Preparing a Trial Bundle and Index

What is a Trial Bundle and Index?

• Collection of relevant documents for the trial
• Organised in a specific order
• Usually in a ring binder or lever arch file
• Pages numbered at the bottom centre
• Index: list of documents with page numbers
• Combines both sides’ documents
• Must be agreed with the other side
• Used by judge, defendant, and witnesses at trial

Who Prepares the Bundle?

• Usually the claimant (person who started the claim)
• If claimant is unrepresented, court may order the other side to prepare it
• Check court order for specific instructions
• You can ask the other side to prepare it
• Paid services available to produce bundle
• Ensure all your documents are included, even if the other side prepares the bundle

What to Include

1. Statements of case (claim form, defence, etc.)
2. Court orders in date order
3. Witness statements
4. Documents dealing with fault/responsibility
5. Documents about claim value
6. Medical reports (if applicable)
7. Other expert reports
8. Photographs and sketch plans
9. Any documents from List of documents
10. Include pre-claim documents if relevant
11. Never include original documents (bring to trial)

How to Prepare

1. Gather all relevant documents
2. Create index without page numbers
3. Send index to other side for agreement
4. Resolve any disputes over content
5. Number pages after agreement
6. Use dividers if over 100 pages
7. Print double-sided if possible
8. Check bundle against index
9. Make copies for court, other side, and yourself
10. Submit to court 3-7 days before trial (or as directed)