Case Management Agenda Letter Template
Use our Case Management Agenda template to guide you through the questions needed for a successful Case Management Preliminary Hearing.
- A questionnaire to help you complete your Case Management Agenda for a Preliminary Hearing in the Employment Tribunal.
- Includes a Peace of Mind check and a guided walkthrough with a Valla coach to ensure your document is professional and taken seriously.
- Downloadable document in .doc and .pdf formats.
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The foundation for a successful Tribunal claim
Helping you translate what happened into legal claims
A step-by-step guide through the process of translating issues into the language of legal claims, flagging important legal tests you need to consider.
Ensuring your claim is taken seriously
A professional-looking document and form filled out in the way the Tribunal wants it, reducing the risk of your claim being rejected.
Reviewed by a legal coach
Your document reviewed by legal expert giving you peace of mind that your Tribunal claim has the best chance of success.
How to prepare for a Tribunal with a Employment Tribunal Case Management Agenda template
You will often be required to complete a Case Management Agenda prior to your Case Management Preliminary Hearing. This template guides you through the questions you will need to answer in order to complete a typical agenda.
Examples how an agenda for case management at a preliminary hearing might be used
As a Case Management Meeting Agenda is often required, these are situations where it will be useful to have a good agenda drafted:
Frankie has their Case Management Preliminary Hearing coming up in two weeks’ time. The Tribunal have sent Frankie a Case Management Agenda to complete in advance of the hearing.
Frankie uses Valla to complete the agenda and sends it to the Respondent to agree. After the Respondent has had a chance to review and agree the agenda, Frankie sends the agenda to the Tribunal.
How you can use the Employment Tribunal Case Management Agenda template
The process of making a Case Management Agenda is easy. You should:
- create the template
- agree the Case Management Agenda with the Respondent if possible
- send the agenda to the Tribunal, copying in the Respondent
- attend the Preliminary Hearing.
Legal services at Valla
While Valla isn’t a law firm, we offer many “un-reserved” legal services to help you run your Tribunal case. These legal services are delivered by hand-picked professionals with Tribunal experience and a variety of legal qualifications.
Some of our legal professionals are qualified solicitors and barristers, some are registered with CILEX, others have a law degree. All have extensive experience with the Tribunal and clients. Because we aren’t a regulated legal provider by the SRA, we hold our own professional indemnity insurance. You can read more on our terms of service.
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