Sydney CBD & inner city · Working with a compensation solicitor

Meeting a compensation solicitor, Mascot: step by step

Meetings by phone or video, documents by email, and plain answers about the paperwork you'll sign.

Plenty of people put off calling a solicitor because they don't know what the first meeting involves. It's usually straightforward: you explain what happened, the solicitor reads your documents, and you talk about costs and next steps. You generally don't have to sign anything on the spot. If you live in or near Mascot, the whole thing can happen by phone or video, at a time that suits you.

Postcode: 2020

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Engaging a solicitor, step by step

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.

No need to travel for the first meeting

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.

Your first conversation with a solicitor

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.

  • Confirms the accident date and which rules apply
  • Checks whether any deadline is close
  • Reads the insurer's letters and decisions
  • Notes which records are missing

Meeting a solicitor from Mascot

If St Vincent's Hospital, Royal Prince Alfred Hospital or Sydney Hospital treated you, the solicitor will usually ask you to sign an authority so they can request those records directly. Being south-west of Bondi Junction makes no practical difference to engaging a solicitor. The first meeting, the paperwork and later updates can all happen by phone, by video and online. Whether you live in the Bayside Council area or anywhere else in NSW, engaging a solicitor for a motor accident claim works the same way: a first meeting, a costs disclosure, a costs agreement, then work on your file.

Region
Sydney CBD & inner city
Postcode
2020
Distance to Bondi Junction
~6 km
Local government area
Bayside Council

What to bring to a first meeting

A little preparation makes the first meeting more useful. Most of these are things you already hold. If something's missing, don't put off the meeting; the solicitor can usually request records once you've engaged them.

  • The police event number, if the crash was reported
  • Your CTP claim number, if you've lodged a claim
  • Every letter and decision from the insurer, with the dates you received them
  • Names and contact details of any witnesses
  • Photo ID, such as a driver licence or passport
  • Photos of the scene, the vehicles or your injuries
  • A list of your GP, other doctors and allied health practitioners treating you

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

Engage someone now, or wait?

Timing matters more than people think. Engage too late and a deadline may have passed; too early and you may be signing up for help you don't need yet. Here's a rough sense of which side you're on.

Often worth talking to a lawyer

  • The insurer wants a signature, a statement or an assessment and you're unsure why
  • The accident was a while ago and you're not sure which deadlines have passed
  • 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

You may not need one

  • Payments and treatment approvals are arriving without problems
  • You've recovered and don't expect ongoing effects
  • You're still deciding whether to claim at all

If treatment has lapsed since the crash, sort that out alongside any legal step. Doctors and allied health familiar with CTP claims can review your injuries and complete a Certificate of Fitness.

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 Mascot
  • 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 Mascot
  • 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 Mascot
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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.

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

Dealing with the insurer once you've engaged someone

Once you engage a solicitor, they'll usually tell the insurer that they're acting for you. From then on, most letters and requests about the claim will generally go through them. That doesn't cut you off from the insurer entirely, and it doesn't mean you stop receiving payments or treatment approvals. It simply means the formal side of the claim now has someone checking 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.

Read next:Dealing with your insurer and case manager

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.

By the end of the first few weeks, you should generally have a clearer idea of the plan. That might include which records are still to come, which decisions could be challenged, what medical evidence may be needed and when the next contact will be. If you haven't heard anything about next steps, it's reasonable to ask. A short email is usually enough.

  • Signing authorities to release your records
  • A check of every deadline that applies
  • Questions about your earnings before the accident
  • 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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