Newcastle & the Hunter · Working with a compensation solicitor

Your first meeting with a compensation solicitor, Shortland

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

Engaging a solicitor starts a formal relationship, with paperwork and responsibilities on both sides. It helps to arrive prepared. Bring the documents you already have, read the costs documents before you sign, and ask about anything that isn't clear. If you're in Shortland, you can do all of this without visiting an office. Our free claim check comes first, so you only engage someone if your claim needs it.

Postcode: 2307

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From first call to a signed agreement

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.

Some people engage a solicitor after months of handling the claim themselves. Others do it in the first weeks after a serious crash. Either way, the start is similar. Before the first contact, jot down the key dates, what the insurer has decided and what you're hoping the solicitor can help with. It makes the conversation shorter and more useful for both of you.

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.

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 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.

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.

  • 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

Meeting a solicitor from Shortland

John Hunter Hospital, Maitland Hospital and the hospitals at Cessnock, Singleton and Muswellbrook all keep records a solicitor may request. An authority you sign lets them ask directly. Shortland is roughly 119 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 City of Newcastle 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
Newcastle & the Hunter
Postcode
2307
Distance to Newcastle
~10 km
Local government area
City of Newcastle

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.

  • Payslips, tax returns or other records of what you earned before the accident
  • Your most recent Certificate of Fitness
  • Every letter and decision from the insurer, with the dates you received them
  • The police event number, if the crash was reported
  • Your CTP claim number, if you've lodged a claim
  • A copy of any statement you gave the insurer
  • 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

  • The accident was a while ago and you're not sure which deadlines have passed
  • The insurer wants a signature, a statement or an assessment and you're unsure why
  • 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

You may not need one

  • Payments and treatment approvals are arriving without problems
  • You've recovered and don't expect ongoing effects
  • You mainly want a letter explained, which CTP Assist can often help with

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?

  • 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 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 Shortland
  • 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 Shortland
  • 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 Shortland
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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.

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

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

What changes with the insurer

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.

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 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.

  • 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

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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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