Litigation - UCPR

This add-on includes a list of steps and court document templates.

Litigation - UCPR

This add-on is designed to manage litigation matters. The add-on includes a list of steps and court document templates to help ensure you manage these effectively and efficiently.

Features:

  • Logical steps to help you and your team keep track of the status of each litigation matter
  • Creation of court documents using templates that pre-populate fields with information from the matter
  • Set diary dates for future actions, with reminders via txt, screen pop-up or email
  • Record file notes and emails related to the matter and litigation
  • Upload supporting documents/photos/videos etc.
  • Powerful search feature lets you quickly locate matters on file
  • Upload and store electronic copies of documents
  • Time recording and invoicing
  • Compliant trust accounting to manage funds on clients’ behalf
  • Share document with clients using a Secure Document Exchange (SDX) portal
  • Secure “Chat” feature records conversations related to documents

Steps:

  • Initial Enquiry
  • Conflict Check
  • Information Gathering
  • Pre-Court
  • Court
  • Post-Court
  • Wrap Up
  • Close

You can extend or modify this workflow to suit your business. You can for example add/remove steps, add other participant types, and default “tasks” for each step.

Document Templates

The add-on comes with a list of document templates based on the New South Wales court documents for Uniform Civil Procedure Rules (“UCPR”). You can use these templates to complete court documents.

To create the court documents using the document templates, you will need the Actionstep plug-in for HotDocs. When creating a document using the template fields are pre-populated with information entered on the matter, saving you and your team time and reducing the likelihood of making errors.

Secure Document Exchange (SDX)

You can use Actionstep’s built-in secure portal to share your documents with your clients. You can selectively enable client access on a document-by-document basis. When a client is granted access to a matter they will receive an email with a link to login. Once they have set a password they will be able to see the documents you have granted them access to. An audit trail is maintained of all access to the documents.

This is a great way to give your clients secure access to their documents without having them phoning your firm each time they need a copy.

Disclaimer
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

List of NSW UCPR Court Document templates.

Updates to the forms are published in the Actionstep User Guide

  • Form 101(3) – General form (Court of Appeal)
  • Form 102(3) – List of parties (Court of Appeal)
  • Form 103(4) – Notice of intention to appeal (Court of Appeal)
  • Form 104(4) – Summons seeking leave to appeal (Court of Appeal)
  • Form 10(4) – Cross-summons
  • Form 105(4) – Notice of appeal (Court of Appeal)
  • Form 106(3) – Notice of contention (Court of Appeal)
  • Form 11(3) – List of documents
  • Form 12(2) – Statement of issues
  • Form 13(2) – Scott Schedule
  • Form 14(2) – Statement of particulars – personal injury proceedings
  • Form 1(4) – General Form
  • Form 15(2) – Statement of particulars -compensation to relatives’ proceedings
  • Form 16(2) – Notice to plead facts – money claims
  • Form 17(2) – Notice to admits facts and authenticity of documents
  • Form 18(2) – Notice disputing facts and authenticity of documents
  • Form 19(2) – Notice to produce for inspection
  • Form 20(3) – Notice of Motion
  • Form 21(2) – Interrogatories
  • Form 22(3) – Statement of answers to interrogatories
  • Form 23A(3) – Notice of intention to elect trial by jury in defamation proceedings
  • Form 23B(3) – Requisition for trial by jury
  • Form 24(3) – Notice to produce to court
  • Form 25(2) – Subpoena to attend to give evidence
  • Form 26A(3) – Subpoena to produce with subpoena notice and declaration
  • Form 27A(3) – Subpoena to give evidence and produce with subpoena notice and declaration
  • Form 29(4) – Order for production
  • Form 2 – List of Parties
  • Form 30(3) – Consent to act as tutor
  • Form 31(1) – Arbitrator award and registrar’s notice
  • Form 32(2) – Notice of motion – rehearing after arbitration
  • Form 33(2) – Notice of discontinuance
  • Form 34(2) – Notice of payment
  • Form 35(3) – Acknowledgement of liquidated claim
  • Form 36(6) – Notice of motion – default judgment on claim for possession of land
  • Form 36A(4) – Notice of Motion – default judgment on claim for possession of land and liquidated claim
  • Form 37(3) – Notice of motion – default judgment for detention of goods
  • Form 38(4) – Notice of motion – default judgment for liquidated claim
  • Form 39(3) – Notice of motion – default judgment for unliquidated damages
  • Form 3A – Statement of claim – filing party legally represented
  • Form 40(3) – Affidavit
  • Form 41(3) – Affidavit of service
  • Form 42(1) – Exhibit certificate
  • Form 43(3) – Judgment or order
  • Form 44(3) – Consent judgment or order
  • Form 45(2) – Registration/filing of certificate of judgment or order
  • Form 46(4) – Notice of motion to pay by instalments – individual
  • Form 47(4) – Notice of motion to pay by instalments – corporation
  • Form 48(2) – Instalment order and notice
  • Form 49(2) – Order refusing instalment application and notice
  • Form 4A – Summons
  • Form 50(3) – Notice of motion- objection to instalment order or order refusing instalment application
  • Form 51(3) – Examination notice – individual
  • Form 52(3) – Examination notice – corporation
  • Form 53(3) – Notice of motion – examination order
  • Form 54 – Examination order
  • Form 55(1) – Registrar’s examination – individual
  • Form 56(1) – Registrar’s examination – corporation
  • Form 57(3) – Notice of motion – arrest warrant for examination
  • Form 58(1) – Arrest warrant
  • Form 59(6) – Notice of motion – writ for possession of land
  • Form 5 – Notice to Occupier
  • Form 60(4) – Writ of possession
  • Form 61(3) – Notice of motion – writ for restitution
  • Form 62(2) – Writ of restitution
  • Form 63(3) – Notice of motion- writ for the delivery of goods
  • Form 64(3) – Writ of delivery
  • Form 65(3) – Notice of motion- writ for the levy of property
  • Form 66(2) – Writ for levy of property
  • Form 67(2) – Judgment creditor’s notice
  • Form 68(2) – Notice of sale
  • Form 69(4) – Notice of motion – garnishee order
  • Form 6A(1) – Appearance
  • Form 6B(1) – Submitting Appearance
  • Form 70(3) – Garnishee order for debts
  • Form 71(4) – Garnishee order for wages or salary
  • Form 72 – Garnishee’s statement that no debt due or accruing or no wage or salary payable
  • Form 73(3) – Notice of motion charging order
  • Form 74(2) – Charging Order
  • Form 75(2) – Notice to sheriff of disputed property
  • Form 76(2) – Notice of change of address for service
  • Form 77(2) – Notice of change of solicitor or appointment of solicitor
  • Form 78(2) – Notice of removal of solicitor
  • Form 79(3) – Notice of intention to file notice of ceasing to act
  • Form 7A – Defence
  • Form 80(3) – Notice of ceasing to act
  • Form 81(3) – General form (Part 50 appeal)
  • Form 82(3) – List of parties (Part 50 appeal)
  • Form 83(2) – Notice of contention (Parts 49 or 50)
  • Form 84(4) – Summons commencing an appeal (Part 50) / Summons seeking leave to appeal (Part 50)
  • Form 8(4) – Reply
  • Form 91(1) – Request for service abroad of judicial documents and certificate
  • Form 92(1) – Summary of the document to be served
  • Form 9(4) – Statement of cross-claim
  • Form A – General form
  • Form B – Application form – Classes 1, 2, 3
  • Click on Install App
  • Log in to Actionstep or contact Actionstep to sign up
  • Choose the system you want the app to be installed on (in most cases this will be a single choice)
  • Confirm installation and payment changes
  • Save changes
  • Create a matter and choose type “Litigation.”
  • Enter the required fields to create the matter.
  • When the matter is created, refer to the Wiki for help on how to use the add-on.
  • You can create a court document using templates by clicking on the documents icon, select create document, and select the template.
  • To use the court document templates, you will need the HotDocs integration enabled.
Install
Price $5 per user/month
Author Actionstep
Contact

support@actionstep.com