Making a Stage 2 Settlement Pack Decision

The Portal allows the Claimant Representative to create a Stage 2 Settlement pack and send it to you. 

The protocols state that you must respond to a Stage 2 Settlement Pack within a set time period.

This function is available when you receive a Stage 2 Settlement pack.  The claim will be in the Application status of Stage 2 Settlement pack decision.

In order to complete a response, you need to:

  • Open the claim and on the Claimant’s and Defendant’s representatives tab
  • Check and, if necessary, change the defendant’s representative’s details
  • Enter the CRU Reference number, (e.g. ABC123), (three alphabetical characters followed by three numerical digits)  if it’s known or if it isn’t known an explanation why
  • Press the Continue button 

For Stage 2 the following timeframes apply:

Stage 2 Settlement Pack Decision Timeout

  • You have not responded to the Stage 2 Settlement pack or counter offers according to the time limits defined in the protocol.  Once the Claimant Representative has accessed the claim, it will end in the portal.

During the Stage 2 negotiations, you may agree with the Claimant Representative to extend the negotiation period.

You can extend the time if the claim is waiting for your response by pressing the Extend Time button.  You need to give a reason for the extension and set a new timeout date.

Please note that the new date is the day the claim will time out, so for example if you have agreed to extend the period to next Wednesday, you need to enter Thursday’s date as the new timeout date.

Top Tip: If the Claimant Representative has submitted a Counter Offer within the last 5 days of the current deadline, the period will be automatically extended by 5 days.  No further extension will be allowed. The same applies if you have submitted a counter offer within the last five days of the current deadline.

Responding to a Counter Offer in the last 5 days of the consideration period

At this point, you cannot make a further Counter offer, and must either agree or disagree to the latest offer.

In order to submit a response, you need to:

  • Open the claim
  • Respond to Agreement reached with Yes or No
  • Click the 'Send Response' button. The claim is sent to the Claimant Representative.

You can respond to a Stage 2 Settlement Pack in the following three ways:


If the Claimant Representative has agreed to your counter offer, the claim goes into the Application Status of Stage 2 Settlement Pack agreed.

Confirm will automatically populate the defendant’s response for each loss type with the same values as the claim.  The fields will be protected from input.

You need to access the claim and then click the Continue button.  If it is an adult claim, it will come to an end in the portal.

If the claimant is under the age of 18 at the time of agreement, the claim will now proceed to Start of Stage 2 Settlement Pack Additional Damages (RTA claims only) or to Court Proceedings Pack Form.


You can reject or repudiate a claim. Repudiate will automatically populate the defendant’s response for each loss type with 0. The fields will be protected from input. The response will be alerted to the Claimant Representative and the claim will end in the Portal.

Counter Offer

You have the option of submitting a counter offer.

From Release 2 onwards, the steps to submit the counter offer are as follows:

  • Open the claim and select one of the following Settlement pack counter offer decisions:
  • Accept counter offer
  • New counter offer

Accepting a counter offer will automatically populate the Defendant’s response with the same values as the Claimant Representative’s counter offer.  The fields will be protected from input.

A new counter offer opens up the Defendant’s response fields.  

Change the losses details (current Defendant response).

Calculate the total values and loss amounts using the Calculate button on the Current claimant offer and defendant response tab then click the Continue button;

Prior to Release 2, you must respond with a new counter offer.  If you agree with the Claimant Representative’s latest counter offer, you need to enter the same figures in your response.

The total values and loss amounts are also calculated when the Continue button is clicked.

On tab 3, enter the offer details, calculate the values using the Calculate button on the Claimant and defendant responses to replies tab, and click the Send button.  The claim is sent to the Claimant representative.

The total values are also calculated when the Send button is clicked.

From Release 5 tab 2 and tab 3 have been merged onto the same tab. Current claimant offer and Current defendant response sections have been moved side by side to make it easier to view offers and counter offers. The sections can also be collapsed. 

It is essential that after you have responded to each loss type that you click both the 'Calculate' button. You will be reminded to do this with a warning message when you click the 'Send' button.

Top Tip: The Stage 2 Settlement Pack printable document is updated automatically.  Please ensure you download and/or print off a copy. 


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