Copy of Legal Costs Trainee Programme
A comprehensive training programme to help trainees develop the key skills and practical knowhow required to practice as a Law Costs Draftsperson
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
Introduction
Introduction to the English Legal System
Hierarchy of Courts
The English Legal System Quiz
Sources of Law
Using Avaya - VIDEO
Using Avaya Communicator
Using Avaya - Quiz
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
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
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
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
Assessment - General Law
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
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
Sources of Costs Law
O'Beirne v Hudson 2010 1WLR1717
Research Task - Sources of costs law
Sources of Costs Law quiz
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
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
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
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
Introduction to Bill Drafting
Bill drafting guide
Example 3-column bill
Pre Bills Checks
Bill Drafting Methodology
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
So Simple History Viewer - A Video Guide
Research - Court of Protection
Quiz: Powers of the Court of Protection
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
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
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
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
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