Compensation - File Opening

There are 3 ways of opening compensation files depending on the circumstances:-
 

1. New Prospect
2. Brand New Client instructing straight away
3. Normal Existing Client new matter

NEW PROSPECT

Carry out a conflict check on partner first, then complete the prospect Formshare making sure you are using “COMP Create Prospect” available on your desktop within the Formshare Forms Folder.

(If a litigation friend is involved and acting on behalf of the client - remember to complete the client section “Do NOT communicate” and “Exclude from Marketing” fields).  

Once you have completed the Formshare and pressed the validate button to save your Form to your desktop.

Drag your Form into TOOLS/Formshare/Formshare Extraction to open the new Prospect.

Go to the bottom of the Formshare screen to find your new barcode that Partner has created.

Open your new Prospect within the Entity/Matter Profile screen, to enable you to write to the client at entity level using the Case Manager icon

Insert and run the step called “(COMP) Compensation Prospect Start Here” (this step automatically adds the prospect to the Prospect Register/Adds Litigation Friend (if applicable) to entity contacts.

Next send an NCE letter about doing a complaint and whatever else is required by the Legal Advisor.

A step called “(COMP) Client proceeding?” is automatically inserted with a 30 day reminder to chase if the prospect has instructed us or not.  This step must be completed to enable Partner to be updated either way.

Prospect not proceeding:

If the prospect decides not to proceed with their claim - run the step “(COMP) Client proceeding?” using the complete green tick icon

This step marks the prospect as lost and gives you opportunity to add notes as to why this prospect is not proceeding.

Prospect is proceeding:

An appointment letter is sent, including the ID check warning. Client is seen, ID is checked. 

Run the step called “(COMP) Client proceeding?” using the complete green tick icon.

This step turns the prospect into a Client and also updates the Prospect Register to say we have taken on the client and their status is now live.

You will then need to use the following Formshare depending whether it is a PI or Clin Neg file. Make sure you select “Existing Client New Matter” in the Formshare which is at the top.

This new Formshare you have just created for the new matter needs to be dragged into the entity briefcase because it already exists. Once Partner has extracted the data please remember to flatten the Formshare before copying to any other agendas/folders.

Once your new matter is opened, go into the briefcase at matter level and insert the step called “(COMP) Compensation Normal Formshare" - this step adds everyone to matter contacts screen in the background.

Send the follow up letter and CCP out to the client as normal. 

BRAND NEW CLIENT INSTRUCTING STRAIGHT AWAY

Carry out a conflict check on partner first, then open new client and new matter file using either “COMP Clinical Negligence V2 060923” or “COMP PI Formshare” from the Formshare Folder on your desktop. 

This Formshare needs to be dragged into TOOLS/Formshare/Formshare Extraction.  

Go to the bottom of the Formshare screen to find your new barcode that Partner has created.

Open your new client within the Entity/Matter Profile screen at matter level using the Case Manager icon.

To save your Formshare to the matter open the same from your desktop which you saved earlier and click on "Partner for Windows" from the toolbar on the left hand side of your screen.  A small toolbar will appear at the top of your form so you can select "Add to case".  Once you have saved the Formshare to the file remember to flatten the same before copying to any other agendas.  To flatten the Formshare right click on the Formshare and select "Formshare/Flatten Formshare"

Within the matter insert step called “(COMP)Compensation Normal Formshare"

This step adds everyone to matter contacts screen in the background.

You can then run the normal steps to produce the CCP and send out to the client.

NORMAL EXISTING CLIENT NEW MATTER

Using Formshare Forms folder on your desktop open and complete either “COMP Clinical Negligence V2 060923” or “COMP PI Formshare” making sure you select EXISTING CLIENT new matter at the top of the form.

Drag the Formshare into the existing client entity briefcase to open the matter.

Save your Formshare to the appropriate agenda using Adobe PDF selecting “Partner for Windows/Add to Case” buttons.  Once saved go to your saved Formshare in partner right click on the Formshare and flatten the same before copying anywhere else.

Insert and run the step called “(COMP) Compensation Normal Formshare” 

This step automatically adds the prospect to the Prospect Register/Adds Litigation Friend (if applicable) to entity and matter contacts.  Also adds other side to the matter contacts screen if details were entered on the Formshare.

Take normal steps to continue with the normal workflow.