Conference Reviewing opponent’s budget Preparation of Budget Correspondence with opponent to trial on directions and for first CMC (As Guidance (CMC) budgets where possible Note 7 explains, this should Preparation for, and attendance at, the CMC be inserted in the approved Finalising the order budget) Disclosure Obtaining documents from client and advising on Applications for specific disclosure obligations disclosure Reviewing documents for disclosure, preparing disclosure Applications and requests for report or questionnaire response and list third party disclosure Inspection Reviewing opponent’s list and documents, undertaking any appropriate investigations Correspondence between parties about the scope of disclosure and queries arising Consulting counsel, so far as appropriate, in relation to disclosure Evidence Identifying witnesses Any other costs relating to Obtaining statements expert evidence. (As Preparation Preparing witness summaries Guidance Note 5 explains, if Consulting counsel, so far as appropriate, about witness permission to adduce expert statements evidence is sought and given, Reviewing opponent’s statements and undertaking any the parties should at that appropriate investigations time seek any necessary Applications for witness summaries variation to their Costs If a party expects to apply for permission to adduce expert Budgets.) evidence, the costs of making that application Arranging for witnesses to attend (should be If permission is given to adduce expert evidence, the varied Expert included in preparation) budget would include: Reports (See Identifying and engaging suitable expert(s) Guidance Reviewing draft and approving report(s) Note 5 Dealing with follow-up questions of experts above) Considering opposing experts’ reports Any conferences with counsel primarily relating to expert evidence Meetings of experts (preparing agenda etc.) Trial Preparation of updated Costs Budgets and reviewing Assembling and/or copying opponent’s budget the bundle (this is not fee Preparation Preparing and agreeing chronology, case summary and earner’s work) dramatis personae (if ordered and not already prepared Counsel’s brief fee and any earlier in case) refreshers Completing and filing pre-trial checklists Correspondence with opponent to trial directions and Costs Budgets, if possible Trial bundles Witness summonses and arranging for witnesses to attend Any final factual investigations Supplemental disclosure and statements (if required) Agreeing brief fee Any pre-trial conferences and advice from counsel
Conference (CMC) Reviewing opponent’s budget Correspondence with opponent to on directions and budgets where possible Preparation for, and attendance at, the CMC Finalising the order Preparation of Budget for first CMC (As Guidance Note 7 explains, this should 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 queries arising Consulting counsel, so far as appropriate, in relation to disclosure Applications for specific disclosure Applications and requests for third party disclosure Evidence Preparation Expert Reports (See Guidance Note 5 above) Identifying witnesses Obtaining statements Preparing witness summaries Consulting counsel, so far as appropriate, about witness statements Reviewing opponent’s statements and undertaking any appropriate investigations Applications for witness summaries If a party expects to apply for permission to adduce expert evidence, the costs of making that application If permission is given to adduce expert evidence, the varied budget would include: Identifying and engaging suitable expert(s) Reviewing draft and approving report(s) Dealing with follow-up questions of experts Considering opposing experts’ reports Any conferences with counsel primarily relating to expert evidence Meetings of experts (preparing agenda etc.) Any other costs relating to expert evidence. (As Guidance Note 5 explains, if permission to adduce expert evidence is sought and given, the parties should at that time seek any necessary variation to their Costs Budgets.) Arranging for witnesses to attend (should be included in trial preparation) Trial Preparation Preparation of updated Costs Budgets and reviewing opponent’s budget Preparing and agreeing chronology, case summary and dramatis personae (if ordered and not already prepared earlier in case) Completing and filing pre-trial checklists Correspondence with opponent to directions and Costs Budgets, if possible Trial bundles Witness summonses and arranging for witnesses to attend trial Any final factual investigations Supplemental disclosure and statements (if required) Agreeing brief fee Any pre-trial conferences and advice from counsel Assembling and/or copying the bundle (this is not fee earner’s work) Counsel’s brief fee and any refreshers
costs-7-costs-management-form.docx