Personal Injury - Document Guide

Doc Type Description

Code

Description

Used In Agenda

Last Modified Date

Imported Paragraphs

PI00001P

PI01-Client Care-Funding

No

07/01/2016

Imported Paragraphs

PI00002P

PI02-Client Care-Enclosures

No

07/01/2016

Imported Paragraphs

PI00003P

PI03-Client-Disclose Medical Records

No

07/01/2016

Imported Paragraphs

PI00004P

PI04-Def Sol-Disclosure of Medical Records

No

07/01/2016

Imported Paragraphs

PI00005P

PI05-Instruct Expert-Enclosures

No

07/01/2016

Imported Paragraphs

PI00006P

PI06-Pleading-Signed by Claimant Or Solicitor

No

07/01/2016

Imported Paragraphs

PI00007P

PI07-Court Issue-Enclosures

No

07/01/2016

Imported Paragraphs

PI00008P

PI08-Serve Claim Form-Enclosures

No

07/01/2016

Imported Paragraphs

PI00009P

PI09-Letter of Claim-Investigations

No

07/01/2016

Imported Paragraphs

PI00010P

PI10-Letter of Claim-Documents

No

07/01/2016

Imported Paragraphs

PI00011P

PI11-Letter of Claim-Additional Paras

No

07/01/2016

Imported Paragraphs

PI00012P

PI12-Letter of Claim-Identity of Defendant

No

07/01/2016

Imported Paragraphs

PI00013P

PI13-Letter of Claim-Funding

No

07/01/2016

Imported Paragraphs

PI00014P

PI14-Defendant Negotiations-Liability

No

07/01/2016

Imported Paragraphs

PI00015P

PI15-Defendant Negotiations-Additional Paras

No

07/01/2016

Imported Paragraphs

PI00016P

PI16-Defendant Negotiations-Funding

No

07/01/2016

Imported Paragraphs

PI00017P

PI17-Advise Client-Defendant Denied Liability

No

07/01/2016

Imported Paragraphs

PI00018P

PI18-Def Sol-Disclosure of Witness Statement

No

07/01/2016

Imported Paragraphs

PI00019P

PI19-Client-Stock Take-Liability

No

07/01/2016

Imported Paragraphs

PI00020P

PI20-Client-Stock Take-Quantum

No

07/01/2016

Imported Paragraphs

PI00021P

PI21-Client-Stock Take-Costs-Issue

No

07/01/2016

Imported Paragraphs

PI00022P

PI22-Client-Stock Take-Costs-Discont

No

07/01/2016

Imported Paragraphs

PI00023P

PI23-Acknowledge Defence

No

07/01/2016

Imported Paragraphs

PI00024P

PI24-Client-Advice on Defence-Additional paras

No

07/01/2016

Imported Paragraphs

PI00025P

PI25-Directions Questionnaire-Court-Enclosures

No

07/01/2016

Imported Paragraphs

PI00026P

PI26-Directions Questionnaire-OS Sol-Enclosures

No

07/01/2016

Imported Paragraphs

PI00027P

PI27-Client-Outcome Successful-Costs

No

07/01/2016

Imported Paragraphs

PI00028P

PI28-Listing-Enclosures

No

07/01/2016

Imported Paragraphs

PI00029P

PI29-Client-Make Part 36 Offer

No

07/01/2016

Imported Paragraphs

PI00030P

PI30-Accept Defendant's Offer

No

07/01/2016

Imported Paragraphs

PI00031P

PI31-Client-Encl EX160

No

07/01/2016

Imported Paragraphs

PI00032P

PI32-Directions

No

07/01/2016

Imported Paragraphs

PI00033P

PI33-Court-Issue-Misc Paras

No

07/01/2016

Imported Paragraphs

PI00034P

PI34-Client-Directions

No

07/01/2016

Imported Paragraphs

PI00035P

PI35-Court Issue Fees

No

07/01/2016

Imported Paragraphs

PI00036P

PI35-Other Court Fees

No

07/01/2016

Imported Paragraphs

PI00037P

PI37-Cost Deduction from Damages

No

07/01/2016

Imported Paragraphs

PI00038P

PI38-Timeout - Exit MOJ Portal

No

07/01/2016

Imported Paragraphs

PI00039P

PI39-Court Fees Detailed Assessment of Costs

No

07/01/2016

Pms Document Template

PI00001

Letter to Client-Letter of Engagement

Yes

19/11/2015

Pms Document Template

PI00002

DOC-Risk Assessment Form

Yes

16/11/2015

Pms Document Template

PI00003

DOC-Information on PI Procedure and Funding

Yes

16/11/2015

Pms Document Template

PI00004

DOC-Client Questionnaire-PI

Yes

16/11/2015

Pms Document Template

PI00005

DOC-Letter of Authority

Yes

16/11/2015

Pms Document Template

PI00006

DOC-Record of Expenses

Yes

16/11/2015

Pms Document Template

PI00007

DOC-Case Plan

Yes

16/11/2015

Pms Document Template

PI00008

Letter to Contact Pay invoice

Yes

16/11/2015

Pms Document Template

PI00009

Letter to Defendant Requ info under s.154

Yes

16/11/2015

Pms Document Template

PI00010

Letter to Client Send MIB Application Form

Yes

19/11/2015

Pms Document Template

PI00011

Letter to MIB Send Application

Yes

13/11/2015

Pms Document Template

PI00012

Letter to Defendant-Letter of Claim-RTA-DRAFT

Yes

03/11/2015

Pms Document Template

PI00013

Letter to Defendant-Letter of Claim-Non RTA-DRAFT

Yes

03/11/2015

Pms Document Template

PI00014

Letter to Client Send draft Letter of Claim

Yes

19/11/2015

Pms Document Template

PI00015

Letter to Defendant-Letter of Claim–FINAL VERSION

Yes

03/11/2015

Pms Document Template

PI00016

Letter to Client Confirm Letter of Claim sent

Yes

19/11/2015

Pms Document Template

PI00017

Letter to OS Insurer or Solicitor re reply to Letter of Claim

Yes

16/11/2015

Pms Document Template

PI00018

Letter to Client Send Defendant’s reply to Letter of Claim

Yes

19/11/2015

Pms Document Template

PI00019

Letter to OS Insurer or Solicitor re decision on liability

Yes

16/11/2015

Pms Document Template

PI00020

Letter to Client Advise Defendant Admitted Liability

Yes

19/11/2015

Pms Document Template

PI00021

Letter to Client Advise Defendant Denied Liability

Yes

19/11/2015

Pms Document Template

PI00022

Letter to Client Send Statement to approve

Yes

19/11/2015

Pms Document Template

PI00023

DOC-Client Statement

Yes

16/11/2015

Pms Document Template

PI00024

Letter to Client Send Statement to sign

Yes

19/11/2015

Pms Document Template

PI00025

Letter to Witness Req initial info

Yes

16/11/2015

Pms Document Template

PI00026

DOC-Witness Questionnaire

Yes

16/11/2015

Pms Document Template

PI00027

Letter to Witness Send Statement to approve

Yes

16/11/2015

Pms Document Template

PI00028

DOC- Witness Statement

Yes

20/10/2009

Pms Document Template

PI00029

Letter to Witness Send Statement to sign

Yes

16/11/2015

Pms Document Template

PI00030

Letter to OS Insurer or Solicitor Send Client or Witness Statement

Yes

16/11/2015

Pms Document Template

PI00031

Letter to Client Advise on Defendant's Witness Statement

Yes

19/11/2015

Pms Document Template

PI00032

Letter to HSE Req investigation details

Yes

23/10/2015

Pms Document Template

PI00033

Letter to Police Request Accident Report

Yes

16/11/2015

Pms Document Template

PI00034

Letter to Photographer Request photos

Yes

16/11/2015

Pms Document Template

PI00035

Letter to School Req Report

Yes

02/11/2009

Pms Document Template

PI00036

Letter to Client Send copy request for info

Yes

19/11/2015

Pms Document Template

PI00037

Letter to Client Confirm Photographer instructed

Yes

19/11/2015

Pms Document Template

PI00038

Letter to Client Advice re reply from HSE

Yes

19/11/2015

Pms Document Template

PI00039

Letter to Client Send copy Police Accident Report

Yes

19/11/2015

Pms Document Template

PI00040

Letter to Client Send copy evidence received

Yes

19/11/2015

Pms Document Template

PI00041

Letter to OS Insurer or Solicitor Send evidence re liability

Yes

16/11/2015

Pms Document Template

PI00042

Letter to Employer Request information

Yes

02/11/2015

Pms Document Template

PI00044

Letter to CRU Notify of claim

Yes

16/11/2015

Pms Document Template

PI00045

Letter to Client Send copy info from Employer

Yes

19/11/2015

Pms Document Template

PI00046

Letter to Client Send copy info from HMRC

Yes

19/11/2015

Pms Document Template

PI00047

Letter to Client Send copy info from CRU

Yes

19/11/2015

Pms Document Template

PI00048

Letter to OS Solicitor Send evidence re Quantum

Yes

16/11/2015

Pms Document Template

PI00049

DOC-Schedule of Special Damages

Yes

16/11/2015

Pms Document Template

PI00050

Letter to Client Send Schedule of Special Damages to approve

Yes

19/11/2015

Pms Document Template

PI00051

Letter to OS Solicitor Send Schedule of Special Damages to approve

Yes

16/11/2015

Pms Document Template

PI00052

Letter to Client Send Counter Schedule of Special Damages

Yes

19/11/2015

Pms Document Template

PI00053

DOC-Medical Matrix

Yes

16/11/2015

Pms Document Template

PI00054

Letter to Hospital Request Medical Records

Yes

16/11/2015

Pms Document Template

PI00055

Letter to GP Request Medical Records

Yes

16/11/2015

Pms Document Template

PI00056

Letter to Client Advice re disclosure of Medical Records

Yes

19/11/2015

Pms Document Template

PI00057

Letter to OS Insurer or Solicitor re disclosure of Medical Records

Yes

16/11/2015

Pms Document Template

PI00058

Letter to OS Insurer or Solicitor Request approval of Medical Expert

Yes

16/11/2015

Pms Document Template

PI00059

Letter to Medical Expert Request Report-Joint

Yes

16/11/2015

Pms Document Template

PI00060

Letter to Client Advice re appointment with Medical Expert

Yes

19/11/2015

Pms Document Template

PI00061

Letter to Client Advice re Medical Report received

Yes

19/11/2015

Pms Document Template

PI00062

Letter to Medical Expert Request further information

Yes

16/11/2015

Pms Document Template

PI00063

Letter to OS Solicitor Send our questions to Medical Expert

Yes

16/11/2015

Pms Document Template

PI00064

Letter to Client Send our questions to Medical Expert

Yes

19/11/2015

Pms Document Template

PI00065

Letter to Client Send Defendant’s questions to Medical Expert

Yes

19/11/2015

Pms Document Template

PI00066

Letter to Client Send Med Expert’s reply to questions

Yes

19/11/2015

Pms Document Template

PI00067

Letter to Counsel Send Instructions

Yes

16/11/2015

Pms Document Template

PI00068

DOC-Instructions to Counsel

Yes

16/11/2015

Pms Document Template

PI00069

Letter to Defendant Warning of non compliance with Protocol

Yes

02/11/2015

Pms Document Template

PI00070

Letter to OS Insurer or Solicitor Req Disclosure

Yes

11/11/2015

Pms Document Template

PI00071

Letter to Client Send documents disclosed by Defendant

Yes

19/11/2015

Pms Document Template

PI00072

Letter to Client Pre Issue Stock Take-Recommend Issue

Yes

19/11/2015

Pms Document Template

PI00073

Letter to Client Pre Issue Stock Take-Recommend Discontinuance

Yes

19/11/2015

Pms Document Template

PI00074

Letter to Client Advise on making part 36 Offer

Yes

19/11/2015

Pms Document Template

PI00075

Letter to OS Insurer or Solicitor Make Part 36 Offer

Yes

13/11/2015

Pms Document Template

PI00076

Letter to Client Send Client’s Part 36 Offer made to Defendant

Yes

19/11/2015

Pms Document Template

PI00077

Letter to Client Send Defendant’s Part 36 Offer

Yes

19/11/2015

Pms Document Template

PI00078

Letter to OS Insurer or Solicitor Acknowl Part 36 Offer

Yes

11/11/2015

Pms Document Template

PI00079

Letter to OS Insurer or Solicitor Accept Defendant’s Part 36 Offer

Yes

11/11/2015

Pms Document Template

PI00080

DOC-Particulars of Claim

Yes

22/10/2015

Pms Document Template

PI00081

Letter to Client Send Particulars of Claim for approval

Yes

19/11/2015

Pms Document Template

PI00082

Letter to Court Send Claim Form for issue

Yes

11/11/2015

Pms Document Template

PI00083

Letter to Client Confirm Claim Form filed

Yes

19/11/2015

Pms Document Template

PI00084

Letter to MIB Notice of issue of Claim Form

Yes

22/10/2015

Pms Document Template

PI00085

Letter to OS Solicitor Serve Claim Form

Yes

23/10/2015

Pms Document Template

PI00086

Letter to Defendant Serve Claim Form

Yes

23/10/2015

Pms Document Template

PI00087

Letter to MIB Notice of Service of Claim Form

Yes

02/11/2009

Pms Document Template

PI00088

Letter to Insurer Confirm Service

Yes

02/11/2009

Pms Document Template

PI00089

Letter to Client Confirm Claim Form served

Yes

19/11/2015

Pms Document Template

PI00090

DOC-Post Issue Information

Yes

29/09/2009

Pms Document Template

PI00091

Letter to OS Solicitor Agree Extension of Time for Defence

Yes

02/11/2009

Pms Document Template

PI00092

Letter to Client Confirm Extension of time agreed

Yes

19/11/2015

Pms Document Template

PI00093

Letter to OS Solicitor Acknowledge Defence

Yes

16/11/2015

Pms Document Template

PI00094

DOC-Request for further information

Yes

16/11/2015

Pms Document Template

PI00095

Letter to Client Advice on Defence

Yes

19/11/2015

Pms Document Template

PI00096

Letter to Client Advice re Case Management procedures

Yes

19/11/2015

Pms Document Template

PI00097

DOC-Draft Directions

Yes

19/11/2015

Pms Document Template

PI00098

Letter to OS Solicitor Send Directions Quaire for approval

Yes

22/10/2015

Pms Document Template

PI00099

Letter to Court Send Directions Questionnaire

Yes

19/11/2015

Pms Document Template

PI00100

Letter to OS Solicitor Send Filed Directions Questionnaire

Yes

22/10/2015

Pms Document Template

PI00101

Letter to Client Advise of directions made

Yes

19/11/2015

Pms Document Template

PI00102

Letter to OS Solicitor Exchange Witness Statement(s)

Yes

02/11/2009

Pms Document Template

PI00103

Letter to Client Send List of Documents to approve

Yes

19/11/2015

Pms Document Template

PI00104

Letter to Court File List of Documents

Yes

22/10/2015

Pms Document Template

PI00105

Letter to OS Solicitor Send List of Documents

Yes

02/11/2009

Pms Document Template

PI00106

Letter to Client Confirm List of Documents sent

Yes

19/11/2015

Pms Document Template

PI00107

Letter to Client Send Defendant’s List of Documents

Yes

19/11/2015

Pms Document Template

PI00108

Letter to Court Send Listing Questionnaire

Yes

19/11/2015

Pms Document Template

PI00109

Letter to OS Solicitor Send Listing Questionnaire

Yes

22/10/2015

Pms Document Template

PI00110

Letter to Client Confirm trial date-window

Yes

19/11/2015

Pms Document Template

PI00111

Letter to Witness Confirm trial date-window

Yes

11/11/2015

Pms Document Template

PI00112

Letter to Counsel Confirm trial date-window

Yes

22/10/2015

Pms Document Template

PI00113

DOC-Bundle Index

Yes

22/10/2015

Pms Document Template

PI00114

Letter to OS Solicitor Send Trial Bundle Index for approval

Yes

25/09/2009

Pms Document Template

PI00115

Letter to Client Send Trial Bundle

Yes

19/11/2015

Pms Document Template

PI00116

Letter to Med & Non Med Expert Send Trial Bundle

Yes

02/11/2009

Pms Document Template

PI00117

Letter to Counsel Send Trial Bundle

Yes

02/11/2009

Pms Document Template

PI00118

Letter to Court Send Trial Bundle

Yes

22/10/2015

Pms Document Template

PI00119

Letter to OS Solicitor Send Trial Bundle

Yes

02/11/2009

Pms Document Template

PI00120

Letter to Client re trial outcome–successful

Yes

19/11/2015

Pms Document Template

PI00121

Letter to Client re trial outcome–Unsuccessful

Yes

19/11/2015

Pms Document Template

PI00122

Letter to Client Closing File

Yes

19/11/2015

Pms Document Template

PI00123

DOC-Information on CFA Agreements

Yes

23/10/2015

Pms Document Template

PI00124

Letter to OS Solicitor Acknowledge acceptance of Claimant’s Part 36 Offer

Yes

02/12/2009

Pms Document Template

PI00125

Letter to Court Send copy of Defendant’s acceptance of Claimant’s offer to settle

Yes

11/11/2015

Pms Document Template

PI00126

Letter to Court Send copy of Claimant’s acceptance of Defendant’s offer to settle

Yes

11/11/2015

Pms Document Template

PI00127

Letter to OS Solicitor Reject Defendant’s Part 36 Offer

Yes

03/12/2009

Pms Document Template

PI00128

Letter to Court - enc Application

Yes

19/11/2015

Pms Document Template

PI00129

DOC-Order - Serve List of Documents

Yes

19/11/2015

Pms Document Template

PI00130

DOC-Pre Action Disclosure Order for OH&P Records

Yes

19/11/2015

Pms Document Template

PI00131

DOC-Order - Witness Evidence

Yes

19/11/2015

Pms Document Template

PI00133

DOC-Blank Draft Order

Yes

19/11/2015

Pms Document Template

PI00134

Letter to Defendant Warning of PAP App

Yes

03/11/2015

Pms Document Template

PI00136

Letter to Defendant Warning of PAD App - OH&P Records

Yes

03/11/2015

Pms Document Template

PI00137

Letter to Defendant advising PAP App sent to Court

Yes

03/11/2015

Pms Document Template

PI00138

Letter to Defendant advising PAD App sent to Court

Yes

03/11/2015

Pms Document Template

PI00139

Letter to Defendant advising App Notice ( List of Docs) sent to Court

Yes

03/11/2015

Pms Document Template

PI00140

Letter to Defendant advising App Notice ( WitEvid) sent to Court

Yes

03/11/2015

Pms Document Template

PI00141

Letter to Defendant advising PAD App (OH&P Records) sent to Court

Yes

03/11/2015

Pms Document Template

PI00142

Letter to Court Send Witness Summons

Yes

19/11/2015

Pms Document Template

PI00143

Letter to Expert - enc Witness Summons

Yes

11/11/2015

Pms Document Template

PI00144

Link to DVLA V888-2 form

Yes

12/11/2015

Pms Document Template

PI00145

Letter to DVLA - enc V888-2 Request by a Company about a Vehicle

Yes

16/11/2015

Pms Document Template

PI00146

Link to HMRC11-13 Employer Proforma

Yes

13/11/2015

Pms Document Template

PI00147

Letter to OS Insurer - Timeout Exit MOJ Portal

Yes

17/11/2015

Pms Document Template

PI00148

Letter to Court - Detailed Assessment Hearing

Yes

19/11/2015

Pms Document Template

Statcosts

Statement of Costs

Yes

02/11/2015