Create court-ready bundles for RTA, clinical negligence, employers' liability, and public liability claims. From pre-action protocol to trial.
Every stop on the journey produces a real document — template, form or hearing bundle
How do I prepare a personal injury court bundle UK?
A personal injury court bundle should include the claim form, medical reports, witness statements, schedule of loss with receipts, and relevant correspondence. Organise medical evidence chronologically. BundleCreator formats everything to CPR requirements automatically.
Each stop is a step in the journey. Larger ringed stops are hearings where you build a court bundle; smaller stops are forms, process steps, or court outcomes. Click any stop to see what it involves.
Stops:Bundle hearing — a court bundle is built hereProcess step — no bundle, just a procedural milestoneOptional step — dashed: not always applicable (e.g. only if needed or agreed)Form-filing endpoint — apply on a court form (warrant or enforcement)
Reading:Blog Insight — purple book icons link to a related article (opens in a new tab)
Timing:⚠ 14 daysstatutory — miss this and lose4 weeksrequired noticetyp. 8motypical wait
Laws:This journey summarises the procedure under Civil Procedure Rules Parts 7, 21, 25, 35, 36, 44 (esp. r.44.13–17 QOCS), 45 Section IIIA (Fixed Recoverable Costs) and 52, Civil Procedure Rules PD 39A para 3.1 (trial bundle owned by claimant), Pre-Action Protocol for Personal Injury Claims (revised October 2023 for FRC), Pre-Action Protocol for Low Value Personal Injury Claims in RTAs / EL / PL (MoJ Portal up to £25,000), Pre-Action Protocol for the Resolution of Clinical Disputes, Limitation Act 1980 ss.11 (3 years personal injury), 14 (date of knowledge), 28 (children — limitation runs from 18th birthday), 33 (court's discretion to disapply), Civil Liability Act 2018 + Whiplash Injury Regulations 2021 (RTA whiplash tariff), as uprated (~15%) by the Whiplash Injury (Amendment) Regulations 2025 for accidents on or after 31 May 2025 (the £5,000 OIC / small-claims threshold is unchanged), Official Injury Claim (OIC) portal — RTA whiplash up to £5,000 general damages / £10,000 total for unrepresented claimants (in force 31 May 2021), Damages Act 1996, Schedule A1 (inserted by s.10 Civil Liability Act 2018) — Ogden discount rate set by the Lord Chancellor, currently +0.5% from 11 January 2025, up from the previous −0.25% rate, Senior Courts Act 1981 s.32A / County Courts Act 1984 s.51 (provisional damages), Criminal Justice and Courts Act 2015 s.57 (fundamental dishonesty — QOCS disapplied), Mental Capacity Act 2005 (litigation friend / protected party) and Fatal Accidents Act 1976; Law Reform (Miscellaneous Provisions) Act 1934 (fatal claims). General information only — not legal advice.
The map shows BOTH sides of a personal injury claim. The claimant route runs from PIPAP letter of claim through CMC, disclosure, schedule of loss, trial and outcome. The defendant route — typically run by an insurer, NHS Trust, employer, or occupier — runs in parallel and covers PIPAP acknowledgement (⚠21 days), the 3-month liability decision, Part 35 medical examination right, defence + counter-schedule, Part 36 strategy (the highest-leverage costs lever in PI), surveillance applications, QOCS fundamental-dishonesty challenges under CPR 44.16, and shared trial attendance.
Over 95% of personal injury claims settle before trial — usually via Tomlin order — but prepare as if the case will go all the way. The process begins with the relevant Pre-Action Protocol (Personal Injury, Clinical Negligence, or Disease and Illness). Defendant has 21 days to acknowledge, 3 months to investigate and respond.
If liability is denied, proceedings are issued and allocated to track: small claims (up to £1,500 PSLA for non-RTA personal injury, £5,000 for RTA whiplash post-Civil Liability Act 2018), fast track (up to £25,000), intermediate track (£25,000-£100,000, fixed recoverable costs since 1 October 2023 — Tables 14 and 15 inflation-uplifted from 6 April 2024 by the Civil Procedure (Amendment) Rules 2024 (SI 2024/106); note that clinical negligence claims can only be allocated to the intermediate track if the defendant has admitted liability in its letter of response), or multi-track (£100,000+ or complex). Vulnerable road users (cyclists, pedestrians, motorcyclists, horse-riders), children and protected parties are excluded from the OIC portal and the £5,000 RTA-whiplash small-claims limit; they fall back into the £1,000 small-claims limit for these RTA-exception claimants and the standard tracks (the general non-RTA personal-injury small-claims limit is £1,500).
Part 36 offers can be made by either party. A 21-day acceptance period applies. Failure to beat a Part 36 offer triggers indemnity costs and enhanced interest. Court approval required for settlements involving children or protected parties (CPR 21.10).
Outcomes: lump-sum damages, periodical payments order (PPO) under Damages Act 1996 / Courts Act 2003 s.100 (catastrophic injury / lifetime care), provisional damages under s.32A SCA 1981 (latent-deterioration cases — mesothelioma, asbestosis), Tomlin order, claim dismissed. Enforcement of unpaid damages via the standard 5-instrument money-judgment fan.
Important: This journey map shows the typical stages of the relevant court or tribunal proceedings. It is general information, not legal advice. Every case is different. For advice about your specific situation, consult a solicitor or instruct a barrister directly.
The law, court fees and time limits can change. We work hard to keep this map accurate, but it may contain errors or become out of date, so please check anything important against the official source — for example legislation.gov.uk or GOV.UK. To the fullest extent permitted by law, Steleo Publishing Limited does not accept liability for any loss arising from reliance on this map. Each stop represents a stage where a separate bundle may be required; BundleCreator handles the formatting — it does not replace professional legal advice.
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You need at least one medical report from an appropriate expert (e.g., orthopaedic surgeon for fractures, psychiatrist for PTSD). For serious injuries, multiple experts may be required under CPR Part 35. Also include GP records and hospital records. BundleCreator is online court bundle software whose medical evidence section organises all reports and records clearly under PD 32.
Last reviewed: 25 April 2026 by Stevie Hayes
Personal Injury Court Bundle UK: In Brief
A personal injury claim bundle is filed at the County Court or High Court (King's Bench Division) for damages arising from road traffic accidents, employers' liability, occupiers' liability, or public liability claims. Proceedings run under the Civil Procedure Rules with claim-specific Pre-Action Protocols (PAP-RTA, PAP-PI, PAP-EL/PL). Bundles assemble medical evidence, expert reports on quantum and causation, witness statements, and a Schedule of Loss.
Key rules
CPR Part 16, Part 35 (experts), Pre-Action Protocol for Personal Injury Claims, RTA Small Claims Protocol (Official Injury Claim portal)
Time limits
3 years from accident or date of knowledge (Limitation Act 1980 s.11); for minors, time runs from the 18th birthday under s.28; court discretion to extend under s.33
Key forms
Claim Notification Form (Portal — RTA below £25,000, EL/PL below £25,000), N1 (issued claim), N251 (notice of funding)
Jurisdiction
Small claims track — general PI limit £1,500 (raised from £1,000 by the 2021 reforms), RTA whiplash limit £5,000 under the Civil Liability Act 2018 and Whiplash Injury Regulations 2021; fast-track to £25,000; multi-track above
Bundle size
Multi-track PI bundles include medical reports, A&E records, photo evidence, lay witness statements; up to 1,000 pages supported
Over 600,000 personal injury claims are made annually in England and Wales.
Source: Compensation Recovery Unit statistics, 2024
£5,000
Whiplash small claims limit
Road traffic accident personal injury claims where the PSLA component does not exceed £5,000 are allocated to the small claims track under the Civil Liability Act 2018 reforms.
Source: Civil Procedure Rules, Part 26 and Whiplash Injury Regulations 2021
3 years
Personal injury limitation
Claims for damages for personal injury must generally be brought within three years of the cause of action or date of knowledge.
Source: Limitation Act 1980, section 11
Built for PI Practitioners
Features for personal injury claims
CPR-Aligned
Bundles formatted to Civil Procedure Rules. Proper core bundle and supplementary organisation.
Medical Evidence Section
Dedicated sections for medical reports, records, and chronologies. GP records organised clearly.
Stage-Specific Templates
Templates for pre-action, CMC, trial, and separate quantum hearings.
Schedule of Loss
Organise special damages evidence. Link receipts to schedule entries automatically.
Multi-Expert Cases
Handle complex cases with multiple experts. Orthopaedic, psychiatric, care experts organised.
Pre-Action Protocol
Pre-action bundles with letter of claim, response, and early disclosure organised.
Understanding PI Bundles
Everything about personal injury claim bundles
Personal Injury Claims in England and Wales
Personal injury claims cover a wide range of accidents and injuries: road traffic accidents (RTA), workplace injuries, clinical negligence, public liability, and product liability.
Claims follow the Pre-Action Protocol for Personal Injury Claims (or Clinical Disputes for medical cases), then proceed through County Court or High Court depending on value and complexity.
The PI Claims Process
After the pre-action phase (letter of claim, response, disclosure), cases proceed to court if not settled. Track allocation depends on claim value: small claims (up to £10,000), fast track (£10,000-£25,000), or multi-track (over £25,000).
Medical evidence is crucial - you'll need at least one medical report, often from multiple experts in serious cases.
What Goes in a PI Bundle?
Personal injury bundles must be organised to CPR requirements. For fast track cases, bundles should be limited to essential documents.
Claim form and particulars of claim
Medical reports and records
Special damages schedule with receipts
Witness statements
Accident report and photographs
Employment records (for loss of earnings)
Expert reports (engineering, rehabilitation)
Manual Bundling vs BundleCreator for PI Claims
See how BundleCreator compares to preparing personal injury bundles manually
Personal injury — your case may qualify for no-win-no-fee
CFAs and DBAs mean representation is often accessible at no upfront cost. BC presents your evidence; the strategy stays with your legal representative.
BundleCreator's Personal Injury template is built for the Fixed Recoverable Costs (FRC) regime that took effect 1 October 2023. The tool produces a CPR PD 32-aligned trial bundle with continuous pagination, OCR'd medical records, hyperlinked index, and section bookmarks — costs that fit inside the FRC envelope rather than blowing it. From £19.99 a month with no per-bundle fee, designed for high-street firms managing fixed-fee PI volume.
BundleCreator handles trial bundles up to 1,000 pages per bundle — for very large medical-records sets, split across multiple bundles by issue or section. Upload medical records by source (GP, A&E, consultant reports, theatre notes); the tool sequences them chronologically inside Section C, applies OCR throughout for keyword search, paginates continuously, and bookmarks each treating clinician. Combined with the Schedule of Loss, breach experts, causation experts, condition-and-prognosis, and care reports in their own sections, the output is a King's Bench Division clinical negligence list-ready trial bundle, typically produced in well under an hour.
Under CPR r.36.16(2), the fact that a Part 36 offer has been made and its terms must not be communicated to the trial judge until liability and quantum have been determined (subject to the limited exceptions in r.36.16(3) and (4) — for example, where the offer is relevant to an issue actually before the court). For most liability-and-quantum trials, that means Part 36 offers stay out of the trial bundle entirely and surface for the costs assessment afterwards. BundleCreator's PI template separates the trial bundle from the costs bundle so the Part 36 traffic is only ever included where the rules permit.
BundleCreator's Pro tier at £39.99 a month suits most fixed-fee PI practices — 40 bundles a month with no per-bundle fee, no per-seat minimum, monthly billing. The Essential tier (£19.99, 15 bundles) is a starting point for very low-volume work or sole practitioners taking on occasional PI matters. Both tiers produce a paginated, OCR'd, bookmarked trial bundle that fits inside the FRC envelope rather than blowing it.
BundleCreator's Personal Injury template includes a Schedule of Loss generator that builds chronological loss-of-earnings tables, care costs, and travel/prescription receipts into the standard format. The chronology slot at the front of Section A captures key dates from accident to trial. The output bundles into the trial pack with continuous pagination, hyperlinked index, and bookmarks aligned with the schedule entries — so the trial judge can jump from a schedule line to the underlying evidence in one click.
BundleCreator runs on Google Cloud's London region (europe-west2) — primary storage, backups, and processing all in the UK. AES-256 at rest, TLS 1.3 in transit. Medical records, witness statements, and source-of-funds evidence stay within UK borders, removing UK GDPR Article 44 international-transfer concerns. Designed for the solicitors' professional duty of confidentiality without Transfer Risk Assessment overhead.
A costs bundle for CPR Part 47 detailed assessment contains: the Bill of Costs (Precedent S electronic Bill for work from 6 April 2018, or the older paper format for earlier work), Points of Dispute, Reply to Points of Dispute, retainer documents, time-recording printouts, fee notes from counsel, expert invoices, court fees, disbursement vouchers, and any Calderbank or Part 36 offers. BundleCreator's costs-bundle template orders these for the SCCO or relevant assessment court, paginated and bookmarked so each disputed item links to its evidence.
Where the defendant denies liability or the claim's value pushes it above the Portal limits, the case exits the relevant low-value Protocol (RTA Protocol or EL/PL Protocol) and proceeds to Part 7 proceedings on the fast track or multi-track. The escalation bundle contains the Claim Notification Form (CNF), the Portal correspondence trail, any medical evidence obtained pre-Portal, and the Particulars of Claim once issued. Stage 3 hearings — by contrast — are quantum-only hearings within the Portal where liability has been admitted but quantum cannot be agreed, and use a different bundle structure under PD 8B. BundleCreator's PI template handles both routes.
Fast-track bundles (CPR Part 28, claims £10,000-£25,000 with one-day trials) are typically 100-200 pages and must be filed not more than 7 days and not less than 3 days before the trial under CPR r.39.5(2) and PD 39A para 3. Multi-track bundles (claims over £25,000 or complex liability) can run to 1,000 pages with separate sub-bundles for medical, expert, and quantum evidence. BundleCreator has separate templates for each track so the bundle is proportionate to the trial.
BundleCreator helps you prepare and organise documents for court and tribunal hearings. We are not a law firm and we do not give legal advice. Wherever you can, please get advice from a qualified legal adviser before your hearing. Read more
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Frequently Asked Questions
What is the best court bundle tool for personal injury post FRC October 2023?
BundleCreator's Personal Injury template is built for the Fixed Recoverable Costs (FRC) regime that took effect 1 October 2023. The tool produces a CPR PD 32-aligned trial bundle with continuous pagination, OCR'd medical records, hyperlinked index, and section bookmarks — costs that fit inside the FRC envelope rather than blowing it. From £19.99 a month with no per-bundle fee, designed for high-street firms managing fixed-fee PI volume.
How do I bundle large volumes of medical records for a clinical negligence trial?
BundleCreator handles trial bundles up to 1,000 pages per bundle — for very large medical-records sets, split across multiple bundles by issue or section. Upload medical records by source (GP, A&E, consultant reports, theatre notes); the tool sequences them chronologically inside Section C, applies OCR throughout for keyword search, paginates continuously, and bookmarks each treating clinician. Combined with the Schedule of Loss, breach experts, causation experts, condition-and-prognosis, and care reports in their own sections, the output is a King's Bench Division clinical negligence list-ready trial bundle, typically produced in well under an hour.
What goes in a Part 36 offer trial bundle — what comes in, what stays out?
Under CPR r.36.16(2), the fact that a Part 36 offer has been made and its terms must not be communicated to the trial judge until liability and quantum have been determined (subject to the limited exceptions in r.36.16(3) and (4) — for example, where the offer is relevant to an issue actually before the court). For most liability-and-quantum trials, that means Part 36 offers stay out of the trial bundle entirely and surface for the costs assessment afterwards. BundleCreator's PI template separates the trial bundle from the costs bundle so the Part 36 traffic is only ever included where the rules permit.
Is there a cheap PI bundle tool for fixed recoverable costs claims?
BundleCreator's Pro tier at £39.99 a month suits most fixed-fee PI practices — 40 bundles a month with no per-bundle fee, no per-seat minimum, monthly billing. The Essential tier (£19.99, 15 bundles) is a starting point for very low-volume work or sole practitioners taking on occasional PI matters. Both tiers produce a paginated, OCR'd, bookmarked trial bundle that fits inside the FRC envelope rather than blowing it.
How do I prepare a Schedule of Loss bundle and chronology for an RTA trial?
BundleCreator's Personal Injury template includes a Schedule of Loss generator that builds chronological loss-of-earnings tables, care costs, and travel/prescription receipts into the standard format. The chronology slot at the front of Section A captures key dates from accident to trial. The output bundles into the trial pack with continuous pagination, hyperlinked index, and bookmarks aligned with the schedule entries — so the trial judge can jump from a schedule line to the underlying evidence in one click.
Is there a UK-hosted bundling tool for personal injury client medical records under UK GDPR?
BundleCreator runs on Google Cloud's London region (europe-west2) — primary storage, backups, and processing all in the UK. AES-256 at rest, TLS 1.3 in transit. Medical records, witness statements, and source-of-funds evidence stay within UK borders, removing UK GDPR Article 44 international-transfer concerns. Designed for the solicitors' professional duty of confidentiality without Transfer Risk Assessment overhead.
What goes in a costs bundle for detailed assessment with points of dispute?
A costs bundle for CPR Part 47 detailed assessment contains: the Bill of Costs (Precedent S electronic Bill for work from 6 April 2018, or the older paper format for earlier work), Points of Dispute, Reply to Points of Dispute, retainer documents, time-recording printouts, fee notes from counsel, expert invoices, court fees, disbursement vouchers, and any Calderbank or Part 36 offers. BundleCreator's costs-bundle template orders these for the SCCO or relevant assessment court, paginated and bookmarked so each disputed item links to its evidence.
How do I do a MoJ Portal escalation bundle when liability is denied?
Where the defendant denies liability or the claim's value pushes it above the Portal limits, the case exits the relevant low-value Protocol (RTA Protocol or EL/PL Protocol) and proceeds to Part 7 proceedings on the fast track or multi-track. The escalation bundle contains the Claim Notification Form (CNF), the Portal correspondence trail, any medical evidence obtained pre-Portal, and the Particulars of Claim once issued. Stage 3 hearings — by contrast — are quantum-only hearings within the Portal where liability has been admitted but quantum cannot be agreed, and use a different bundle structure under PD 8B. BundleCreator's PI template handles both routes.
What's the difference between a fast-track and multi-track PI bundle?
Fast-track bundles (CPR Part 28, claims £10,000-£25,000 with one-day trials) are typically 100-200 pages and must be filed not more than 7 days and not less than 3 days before the trial under CPR r.39.5(2) and PD 39A para 3. Multi-track bundles (claims over £25,000 or complex liability) can run to 1,000 pages with separate sub-bundles for medical, expert, and quantum evidence. BundleCreator has separate templates for each track so the bundle is proportionate to the trial.