Client Information Form

Please answer the questions in ordinary language. This form helps us understand what has happened, who is involved, the key dates, the documents available and the outcome you are seeking.

Client version 1.0 · 10 August 2026

Complete your information

When finished, select “Prepare submission summary” and send the summary with your key documents.

Important This form does not provide legal advice or a legal assessment. Deadlines are not protected merely because this form is completed. Please include facts that may not help your position as well as facts that do.
How to use this form Complete the questions below in your browser. Your answers are not submitted automatically.
  1. Complete the questions, including any facts that may not help your position.
  2. Select “Prepare submission summary” when you have finished.
  3. Use “Download summary to send”, “Print / save as PDF”, “Copy summary” or “Share summary”.
  4. Send the saved summary and your supporting documents using the adviser’s stated secure method.
Selected supporting documents are not uploaded by this form. Only their file names are recorded in the summary.
1. Your details
2. People, organisations and their roles
Please list the people, companies, public bodies, courts, advisers or organisations involved. You do not need to know legal labels. Please describe what each person or organisation did, what their connection is, and whether they hold any important documents.

Main person or organisation you have the issue with

Decision-maker, if different

Person or organisation who can provide the outcome you want

Courts, tribunals, regulators, ombudsmen, insurers or advisers already involved

If there is more than one number, list all of them and say which organisation each one relates to.
3. Dates, deadlines and immediate concerns
Leave blank if unknown, but explain below.
4. Chronology of events
Put the events into sequence You do not need to repeat the detailed description in section 2. Instead, list the important events in date order. For each event, identify who acted or failed to act and, where possible, the document, message or other evidence that records it.
5. Type of issue
6. Documents and evidence
This form does not upload files. It only records the file names for your checklist.
No files selected.
7. Outcome and other relevant information
8. Confirmation
Your answers are kept in this browser tab while the form is open.
Backup / adviser data options

The JSON file is a structured copy of your answers. Most clients do not need it unless the adviser asks for it.

Privacy note: the form page is delivered over the web, but this form does not transmit your answers or selected documents to a server. A temporary draft may be kept in this browser tab to protect against an accidental page refresh. Closing the tab or browser may remove that temporary draft. Please send the generated summary and supporting documents using the adviser’s stated secure method.