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Pre Action Letter Before Claim Template for England and Wales

A Pre-Action Letter Before Claim is a formal written communication required under the Civil Procedure Rules of England and Wales, sent before commencing legal proceedings. It sets out the prospective claimant's case in detail, including the legal basis of the claim, relevant facts, and the remedy sought. This document serves as a final attempt to resolve the dispute before court proceedings and demonstrates compliance with pre-action protocols.

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What is a Pre Action Letter Before Claim?

The Pre-Action Letter Before Claim is a crucial document in the English and Welsh legal system, required by the Civil Procedure Rules before commencing formal legal proceedings. It serves multiple purposes: giving the potential defendant notice of the claim, providing an opportunity for early settlement, and demonstrating compliance with pre-action protocols. The letter must contain sufficient detail about the claim, including the legal basis, relevant facts, supporting evidence, and the remedy sought. Failure to send an adequate Pre-Action Letter Before Claim can result in cost penalties or other procedural disadvantages if the matter proceeds to court.

What sections should be included in a Pre Action Letter Before Claim?

1. Sender's Details: Full name, address and contact information of the potential claimant

2. Recipient's Details: Full name and address of the potential defendant

3. Claim Summary: Clear and concise summary of the dispute and the legal basis for the claim

4. Background Facts: Chronological summary of relevant events leading to the dispute

5. Legal Basis: Explanation of the legal grounds for the claim

6. Quantum: Amount claimed and calculation basis

7. Required Action: Clear statement of what the recipient needs to do to resolve the dispute

8. Response Deadline: Reasonable timeframe for response (typically 14 days)

What sections are optional to include in a Pre Action Letter Before Claim?

1. Settlement Proposals: Specific proposals for resolving the dispute, used when there's a clear basis for settlement

2. Without Prejudice Save As To Costs: Optional marking when including settlement proposals

3. Interest Calculation: Include when claiming interest on monetary claims

What schedules should be included in a Pre Action Letter Before Claim?

1. Key Documents: Copies of relevant contracts, correspondence, or other evidence supporting the claim

2. Chronology: Detailed timeline of events when the case history is complex

3. Schedule of Loss: Detailed breakdown of damages claimed in complex cases

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Publisher

Genie AI

Sector

Marketing

Cost

Free to use

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