Lasting Power of Attorney

Task 1 New File Opening

Allocate a Custom Questionnaire

New File Opening

Send Standard Document

Client care letter

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Add an automatic keydate to matter

CHASECLI – 1 Week – Client to return signed Client Care paperwork

Task 2 Medical Report

Allocate a Custom Questionnaire

Medical Report Will only run if a medical report is required for client 1 or client 2.

Send Standard Document

GP 1 Capacity Report request

Will only run if the first GP Surname is not empty

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Send Standard Document

GP 2 Capacity Report request

Will only run if a second GP Surname is not empty

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Add an automatic keydate to matter

CHASE_GP – 1 Week – Chase GP for reply to report request for client 1. Will only run if the first GP Surname is not empty

Add an automatic keydate to matter

CHASE_GP – 1 Week – Chase GP for reply to report request for client 2. Will only run if a second GP Surname is not empty

Task 3 Send LPA to Client

Meet unmet keydates by type

CHASECLI

Meet unmet keydates by type

CHASE_GP

Send Standard Document

Client approve draft LPA

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Add an automatic keydate to matter

CHASECLI – 1 Week – Chase client to make appointment to sign LPA

Task 4 Attorney

Allocate a Custom Questionnaire

Attorneys

Send Standard Document

Letter Attorney 1 enc. LPA

Will only run if the first Attorney Surname is not empty

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Send Standard Document

Letter Attorney 2 enc. LPA

Will only run if the second Attorney Surname is not empty

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Send Standard Document

Letter Attorney 3 enc. LPA

Will only run if the third Attorney Surname is not empty

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Send Standard Document

Blank letter Attorney 4

Will only run if the fourth Attorney Surname is not empty

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Add an automatic keydate to matter

CHSE_ATRNY – 1 Week – Chase Attorney 1 to make appointment to sign LPA. Will only run if the first Attorney Surname is not empty

Add an automatic keydate to matter

CHSE_ATRNY – 1 Week – Chase Attorney 2 to make appointment to sign LPA. Will only run if the second Attorney Surname is not empty

Add an automatic keydate to matter

CHSE_ATRNY – 1 Week – Chase Attorney 3 to make appointment to sign LPA. Will only run if the third Attorney Surname is not empty

Add an automatic keydate to matter

CHSE_ATRNY – 1 Week – Chase Attorney 4 to make appointment to sign LPA. Will only run if the fourth Attorney Surname is not empty

Task 5 Replacement Attorney

Allocate a Custom Questionnaire

Replacement Attorneys

Send Standard Document

Letter Replacement Attorney 1 enc. LPA

Will only run if the first Attorney Surname is not empty

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Send Standard Document

Letter Replacement Attorney 2 enc. LPA

Will only run if the second Attorney Surname is not empty

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Send Standard Document

Blank letter Replacement Attorney 3

Will only run if the third Attorney Surname is not empty

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Send Standard Document

Blank letter Replacement Attorney 4

Will only run if the fourth Attorney Surname is not empty

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Add an automatic keydate to matter

CHSE_REPAT – 1 Week – Chase Replacement Attorney 1 to sign LPA. Will only run if the first Attorney Surname is not empty

Add an automatic keydate to matter

CHSE_REPAT – 1 Week – Chase Replacement Attorney 2 to sign LPA. Will only run if the second Attorney Surname is not empty

Add an automatic keydate to matter

CHSE_REPAT – 1 Week – Chase Replacement Attorney 3 to sign LPA. Will only run if the third Attorney Surname is not empty

Add an automatic keydate to matter

CHSE_REPAT – 1 Week – Chase Replacement Attorney 4 to sign LPA. Will only run if the fourth Attorney Surname is not empty

Task 6 Certificate Provider

Allocate a Custom Questionnaire

Certificate Provider

Send Standard Document

Letter Certificate Provider enc. LPA

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Add an automatic keydate to matter

CHSEEXPERT – 1 Week – Certificate provider to return signed certificate

Task 7 Notifiable Persons

Meet unmet keydates by type

CHSEEXPERT

Meet unmet keydates by type

CHSE_REPAT

Meet unmet keydates by type

CHSE_ATRNY

Meet unmet keydates by type

CHASECLI

Allocate a Custom Questionnaire

Notifiable Persons

Send Standard Document

Letter notifiable person 1

Will only run if the first Notifiable Surname is not empty

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Send Standard Document

Letter notifiable person 2

Will only run if the second Notifiable Surname is not empty

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Send Standard Document

Letter notifiable person 3

Will only run if the third Notifiable Surname is not empty

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Send Standard Document

Letter notifiable person 4

Will only run if the fourth Notifiable Surname is not empty

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Send Standard Document

Letter notifiable person 5

Will only run if the fifth Notifiable Surname is not empty

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Task 8 Send LPA to OPG for Registration

Send Standard Document

Letter OPG send LPA for registration

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Add an automatic keydate to matter

CHASE_OPG – 10 Weeks Chase OPG if a reply has not been received.

Task 9 Client Confirm LPA Registered

Send Standard Document

Client confirm LPA registered with OPG

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Meet unmet keydates by type

CHASE_OPG

Document pack for this workflow

Blank Client Letter

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Blank letter Attorney 1

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Blank letter Attorney 2

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Blank letter Attorney 3

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Blank letter Attorney 4

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Blank letter Certificate Provider

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Blank letter GP 1

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Blank letter GP 2

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Blank letter OPG

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Blank letter Replacement Attorney 1

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Blank letter Replacement Attorney 2

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Blank letter Replacement Attorney 3

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Blank letter Replacement Attorney 4

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Client approve draft LPA

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Client care letter

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Client confirm LPA registered with OPG

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GP 1 Capacity Report request

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GP 2 Capacity Report request

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Letter Attorney 1 enc. LPA

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Letter Attorney 2 enc. LPA

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Letter Attorney 3 enc. LPA

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Letter Attorney 4 enc. LPA

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Letter Certificate Provider enc. LPA

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Letter notifiable person 1

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Letter notifiable person 2

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Letter notifiable person 3

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Letter notifiable person 4

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Letter notifiable person 5

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Letter OPG send LPA for registration

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Letter Replacement Attorney 1 enc. LPA

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Letter Replacement Attorney 2 enc. LPA

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Letter Replacement Attorney 3 enc. LPA

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Letter Replacement Attorney 4 enc. LPA

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