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Guidance on completing precedent h, the form used to set out a budget of anticipated costs in accordance with civil procedure rules part 3 and practice direction 3e in english civil proceedings. It covers the use of the form, where and when to include various items of work, and the importance of reasonable and proportionate costs.
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a. The assumptions that are reflected in this guidance document are not to be repeated. Include only those assumptions that significantly impact on the level of costs claimed such as the duration of the proceedings, the number of experts and witnesses or the number of interlocutory applications envisaged. Brief details only are required in the box beneath each phase. Additional documents are not encouraged and, where they are disregarded by the court, the cost of preparation may be disallowed, and additional documents should be included only where necessary. b. Written assumptions are not normally required by the Court in cases where the parties are only required to lodge the first page.
Phase Includes Does NOT include Pre-action (^) Pre-Action Protocol correspondence
Investigating the merits of the claim and advising client Settlement discussions, advising on settlement and Part 36 offers All other steps taken and advice given pre action
Any work already incurred in relation to any other phase of the budget
Issue/statements of case
Preparation of Claim Form Issue and service of proceedings Preparation of Particulars of Claim, Defence, Reply, including taking instructions, instructing counsel and any necessary investigation Considering opposing statements of case and advising client Part 18 requests (request and answer) Any conferences with counsel primarily relating to statements of case Updating schedules and counter- schedules of loss
Amendments to statements of case
CMC Completion of DQs Arranging a CMC Reviewing opponent’s budget Correspondence with opponent to agree directions and budgets, where possible Preparation for, and attendance at, the CMC Finalising the order
Subsequent CMCs Preparation of costs budget for first CMC (this will be inserted in the approved budget)
Disclosure Obtaining documents from client and advising on disclosure obligations Reviewing documents for disclosure, preparing disclosure report or questionnaire response and list Inspection Reviewing opponent’s list and documents, undertaking any appropriate investigations Correspondence between parties about the scope of disclosure and
Applications for specific disclosure Applications and requests for third party disclosure
Any pre-trial conferences and advice from counsel Pre-trial liaison with witnesses
Trial (^) Solicitors’ attendance at trial
All conferences and other activity outside court hours during the trial Attendance on witnesses during the trial Counsel’s brief fee and any refreshers Dealing with draft judgment and related applications
Preparation for trial Agreeing brief fee
Settlement (^) Any conferences and advice from counsel in relation to settlement Settlement negotiations and meetings between the parties to include Part 36 and other offers and advising the client
Drafting settlement agreement or Tomlin order Advice to the client on settlement (excluding advice included in the pre- action phase)
Mediation (should be included as a contingency)