Example

What a CasePoint Report looks like.

Below is a report as a reader sees it, and as a solicitor receives it. The details are invented; the structure is exactly what the five-minute check produces.

CasePoint ReportExample · fictional details · prepared 14 May 2026 · came from a guide

REF CP-00000

Claim typeProfessional negligence — A surveyor missed a defect in a property I bought

Deadline14 March 2029 Plenty of time
Estimate — 6 years from the negligent act (s.2 Limitation Act 1980). Survey 14 March 2023; problem discovered 20 January 2025.

Value£25,000 – £100,000. Intermediate track (£25,000–£100,000). Fixed recoverable costs by band; specialist advice is worthwhile.

Evidence heldThe engagement letter or terms of business · The report, advice or documents they produced · Photographs or evidence of the defect or error · Repair quotes or a valuation showing the loss

Steps takenI have complained to the other side in writing · They have replied or made an offer

In their wordsWe had a Level 2 survey in March 2023. It said the roof was in fair condition with no significant defects. In January 2025 a roofer found the felt had failed across the rear slope and there was rot in two rafters. Two quotes so far, £38,000 and £41,500. The surveyor's firm say the rear slope wasn't visible from ground level.

AssessmentWorth a specialist opinion. You hold the core documents, the value justifies advice, and there is time to follow the pre-action process properly.

A solicitor will ask forThe engagement letter and the report or advice itself; the date you first noticed something was wrong; an independent expert's view; and evidence of the financial difference the mistake made.

This is an example with fictional details. A real report organises the reader’s answers; it is not legal advice and does not assess the merits of the claim.

What each line tells a solicitor

Deadline

Limitation is estimated from the survey date and the discovery date under ss.2 and 14A Limitation Act 1980, with the basis stated. A solicitor can see at a glance whether protective proceedings or a standstill agreement are in play.

Value

The reader has placed the loss in a band. The band sets the court track and the costs regime, which is the first proportionality question any firm asks. No one has been told what the claim is 'worth' — the band is theirs.

Evidence held

Ticked from a fixed list, so it's comparable across enquiries. Here the engagement terms and the report itself are in hand — the two documents that decide the scope of the surveyor's duty.

Steps taken

The reader has complained in writing and had a reply. That is the complaints-procedure stage done, which the professional negligence pre-action protocol expects before a letter of claim.

In their words

Unedited. Note the level of survey, the defect, the two quotes, and the surveyor's first line of defence — all before anyone has spent an hour on the phone.

Consent

Recorded with a timestamp. The report goes to one firm. If the reader arrived from a guide with your byline, you see it first and have 24 hours before it can be offered elsewhere.

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