Course curriculum

  • 1

    Introduction to the Legal Costs Trainee Programme

    • Welcome

    • General Information

    • FTG Core Values

    • What is a Law Costs Draftsperson?

    • Costs Drafting - A Day In The Life

    • Legal Costs Trainee Programme: An Overview

    • How to proceed through the programme

    • Targets & Expectations

    • CD Quality Matrix

    • Office Etiquette

    • Measuring your Progress - Phase 1 Quizzes and Challenges

    • Quiz - Day One Checkpoint

    • Key Resources

    • Using Microsoft Teams

  • 2

    The English Legal System

    • Introduction

    • Introduction to the English Legal System

    • Hierarchy of Courts

    • The English Legal System Quiz

    • Sources of Law

  • 3

    Using Avaya Communicator

    • Using Avaya - VIDEO

    • Using Avaya Communicator

    • Using Avaya - Quiz

  • 4

    Contract Law

    • Contract - Introduction

    • Research - Formation of a contract

    • Formation of a Contract

    • Practical 1 - Formation of a contract

    • Research - Vitiating factors

    • Vitiating Factors

    • Practical 2 - Vitiating factors

    • Research - Construction of a contract

    • Construction of a Contract

    • Research - Contractual interpretation

    • Research - Discharge of a contract

    • Discharge of a Contract

    • Remedies in Contract

    • Practical 3 - Remedies

    • Practical 4 - Contract

    • Contract - Quiz

  • 5

    Tort Law

    • Tort & Negligence - an introduction

    • Assignment - Negligence

    • Negligence

    • Research Task - Defences

    • Tort Law - Defences

    • Research Task - Specific Duties

    • Tort Law - Specific Duties & Remedies

    • Tort Quiz

    • Tort Practical Question 1

    • Tort Practical Question 2

  • 6

    Civil Procedure & Claims Process

    • Civil Litigation - an Introduction

    • Research task: stages of litigation

    • Stages of litigation

    • Stages of litigation - an illustration

    • Civil Procedure Rules quiz

    • Research task: Civil Procedure Rules

    • Pre-action correspondence bundle

    • Documents bundle - pleadings

    • Pre-action

    • Quiz - Pre-Action

    • Research - pre-action

    • Research - Issuing proceedings

    • Issuing proceedings

    • Research - Responding to Proceedings

    • Responding to Proceedings

    • Research - Ending a Claim

    • Ending a Claim

    • Research - Case Management

    • Case Management

    • Research - Disclosure

    • Disclosure

    • Research - Evidence: Witness Statements

    • Witness Statements

    • Research - Expert Evidence

    • Expert Evidence

    • Practical - Expert Evidence

    • Research - Trial & Trial Preparation

    • Trial

    • Research - Quantum

    • Quantum

    • Practical - Quantum

    • Research - Enforcement & Appeals

    • Costs, Enforcement & Appeals

    • Practical: Costs

    • Civil Litigation & Claims Process Quiz

  • 7

    Settlement & Part 36 Offers (Basics)

    • Research - Settlement Offers

    • An Introduction to Part 36

    • Research - P36 self contained code

    • Part 36 terminology

    • Quiz - P36 Terminology

    • Part 36 requirements

    • Quiz - P36 Timings

    • Quiz: Part 36 Application

    • Importance of Part 36

    • Research - P36 requirements and benefits

    • Part 36 - the detail (Part 1 - video)

    • Practical - P36 acceptance consequences

    • Part 36 - the detail (Part 2 - video)

    • Practical - P36 consequences at trial

    • Other types of offers

    • Quiz - P36 basic

    • Assignment - P36 Unjust

    • Part 36 - recap and tips

    • Practical - P36 examples

    • EG offer where D is Receiving Party

    • EG offer where D is RP, different interest provisions in offer

    • EG paying party costs offer

    • EG paying party costs offer

    • Slides

  • 8

    Assessment - General Law

    • Assessment - General Law

  • 9

    General Costs Law & Practice

    • Research - General Costs Law

    • Where do costs fit in?

    • General Costs Law

    • Research - Costs Documents

    • Detailed Assessment

    • Example document: Breakdown of Costs

    • Practical - Breakdown of Costs

    • Costs budgeting

    • Example document: Bill of Costs

    • Practical - Bill of Costs

    • Example Document - Points of Dispute & Replies

    • Negotiations, Advocacy & Other Work Types

    • Practical - Points of Dispute & Replies

    • Quiz - General Costs Principles

  • 10

    Retainers & Funding - The Basics

    • Introduction - what is a retainer?

    • Private retainer documents

    • Private retainer extract 1

    • Private retainer extract 2

    • Solicitors' Obligations

    • Practical - Solicitors Obligations

    • CFA Documents

    • CFA 1

    • CFA 2

    • Contentious & non-contentious business

    • What is a Client?

    • Definitions

    • Private Retainers

    • Conditional Fee Agreements ("CFAs")

    • PRACTICAL: CFA DATE ISSUES - Examples

    • PRACTICAL: CFA Date Issues

    • Collective Conditional Fee Agreements

    • Practical: Chapter 4 Cook on CFAs

    • Damages Based Agreements (DBAs)

    • Non-contentious Business Agreements

    • Research: DBA Caps

    • Legal Aid funding

    • Insurance funding

    • Recap & why the retainer is so important!

    • Retainer basics

    • Slides

  • 11

    Sources of Costs Law

    • Sources of Costs Law

    • O'Beirne v Hudson 2010 1WLR1717

    • Research Task - Sources of costs law

    • Sources of Costs Law quiz

  • 12

    The Indemnity Principle

    • Indemnity Principle - Introduction

    • Research Quiz - Does it matter that the client cannot pay

    • Indemnity Principle - Client liability

    • EG CFA 1 (for CFA practical)

    • Rate review (for CFA practical)

    • Hourly rates in the CFA and letters of increase

    • Indemnity principle - bill signature

    • Indemnity principle - Budget signature

    • Research - MXX

    • Indemnity principle - breach

    • Indemnity principle - breach - case law

    • Hazlett V Sefton (for retainer challenge Q)

    • Reseach - The paying party challenges the retainer

    • Guidance - Interim Bills

    • Indemnity Principle - interim bills

    • Practical - different rates

    • Indemnity principle 3rd party

    • Quiz - Gardiner v HMRC

    • Indemnity principle exceptions

    • Quiz - Breach of the indemnity principle

    • Indemnity principle recap

    • Quiz - Indemnity Principle

  • 13

    Hourly Rates - The Basics

    • Hourly rates - introduction

    • Finding Fee Earners - a Guide to Resources

    • Finding fee earners - research

    • Grades of Fee Earner

    • Quiz: Higgs v Camden

    • Guideline Hourly Rates

    • Download - Jefferson v National Freight Carriers Plc (for next quiz)

    • Quiz - Jefferson v National Freight Carriers Plc

    • Appropriate grade of fee earner

    • Practical - What rate is reasonable?

    • Practical Download - What rate is reasonable?

    • Practical - Scenario

    • Practical Download - Scenario

    • Hourly rates - What do we claim?

    • Hourly rates - What next?

    • Hourly rates - over guideline rates?

    • Quiz - Wraith & Truscott

    • Hourly rates - What will the court do?

    • Factors to support hourly rates

    • Narrative for review

    • Quiz - Lappet

    • Hourly rates - Legal Aid

    • Hourly rates Download - What principle

    • Quiz - What principle?

    • Hourly rates recap

    • Hourly rates - Quiz

    • Hourly Rates Slides

  • 14

    Bills of Costs - Narrative Drafting

    • Practical 1 - Summarise the Medical Report

    • Practical 2 - Re-summarise the Medical Report

    • Narrative Drafting Guide

    • How to Structure a Narrative

    • Example Narrative 1 (occupational disease case)

    • Example Narrative 2 (clinical negligence case)

    • Practical 3 - Draft narrative

    • Narrative Terminology

  • 15

    Disbursements

    • Introduction to Disbursements

    • Lexis Practice Note

    • Intro to Counsel

    • Counsel's fees

    • Hankin

    • ATE

    • ATE Premiums: Task

    • ATE A Redacted

    • ATE B Redacted

    • ATE C Redacted

    • ATE D Redacted

    • ATE E Redacted

    • ATE F Redacted

    • ATE Premiums - Questions

    • Experts

    • Court fees

    • Court Fees - Quiz

    • Witnesses

    • Client expenses

    • Professional Witnesses

    • Miscellaneous Disbursements

    • Types of Disbursement - Task

    • Fee note bundle

    • Types of Disbursement - Quiz

    • How to claim Disbursements

    • Disbursements - Issues to Consider

    • DISBURSEMENTS PRACTICAL – N260

    • Disbursements - White Labelling

    • Crane V Canons Leisure Centre

    • Challenges to Counsel's Fees

    • Challenges to Other Disbursements

    • Costs budgeting in action

    • Recap

    • Quiz

  • 16

    Bills of Costs

    • Introduction to Bill Drafting

    • Bill drafting guide

    • Example 3-column bill

    • Pre Bills Checks

    • Bill Drafting Methodology

  • 17

    Orders for Costs

    • Intro to Orders

    • Practical - Common Costs Orders

    • Costs awards terminology

    • Table of Costs Orders

    • Practical materials - Orders for costs

    • Practical - Orders for costs

    • Quiz - Taylor V Burton

    • Deemed Orders

    • Discontinuance

    • Discontinuance effect

    • Court's discretion as to costs Part 1

    • Court's discretion as to costs Part 2

    • Court's discretion as to costs Part 3

    • Belsner Order review - instructions

    • Belsner downloadable Order

    • Belsner Order review

    • Court discretion review - reading

    • Court discretion review

    • Forms of Orders

    • Orders - Requirements

    • Varying Orders

    • Quiz - Vanden Recycling

    • Lexis on Tomlin Orders

    • Recap on Orders

    • Orders: End of module quiz

  • 18

    So Simple History Viewer

    • So Simple History Viewer - A Video Guide

  • 19

    Court of Protection

    • Research - Court of Protection

    • Quiz: Powers of the Court of Protection

  • 20

    Summary Assessment

    • Summary Assessment - Intro Part 1

    • Summary Assessment - Intro Part 2

    • When will a summary assessment be carried out?

    • Summary Assessment: Form and Procedure

    • Problem N260

    • Case Law Review

    • Quiz: DVB Bank

    • Recap: Summary Assessment

    • Quiz: Summary Assessment

    • Slide Pack: Summary Assessment

  • 21

    Costs-Only Proceedings

    • Introduction (D2.0)

    • Attempting to agree costs pre-Part 8

    • Quiz: Attempting to agree costs

    • Costs-only proceedings: Form & Procedure Part 1a (D2.2)

    • Costs-only proceedings: Form & Procedure Part 1b (D2.2)

    • Costs-only proceedings: Documents for review

    • Quiz: Document review

    • Costs-only proceedings: Form & Procedure Part 2a (D2.4B)

    • Costs-only proceedings: Form & Procedure Part 2b (D2.4B)

    • Drafting a Part 8 Claim Form

    • Practical: Costs-only proceedings

    • Recap: Costs-only proceedings (D2.7)

    • Quiz: costs-only proceedings

    • Slides: Costs-only proceedings

  • 22

    The Bases of Assessment

    • Introduction: Bases of Assessment (C7.0)

    • Quiz: Excelsior Commercial

    • Standard Awards (C7.2)

    • Practical: Three Rivers DC

    • Indemnity Awards Part 1 (C7.4A)

    • Indemnity Awards Part 2a (C7.4B)

    • Indemnity Awards Part 2b (C7.4B)

    • Mix & Match: Which Costs Award for Which Case?

    • Quiz: Mix & Match

    • Recap: Bases of Assessment (C7.6)

    • Quiz: Bases of Assessment

  • 23

    Provisional & Detailed Assessment

    • D3.0 Introduction

    • Quiz: Forthwith assessment

    • D3.2 Commencing DA (A)

    • D3.2 Commencing DA (B)

    • Assignment: Prepare a Notice of Commencement

    • D3.4 POD and Replies (A)

    • D3.4 POD and Replies (B)

    • Quiz: Ainsworth v Stewarts Law

    • Task: Pipe v Electrothermal Engineering Ltd

    • Pipe-v-Electrothermal-Engineering-Ltd

    • Quiz: Pipe v Electrothermal Engineering Ltd

    • Quiz: Masten v London Britannia Hotel Ltd

    • D3.9 Request for DA (A)

    • D3.9 Request for DA (B)

    • Complete Request for Detailed Assessment

    • D3.11 DA hearings (A)

    • D3.11 DA hearings (B)

    • Assignment: The Pamplin procedure

    • D3.13 Provisional assessment (A)

    • D3.13 Provisional assessment (B)

    • Assignment: Calculate costs after a provisional assessment

    • D3.15 Being Late

    • Quiz: Haji-Ioannou

    • Assignment: Draft an Order

    • D3.18 Interim (A)

    • D3.18 Interim (B)

    • Assignment: Detailed & Provisional Assessment - Create a Summary

    • D3.20 Recap (A)

    • D3.20 Recap (B)

    • Quiz: Provisional & Detailed Assessment

    • Slide pack: Provisional & Detailed Assessment

  • 24

    Proportionality

    • C15.0A - Introduction (A)

    • C15.0A - Introduction (B)

    • C15.0B - Introduction

    • C15.1 West review

    • C15.2A Application - Cases pre 2019 (A)

    • C15.2A Application - Cases pre 2019 (B)

    • C15.2B Application - West

    • C15.3 Hodgson review

    • C15.4 How do we (A)

    • C15.4 How do we (B)

    • C15.6 ATE premiums (A)

    • C15.7 Practical - what raise for proportionality

    • C15.6 ATE premiums (B)

    • C15.7 Practical - what raise for proportionality

    • C15.8 Recap

    • C15.9 Quiz