Steps To Take As Soon As Signing Up A New Client
When Arranging A First Appointment
- Add them to Tikit and create a file
In order to do this we need to obtain the following information from all new clients
- Full Name
- National Insurance Number
- Address
- Email
- Telephone numbers
- - Add any more...
- Send them First Appointment Confirmation Letter by post and email
At The First Appointment
- Create and complete a Form of Authorisation
- Create and complete a Bank Form of Authorisation
- Create and complete a Legal Help Form
- Create an outline statement of case
After the First Appointment
- Go through the means assessment procedure
- Diarise key dates
- Set up File Review Task
Following the Means Assessment
- If the we are able to complete the means assessment then take the new case steps
- If we are unable to complete the means assessment we need to send the incomplete information letter
- If the new client has not provided the information within 7 days they should be sent a further letter confirming that we are taking no further action and warning that their inquiry will be closed. If the case requires urgent action this should be sent sooner
- After a further 7 days a letter confirming that we are not taking their case on should be sent.
New Case Steps When We Have All Necessary Information
- Send letters to any third parties
- Update review tasks
- Send Client Care and Advice Letter
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