Under the Civil Procedure Rules, a questionnaire that (except in certain circumstances) is served on both parties in civil litigation when the defendant has filed a defence. The completion of this document enables the court to allocate the case to the most appropriate track (see allocation). The completed form will contain such information as the monetary value of the claim, the complexity of the case, the number of litigants involved, whether there are any counterclaims, the parties' track of choice, whether time is needed to allow for settlement (known as a “stay”), and whether all or any applicable pre-action protocols have been observed.
Failure to complete the questionnaire and return it to the appropriate place by the date specified may lead to sanctions or the claim being struck out. On receipt, the court will allocate the case to a track, primarily based on the value of the claim but also considering the other information supplied in the questionnaire. The filing of an allocation questionnaire at court attracts a fee.