Upper North Shore & Hornsby · Working with a compensation solicitor

Your first meeting with a compensation solicitor, South Turramurra

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 South Turramurra, 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: 2074

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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.

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.

Dealing with the insurer once you've engaged someone

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.

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

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.

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.

  • Notes which records are missing
  • Outlines what they'd do first if you engage them
  • Answers your questions about the process
  • Tells you what they need from you next

Meeting a solicitor from South Turramurra

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. South Turramurra is roughly 16 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 Ku-ring-gai Council 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
Upper North Shore & Hornsby
Postcode
2074
Distance to Macquarie Park
~3 km
Local government area
Ku-ring-gai Council

Your first meeting pack

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
  • A copy of any statement you gave the insurer
  • A written list of your questions about costs
  • Photos of the scene, the vehicles or your injuries
  • Every letter and decision from the insurer, with the dates you received them
  • A list of your GP, other doctors and allied health practitioners treating you
  • 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?

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're handling a claim for someone who can't manage it themselves
  • The accident was a while ago and you're not sure which deadlines have passed
  • Your recovery is slower than expected and a lump sum claim may be possible
  • You started the claim yourself and it has become too much to manage

You may not need one

  • You'd like general information before speaking to anyone
  • You're still deciding whether to claim at all
  • Payments and treatment approvals are arriving without problems

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?

  • 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'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 South Turramurra
  • For how the costs arrangement itself works, including what no win, no fee generally means, see the page that covers it in detail. No win no fee lawyer in South Turramurra
  • 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 South Turramurra
Two people going through a form together at a kitchen table, with a calculator and a laptop

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Questions before a first meeting, South Turramurra?

Let us know where your claim stands. If a solicitor would help, we'll connect you with an independent one who can generally meet by phone or video.

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Reading the costs paperwork

A costs disclosure is the solicitor's written explanation of how they'll charge. In most cases it describes the basis of their fees, an estimate of what the matter may cost overall, and other expenses that may come up along the way, such as medical reports. Read it carefully even if it looks like standard wording. If an estimate or term doesn't make sense to you, ask before going further.

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

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.

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.

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
  • Questions about your earnings before the accident
  • 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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