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"Professional bundles for injury claims"

Personal Injury Bundle Software

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 explains the step, with a template, official form or hearing bundle wherever one is needed

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.

7-day trial· No credit card required

CPR-Aligned
Pre-Action to Trial
Medical Evidence Ready

Your Personal Injury Claim Journey

Select your case stage

Each stop is a step in the journey. Large rings are hearings where you build a court bundle; small grey dots are steps you file or take, hollow dots are deadlines or events, and diamonds are forms. The key below the map explains every symbol. Click any stop to see what it involves.

iClaimant — Court HearingsClaimant routeLimitationPIPAP LoCOIC PortalRTA injury up to £5,000, total up to £10,000MoJ PortalLow-value RTA / EL / PL up to £25,000Rehab INAWhere rehabilitation needs identifiedIssue N1DefenceDQ / AllocationExpertsPart 36 (C)If neededSchedule of LossN/A (exchange between pa…Pick one or moreLump SumDamages awardedPPOCatastrophic injury / careProvisionalIf latent deterioration riskTomlinPre-trial settlementDismissedDefendant succeedsEnforcementIf damages unpaid⚠ 3 yr limitation21 d reply / up to 3 mo (Protocol)⚠ 14/28 d defence⚠ 28 d DQiBoth parties — shared stepsYou both do theseCMCCounty Court / High CourtCCMCMulti-track (costs budgeting)DisclosureWitness StatementsPTRMulti-track substantial casesApprovalCounty Court / High CourtIf child or protected partyTrialCounty Court / High Courtas listed by the court⚠ 21 d Precedent Hper directionsas listediDefendant — Insurer / Trust / Employer routeDefendant routePIPAP ReplyPre-actionLiability DecisionPre-actionDefendant MedicalPre-trialIf causation or extent disputedDefenceCounty Court / High Cour…Defendant Part 36Without prejudiceStrategic costs positioningSurveillanceCounty Court / High CourtIf quantum / honesty disputedQOCS ChallengeCounty Court / High CourtIf fundamental dishonesty alleged21 d (Protocol)iInterim ApplicationsRuns alongsideN244Interim PaymentCounty Court / High CourtIf liability admitted or would succeediAfter TrialPost-trialCostsCounty Court / High CourtAppealHigh Court / Court of Ap…If permission to appeal grantedPick one or moreN323 WarrantMoney judgment unpaidN293A WritJudgment £5,000+ or HCEO preferredN337 AEODebtor in PAYE employmentN349 TPDOWhere third-party debt identifiedN379 Charging OrderWhere debtor owns propertyas listed or directed
Lines:Claimant — Court HearingsBoth parties — shared stepsDefendant — Insurer / Trust / Employer routeInterim ApplicationsAfter Trial
Stops:Bundle hearing — a court bundle is built hereDecision hearing — the court or tribunal decides the case here; bundle requiredOptional hearing — dashed ring: only held in some casesProcess step — something you file or do, no bundleMilestone — a deadline or event; nothing to prepareOptional step — dashed: not always applicable (e.g. only if needed or agreed)Form-filing endpoint — apply on an official court form (for example a warrant, an enforcement order or a consent order)
Reading:Blog Insight — purple book icons link to a related article (opens in a new tab)
Timing:statutory — miss this and loserequired noticetypical 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 Sections IV–VII and IX (portal fixed costs, fast track and intermediate track fixed recoverable costs, disbursements) and 52, CPR rule 39.5 and Practice Direction 32 para 27.7 (trial bundle owned by claimant), Pre-Action Protocol for Personal Injury Claims, Pre-Action Protocols for Low Value Personal Injury Claims in Road Traffic Accidents, and in Employers' Liability and Public Liability Claims (Claims Portal, up to £25,000), RTA Small Claims Protocol (Official Injury Claim), Pre-Action Protocol for Disease and Illness Claims, Pre-Action Protocol for the Resolution of Clinical Disputes, Limitation Act 1980 ss.11 (3 years personal injury), 14 (date of knowledge), 28 and 38(2) (disability: child or lacking capacity under MCA 2005 at accrual — three years from the end of disability), 33 (court's discretion to disapply), Civil Liability Act 2018 and Whiplash Injury Regulations 2021 (SI 2021/642), as amended by SI 2025/615: Table 2 tariffs (£275–£4,830, or £300–£4,975 with minor psychological injury) apply where the cause of action accrues on or after 31 May 2025; uplift of no more than 20% in exceptional cases (reg 3), Official Injury Claim (OIC) portal — RTA injury up to £5,000 and total up to £10,000 (accidents on or after 31 May 2021), Damages Act 1996 s.A1 and Sch A1 (inserted by Civil Liability Act 2018 s.10) — rate of return +0.5% from 11 January 2025 (Damages (Personal Injury) (England and Wales) Order 2024, SI 2024/1261), Senior Courts Act 1981 s.32A / County Courts Act 1984 s.51 (provisional damages), Criminal Justice and Courts Act 2015 s.57 (PI claim dismissed in full where the claimant is fundamentally dishonest, unless substantial injustice); CPR r.44.16(1) (QOCS exception for fundamental dishonesty), Social Security (Recovery of Benefits) Act 1997; Health and Social Care (Community Health and Standards) Act 2003 Part 3 (NHS charges), 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.
© Steleo Publishing Ltd 2026. BundleCreator.co and the tube-map journey design are trade brands of Steleo Publishing Ltd.

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 the PIPAP reply (21 days, Protocol), the 3-month liability decision, defendant's medical examination (with the court's permission), defence + counter-schedule, Part 36 strategy, surveillance evidence, QOCS fundamental-dishonesty challenges under CPR 44.16, and shared trial attendance. Many personal injury claims settle before trial, but prepare as if the case will go all the way. The process begins with the relevant Pre-Action Protocol (Personal Injury Claims, Resolution of Clinical Disputes, or Disease and Illness Claims). Under the Personal Injury Protocol the defendant must reply within 21 calendar days of the date of posting of the letter of claim, and the insurer has up to three months from acknowledgment to investigate (paras 6.2–6.3) (Clinical Disputes Protocol: acknowledge within 14 days, Letter of Response within four months, paras 3.23–3.24). If liability is denied, proceedings are issued and allocated to track (r.26.9). Small claims: total value no more than £10,000 and PSLA no more than £5,000 (RTA on or after 31 May 2021), £1,000 (RTA exceptions in r.26.10) or £1,500 (other PI). Child or protected-party whiplash claims go to the fast track (r.26.11). Fast track: up to £25,000, with a trial of no more than one day and oral expert evidence limited to one expert per party in no more than two fields (r.26.9(5)–(6)). Intermediate track (up to £100,000; fixed recoverable costs under CPR Part 45 Section VII, for PI causes of action accruing on or after 1 October 2023 or, for a disease claim, where no letter of claim was sent before that date (SI 2023/572 r.2(2))), with a trial of no more than three days (r.26.9(7)). The fast-track, intermediate-track and noise-induced hearing loss tables (Tables 12, 14 and 15, PD 45) were uprated from 6 April 2024; SI 2024/106 applies the uprated figures to costs orders made after that date. Multi-track: otherwise, and always for mesothelioma or asbestos lung disease claims and for clinical negligence unless the claim would otherwise be an intermediate-track claim and liability was admitted in full in the letter of response with no limitation defence (r.26.9(10)(b)). Part 36 offers can be made by either party. The offer must specify a relevant period of not less than 21 days (r.36.5(1)(c)) and stays open for acceptance until withdrawn (r.36.11(2)). If judgment is at least as advantageous to the claimant as the offer, the court must, unless unjust, award: interest on damages up to 10% above base rate; indemnity costs; interest on costs; and an additional amount of 10% of damages up to £500,000 plus 5% above that, capped at £75,000 (r.36.17(4)). A defendant whose offer is not beaten gets costs and interest on costs from expiry of the relevant period (r.36.17(3)), enforceable against the claimant without permission only up to the total of damages, costs and interest ordered or agreed in the claimant's favour (QOCS, r.44.14(1); in proceedings issued before 6 April 2023, damages and interest only: SI 2023/105 r.1(3)). In fast-track and intermediate-track fixed-costs claims, indemnity costs are replaced by an extra 35% of the difference in fixed costs (r.36.24(4)–(5)). Part 36 does not apply on the small claims track (r.27.2(1)(g)). 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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Quick Answer

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: 27 September 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 the date the cause of action accrued or, if later, the date of knowledge (Limitation Act 1980 ss.11(4), 14); for a child, 3 years from the 18th birthday, and for a person who lacked capacity when the cause of action accrued, from when capacity is regained (ss.28(1), (6), 38(2)); court discretion to disapply under s.33
Key forms
Claim Notification Form (Portal — RTA below £25,000, EL/PL below £25,000); Small Claim Notification Form (Official Injury Claim, RTA injury ≤£5,000); N1 (issued claim)
Jurisdiction
Small claims: ≤£10,000 total and PSLA ≤£5,000 (RTA) / £1,000 (RTA exceptions) / £1,500 (other PI); fast track ≤£25,000; intermediate track ≤£100,000 (PI causes of action from 1 October 2023; disease claims where no letter of claim was sent before then); multi-track otherwise (CPR r.26.9)
Bundle size
Multi-track PI bundles include medical reports, A&E records, photo evidence, lay witness statements; up to 1,000 pages supported

Official guidance: Pre-Action Protocol for Personal Injury Claims — justice.gov.uk

UK personal injury claim key facts, 2026

Primary UK references on PI procedure, time limits, fees, and quantum.

StatValueSource
Standard limitation period3 years from accident or date of knowledgeSection 11, Limitation Act 1980
Pre-Action Protocol — RTA / EL / PLLetter of Claim; reply within 21 calendar days of posting; up to three months from acknowledgment to investigate (paras 6.2–6.3)Pre-Action Protocol for Personal Injury Claims
Pre-Action Protocol — Clinical Negligence4 months for substantive response after Letter of ClaimPre-Action Protocol for Clinical Disputes
Expert evidence rulesDuty owed to court, statement of truth, methodology declarationCPR Part 35 + PD 35
Bundle requirementsFiled not less than 3 days, no more than 7 days before trialCPR r.39.5(2) / PD 32 para 27.4
Track allocationSmall claims: ≤£10,000 total and PSLA ≤£5,000 (RTA) / £1,000 (RTA exceptions) / £1,500 (other PI); fast track ≤£25,000; intermediate track ≤£100,000 (PI causes of action from 1 October 2023; disease claims where no letter of claim was sent before then); multi-track otherwise (CPR r.26.9)CPR Part 26
General damages referenceJudicial College Guidelines for the Assessment of General DamagesJudicial College Guidelines (current edition)
435,565

CRU cases registered, 2025–26

435,565 cases were registered with the Compensation Recovery Unit in 2025–26 (England, Scotland and Wales).

Source: DWP, CRU performance data (updated 15 May 2026)

£5,000

Whiplash small claims limit

For road traffic accident personal injury claims, the small claims track is the normal track where the injury damages are no more than £5,000 and the total no more than £10,000 (accidents on or after 31 May 2021).

Source: CPR r.26.9(1)(a)

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 (CPR r.26.9): small claims where the total value is no more than £10,000 and PSLA is no more than £5,000 (RTA on or after 31 May 2021), £1,000 (RTA exceptions in r.26.10) or £1,500 (other PI) — child or protected-party whiplash claims go to the fast track (r.26.11); fast track up to £25,000; intermediate track up to £100,000 (for PI only where the cause of action accrued on or after 1 October 2023 or, for a disease claim, where no letter of claim was sent before that date (SI 2023/572 r.2(2))); multi-track otherwise.

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

FeatureManual BundlingBundleCreator
Pre-Action Protocol alignment
Automatic consecutive pagination
Medical evidence chronology
Schedule of loss formatting
Expert report indexing
Time to prepare
4-8 hours
30-60 mins
Multi-track bundle format (designed to follow PD 32 para 27)
Court filing format (text-based, embedded fonts)

Stage-Specific Templates

Templates for every stage of PI litigation

Pre-Action Protocol Bundle

Letter of claim, medical evidence, early disclosure

CMC Bundle

Case Management Conference - directions and timetabling

Trial Bundle (Liability & Quantum)

Full trial bundle for combined liability and quantum hearing

Quantum Hearing Bundle

Separate quantum hearing following liability finding

Guides & Articles

Personal Injury Court Bundle: A Complete Guide for Claimants and Practitioners

Complete guide to preparing a personal injury court bundle. Covers CPR Parts 27, 28, and 29 (small claims, fast track, and multi-track) and the intermediate track, Pre-Action Protocol for Personal Injury Claims, medical evidence under CPR Part 35, schedule of loss, witness statements, QOCS, and the Limitation Act 1980.

14 min read

RTA Claim Bundle: How to Prepare Your Road Traffic Accident Evidence

Guide to preparing a road traffic accident claim bundle for court. Covers police reports, dashcam footage, medical evidence, vehicle damage reports, and the Pre-Action Protocol for Personal Injury Claims.

12 min read

Schedule of Loss for Personal Injury Claims: How to Prepare It

Step-by-step guide to preparing a schedule of loss for personal injury claims. Covers past and future losses, loss of earnings, care costs, medical expenses, and Ogden table calculations.

13 min read

Clinical Negligence Bundle: How to Organise Medical Evidence for Court

Guide to preparing a clinical negligence court bundle. Covers breach and causation evidence, medical records chronology, expert reports under CPR Part 35, and the Pre-Action Protocol for Clinical Disputes.

14 min read

Medical Evidence in Personal Injury Claims: CPR Part 35 Requirements

How to obtain and present medical evidence in personal injury cases. Covers CPR Part 35 expert duties, jointly instructed experts, permission to rely on expert evidence, and organising medical reports in your bundle.

11 min read

CRU Certificates and Schedule of Loss in Personal Injury Trial Bundles

How CRU (Compensation Recovery Unit) certificates interact with Schedule of Loss, Counter-Schedule, and Part 36 offers in PI trial bundles. The three heads, form numbers, validity, and trial bundle placement.

14 min read

Multi-Track Personal Injury Trial Bundle: From Pleadings to Authorities

The conventional 9-section structure for a multi-track PI trial bundle: pleadings, witness statements, medical records, experts (medical and non-medical), joint statements, schedules, correspondence, authorities. Filed under CPR rule 39.5 and PD 32 para 27.4.

14 min read

Engineering Expert Evidence in RTA Trials: When and How to Bundle

When engineering / accident-reconstruction expert evidence is needed in road traffic accident trials, what the engineer assesses, sources of evidence (Police Collision Report, EDR, tachograph), and how to bundle it under CPR rule 35.12.

13 min read

Personal Injury Bundle FAQs

Common questions about PI claim bundles

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 per 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 the case has been decided (the exceptions are: a defence of tender before claim; a stay after acceptance; written agreement; or where part of the case has already been decided and the offer relates only to that part: r.36.16(3)). 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 trial bundle templates have no Part 36 section, so offers stay out of the trial bundle; keep them in a separate file for any costs hearing after judgment.

BundleCreator's Pro tier at £39.99 per month suits most fixed-fee PI practices — up to 40 bundles in total with no per-bundle fee, no per-seat minimum, monthly billing. The Essential tier (£19.99 per month, up to 15 bundles in total) 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. You can build a costs bundle from a blank BundleCreator bundle, ordering these documents for the Senior Courts Costs Office or the relevant County Court hearing centre, 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, intermediate 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 Practice Direction 49F. BundleCreator's PI template handles both routes.

Fast-track bundles (CPR Part 28: claims up to £25,000 with a trial of no more than one day, r.26.9(5)–(6)) 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 32 para 27.4. Intermediate-track bundles (up to £100,000 with a trial of no more than three days, r.26.9(7); for PI only where the cause of action accrued on or after 1 October 2023 or, for a disease claim, where no letter of claim was sent before that date: SI 2023/572 r.2(2)) and multi-track bundles (otherwise, r.26.9(12); always for the claims listed in r.26.9(10)) may need separate sub-bundles for medical, expert, and quantum evidence. BundleCreator has a fast track trial bundle template and a full trial bundle template for intermediate and multi-track claims so the bundle is proportionate to the trial.

Still have questions? Contact our team

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 per 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 the case has been decided (the exceptions are: a defence of tender before claim; a stay after acceptance; written agreement; or where part of the case has already been decided and the offer relates only to that part: r.36.16(3)). 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 trial bundle templates have no Part 36 section, so offers stay out of the trial bundle; keep them in a separate file for any costs hearing after judgment.

Is there a cheap PI bundle tool for fixed recoverable costs claims?

BundleCreator's Pro tier at £39.99 per month suits most fixed-fee PI practices — up to 40 bundles in total with no per-bundle fee, no per-seat minimum, monthly billing. The Essential tier (£19.99 per month, up to 15 bundles in total) 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. You can build a costs bundle from a blank BundleCreator bundle, ordering these documents for the Senior Courts Costs Office or the relevant County Court hearing centre, 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, intermediate 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 Practice Direction 49F. 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 up to £25,000 with a trial of no more than one day, r.26.9(5)–(6)) 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 32 para 27.4. Intermediate-track bundles (up to £100,000 with a trial of no more than three days, r.26.9(7); for PI only where the cause of action accrued on or after 1 October 2023 or, for a disease claim, where no letter of claim was sent before that date: SI 2023/572 r.2(2)) and multi-track bundles (otherwise, r.26.9(12); always for the claims listed in r.26.9(10)) may need separate sub-bundles for medical, expert, and quantum evidence. BundleCreator has a fast track trial bundle template and a full trial bundle template for intermediate and multi-track claims so the bundle is proportionate to the trial.

Built by Stevie Hayes, a Governance, Risk and Compliance specialist who spent five years in the UK Family Court system. Published October 2025 · Last updated 1 October 2026.

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