Northern Beaches · Working with a compensation solicitor

Meeting a compensation solicitor, Elanora Heights: step by step

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 Elanora Heights, 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: 2101

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What engaging a solicitor means

Most people engage a solicitor in a few stages rather than all at once. There's the first contact, often a phone call. There's a first meeting, by phone, video or in person, where the solicitor hears what happened and reads your documents. Then come the costs documents to read and sign. Once that's done, the solicitor starts requesting records and contacting the insurer on your behalf.

Some people engage a solicitor after months of handling the claim themselves. Others do it in the first weeks after a serious crash. Either way, the start is similar. Before the first contact, jot down the key dates, what the insurer has decided and what you're hoping the solicitor can help with. It makes the conversation shorter and more useful for both of you.

Dealing with the insurer once you've engaged someone

After you engage a solicitor, the insurer will generally be told in writing. You may notice that fewer letters arrive at home, or that copies come to you as well as to the solicitor. Either is normal. If the insurer contacts you directly about anything beyond everyday matters, it's sensible to tell your solicitor before you respond.

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.

Read next:Dealing with your insurer and case manager

What happens at the first meeting

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.

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.

  • Confirms the accident date and which rules apply
  • Reads the insurer's letters and decisions
  • Notes which records are missing
  • Tells you what they need from you next

How distance plays out for people in Elanora Heights

Records from Northern Beaches Hospital or Mona Vale Hospital are usually requested in the first weeks. Your solicitor will generally need your signature on an authority before the hospital releases them. The drive to Dee Why, about 6 km away, isn't part of engaging a solicitor. First meetings commonly happen by phone or video, and the costs documents can be sent online for you to read in your own time. Nothing about the paperwork changes because you live in the Northern Beaches 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
Northern Beaches
Postcode
2101
Distance to Dee Why
~6 km
Local government area
Northern Beaches 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 written list of your questions about costs
  • Your CTP claim number, if you've lodged a claim
  • Your most recent Certificate of Fitness
  • A list of your GP, other doctors and allied health practitioners treating you
  • Photos of the scene, the vehicles or your injuries
  • A copy of any statement you gave the insurer
  • Photo ID, such as a driver licence or passport

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

Do you need a solicitor yet?

Engaging a solicitor makes most sense when something in your claim needs acting on. If the claim is simply running, you may not need anyone yet. These lists are a guide, and a free claim check can help with your own facts.

Often worth talking to a lawyer

  • You're handling a claim for someone who can't manage it themselves
  • You'd rather someone else dealt with the paperwork while you focus on treatment
  • The insurer wants a signature, a statement or an assessment and you're unsure why
  • Your recovery is slower than expected and a lump sum claim may be possible

You may not need one

  • You've recovered and don't expect ongoing effects
  • Your only question is about a form or a date
  • Payments and treatment approvals are arriving without problems

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?

  • If the injury happened at work, including on the road for work, workers compensation is usually the scheme that applies first, not CTP. After a crash, a CTP damages claim may still be possible. We can point you to the right help. Free claim check
  • If you haven't yet worked out what kind of claim you have, or whether any lawyer would help, the compensation lawyer page starts there. Compensation lawyer in Elanora Heights
  • For how the costs arrangement itself works, including what no win, no fee generally means, see the page that covers it in detail. No win no fee lawyer in Elanora Heights
  • 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 Elanora Heights
A clipboard of blank forms, folders and pens laid out on a wooden desk

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Questions before a first meeting, Elanora Heights?

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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.

Reading the costs paperwork

Think of the costs disclosure as the explanation and the costs agreement as the binding part. The disclosure is usually given first, in writing, and tells you how fees and other expenses are calculated and what the whole matter might cost. It exists so you can make an informed choice. Keep a copy with your other claim papers, because you may want to refer back to it later.

The costs agreement is the document you sign to confirm the arrangement. It sets out what you're agreeing to pay, and when. Read it before you sign it, take it away if you need to, and ask about any term you don't understand. In CTP claims, legal costs are also capped by regulation. If the agreement is described as no win, no fee, read what that generally means first.

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

The first weeks on your file

Expect some paperwork in the early weeks. Authorities to release your records, forms confirming your details, perhaps a questionnaire about your injuries and how they affect your day. Return them promptly, because the solicitor can't request records without them. As information comes in, they'll start to form a view of your claim and what it needs next.

A good early plan is specific. It says what the solicitor is waiting on, what they expect to do once it arrives, and whether anything is time-sensitive. It doesn't need to predict how the claim will end, and no one can honestly do that this early. Ask for the plan in writing if it helps you keep track.

  • Signing authorities to release your records
  • Requests to hospitals, your GP and treating practitioners
  • A request to the insurer for copies of its file
  • A check of every deadline that applies

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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