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Screening Report

What is a Screening Report?

Screening reports are advisory reports provided at an early stage in a potential claim. Its purpose is to review the available evidence and give an initial view on whether there appears to be merit in pursuing the case further.

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Screening reports are not full breach of duty and causation reports and are not CPR Part 35 compliant. Instead, they provide a cost-effective way to decide if a case should proceed to full expert instruction, helping solicitors and clients manage time and resources efficiently.

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All Screening reports are prepared to ensure independence, objectivity, and impartiality. These preliminary, pre-litigation reports are shorter and more focused, making them efficient and more cost-effective by:

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  • Providing an early indication of case strength for funding and strategy decisions

  • Providing an early, informal opinion before committing to the cost of a full expert report​

  • Preventing unnecessary full expert instructions in weak cases

  • Helping build a clear, focused plan for further evidence gathering and expert involvement​

What's Included in the Report?

​​Our Screening reports are typically charged on a fixed fee rate and include:

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  • Review of the key medical records, witness statements, and supporting evidence provided

  • An outline of key strengths, weaknesses, or uncertainties in the case

  • A preliminary, short, focused written report, outlining:

    • Any potential breach of duty

    • Any possible links between the alleged breach and the outcome (causation)

  • Recommendation of next steps, such as commissioning a full CPR Part 35 compliant Breach of Duty and Causation report or obtaining additional documentation

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We also provide a fee estimate, so there are no surprises. This will be dependent on the volume of records, number of allegations to be addressed and the general complexity of the case.

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​The fixed fee is set by the individual expert and reflects their specific area of expertise, the length of their clinical career, and their level of experience in preparing expert witness reports.

All of our experts are:

  • ICO registered – fully compliant with UK GDPR and data protection requirements

  • Regulated by their professional body, such as the NMC, GMC or HCPC 

  • Experienced in preparing CPR Part 35-compliant reports for Claimant, Defendant, and joint instructions

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