Lower North Shore & Ryde · Working with a compensation solicitor

Meeting a compensation solicitor, Mosman: step by step

Engaging a solicitor is a set of practical steps. Here they are, in the order they usually happen.

Deciding to engage a solicitor is one step. Knowing what happens next is another. For people in Mosman, 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: 2088

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What engaging a solicitor means

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.

What changes with the insurer

A common worry is that engaging a solicitor will upset the insurer. It generally shouldn't. Insurers deal with solicitors all the time, and in many claims correspondence simply starts going to the solicitor instead of to you. Decisions are still made under the scheme rules. What changes is that someone familiar with those rules reads each letter before you act on 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

The first meeting, in practice

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.

  • Confirms the accident date and which rules apply
  • Notes which records are missing
  • Answers your questions about the process
  • Tells you what they need from you next

Engaging legal help from Mosman

Royal North Shore Hospital and Ryde Hospital records tend to be among the first requested. Signing the release forms early saves you contacting each department yourself. Mosman is roughly 4 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. Council boundaries such as Mosman Council don't limit who you can engage. A solicitor anywhere in the state can take on a NSW motor accident claim for someone in Mosman, and meet you without either of you travelling.

Region
Lower North Shore & Ryde
Postcode
2088
From the Sydney CBD
~4 km
Local government area
Mosman Council

What to bring to a first meeting

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.

  • Photo ID, such as a driver licence or passport
  • Your CTP claim number, if you've lodged a claim
  • Every letter and decision from the insurer, with the dates you received them
  • Your most recent Certificate of Fitness
  • The police event number, if the crash was reported
  • Photos of the scene, the vehicles or your injuries
  • Payslips, tax returns or other records of what you earned before the accident

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

Do you need a solicitor yet?

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

  • 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
  • You're handling a claim for someone who can't manage it themselves
  • A decision letter has arrived and the time to challenge it is already running

You may not need one

  • Your claim has only just been lodged and nothing has been decided
  • You mainly want a letter explained, which CTP Assist can often help with
  • You'd like general information before speaking to anyone

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?

  • 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'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 Mosman
  • 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 Mosman
  • 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 Mosman
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When the first meeting happens remotely

Meeting remotely doesn't mean a lesser service. The solicitor still needs the full story and the documents, and you still get to ask every question you have. What changes is logistics: documents are emailed or uploaded before the call, and anything to sign is sent to you afterwards. If you can't scan, clear phone photos are generally accepted.

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.

Two costs documents to read before you sign

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.

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

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

What happens in the first few weeks

The first weeks after you engage a solicitor are mostly about gathering information. They'll usually ask you to sign authorities so they can request records from hospitals, your GP and other treating practitioners. They may also ask for records of your earnings. Some requests take time to come back, so this stage can feel quiet. That doesn't generally mean nothing is happening.

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.

  • Requests to hospitals, your GP and treating practitioners
  • A request to the insurer for copies of its file
  • 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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