Allocation Questionnaire: Specialist UK injury lawyer sets out how compensation claims are allocated to different court procedures known as tracks
Allocation questionnaire: Find out what an allocation questionnaire is, how a judge decides which track a compensation claim should be allocated to, what the three main tracks are in England and Wales and when a hearing is necessary if a track cannot be agreed.
What is a personal injury claim allocation questionnaire?
An allocation questionnaire (sometimes referred to as an AQ) is a document sent by the courts in England and Wales to the parties in a civil action. The parties are typically known as the Claimant and the Defendant.
The allocation questionnaire sets out a number of questions, the answers to which are used by the court to decide what track a claim should proceed under.
The court inserts a deadline for return of the allocation questionnaire – which is the same date for both the Claimant and the Defendant.
Failure to complete the allocation questionnaire and return to the court by the requisite deadline could result in your representations not being taken into account and the court listing an allocation hearing (you might be charged for this hearing if it was your failure to return the allocation questionnaire on time, which resulted in the need for the hearing).
It is even possible that your personal injury claim might be put at risk of being “struck out” for failure to comply with a necessary stage in the court process should you fail to complete and return the allocation questionnaire.
What factors in an allocation questionnaire determine the track your personal injury compensation claim should proceed under?
The primary considerations the court uses to decide which track your personal injury compensation claim should be allocated to are:
1. Is your claim purely for property damage or does it also include personal injury
The court will ask whether your compensation claim is purely for property damage (such as a car accident with no personal injury) or includes an element of personal injury.
Be aware – the law considers a claim with an element of personal injury to require a more thorough treatment.
2. The amount of compensation your claim is likely to be worth
The amount of compensation being sort is relevant to allocation of your claim. The larger your personal injury claim – the more detail necessary in the eyes of the law.
3. The complexity of your personal injury claim
The complexity of your compensation claim is a significant factor in allocating your claim to a court track. Some types of compensation claim are considered difficult by the very nature of the claim, such as industrial disease claims (deafness, breathing related disorders, vibration white syndrome) and clinical negligence (GP error, hospital negligence, dental mistakes).
Such claims will take longer to determine by the courts, will typically require more expert evidence to be examined and will involve more complicated issues of law.
What are the 3 court tracks a compensation claim can be allocated to?
A “track” is used to set out a standard process by which a claim for compensation proceeds through the UK courts – which includes the type of evidence which can be produced at trial and how long the you have to produce such evidence.
If you have a higher value or more complex claim – the courts in England and Wales will allocate to a court track which will allow your solicitor to produce more evidence to support your compensation claim and have a longer timetable to obtain this evidence.
The 3 tracks in England and Wales are:
1. The personal injury small claims track
The small claims track is the most informal and fastest track of all for claiming compensation in the UK. It is used for minor claims for personal injury (worth less than £1,000) or for claims for property damage worth less than £5,000.
Generally claims of this size are allocated to the small claims track as they are considered by the eyes of the law to warrant little work and are sufficiently small not to need the involvement of a solicitor. As such – legal costs of representation cannot be claimed from the person at fault.
2. The personal injury compensation fast track
Most claims in England and Wales proceed in the fast track.
Fast track claims – include personal injury claims worth over £1,000, but less than £25,000. The higher amount of £25,000 includes property damage (such as vehicle damage, lost income, etc. BUT the pain and suffering for the injury itself must always be worth over £1,000.
Personal injury claims allocated to the fast track will result in the court attempting to limit the amount of time spent by lawyers on preparing the claim together with the amount of evidence you can obtain to support your accident claim (the court’s reasoning behind this is to limit the amount of legal costs incurred by the parties).
The timetable set by the court up to trial is typically a 6 month timetable – in addition to compensation you will be able to claim your legal costs from the person at fault.
3. The personal injury compensation multi track
The multi track is used for the higher value claims – £25,000 plus and for the more complex claims even if worth less than £15,000.
Such claims are believe to require more time to resolve and you will typically be allowed to obtain all the evidence necessary to support your claim: including various medical reports from experts of various disciplines if necessary.
The court will set a timetable in a hearing known as a case management conference and you can always apply for more time or request the court’s permission to allow you to obtain additional evidence if necessary.
Legal costs can be quite large, but the majority can be claimed in addition to your compensation entitlement from the person responsible for your injury.
When is an allocation hearing necessary?
There are a number of occasions when an allocation questionnaire will be not be considered sufficient by the court to determine the correct track in which case the court will require a hearing with representation from both parties to allow the correct rack to be determined.
Examples of when an allocation hearing may be necessary include:
1. The parties do not agree to allocation to the same court track
The Claimant and the Defendant do not agree in the allocation questionnaire sent to the court which track is the most appropriate for the claim – the judge will wish to discuss this with the parties at an allocation hearing to make a decision.
2. The allocation question has not been returned
One or both of the parties fail to return the allocation questionnaire to the court – the judge will not be impressed if this happens and can impose a cost penalty on the party who is in default.
3. An inappropriate court track seems to have been agreed by the parties
The Claimant and Defendant have agreed in the allocation questionnaire to a track which seems inappropriate for your personal injury claim. The judge will need to be convinced at a hearing that the requested personal injury track is the correct one.
Personal Injury Allocation Questionnaire Summary
In this article we have set out how an allocation questionnaire is used to decide which court process should be followed to make your accident claim, including an explanation of the three primary court tracks.
Free specialist solicitor online help
Typically when you have reached the stage when your personal injury claim has been issued at court and a decision is being made for allocation to track – you will already have a solicitor assisting you.
If you do not already have a solicitor and have a question about your personal injury claim or need to discuss the process of claiming compensation with our specialists – we offer a number of specialist personal injury solicitor free online / telephone help options.