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Barristers4U Legal Guide

Direct Access Litigation Conduct Barrister Checklist

A practical checklist for separating barrister work from litigation-management tasks before a Public Access enquiry is sent.

Direct AccessPublic Access scopeClient checklist

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Send a focused enquiry with the key dates, documents and the work you need scoped.

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Short answer

Before asking for a Direct Access quote, identify whether the barrister is being asked for advice, drafting, advocacy or authorised conduct of litigation, and list any court filing, service, deadline or solicitor-support tasks that still need managing.

Quick checklist

Start with these

Current court or tribunal stage
Advice, drafting, advocacy or litigation-conduct task requested
All filing, service, evidence and appeal deadlines
Who is responsible for bundles and court correspondence
Whether solicitor or legal aid input may be needed

Separate Advice, Advocacy And Litigation Tasks

Direct Access can allow a lay client to instruct a suitably registered barrister without first instructing a solicitor, but the scope must be clear. Advice, drafting and advocacy are different from managing the conduct of litigation.

A useful enquiry explains what the barrister is being asked to do and what still needs to happen with court forms, service, bundles, deadlines, correspondence and compliance with orders.

  • Advice on merits, evidence, settlement or procedure.
  • Drafting pleadings, statements, skeleton arguments or orders.
  • Representation at a hearing or conference.
  • Filing documents, serving papers and managing court deadlines.
  • Whether a solicitor or authorised litigator may still be needed.

Documents To Put First

The first papers should let a barrister understand the current stage and decide whether the requested work can be accepted directly.

  • Court orders, claim forms, applications, hearing notices and directions.
  • Deadlines for filing, service, evidence, payment or appeal.
  • Correspondence with the court, tribunal or other side.
  • Any existing solicitor advice, retainer letter or end-of-retainer letter.
  • A short note saying who is responsible for filing, service and bundle tasks.

When The Scope May Need Reviewing

A barrister may need to decline, narrow or change the scope if the case needs litigation conduct that they are not authorised or instructed to provide, if the client needs legal aid, if vulnerable-client support is required, or if the work is unsuitable for Direct Access.

This guide is general information only. It does not confirm that any barrister can accept a particular instruction or conduct litigation in a particular matter.

Source note: source-checked against Bar Standards Board Public Access and litigation-conduct guidance on 11 September 2026. Public Access scope, legal aid, court filing and litigation-conduct wording should be source-checked against the current BSB Handbook before publication.

Claim and official-source ledger

The Bar Standards Board states that self-employed barristers need a practising-certificate extension to conduct litigation.
Public Access training and guidance — Bar Standards Board; checked 11 September 2026.
The Bar Standards Board explains Public Access, including that clients may still need to carry out tasks such as sending documents to court and keeping track of deadlines.
How to Hire a Barrister — Bar Standards Board; checked 11 September 2026.

Editorial status: Review required. Sources support the identified claims only. General information; not legal advice.

Direct Access Litigation Conduct Barrister Checklist FAQs

Can a Public Access barrister conduct litigation?

Only if the barrister has the right authorisation and agrees that work within the scope of instructions. Otherwise the client may need to do litigation tasks themselves or instruct a solicitor or other authorised litigator.

What should I say in a quote request?

Say whether you need advice, drafting, advocacy, a conference, settlement input, or help with litigation tasks such as filing, service and deadline management.

Does Barristers4U manage court deadlines?

No. Barristers4U helps structure a quote request. It does not file documents, serve papers or manage litigation deadlines.

Ask For A Barrister Quote

Barristers4U helps clients request a quote from a suitable Direct Access barrister. The information on this page is general information only, not legal advice about your individual circumstances.

If your matter is urgent, include hearing dates, court deadlines, orders and any documents you already have when you submit your enquiry.

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On this page

Separate Advice, Advocacy And Litigation Tasks Documents To Put First When The Scope May Need Reviewing

Request a barrister quote

Include your key document list, next deadline and the help you need.

Start Enquiry
Direct Access Guide

Related Guides

  • Direct Access Barristers
  • What Documents Should I Send To A Barrister?
  • Direct Access Client Care Letter Barrister Guide
  • Request A Quote

Direct Access Suitability

Direct Access may allow members of the public and organisations to instruct an authorised barrister directly. Suitability depends on the facts, urgency and complexity of the matter. A barrister may decide that a solicitor or another authorised professional is also required.

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