What the pack can include
- Short case summary.
- Chronology of key events.
- Document index.
- Main issues and evidence gaps.
- Questions for the solicitor, counsel or adviser.
- Urgent dates and procedural position.
Referral packs
Handover packs for solicitors, counsel and advice agencies
A clean handover pack helps another professional understand the case without spending the first hour untangling the papers.
Referral packs
Clear preparation makes the next step safer.
The purpose is to give the file order: what happened, what documents prove it, what is missing and what should happen next.
That may mean a short review note, a chronology, a bundle, a draft response or a handover pack.
When this helps
- You are about to instruct a solicitor or counsel.
- You need advice but the file is too messy to explain.
- You want to reduce wasted time at the first appointment.
- You need a concise pack for an advice agency or insurer.
Practical benefit
- Clearer instructions.
- Faster first review.
- Lower risk of key documents being missed.
- A better chance of focused advice.
Prepared case file
1Case summaryWhat happened and what is needed next
2ChronologyDates, documents, notices and replies
3Issue listGood points, weak points and legal questions
4Evidence gapsWhat must be found or requested
5Bundle indexDocuments in the order another person needs them
Questions people ask
Before you send papers
Is this a barrister brief?
It can be prepared in a form suitable for professional handover, but the precise format depends on the case and the intended recipient.
Can the pack include questions?
Yes. Targeted questions are often more useful than a long narrative.
Does this replace legal advice?
No. It prepares the file so advice can be given more efficiently by the right person.
Next step
Send the latest document and the deadline.
The first job is to understand what has happened, what is due next and which papers matter.
Send papers for reviewWhatsApp 07988 226048
For urgent matters, put the deadline or removal date first.