Directions and Directions Questionnaires Flashcards
What is the directions questionnaire?
The directions questionnaire is a key document completed by the parties once the court has provisionally assigned the case to a track.
When does a court assign a case to a track?
This is done once a defence has been filed
Does the court send the directions questionnaire to each party?
No, only if a party is unrepresented. Otherwise the parties’ legal representative should obtain the questionnaire themselves.
Where can the parties find the date of return for the directions questionnaire?
On the notice of proposed allocation
Which additional documents are required where a claim has been provisionally allocated to the multi-track?
A case summary (if a case management conference is due to occur), a disclosure report, a costs budget and budget discussion report and a draft order for directions.
How many parts are there to the directions questionnaire?
10 parts labelled A to J
What is part A of the directions questionnaire regarding?
Settlement
What is included in ‘settlement’ on the directions questionnaire?
The solicitor must confirm that he has explained to the client, the need to try to settle. The parties should indicate whether or not they wish to settle at this stage. If not, they need to indicate the reasons why they deem this inappropriate. If so, they will also have to indicate if they need a one month stay of proceedings. Part A also allows the parties to request mediation.
What is part B of the directions questionnaire regarding?
Court
What is included in ‘court’ on the directions questionnaire?
Whether there is any reason why the case should be heard in a particular court.
What is part C of the directions questionnaire regarding?
Pre-action protocols
What is included in ‘pre-action protocols’ on the directions questionnaire?
Whether the parties have complied with the Practice Direction on Pre-Action Conduct or any relevant pre-action protocol and if not, why
What is part D of the directions questionnaire regarding?
Case management information
What is included in ‘case management information’ on the directions questionnaire?
Whether the parties have made an application to the court, including for summary judgement. Furthermore, this is where a party can object to the provisional allocation of the case with reasons as to why it should be allocated elsewhere
What is part E of the directions questionnaire regarding?
Experts