 2’ \r\nRequests details of dates to avoid <\/p>

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

Med Expert3 Dates to Avoid<\/strong><\/p>

Criteria Set \u2013 Will only run if Expert Instructed field is ‘Med Expert 3’ \r\nRequests details of dates to avoid <\/p>

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Wit 1 Dates to Avoid<\/strong><\/p>

Criteria Set \u2013 Will only run if ‘Witness 1 Surname’ contains data \r\nRequests details of dates to avoid <\/p>

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<\/i><\/div>

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

PI Wit 2 Dates to Avoid
\r\n
\r\n<\/p>

Wit 2 Dates to Avoid<\/strong><\/p>

Criteria Set \u2013 Will only run if ‘Witness 2 Surname’ contains data \r\nRequests details of dates to avoid <\/p>

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<\/i><\/div>

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Wit 3 Dates to Avoid<\/strong><\/p>

Criteria Set \u2013 Will only run if ‘Witness 3 Surname’ contains data \r\nRequests details of dates to avoid <\/p>

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<\/i><\/div>

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

Wit 4 Dates to Avoid<\/strong><\/p>

Criteria Set \u2013 Will only run if ‘Witness 4 Surname’ contains data \r\nRequests details of dates to avoid <\/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 \u2013 14 days
\r\nResponse re List of Documents 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 Expert \u2013 14 days
\r\nHas Med Expert advised dates to avoid? <\/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 \u2013 14 days
\r\nHas Wit 1 advised dates to avoid?
\r\nCriteria Set \u2013 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 \u2013 14 days
\r\nHas Wit 2 advised dates to avoid?
\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 \u2013 14 days
\r\nHas Wit 3 advised dates to avoid?
\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 \u2013 14 days
\r\nHas Wit 4 advised dates to avoid?
\r\nCriteria Set \u2013 will only run if Witness 4 Surname contains data <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Statement Preparation<\/span><\/span>\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>

Client Enclose Copy Statement<\/strong><\/p>

Encloses copy statement, requests approval <\/p>

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<\/i><\/div>

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

Criteria Set \u2013 Will only run if Is there a witness field is ‘Yes’ \r\nEncloses form for approval by witness <\/p>

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

<\/i><\/div>

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

Criteria Set \u2013 Will only run if Witness 2 Surname contains data Content as above <\/p>

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

<\/i><\/div>

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

Criteria Set \u2013 Will only run if Witness 3 Surname contains data Content as above <\/p>

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

<\/i><\/div>

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

Criteria Set \u2013 Will only run if Witness 4 Surname contains data Content as 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 Client \u2013 14 days
\r\nHas client returned signed copy statement? <\/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 \u2013 14 days
\r\nHas Wit 1 returned signed copy statement?
\r\nCriteria Set \u2013 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 \u2013 14 days
\r\nHas Wit 2 returned signed copy 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 \u2013 14 days
\r\nHas Wit 3 returned signed copy 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 \u2013 14 days
\r\nHas Wit 4 returned signed copy statement?
\r\nCriteria Set \u2013 Will only run if Witness 4 Surname contains data <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Service of List of Documents<\/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 ticked
\r\nOutstanding Chase Court keydate will be ticked
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Court List of Documents<\/strong><\/p>

Encloses List of Documents <\/p>

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<\/i><\/div>

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Def 1 Sol List of Documents<\/strong><\/p>

Encloses List of Documents <\/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 Sols \u2013 14 days
\r\nDef1 Sols’ response to N265 received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Court Applications<\/span><\/span>\n\n\n

This task is intended to be run as and when required \u2013 it has been positioned here merely for convenience, but the intention is that it should be accessed by users at the appropriate time during proceedings.<\/em><\/p>\n\n\n

<\/i><\/div>

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

Court Enc Application<\/strong><\/p>

Encloses Notice of Application and requests notification of hearing date \r\n<\/p>

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

<\/i><\/div>

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Court Statement of Costs<\/strong><\/p>

Encloses Statement of Costs <\/p>

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<\/i><\/div>

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

Def 1 Sol Notice of Application<\/strong><\/p>

Encloses Notice of Application and requests info re Def1\u2019s intentions \r\n<\/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 Sol Statement of Costs<\/strong><\/p>

Encloses Statement of Costs <\/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>

N244 Application Notice<\/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>

N260 Statement of Costs<\/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 Court \u2013 14 days
\r\nHearing date for application received from Court? <\/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 Sols \u2013 14 days
\r\nDetails of Def intentions re application received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Listing<\/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 ticked
\r\nOutstanding Chase Expert keydate will be ticked
\r\nOutstanding Chase Witness keydate will be ticked
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Court Filing Listing Questionnaire<\/strong><\/p>

Encloses Listing Questionnaire \r\n Estimate of Costs \r\n Case Summary \r\n Application Notice for Further Directions \r\n Draft Directions \r\n Cheque <\/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>

Case Summary<\/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>

Draft Directions on Allocation<\/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>

Def 1 Sol Enc Listing Questionnaire<\/strong><\/p>

Encloses Listing Questionnaire, requests copy of Defendant\u2019s. <\/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>

PI Estimate of Costs <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

N170 Listing 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 Court \u2013 14 days
\r\nCourt Directions re Trial 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 Sols \u2013 14 days
\r\nDef Listing Questionnaire received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Preparation for Trial<\/span><\/span>\n\n

<\/i><\/div>

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

Enter details regarding the Hearing Date. 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 Counsel. 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 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 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>

Client Re Trial Date<\/strong><\/p>

Confirms hearing date and details procedure Requests confirmation that client can attend. <\/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 Re Trial Date<\/strong><\/p>

Criteria Set \u2013 Will only run if is there a witness field is ‘Yes’ \r\nConfirms hearing date and requests confirmation that wit can attend. <\/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 Re Trial Date<\/strong><\/p>

Criteria Set \u2013 Will only run if Witness 2 Surname contains data Content as 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>

Wit 3 Re Trial Date<\/strong><\/p>

Criteria Set \u2013 Will only run if Witness 3 Surname contains data Content as 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>

Wit 4 Re Trial Date<\/strong><\/p>

Criteria Set \u2013 Will only run if Witness 4 Surname contains data Content as 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>

Med Expert1 Re Trial Date<\/strong><\/p>

Criteria Set \u2013 Will only run if Expert Instructed field is ‘Med Expert 1’ \r\nConfirms hearing date and requests confirmation that expert can attend <\/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 Expert 2 Re Trial Date<\/strong><\/p>

Criteria Set \u2013 Will only run if Expert Instructed field is ‘Med Expert 2’ \r\nRequests details of dates to avoid <\/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 Expert 3 Re Trial Date<\/strong><\/p>

Criteria Set \u2013 Will only run if Expert Instructed field is ‘Med Expert 3’ \r\nRequests details of dates to avoid <\/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>

Counsel Enc Brief<\/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>

PI Brief to Counsel<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Trial Bundle Index<\/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>

Def 1 Sol Enc Index and Costs<\/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>

Hearing Date \u2013 keydate is based on (and identical to) dossier field \u201cHearing Date\u201d <\/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 \u2013 14 days
\r\nConfirmation of attendance at hearing 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 Sols \u2013 14 days
\r\nBundle of Documents agreed? <\/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 Counsel \u2013 14 days
\r\nReceipt of Brief confirmed? <\/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 Expert \u2013 14 days
\r\nConfirmation of attendance at hearing 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 Witness \u2013 14 days –
\r\nHas Wit 1 been in contact re hearing?
\r\nCriteria Set \u2013 Will only run if Witness 1 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 \u2013 14 days –
\r\nHas Wit 2 been in contact re hearing?
\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 \u2013 14 days –
\r\nHas Wit 3 been in contact re hearing?
\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 \u2013 14 days –
\r\nHas Wit 4 been in contact re hearing?
\r\nCriteria Set \u2013 Will only run if Witness 4 Surname contains data <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Trial Bundle<\/span><\/span>\n\n

<\/i><\/div>

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

Enter details regarding the Counsel. 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 Hearing Date. 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>

Counsel Enc Trial Bundle<\/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>

Court Enc Trial Bundle<\/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>

Court Enc Trial Bundle<\/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>

Client Enc Trial Bundle<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Consent Order<\/span><\/span>\n\n

<\/i><\/div>

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

Def 1 Sol Enc Consent Order<\/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>

Consent Order<\/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>

Client Confirm Settlement<\/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 Sols \u2013 14 days
\r\nSigned Consent Order 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 Sols \u2013 28 days
\r\nSettlement cheque received? <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Court Settlement<\/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 ticked
\r\nOutstanding Chase Sol keydate will be ticked
\r\nOutstanding Chase Court keydate will be ticked
\r\nOutstanding Chase Witness keydate will be ticked
\r\nOutstanding Chase Counsel keydate will be ticked
\r\nOutstanding Chase Expert keydate will be ticked
\r\nOutstanding Hearingdate keydate will be ticked
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

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

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

<\/p>\n","protected":false},"excerpt":{"rendered":"

A Workflow to assist with issuing and concluding proceedings where it has not been possible to obtain an out of court settlement. This task is to be selected by the user if appropriate.  Criteria operate, meaning that the documents will not merge if the field \u201cDefence Received\u201d shows a value of \u201cYes\u201d.  This is intended […]<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[40],"class_list":["post-16412","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-personal-injury"],"acf":[],"yoast_head":"\nPersonal Injury Personal Injury Proceedings - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our PI Proceedings 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=\"Personal Injury Personal Injury Proceedings - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our PI Proceedings workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/personal-injury-proceedings\/\" \/>\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=\"2024-08-06T08:30:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/06\/image-32.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=\"6 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\/personal-injury-proceedings\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/personal-injury-proceedings\/\",\"name\":\"Personal Injury Personal Injury Proceedings - 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