Goulburn & Southern Tablelands · Working with a compensation solicitor

Meeting a compensation solicitor, Oolong: step by step

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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 Oolong, the whole thing can happen by phone or video, at a time that suits you.

Postcode: 2581

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From first call to a signed agreement

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.

You, your solicitor and 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.

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

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.

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
  • Explains how their costs are worked out
  • Outlines what they'd do first if you engage them
  • Tells you what they need from you next

Meeting a solicitor from Oolong

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 51 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
~51 km
Local government area
Upper Lachlan Shire Council

Documents worth gathering before you meet

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
  • Your CTP claim number, if you've lodged a claim
  • Your most recent Certificate of Fitness
  • Photos of the scene, the vehicles or your injuries
  • Payslips, tax returns or other records of what you earned before the accident
  • Names and contact details of any witnesses
  • A written list of your questions about costs

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

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

  • You'd rather someone else dealt with the paperwork while you focus on treatment
  • An offer has been made and you want someone to read it before you respond
  • Letters are piling up and you can't keep track of what needs answering
  • The insurer wants a signature, a statement or an assessment and you're unsure why

You may not need one

  • You'd like general information before speaking to anyone
  • Your only question is about a form or a date
  • Payments and treatment approvals are arriving without problems

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'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 Oolong
  • 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 Oolong
  • 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 Oolong
Two people talking through paperwork across a desk in a bright office

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Two costs documents to read before you sign

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.

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

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

When the first meeting happens remotely

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.

Before a remote meeting, check the technology rather than the dress code. Test the video link, charge your phone and have your documents within reach. If a family member is helping you, let the solicitor know they're joining. Afterwards, you'll generally receive a summary or the next documents by email, which you can read in your own time.

The first weeks on your file

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.

  • 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
  • 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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