Upper North Shore & Hornsby · Working with a compensation solicitor

Meeting a compensation solicitor, Roseville: step by step

Not a law firm: a free triage and referral service. This page explains what happens once you engage someone.

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

Postcode: 2069

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What engaging a solicitor means

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.

Dealing with the insurer once you've engaged someone

After you engage a solicitor, the insurer will generally be told in writing. You may notice that fewer letters arrive at home, or that copies come to you as well as to the solicitor. Either is normal. If the insurer contacts you directly about anything beyond everyday matters, it's sensible to tell your solicitor before you respond.

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

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

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

Roseville: no need to travel for a first meeting

If Hornsby Ku-ring-gai Hospital or Royal North Shore Hospital treated you, keep any discharge summary handy for the first meeting. It gives the solicitor a starting point before other records arrive. Roseville is roughly 10 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 Ku-ring-gai 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 Roseville, and meet you without either of you travelling.

Region
Upper North Shore & Hornsby
Postcode
2069
From the Sydney CBD
~10 km
Local government area
Ku-ring-gai Council

Your first meeting pack

Bring what's easy to find and note what isn't. The list below covers the documents solicitors most often ask about at the start of a motor accident claim. Scans or clear phone photos are generally fine.

  • 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
  • Your CTP claim number, if you've lodged a claim
  • Your most recent Certificate of Fitness
  • Names and contact details of any witnesses
  • Payslips, tax returns or other records of what you earned before the accident
  • A copy of any statement you gave the insurer

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

  • The accident was a while ago and you're not sure which deadlines have passed
  • Letters are piling up and you can't keep track of what needs answering
  • You started the claim yourself and it has become too much to manage
  • Your recovery is slower than expected and a lump sum claim may be possible

You may not need one

  • You mainly want a letter explained, which CTP Assist can often help with
  • You'd like general information before speaking to anyone
  • You've recovered and don't expect ongoing effects

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?

  • 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'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 Roseville
  • 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 Roseville
  • 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 Roseville
Two people going through a bound document together, one pointing at a clause

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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.

  • Checks whether any deadline is close
  • Reads the insurer's letters and decisions
  • Outlines what they'd do first if you engage them
  • Answers your questions about the process

Meeting by phone or video

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.

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.

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.

  • Requests to hospitals, your GP and treating practitioners
  • A request to the insurer for copies of its file
  • A check of every deadline that applies
  • 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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