Goulburn & Southern Tablelands · Working with a compensation solicitor

Working with a compensation solicitor from Merrill

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 Merrill, 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: 2581

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Engaging a solicitor, step by step

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.

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.

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.

It's normal to feel a little overwhelmed at a first meeting, especially soon after a crash. A few simple habits help: keep your documents in one folder, bring a short timeline of what's happened, and write down your questions before you start. If there's anything you'd rather discuss privately, you can ask for part of the meeting to be just you and the solicitor.

  • Checks whether any deadline is close
  • Notes which records are missing
  • Explains how their costs are worked out
  • Answers your questions about the process

Meeting a solicitor from Merrill

If the crash happened across the border in the ACT, a different scheme generally applies. Tell the solicitor the exact location at the first meeting, since it shapes everything that follows. The drive to Goulburn, about 42 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. Whether you live in the Upper Lachlan Shire 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
Goulburn & Southern Tablelands
Postcode
2581
Distance to Goulburn
~42 km
Local government area
Upper Lachlan Shire Council

Engage someone now, or wait?

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

  • 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
  • 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 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 only question is about a form or a date

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?

  • Hurt at work, or in a crash while you were working? That is usually a workers compensation claim first, which is a different scheme from CTP. Tell us what happened and 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 Merrill
  • 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 Merrill
  • 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 Merrill

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.

  • 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
  • A written list of your questions about costs
  • Names and contact details of any witnesses
  • A copy of any statement you gave the insurer
  • Photos of the scene, the vehicles or your injuries
  • 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.

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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.

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.

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

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

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.

Keep doing the things that keep your claim running: attend treatment, renew your Certificate of Fitness on time, and send the insurer anything it asks for through the agreed route. If the insurer asks you to sign a form, give a recorded statement or attend an assessment, let your solicitor know before you agree. They can explain what it's for.

Read next:Dealing with your insurer and case manager

What happens in the first few weeks

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.

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
  • 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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