Case management: completing a directions questionnaire

by PLC Dispute Resolution

A practice note offering guidance on completing the directions questionnaire. This practice note explains when a questionnaire is required, what documents to file alongside it, and the consequences of non-compliance. It provides a detailed walkthrough for completing Form N181, used for claims in the fast track, intermediate track, and multi-track. The guidance follows the form's structure, addressing key sections in sequence: settlement and potential stays for alternative dispute resolution; court preferences and transfer of proceedings; and compliance with pre-action protocols. It then moves to case management information, covering track allocation, complexity bands, and proposals for disclosure. This practice note also explores strategic considerations for sections on experts and witnesses, estimating the trial length, and the requirements for costs, including when to file a costs budget using Precedent H. Finally, it addresses providing other information and the importance of agreeing and drafting directions before outlining the next steps following submission.