CPR Part 47 procedure

Detailed Assessment Proceedings

End-to-end management of detailed assessment proceedings for receiving and paying parties, from commencement and Points of Dispute to negotiation, hearing and the final costs certificate.

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Prepared detailed assessment hearing bundle on a court advocate's desk
Detailed assessment is a sequence of connected procedural and commercial decisions.

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Precise work, practical advice.

Detailed assessment is the court process used to determine the amount of costs payable where the parties cannot agree. CPR Part 47 sets out the framework, while Practice Direction 47 deals with the documents and detail. We support individual stages or manage the process as a whole, keeping procedure, evidence and settlement strategy aligned.

  • Qualified Costs Lawyer oversight
  • Receiving and paying party work
  • Clear scope and deadlines
  • Nationwide support

Complex matters

Managing complex assessments

A substantial assessment can involve thousands of entries, several budgets, multiple parties, funding issues, preliminary points and a large body of supporting evidence. The best approach is rarely to treat every item as equally important. We identify the issues capable of affecting the result, build a clear procedural timetable and maintain a working record of offers, concessions and outstanding evidence. That structure supports efficient negotiation and focused advocacy where a hearing is needed.

01

When detailed assessment is used

Detailed assessment commonly follows an order that one party pay another party’s costs, where the amount has not been summarily assessed or agreed. It may concern all costs of proceedings, a defined period or a particular application. The wording of the costs order and the basis of assessment are the starting points for every later step.

An appeal does not automatically stop assessment. Whether the process should continue, and whether any stay should be sought, depends on the circumstances and orders in force. We review the order and procedural position before advising on commencement.

02

Commencing proceedings and responding

The receiving party commences the assessment by serving the prescribed notice with the Bill and relevant documents within the applicable period. The paying party then has an opportunity to serve Points of Dispute. Exact dates should be calculated from the current rules, method of service and any court order; website guidance should never replace a file-specific deadline check.

If no Points of Dispute are served, the receiving party may be able to seek a default costs certificate. If one is obtained, an application to set it aside may follow. Prompt advice is important because delay can affect the available options and costs.

03

Negotiation and offers

Assessment proceedings are also a negotiation process. Properly drafted Points of Dispute and Replies expose the real differences between the parties. Offers can then be evaluated against the litigation risk, likely hearing time, interest and the additional costs of continuing.

We prepare clear advice on the strengths and weaknesses of the position rather than measuring success only by percentage movement. A sensible outcome considers the amount at stake, the evidence, the rules, the costs of assessment and the client’s commercial priorities.

04

Provisional assessment and oral hearings

Bills within the current monetary threshold may be provisionally assessed on the papers. The parties lodge the required documents and the judge considers the disputed items without an oral hearing. A party dissatisfied with particular decisions may be able to request an oral hearing, subject to the rules and potential costs consequences.

Larger or otherwise unsuitable matters proceed to a detailed assessment hearing. Preparation may include an agreed or disputed schedule, bundles, authorities, calculations and a clear record of offers. We can coordinate that preparation and provide advocacy where appropriate.

05

Certificates, interest and closing the process

The court’s decisions must be translated into an accurate calculation. Interim and final costs certificates record the amount payable, and questions of interest or costs of the assessment may also need to be resolved. Arithmetic and order wording deserve the same care as the substantive hearing.

We remain involved through conclusion, checking the result against decisions made and helping with any consequential issue. Where a decision may need to be challenged, the route and timetable should be considered immediately because appeal and review mechanisms are specific.

Frequently asked questions

Questions about detailed assessment

What is the deadline for starting detailed assessment?

CPR Part 47 provides the general timetable, but the correct date depends on the relevant event, service and any specific order. Ask us to check the sealed order and file chronology rather than relying on a generic calculation.

What if the paying party does not respond?

The receiving party may be entitled to request a default costs certificate. The procedure and timing must be followed carefully, and the paying party may later seek to set the certificate aside.

Is provisional assessment a hearing?

It is initially a paper-based assessment for Bills within the applicable threshold. An oral hearing may subsequently be requested in relation to challenged decisions, subject to the rules and costs consequences.

Can the parties settle during detailed assessment?

Yes. Negotiation can take place throughout, and well-timed offers may have important consequences. The value and form of an offer should be considered against the particular dispute.

This page provides general information, not advice on a specific case. Procedure, deadlines and court requirements should be checked for the individual matter. Contact our team to discuss your papers and deadlines, or learn more about our Costs Lawyers.

Primary rules and resources

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