Form Templates

Templates in the google drive will need to be downloaded - please do not edit the existing template.

The below buttons will automatically download the template in a word format for you to edit and upload to CLIO/iManage once completed

All google drive templates

Documents needed for ALL clients receiving advice

Client contact sheet

Documents needed for clients taken on for casework

Medical form of authority
Index to medical records
Medical records tracker
Medical records collator
document index
File strategy note
file summary sheet

Documents needed for inquest preparation

Witness statement
post meeting witness statement
letter to coroner for PIR
advice on inquest

Information to enclose with client correspondence

How to make an NHS complaint
Index to medical records

After advice / for case closing

Report back form (unfinished)