Sutherland Shire · Working with a compensation solicitor

Your first meeting with a compensation solicitor, Jannali

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

The first weeks with a solicitor are mostly about information. They'll want your claim number, the insurer's letters, your Certificate of Fitness and a picture of how the accident has affected you. They'll also ask you to sign authorities so they can request records. For people in Jannali, this page explains that start, from the first conversation to a plan for what comes next.

Postcode: 2226

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What engaging a solicitor means

There's a difference between talking to a solicitor and engaging one. A first conversation lets you both work out whether they can help. Engaging them is the step where you agree, in writing, that they'll work on your claim and how their costs will be dealt with. Until you sign that agreement, you're generally free to take your time, ask questions or speak with someone else.

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.

The costs disclosure and costs agreement

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.

Once you're comfortable with the disclosure, you'll usually be asked to sign a costs agreement. This is the contract between you and the solicitor about costs. There's no need to sign it on the day you receive it. Read it in your own time, ask someone you trust to look over it, and write down your questions. A solicitor should be willing to explain any clause in plain English.

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

Jannali and the practical side of engaging a solicitor

The Sutherland Hospital and St George Hospital hold records that often matter to a claim. Early on, a solicitor usually asks for your written consent so those records can be requested directly. Jannali is roughly 21 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 Sutherland Shire 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
Sutherland Shire
Postcode
2226
From the Sydney CBD
~21 km
Local government area
Sutherland Shire Council

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

  • Letters are piling up and you can't keep track of what needs answering
  • The accident was a while ago and you're not sure which deadlines have passed
  • You started the claim yourself and it has become too much to manage
  • The insurer wants a signature, a statement or an assessment and you're unsure why

You may not need one

  • Your claim has only just been lodged and nothing has been decided
  • You're still deciding whether to claim at all
  • Payments and treatment approvals are arriving without problems

The records a solicitor requests are only as good as the treatment behind them. Regular visits, an up-to-date Certificate of Fitness and clear notes matter, and we can connect you with doctors and allied health who know the scheme.

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 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 Jannali
  • 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 Jannali
  • 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 Jannali

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.

  • Names and contact details of any witnesses
  • Payslips, tax returns or other records of what you earned before the accident
  • Photo ID, such as a driver licence or passport
  • A list of your GP, other doctors and allied health practitioners treating you
  • Every letter and decision from the insurer, with the dates you received them
  • Photos of the scene, the vehicles or your injuries
  • Your most recent Certificate of Fitness

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

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The first meeting, in practice

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.

  • Reads the insurer's letters and decisions
  • Notes which records are missing
  • Explains how their costs are worked out
  • Outlines what they'd do first if you engage them

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.

What changes with the insurer

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 in the first few weeks

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.

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
  • A check of every deadline that applies
  • A look at any recent decision you may want reviewed
  • A written outline of the next steps

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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