Your first meeting with a compensation solicitor, Auburn South

Engaging a solicitor means formally asking them to work on your claim. It usually starts with a short phone call to check the basics: when the accident happened, what the insurer has decided and whether any deadline is close. If the solicitor can help, a first meeting follows. After that, you receive written information about costs and, if you decide to go ahead, sign a costs agreement. Only then does work on your file properly begin.

If our claim check suggests your claim needs legal help, we'll connect you with an independent solicitor experienced in motor accident claims. You're under no obligation to engage them, and you can choose someone else. Either way, the steps on this page are much the same. You can also ask any solicitor whether they are an accredited specialist. It's one of several reasonable questions to raise before you engage anyone.

A costs disclosure is the solicitor's written explanation of how they'll charge. In most cases it describes the basis of their fees, an estimate of what the matter may cost overall, and other expenses that may come up along the way, such as medical reports. Read it carefully even if it looks like standard wording. If an estimate or term doesn't make sense to you, ask before going further.

Before you sign a costs agreement, check that it matches what you were told at the first meeting and in the disclosure. Look at how fees are calculated, what other expenses might be charged and what happens if the arrangement ends early. Some agreements are described as no win, no fee, and the terms vary, so read the detail. If anything is unclear, ask and get the answer in writing.

Most solicitors who work on motor accident claims are used to meeting clients by phone or video. It suits people who are in pain, can't drive yet, live far away or are juggling treatment. You'll usually be sent a link or a call time in advance. Find somewhere quiet, have your documents nearby, and keep a notepad handy for anything you want to remember.

If you'd prefer to meet in person, ask. Some solicitors can arrange it, although it may mean travelling. For most people, though, a phone or video meeting followed by documents sent electronically is simpler. Keep copies of everything you sign and send, in one folder or email thread, so you can find them again quickly.

Expect the first meeting to feel more like a structured conversation than an interview. The solicitor needs enough of the story to judge whether they can help, and enough of the paperwork to spot any deadline that's close. They'll often take notes as you talk and ask to keep copies of your documents. It's also your chance to ask how they would approach the claim.

Try not to leave the first meeting unsure about the next step. Ask what the solicitor will do first, what they need from you, and roughly when you'll hear from them. If they give you a costs disclosure or a costs agreement, you don't need to sign it there and then. Read it later, somewhere quiet, and ask about anything that's unclear.

• Checks whether any deadline is close
• Reads the insurer's letters and decisions
• Outlines what they'd do first if you engage them
• Tells you what they need from you next

A common worry is that engaging a solicitor will upset the insurer. It generally shouldn't. Insurers deal with solicitors all the time, and in many claims correspondence simply starts going to the solicitor instead of to you. Decisions are still made under the scheme rules. What changes is that someone familiar with those rules reads each letter before you act on it.

Engaging a solicitor doesn't mean you can't answer your phone. If your case manager calls about payments or treatment, you can generally talk it through as usual. Where a conversation turns to fault, settlement or anything that needs your signature, it's reasonable to say you'd like your solicitor involved and to ask for the request in writing.

The first weeks after you engage a solicitor are mostly about gathering information. They'll usually ask you to sign authorities so they can request records from hospitals, your GP and other treating practitioners. They may also ask for records of your earnings. Some requests take time to come back, so this stage can feel quiet. That doesn't generally mean nothing is happening.

Your part in these weeks is simple but important. Keep going to treatment, keep your Certificate of Fitness current, and pass on any letter from the insurer as soon as it arrives. Tell your solicitor about changes, such as a new diagnosis or a change in what you can do. Small updates help them keep the file accurate from the start.

• Requests to hospitals, your GP and treating practitioners
• A request to the insurer for copies of its file
• A look at any recent decision you may want reviewed
• A written outline of the next steps