Jurisdiction(s):
United Kingdom

Key definition

Allocation definition

What does Allocation mean? In civil litigation, allocation is the court’s decision, by order, placing a defended claim on the appropriate case management route. In England and Wales, it is governed by the Civil Procedure Rules (CPR) Part 26. Using information in the parties’ Directions Questionnaires (formerly allocation questionnaires) and any statements of value, the court typically allocates on the papers to one of four tracks: small claims, fast track, intermediate track, or multi-track. It considers factors such as monetary value, complexity, importance, remedies sought, number of parties, need for experts and expected trial length. The allocation order may include initial...

Archived guidance: Allocation Questionnaires under the CPR (pre‑April 2013)—forms N149–N151, deadlines, fees, sanctions and settlement stays (England and Wales)

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Practice notes

ARCHIVED: NOTE: SAVE FOR WHERE A defence HAS BEEN RECEIVED BEFORE 1 APRIL 2013, THIS PRACTICE NOTE IS FOR HISTORICAL PURPOSES ONLY.

For guidance on the rules currently in force, refer to Practice Notes: Directions questionnaires and Case management—allocation—the different case management tracks.

Changes since 1 April 2013

From 1 April 2013, allocation questionnaires were replaced by directions questionnaires wherever ‘a defence is received’ on or after that date. What remains uncertain is:

whether ‘received’ refers to receipt by the court rather than by the other parties and/or
whether ‘a defence’ signifies that, in claims with multiple defendants, the new provisions apply where any defendant files its defence on or after 1 April 2013, even if other defendants filed before then

If you now need to deal with directions questionnaires instead of allocation questionnaires, see Practice Notes: Directions questionnaires and Case management—allocation—the different case management tracks.

What is an allocation questionnaire?

This document supplies the court with the information required to determine both which track the claim should be allocated to and how the claim ought to be managed.

When do I need to complete an allocation questionnaire?...

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Web page updated on 21/05/2026

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