Your first meeting with a compensation solicitor, Taylors Point

Engaging someone is a decision, not a formality, so it's fine to take it step by step. You can have a first conversation, meet, read the costs documents in your own time and only then agree to anything. A solicitor who works on motor accident claims will generally expect questions at this stage. The point is that you know what you're agreeing to before the work starts.

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.

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.

Try not to leave the first meeting unsure about the next step. Ask what the solicitor will do first, what they need from you, and roughly when you'll hear from them. If they give you a costs disclosure or a costs agreement, you don't need to sign it there and then. Read it later, somewhere quiet, and ask about anything that's unclear.

• Confirms the accident date and which rules apply
• Reads the insurer's letters and decisions
• Outlines what they'd do first if you engage them
• Answers your questions about the process

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.

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.

A video meeting covers the same ground as one across a desk. The solicitor can see your documents if you hold them up or share your screen, and you can see them as you talk. If video is hard for you, a phone call works too. Many people find it easier to concentrate in familiar surroundings, especially while they're still recovering.

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.

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.

Your part in these weeks is simple but important. Keep going to treatment, keep your Certificate of Fitness current, and pass on any letter from the insurer as soon as it arrives. Tell your solicitor about changes, such as a new diagnosis or a change in what you can do. Small updates help them keep the file accurate from the start.

• Signing authorities to release your records
• A check of every deadline that applies
• Questions about your earnings before the accident
• A written outline of the next steps