St George & Bayside · Working with a compensation solicitor

Working with a compensation solicitor from Beverly Hills

The first meeting, what to bring, the costs documents and the early weeks. No office visit needed.

Deciding to engage a solicitor is one step. Knowing what happens next is another. For people in Beverly Hills, the start usually looks like this: a short first call, a meeting by phone or video, a written costs disclosure and costs agreement to read, then a few weeks of the solicitor gathering records and setting out a plan. This page walks through each part so there are fewer surprises along the way.

Postcode: 2209

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What engaging a solicitor means

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.

No need to travel for the first meeting

A video meeting covers the same ground as one across a desk. The solicitor can see your documents if you hold them up or share your screen, and you can see them as you talk. If video is hard for you, a phone call works too. Many people find it easier to concentrate in familiar surroundings, especially while they're still recovering.

Many documents can be signed electronically, often by clicking through a secure link. Some forms may still need a handwritten signature or a witness, and the solicitor will tell you if so. You may also be asked to show photo ID on camera so they can confirm who you are. That's a routine step, not a sign that anything is wrong.

The costs disclosure and costs agreement

Before or soon after you engage a solicitor, you should generally receive a written costs disclosure. It explains how the solicitor's costs will be worked out, gives an estimate of the total where they can, and usually sets out what you can do if you have a question or a concern about costs later. It's information rather than a contract, but it tells you what to expect.

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.

Ask for it in writing

Anything you're told about costs is worth having in writing. Keep the disclosure, the signed agreement and any emails about fees together with your other claim papers.

Read next:No win, no fee explained

Beverly Hills and the practical side of engaging a solicitor

If St George Hospital treated you, expect your solicitor to ask for those records in the first weeks. A signed authority lets the hospital send them straight to the solicitor's office. Beverly Hills is roughly 15 km from the Sydney CBD, but engaging a solicitor doesn't mean a trip into the city. Solicitors meet clients by phone and video, and signed documents can come back by email or post. Nothing about the paperwork changes because you live in the Georges River Council area. The costs documents, authorities and forms a solicitor asks you to sign are the same across NSW, and many can be signed and returned online.

Region
St George & Bayside
Postcode
2209
From the Sydney CBD
~15 km
Local government area
Georges River Council

Your first meeting pack

You don't need a perfect file before meeting a solicitor. Gather what you already have, even if it's incomplete or photographed on your phone. These items help the solicitor see quickly where your claim is up to and which deadlines may apply.

  • A list of your GP, other doctors and allied health practitioners treating you
  • Payslips, tax returns or other records of what you earned before the accident
  • The police event number, if the crash was reported
  • Every letter and decision from the insurer, with the dates you received them
  • A written list of your questions about costs
  • Your most recent Certificate of Fitness
  • Photos of the scene, the vehicles or your injuries

General information, not legal advice. Each solicitor may ask for different documents, and time limits apply.

Do you need a solicitor yet?

Not everyone who reads about solicitors needs one right now. The lists below reflect common situations. If yours isn't here, or you're torn, talk it through with us by phone or online first.

Often worth talking to a lawyer

  • The insurer wants a signature, a statement or an assessment and you're unsure why
  • You're handling a claim for someone who can't manage it themselves
  • Your recovery is slower than expected and a lump sum claim may be possible
  • Letters are piling up and you can't keep track of what needs answering

You may not need one

  • You're still deciding whether to claim at all
  • You mainly want a letter explained, which CTP Assist can often help with
  • Your claim has only just been lodged and nothing has been decided

Before a first meeting, check that your Certificate of Fitness is current. If you need a doctor who understands CTP claims, or allied health support, we can suggest doctors and allied health as well.

Not quite your situation?

  • Injured at work rather than on the road? That is usually a workers compensation claim, which runs under different rules from CTP. The free claim check can point you to the right help. Free claim check
  • If you're still deciding whether you need legal help at all, or which kind, the compensation lawyer page is a better place to start. Compensation lawyer in Beverly Hills
  • If your question is how a no win, no fee arrangement works and what might still be payable, the no win, no fee page explains it. No win no fee lawyer in Beverly Hills
  • For checking a practising certificate, understanding how solicitors are regulated or moving your file to someone new, see the personal injury solicitor page. Personal injury solicitor in Beverly Hills
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Questions before a first meeting, Beverly Hills?

Call (02) 7238 7379 or start online. We'll tell you whether engaging a solicitor makes sense now, later or not at all. Free, no obligation.

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Your first conversation with a solicitor

The first meeting has two jobs. One is for the solicitor to understand your claim well enough to say whether they can help. The other is for you to understand how they'd work and what it would cost. Good first meetings cover both. If you leave unsure about either, it's reasonable to send a follow-up question before you agree to anything.

You generally don't have to decide anything at the first meeting. It's common to take the costs documents away, read them properly and come back with questions. If you'd like a family member or friend with you for support, that's usually fine; let the solicitor know beforehand. Some people write down the answers as they go, since a lot of information arrives at once.

  • Checks whether any deadline is close
  • Explains how their costs are worked out
  • Outlines what they'd do first if you engage them
  • Tells you what they need from you next

You, your solicitor and the insurer

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.

You can usually still speak to your case manager about everyday things, such as treatment requests, payment dates or travel costs. For anything more formal, like a request for a statement, an assessment or a signature, check with your solicitor first. It also helps to tell them about any calls you've had with the insurer, so their file stays complete.

Read next:Dealing with your insurer and case manager

The first weeks on your file

Early on, a solicitor builds the file. That usually means requesting medical and hospital records, getting copies of what the insurer holds and has decided, and checking which deadlines apply to your claim. If a decision was made recently, they'll look at whether a review needs to be sought quickly. You'll usually be asked to sign a few authorities to make those requests possible.

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.

  • Signing authorities to release your records
  • Requests to hospitals, your GP and treating practitioners
  • A look at any recent decision you may want reviewed
  • Questions about your earnings before the accident

Read next:Gathering medical evidence for your claim

Frequently asked questions

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CTP Lawyer is not a law firm. This page is general information, not legal advice; the independent lawyer you speak with can advise on your own situation.

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