Sutherland Shire · Working with a compensation solicitor

Meeting a compensation solicitor, Menai: step by step

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 Menai, this page explains that start, from the first conversation to a plan for what comes next.

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From first call to a signed agreement

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.

You don't have to find a solicitor on your own. After a free claim check, if your case calls for legal help, we can put you in touch with an independent solicitor who works on these claims. The first conversation is a chance to see whether you're comfortable with them. If you're not, you can say so. Engaging a solicitor is always your decision, and so is the timing.

You, your solicitor and the insurer

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.

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

What happens at the first meeting

A first meeting is mostly the solicitor getting a clear picture of your claim. You'll talk through what happened and where things stand with the insurer, and they'll read the documents you bring and check the key dates. Towards the end, they'll usually say whether and how they can help, how their costs work and what they would do first if you engage them.

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.

  • Reads the insurer's letters and decisions
  • Notes which records are missing
  • Outlines what they'd do first if you engage them
  • Answers your questions about the process

Engaging legal help from Menai

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. Menai is roughly 24 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
2234
Distance to Sutherland
~5 km
Local government area
Sutherland Shire 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.

  • Photos of the scene, the vehicles or your injuries
  • Your most recent Certificate of Fitness
  • A copy of any statement you gave the insurer
  • The police event number, if the crash was reported
  • Every letter and decision from the insurer, with the dates you received them
  • Payslips, tax returns or other records of what you earned before the accident
  • Names and contact details of any witnesses

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

Is it time to engage a solicitor?

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

  • Letters are piling up and you can't keep track of what needs answering
  • You'd rather someone else dealt with the paperwork while you focus on treatment
  • Your recovery is slower than expected and a lump sum claim may be possible
  • An offer has been made and you want someone to read it before you respond

You may not need one

  • You'd like general information before speaking to anyone
  • Your only question is about a form or a date
  • You mainly want a letter explained, which CTP Assist can often help with

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?

  • 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'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 Menai
  • 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 Menai
  • If your questions are about checking a solicitor's credentials, how solicitors are regulated or changing solicitors, the personal injury solicitor page covers them. Personal injury solicitor in Menai
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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

If a solicitor answers a costs question by phone, ask them to confirm it by email. A written answer is easier to check later, and it becomes part of your records.

Read next:No win, no fee explained

Meeting by phone or video

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.

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 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.

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 check of every deadline that applies
  • A look at any recent decision you may want reviewed

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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