Allocation questionnaire

An allocation questionnaire is a form used in English legal practice. After a claim is made, if a defence is filed each party is required to complete and return an allocation questionnaire to the court so that the judge may properly allocate the claim to a track and give further directions towards a final hearing.

## Forms on the Internet

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Sample allocation questionnaires are available on the Internet. The official UK Courts web site has many forms available, including the allocation questionnaire.[1] The actual form is available, as of March 2007, as a pdf file.[2]

The Citizens Advice Bureau provides a generic legal advice web site with information about the words and phrases used in small claims procedure in UK Courts.[3]

## The form itself

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The allocation questionnaire is a Pivotal Point in the judicial process requesting the following information:

* Whether you wish to have a month to settle the case.
* What is the location or venue of the case, and why it is chosen.
* Whether any pre-action protocols applied, and whether these were complied with.
* What is the amount of the claim in dispute.
* Who you will call as lay or expert witnesses.
* Whether the case should be considered small claims, or another track.
* How long you think the trial will take.
* How much your costs will be (in Pounds sterling).[2]

## Tracks

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There are four tracks:[4]

1. Small claims - any claim up to £10,000 and certain personal injury and tenant claims under £1,000.
2. Fast track - disputes involving between £10,000 and £25,000.
3. Intermediate track - disputes valued at between £25,000 and £100,000, and which could be heard in under three days, and requiring no more than two expert witnesses
4. Multi-track - for cases where the value of the claim or the complexity of the evidence and/or legal issues to be decided means the claim is not suitable for the other tracks. All Part 8 proceedings are allocated to the Multi-track.[2]

The Woolf Report had recommended allocation cases to different tracks in 1999.[5]

## See also

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* Interrogatories
* Unspecified claim
* Settlement conference
* Small claims court

## References

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1. ^ "UK Courts forms". Archived from the original on 6 July 2010. Retrieved 3 April 2007.
2. ^ a b c "PDF file of the allocation questionnaire" (PDF). Archived from the original (PDF) on 8 January 2007. Retrieved 3 April 2007.
3. ^ AdviceGuide.org.uk from the Citizens Advice Bureau.
4. ^ "CPR 26". Retrieved 6 May 2025.
5. ^ Woolf Report on Archive.org

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