Workbook · Case Management

The CMH Workbook

Twenty-nine pages you write in, that take you through the tribunal’s own agenda form step by step and leave you holding three finished documents for your hearing.

What you end up with

• Your completed case management agenda — the tribunal's own agenda form, filled in and ready to send, with a continuation sheet for the answers that would not
• Your draft case management order — the orders you want, written the way a tribunal writes them, ready to hand up
• Your compliance plan — every date the tribunal orders, in your diary, with the task that has to be finished by each one

The six steps

• A  Anchor the issues
• G  Get the directions you need
• E  Establish the disclosure plan
• N  Nail the timetable
• D  Document the draft order
• A  Action plan post-CMH

What comes with it

• The editable Word pack — the tribunal’s own agenda form as a Word file you type into, a continuation sheet, and your draft order and compliance plan
• A full worked example — all three documents finished on one invented case, end to end, not an extract
• The covering wording — what to write when you send each document, and how to chase or ask for more time
• The countdown — every task working backwards from the hearing date, and what to do after the order arrives
• The Case Management cheat sheet — the 31 terms you will meet at this stage, in plain English, laid out for A4
• Free updates — reviewed whenever the law or the tribunal's form changes; buyers get the new version at no cost

This workbook teaches a method that you apply to your own facts. The wording in it is a starting point to adapt, not something to copy across unchanged. It is general information about preparing for this stage, not legal advice on your particular case.