Jurisdiction(s):
United Kingdom

Serious Injury Claims: Template Agenda for Inter Partes Case Management Conference—Route-Mapping Meeting (England and Wales)

Published by a LexisNexis PI & Clinical Negligence expert

Precedents

Discussion Agenda Inter Partes Case Management Conference Serious Injury Guide Conference dated [ insert date ]

Claimant name: [ Insert name ]
Defendant name: [ Insert name ]

Attending:

[ Insert name ] (For Claimant)
[ Insert name ] (For Defendant)

Agenda (initial meeting)

Discussion: facts known as at the date of discussion

Claimant

Summary of injuries to date
Current clinical position
Care pathway: discharge plan; anticipated surgery, therapy or treatment
Finances: employment and sick pay
Family priorities: immediate and longer-term concerns
Impact on household: support needs (childcare, relatives, dependants)
Any other relevant details

Defendant

Indemnity issues (if any)
Known policy limits or exclusions
Insurer’s accident investigation status
Police/HSE investigation status
Indemnity position: policy constraints; anticipated co-operation from insured
Timescale for formal comments/admissions
Likelihood of admissions on a without prejudice basis

How can both sides’ handling of this point promote co-operation and proactive working?...

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Marcus Weatherby

Pattinson Brewer

Marcus is a partner at Pattinson and Brewer Solicitors specialising in serious injury work for Claimants. He has considerable experience acting in all types of personal injury work including clinical negligence, major catastrophic injury/disability, and notably spinal injuries. He settled a spinal case in 2012 for £4.1 million. Marcus has a particular interest in industrial disease claims, acting for victims of asbestosis and mesothelioma. Reported Court of Appeal cases include Anderson v Newham College of Education on contributory negligence....

Web page updated on 22/05/2026

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