Legal Workflows

Legal Workflows


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Overview of the Client Legal Workflow functionality including the following core features, the full written guidance can be found here
  1. Adding a Legal Workflow to a client 
  2. Generating Legal Documents such as Court of Protection application forms
  3. Downloading Legal Documents
  4. Uploading Amended Legal Documents 
  5. Updating workflow tasks
  6. Client Private contacts flagged as Interested Parties or Respondents 
The following Legal Document Templates are supplied with CasparCloud as standard, each Customer can customise the content of legal documents to add standard responses where required. Customised documents can then be assigned to workflows and when produced for a client the system will populate client-specific data where required. (Please refer to the Workflows user guide for full details on how to upload and assign customised legal documents to workflows)

COP1 - Apply to make decisions on someone's behalf as a deputy
COP1A - Apply to make decisions on someone's behalf (property and finance)
COP1E - Apply to make decisions on someone's behalf (supporting information) 
COP3 - Make a report on someone's capacity to make decisions
COP4 - Apply to become someone's deputy (make a declaration) 
COP5 - Apply to be part of the Court of Protection proceedings ('acknowledgement of service')
COP9 - Apply to make decisions on someone's behalf ('application notice')
COP14 - Proceedings notification 
COP15 - Confirmation of proceedings
COP20A - Certification of Notification / Non-Notification of the person to whom the proceedings relate 
COP20B - Certificate of Service / Non-Service Notification/Non-Notification 
COP24 - Give a witness statement about the person who lacks capacity 
COP44A - Apply for help with Court of Protection fees
OPG120 - Get help paying OPG deputy fees
BF56 - Become an appointee for someone claiming benefits 



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