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Directions Questionnaire And Mediation Records Checklist

What claimants and defendants can organise before asking for civil litigation legal help about directions questionnaires, mediation and allocation records.

England and WalesGeneral informationProfessional review pending

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Short answer

Directions questionnaire enquiries should identify the claim, defence, counterclaim, value, proposed track, dates unavailable, witnesses, experts, mediation position, settlement discussions and any court deadline. Legal4U cannot complete the form or choose litigation strategy for you.

Quick checklist

Start with these

Write down the key dates
Save the relevant documents
Note any deadline
Explain what outcome you want

Collect Claim, Defence And Court Form Records

Save the claim form, particulars, defence, reply, counterclaim, orders, allocation notice, N180 or N181 form, court emails, fee notices, service evidence and the current deadline for filing the questionnaire.

  • claim form
  • defence
  • allocation notice
  • N180 or N181
  • court deadline

Prepare Track, Witness And Mediation Evidence

Organise case value, witness names, expert questions, hearing availability, interpreter or accessibility needs, mediation availability, previous offers, issues list and documents showing what has already been exchanged.

  • case value
  • witness list
  • expert issue
  • availability
  • mediation note

Flag Settlement, Costs And Order Questions

Tell Legal4U whether a stay for settlement, small-claims mediation, Part 36 offer, strike-out application, default judgment, vulnerability, counterclaim or urgent interim order is involved. A civil litigation specialist must review the procedural options.

  • settlement stay
  • Part 36
  • default judgment
  • counterclaim
  • interim order

General information only for England and Wales. Scotland and Northern Ireland need separate content checks.

Content governance

Editorial and source information

Author
Legal4U Editorial Team
Professional review status
Pending. Civil-litigation solicitor, barrister or regulated disputes specialist review required before publication as legal guidance.
Jurisdiction
England and Wales
Date published
26 September 2026
Regulatory status
Legal4U is a legal enquiry intake and professional matching platform, not a law firm.
Sources
  • County Court forms HM Courts & Tribunals Service. Checked 25 September 2026.
  • Practice Direction 26 - case management preliminary stage Ministry of Justice. Checked 25 September 2026.
  • A guide to civil mediation Ministry of Justice. Checked 25 September 2026.
Editorial policy
Legal4U guides are written to help users prepare structured enquiries. The professional-review status and reviewer details are shown separately on each guide.
Correction process
Corrections or update requests can be sent through the Legal4U contact page for editorial review.
Information and advice
This page is general information only and is not legal advice. Legal advice is provided only by an authorised professional or firm after they accept instructions.

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On this page

Collect Claim, Defence And Court Form Records Prepare Track, Witness And Mediation Evidence Flag Settlement, Costs And Order Questions

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