Managing Live Cases

Please see below quick guides on Managing Live Cases.

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Managing Live Cases

Module Title Quick Guide Description
Allocate Costs to Counsel
How to allocate and assign cost limits to an Counsel on CCMS as a stand alone cost limit amendment.
Amending a clients correspondence address
How to change a clients correspondence address on CCMS as a stand alone amendment.
Amending an Emergency to a Substantive
How to complete the substantive amendment as part of the dual step emergency application process.
Amending Opponents and other parties
How to amend and remove opponents and other parties on a funding certificate.
Amending Provider Details
How to change the provider details section of a application on CCMS as a stand alone amendment.
Amendments
How to access the amend case page and how to submit an amendment to the LAA.
Change of Client Circumstance
How to amend the client’s details and submit the change to the LAA.  
Checking Case Progress
Have you made a submission to the LAA? Before making a call to the Customer Service Team, check this guide to see if you can find the information within CCMS.
Claiming 100% Payment on Account for the Very High Cost Care Case Fee Scheme
How to create and submit a 100% POA, previously under the Events model. 
High Cost Cases:Submitting a Case Plan and Billing
If the costs of your case are to exceed £25,000 you must negotiate a high cost contract with the LAA. This guide will explain how to convert a new or existing certificate in to a high cost case. The guide will also explain some of the screens you will see when you submit your bill.
Initiating a Means Reassessment
How to initiate a means reassessment.
Legal Appeal Review
How to submit an appeal against a merits decision made by the LAA.
Means Reassessment
How to carry out a means reassessment.
Means Review
How to submit a review against the means assessment carried out by the LAA.
Offer Acceptance
How the provider and client should respond to an offer letter through CCMS, whether the offer will be accepted or declined.
Office Manager Actions and Notifications  How to access the actions and notifications of other users if you have the office manager role.  
Payment on Account - Disbursements
How to create and submit a POA for Disbursements through CCMS.  
Payment on Account - Profit Costs
How to create and submit a POA for Profit Costs through CCMS. 
Payment on Account - Recoupment Request
This quick guide will take you through the process of requesting recoupment of a payment on account before the case has concluded.
Prior AuthorityHow to request prior authority through CCMS. 
Provider Transfer
How to create and submit a request to transfer provider through CCMS.
Providing a costs undertaking
How to enter a cost undertaking in CCMS.
Responding to a Show Cause
How to respond to a show cause notification.
Submit a Case Enquiry
How to submit a case enquiry.