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Allocation questionnaire meaning

What does Allocation questionnaire mean?
An allocation questionnaire is the former court form used in civil litigation in England and Wales to gather information from each party so the court could allocate a claim to the appropriate track and manage it efficiently. It sought details such as claim value, issues and complexity, witnesses, experts, preferred track, estimated trial length, compliance with pre-action protocols, and settlement/mediation proposals. Since April 2013 it has been replaced by the Directions Questionnaire under CPR Part 26 (Form N180 for small claims; N181 for fast, intermediate and multi-track). The expression “allocation questionnaire” still appears in older materials and is used informally by practitioners. It is not a statutory term but a procedural label within the Civil Procedure Rules. The form is served by the court (with the notice of proposed allocation) and must be completed and filed/served within the specified deadline; non-compliance can attract case management sanctions. Information provided informs track allocation (small claims, fast track, the intermediate track introduced in 2023, or multi-track) and initial directions. Scotland, Northern Ireland and Ireland do not use an “allocation questionnaire”. Allocation and case management there are governed by local rules (for example, Simple Procedure and Ordinary Cause in Scotland, and court-managed case progression in Northern...
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CHECKLISTS
Share purchase agreements: IP due diligence, licences, warranties, indemnities and risk allocation—practitioner checklist

Checklist This Checklist outlines the IP matters that commonly require attention when drafting share purchase agreements (SPAs). It also considers points to address when carrying out the related IP due diligence and structuring around such transactions. For information on the corporate elements of these deals, see: Share purchase agreement—overview. For guidance on key provisions and issues relating to IP in the context of a share purchase, see Practice Note: IP issues to consider in share purchase contracts. For information about IP due diligence, see: Precedent: IP due diligence questionnaire; and Checklist: Intellectual property due diligence in share purchase transactions—checklist This Checklist covers technology only to a limited degree. If IT represents a principal asset of the target company, more detailed warranties should be included in respect of, eg, IT systems and core software...

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NEWS
UK and EU competition law update (28 August 2025): CAT refuses PRS CPO; Commission’s DMA review and AI questionnaire; 2024–2029 policy roadmap; rescue and restructuring State aid consultation

In this issue: UK private actions EU digital markets EU competition policy EU State aid Daily and weekly news alerts Caselex UK private actions CAT refuses UK music copyright collective action The CAT handed down its ruling in David Alexander de Horne Rowntree v Performing Right Society Limited and PRS for Music Limited, a bid for a collective proceedings order (CPO) under s. 47B of the Competition Act 1998 (CA 1998). Brought for the benefit of PRS songwriter members, the claim took issue with the allocation of so‑called ‘Black Box’ royalties. The Tribunal declined to make the CPO and, instead, upheld PRS’s applications for strike‑out and summary judgment. Background PRS gathers and pays out royalties for the public performance of musical compositions where the performing rights have been assigned to it. The dispute related to royalties that cannot be matched to the rightful songwriter or publisher (‘Black Box’ royalties). PRS ordinarily shares those monies pro‑rata...

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View the related Practice Notes about Allocation questionnaire

PRACTICE NOTES
Track allocation of defended civil claims issued before 1 October 2023 under CPR 26: small claims, fast track, multi-track; NPAs, sanctions, allocation factors and re-allocation (England and Wales)

Allocation of defended civil claims to case management tracks (before 1 October 2023) This Practice Note reviews how courts assign defended civil proceedings to a case management track—the small claims track, the fast track or the multi-track—where the claim was started before 1 October 2023. It outlines the principal factors the court takes into account when deciding on allocation (including any provisional allocation), identifies the contents and requirements of the court’s notice of proposed allocation (NPA), explains the possible penalties for any failure to comply with the NPA, and describes the situations in which a case might subsequently be moved to a different track. This Practice Note should be read alongside Practice Note: Case management—allocation—the different case management tracks, which explains what ‘allocation’ means and summarises the main characteristics of each track (small claims track, fast track and multi-track). Certain claims are allocated to a track automatically by virtue of the court in which they are proceeding, or by the CPR provision under which they are brought, and therefore...

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PRACTICE NOTES
Directions Questionnaires (N180/N181) under CPR 26 for Civil Claims Issued on or after 1 October 2023: Completion, Filing, Track Allocation, Complexity Bands and Sanctions (England and Wales)

This Practice Note considers directions questionnaires for civil claims that are issued on or after 1 October 2023 (except personal injury claims). It explains the timing and process for preparing, lodging and serving the directions questionnaire, as well as the repercussions if one is not filed. Directions questionnaires use Form N180 or N181, selected according to the case management track to which the claim is assigned. The rules governing directions questionnaires differ, contingent on whether the proceedings were issued before or after 1 October 2023. This Practice Note addresses directions questionnaires for civil claims brought on or after 1 October 2023. For guidance on directions questionnaires in civil claims begun before 1 October 2023, see Practice Note: Directions questionnaires—position before 1 October 2023. Do note, however, that for personal injury claims the applicable rules hinge on when the cause of action accrues, and for disease claims on when the first letter of claim has been sent. For such claims, the provisions described in this Practice Note apply solely and...

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PRACTICE NOTES
CPR PD 51ZB: Practical guide to the Damages Claims Portal pilot for online County Court damages claims (England and Wales)

CPR PD 51ZB This Practice Note reviews CPR PD 51ZB, covering a pilot designed to trial an online route for County Court damages actions in cases where each side is represented by a registered legal representative. Cases are administered through the Damages Claims Portal (DCP), an online platform. The pilot operates from 28 May 2021 to 1 October 2026 (CPR PD 51ZB, para 1.3). It forms part of the broader HM Courts and Tribunals Service (HMCTS) reform programme; further details appear on GOV.UK—Modernising courts and tribunals: benefits of digital services. The DCP offers a complete, end‑to‑end digital pathway for handling eligible County Court damages claims. Also see the following Practice Notes: Online Civil Money Claims pilot scheme—CPR PD 51R—background on the Online Civil Money Claims (OCMC) pilot, delivering an online route for County Court specified money claims under CPR PD 51R Online County Court money claims—key features—a high‑level summary of the DCP and OCMC, the claim types they cover and the principal eligibility criteria ...

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PRECEDENTS
Comprehensive disclosure questionnaire for financial remedy proceedings (England and Wales)

STOP PRESS: The Financial Remedies Guide 2026 Released on 13 March 2026 by Mr Justice Peel (National Lead Judge of the Financial Remedies Court) and His Honour Judge Hess (Deputy National Lead Judge of the Financial Remedies Court), with the approval of the President of the Family Division, the Guide replaces and supersedes the following: Statement on the efficient conduct of financial remedy cases allocated to a High Court judge whether sitting at the Royal Courts of Justice or elsewhere (1 February 2016) — the High Court judge level efficiency statement Statement on the efficient conduct of financial remedy hearings proceeding in the Financial Remedies Court below High Court judge level (11 January 2022) — the below High Court judge level efficiency statement Financial Remedies Court Primary Principles document (11 January 2022) Notice from the Financial Remedies Court: electronic bundles (19 April 2022) Allocation of financial remedies cases to High Court judge level (21 May 2024) This document is...

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PRECEDENTS
Archived drafting notes for Allocation Questionnaire Form N150 (pre-April 2013), with references to Forms N149 and N151

ARCHIVED: This precedent has been filed away and is no longer supported. Note: except where a defence was received before 1 April 2013, this precedent is for historical reference only...

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PRECEDENTS
FRC3 Gatekeeping and Allocation Certificate: Financial remedies and Schedule 1 Children Act 1989 allocation and complexity questionnaire (England and Wales)

STOP PRESS: The Financial Remedies Guide 2026, issued on 13 March 2026 by Mr Justice Peel (National Lead Judge of the Financial Remedies Court) and His Honour Judge Hess (Deputy National Lead Judge of the Financial Remedies Court), and formally endorsed by the President of the Family Division, now replaces and accordingly supersedes the following: the Statement on the efficient conduct of financial remedy cases allocated to a High Court judge whether sitting at the Royal Courts of Justice or elsewhere (1 February 2016) (the High Court judge level efficiency statement) the Statement on the efficient conduct of financial remedy hearings proceeding in the Financial Remedies Court below High Court judge level (11 January 2022) (the below High Court judge level efficiency statement) the Financial Remedies Court Primary Principles document (11 January 2022) the Notice from the Financial Remedies Court: electronic bundles (19 April 2022) the Allocation of financial remedies cases to High Court judge level (21 May 2024) ...

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