20. Preparing for directions hearings

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Technical Matter Guide

Law, procedure and court guidance checked 24 September 2026

Preparing for directions hearings: case management, evidence, disclosure, experts and getting the case trial-ready

A directions hearing is about the procedural route to a fair welfare decision. The court may need to decide what evidence is necessary, what disclosure should be obtained, what Cafcass or another professional should do, whether expert evidence is justified, what statements must be filed and what the next substantive hearing is actually going to determine.

Important terminology: “Directions hearing” is not one single fixed stage of every private-law children case. A case-management hearing may be listed under different labels depending on the proceedings and what needs to be addressed. A Dispute Resolution Appointment (DRA), for example, is a recognised CAP stage with its own purpose after welfare or other evidence has been obtained. Always work from the latest sealed order and hearing notice. Those documents tell you what this particular hearing is for.
1

What is the court trying to achieve at a directions hearing?

Family Procedure Rule 4.1 gives the court wide powers to manage proceedings.

These powers support the overriding objective of dealing with cases justly, having regard to welfare issues, proportionality, delay and the efficient use of court resources.

Control the timetable The court may extend or shorten deadlines and may bring a hearing forward or adjourn it.
Order disclosure The court can make appropriate disclosure and inspection directions where documents are genuinely needed.
Separate issues A particular issue may be directed to be heard separately, including factual issues requiring determination before welfare can be assessed.
Control the order of issues The court may decide which questions need to be resolved first and which need not be pursued.
Vary earlier directions Case-management directions and dates can be varied or revoked where the case requires it.
Make other necessary orders The court may take other appropriate case-management steps to move the proceedings fairly towards resolution.

Directions hearings are about proportionality

Family litigation can easily become overburdened with material.

More statements, more disclosure, more reports and more hearings do not necessarily produce a better welfare decision.

A useful direction should usually answer:

  • what unresolved issue does this address;
  • why does that issue matter;
  • what specific evidence is required;
  • who should provide it;
  • by when;
  • and what will happen once it is available?

The case-management question

Issue → evidence needed → source → direction → deadline → next decision.

If you cannot explain that chain, reconsider whether the proposed direction is genuinely necessary.

Can the court change an earlier direction?

Yes.

FPR 4.1 expressly allows directions to be varied or revoked and dates to be changed or cancelled.

That can matter where:

  • new safeguarding evidence emerges;
  • a professional report raises an unexpected issue;
  • disclosure reveals something material;
  • a direction has become impossible or unnecessary;
  • the case has narrowed substantially;
  • or the existing timetable is no longer realistic.
2

Start with the previous order: what has actually been complied with?

The most important preparation document is usually the latest sealed order.

Read every numbered direction and build a compliance table before preparing anything else.

Direction Responsible person Deadline Status
Witness statement Applicant Example: 4 October Filed / late / outstanding
Police disclosure As directed Example: 11 October Received / partial / outstanding
Section 7 report Cafcass Example: 25 October Filed / delayed / clarification needed
Schedule of allegations Applicant Example: 27 September Complete / requires response

Build a traffic-light compliance audit

GREEN — completed and served.

AMBER — partly completed, delayed or unclear.

RED — missed, impossible or not complied with.

Then identify what consequence each outstanding item has for the next stage.

Not every breach requires the same response

A missed deadline may be:

  • minor and readily corrected;
  • caused by a third-party disclosure delay;
  • capable of being cured without changing the hearing date;
  • material to another party's ability to respond;
  • or serious enough to make the existing timetable unfair or impossible.

Explain the actual consequence rather than simply stating that the other party is “in breach”.

Narrow the live issues again

A directions hearing should not automatically carry every issue from the original application forward.

Ask:

  • what has now been agreed;
  • what has become academic;
  • what has already been determined;
  • what remains factually disputed;
  • what remains a welfare question;
  • and what the next substantive hearing will genuinely need to decide.

If you need a direction before the listed hearing

Some applications made during existing proceedings use the Part 18 procedure.

Unless another rule or practice direction provides a different procedure, a Part 18 application normally requires an application notice stating:

  • what order is sought;
  • briefly why it is sought;
  • and a draft of the proposed order.

Notice requirements apply unless the rules, a practice direction or the court permit the application to proceed without notice.

3

Statements, disclosure and evidence: ask only for what the court needs

Directions hearings often become evidence-planning hearings.

The challenge is to distinguish useful evidence from material that simply increases volume.

Witness statements

Before asking for further statements, identify:

  • which factual or welfare issue the statement must address;
  • whether the information is already before the court;
  • whether a reply statement is genuinely necessary;
  • the appropriate sequence of filing;
  • and whether the timetable gives each party a fair opportunity to respond.

A useful statement direction is focused

Instead of:

“Both parties to file full statements about everything.”

the court may be better assisted by a direction identifying the particular matters to be addressed, for example:

current child arrangements, the alleged breakdown in contact since a specified date, the parties' proposals for progression and any identified safeguarding issue.

Third-party disclosure

Disclosure may be important where information is held by:

  • police;
  • children's social care;
  • schools or nurseries;
  • health services;
  • domestic-abuse services;
  • contact centres;
  • or another relevant organisation.

But the request should be focused.

Weak request More useful request
“All police records relating to the family.” Identify the relevant incidents, date range and welfare issue the disclosure is intended to address.
“The child's whole school file.” Identify the safeguarding, attendance or pastoral records for the relevant period where those matters are actually in issue.
“All social-services records.” Identify the assessment, referral, section 47 process or defined period relevant to the issue before the court.

What if the disclosure has not arrived?

Establish:

  • whether the order was sent to the correct organisation;
  • who was responsible for serving it;
  • whether receipt was confirmed;
  • whether the agency has identified a delay or difficulty;
  • what parts, if any, have been received;
  • and whether the missing material actually prevents the next hearing from proceeding.

The court can then make a proportionate direction rather than simply adjourning by default.

Domestic abuse evidence

Where domestic abuse remains a material issue, PD12J requires directions to enable relevant contested factual and welfare issues to be tried fairly.

Directions may include:

  • a focused allegations table or schedule;
  • responses;
  • witness statements;
  • police, health or domestic-abuse service disclosure;
  • third-party witness evidence;
  • and listing a fact-finding hearing where necessary.
4

Cafcass, addendum reports and expert evidence

Do you really need further Cafcass work?

A direction for further Cafcass assessment should identify the information or welfare analysis the court actually needs.

An addendum report may be appropriate where, for example:

  • findings of fact have since been made;
  • material circumstances have changed;
  • important information was not previously available;
  • the court has a new focused welfare question;
  • or clarification cannot fairly be achieved without further assessment.

It should not be treated as an automatic mechanism for obtaining a second opinion merely because a party dislikes the original recommendation.

Draft the question, not just the request

Instead of:

“I want another Cafcass report.”

identify:

“Following the findings made on 12 September, the court requires updated analysis of the risk associated with unsupervised contact and the steps, if any, by which direct contact could safely progress.”

Expert evidence is different from Cafcass evidence

Expert evidence in children proceedings is tightly controlled.

It cannot simply be commissioned and placed before the Family Court because one party thinks an expert might be helpful.

Part 25 and section 13 of the Children and Families Act 2014 govern permission for expert evidence in children proceedings.

Identify the expertise What specialist field is actually required?
Identify the issue What question can the court not adequately resolve from the existing evidence?
Necessity matters Expert evidence in children proceedings must satisfy the statutory necessity test.
Questions matter The application should identify the questions the expert is proposed to answer.
Timetable matters The court considers the effect of expert work on the duration and conduct of the proceedings.
Cost matters Funding and responsibility for fees need to be addressed as part of the proposed direction.

When should expert permission normally be sought?

FPR 25.6 provides that, unless the court directs otherwise, an application for permission in private-law children proceedings should be made no later than the FHDRA.

That makes late expert applications something to approach carefully.

Sometimes a need could not reasonably have been identified earlier — for example, genuinely new evidence later creates an unforeseen expert issue. PD25A recognises that urgent or unforeseen need for further expert evidence can arise after proceedings have begun.

Single joint experts

Where expert evidence is permitted, the court may direct that evidence on an issue be given by a single joint expert.

The order should deal clearly with matters such as:

  • the identity or field of the expert;
  • the questions approved by the court;
  • the letter of instruction;
  • the date by which instructions are sent;
  • the report deadline;
  • fees and payment arrangements;
  • and any assessments or examinations required.
5

Prepare the directions you want — not just your complaints about the case

Before the hearing, write down each direction you ask the court to make.

For each one, identify:

Question What you need to know
What? What precisely must be filed, disclosed, assessed or done?
Who? Which party, professional, agency or court officer is responsible?
Why? Which live issue does the direction help resolve?
When? What is a realistic deadline?
Then what? What hearing or decision follows once the direction has been completed?

The strongest directions are executable

Compare:

“Police disclosure to be obtained.”

with a direction which identifies:

the relevant force, incident/date range, who must send the order, what information is sought, the deadline and what must happen if the material is unavailable.

Clear directions reduce later disputes about what the court actually required.

Prepare a proposed directions table

A simple working table can be extremely useful:

Issue Direction sought Reason Proposed deadline
Child's school presentation Focused safeguarding/pastoral records for defined period Relevant to competing explanations for recent distress Before witness statements
Domestic-abuse allegations Final allegations schedule and responses Identify issues requiring determination Before fact-finding listing
Post-findings welfare Focused Cafcass addendum Assess future arrangements from established factual platform Before DRA

Work backwards from the next hearing

If the next hearing is a fact-finding hearing, the case may need:

  • finalised allegations and responses;
  • relevant disclosure;
  • witness statements;
  • participation directions;
  • witness attendance decisions;
  • a realistic time estimate;
  • and a compliant bundle.

If the next hearing is a final welfare hearing, the directions may instead need to ensure:

  • Cafcass or other welfare evidence is complete;
  • findings are accurately reflected in later reports;
  • final statements are filed;
  • professional attendance is considered;
  • the child's wishes and feelings are available where appropriate;
  • and the court knows precisely what final orders each party seeks.

Domestic abuse and participation directions

A directions hearing is also an opportunity to make sure a later substantive hearing can take place safely and fairly.

Where domestic abuse or vulnerability is relevant, consider whether the court needs to address:

  • screens;
  • remote participation;
  • separate waiting or arrival arrangements;
  • communication support;
  • breaks;
  • interpreter requirements;
  • prohibition of cross-examination in person where applicable;
  • or other participation directions under Part 3A.
6

The hearing itself, the 2026 bundle rules and what to check afterwards

What should you bring?

At minimum, have immediate access to:

  1. the hearing notice;
  2. the latest sealed order;
  3. your compliance audit;
  4. any report filed since the last hearing;
  5. the specific disclosure or evidence in dispute;
  6. a concise list of live issues;
  7. your proposed directions;
  8. and the dates of any future hearings already listed.

The 2026 bundle rules

The revised Practice Direction 27A came into force on 2 March 2026.

It applies to directions hearings as well as substantive hearings.

The key discipline is that the bundle should contain only documents relevant to the hearing which the court needs to read or which will actually be referred to.

PD27A specifically identifies categories which should not simply be inserted wholesale without a court direction, including:

  • general correspondence;
  • emails and messages;
  • WhatsApp or social-media communications;
  • voice notes and recordings;
  • whole social-services files;
  • contact logs;
  • and photographs.

Specific items from those categories may still be included where the court genuinely needs to read or refer to them.

Current bundle responsibility

Subject to a different court direction, the applicant ordinarily prepares, files and serves the bundle.

If the applicant is a litigant in person but the respondent is legally represented, the represented respondent ordinarily takes responsibility.

Where all parties are litigants in person and none can prepare the bundle, HMCTS may exceptionally be directed to do so.

E-bundles are the default unless exceptional circumstances apply, and the default maximum e-bundle length is 350 pages unless the court gives permission to exceed it.

How to address the judge

Keep the discussion procedural:

Issue:
“The school disclosure directed on 10 August has not been received.”

Why it matters:
“The records are relevant to the child's presentation during the period now relied upon by both parties.”

Direction sought:
“I ask for a focused disclosure direction for the safeguarding and pastoral records between March and June, with service by 10 October.”

Effect on timetable:
“That would allow the parties' statements to remain due two weeks later without changing the listed hearing.”

Common mistakes

  • arriving without having checked compliance with the previous order;
  • asking for “all records” without explaining relevance;
  • seeking an addendum report simply because you disagree with Cafcass;
  • asking for an expert without addressing necessity;
  • seeking a late expert without explaining why the need could not reasonably have been identified earlier;
  • focusing on procedural blame rather than the remedy required;
  • asking for dates that are impossible for professionals or parties to meet;
  • forgetting to allow one direction to occur before a dependent direction;
  • failing to identify what the next hearing is intended to decide;
  • and leaving court without understanding each deadline.

After the hearing

Create a fresh deadline table immediately.

For every direction record:

  • the exact task;
  • who is responsible;
  • filing deadline;
  • service deadline if different;
  • any dependency on another direction;
  • and the consequence for the next hearing.

When the sealed order arrives, check it against your hearing note.

The directions order should tell you the route forward

By the end, you should be able to answer:

What issues remain?
What evidence is still needed?
Who must provide it?
By when?
What happens if it is unavailable?
What is the next hearing?
What will that hearing decide?

Primary sources and official guidance

  1. Family Procedure Rules — Part 4 — general case-management powers, disclosure, timetables, separate issues and variation of directions.
  2. Practice Direction 12B — Child Arrangements Programme — case management, evidence, DRAs and preparation for final determination.
  3. Practice Direction 12J — Domestic Abuse & Harm — directions concerning allegations, evidence, disclosure, fact-finding and safeguarding.
  4. Family Procedure Rules — Part 18 — procedure for applications made during existing proceedings where applicable.
  5. Family Procedure Rules — Part 25 — expert evidence, permission, questions, reports and single joint experts.
  6. Practice Direction 25A — urgent and unforeseen expert-evidence issues.
  7. Practice Direction 25B — expert duties, reports and attendance.
  8. Family Procedure Rules — Part 3A — vulnerability and participation directions.
  9. Practice Direction 27A — Family Proceedings: Court Bundles — current 2026 bundle responsibility, content, format and filing requirements.
  10. Judiciary — Preparing Court Bundles: Guide for Litigants in Person — practical guidance accompanying the revised PD27A.

Directions hearing approaching and the case feels procedurally tangled?

JSH Law can help you audit the existing order, identify missed or incomplete directions, work out what evidence is genuinely still required and turn the issues into a concise list of proposed directions for the court.

We can help organise disclosure requests, statement timetables, Cafcass questions, fact-finding preparation, hearing bundles, expert-related paperwork and the route towards the next substantive hearing.

The aim is not to ask the court for more process. It is to ask for the right process: focused evidence, realistic deadlines and a clear route to the decision the child needs.

Start with the latest sealed order, hearing notice, reports already filed, outstanding evidence and any correspondence showing that a directed step has not been completed.

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Information notice: This page provides general legal and procedural information for England and Wales. It is not legal advice on the facts of an individual case. “Directions hearing” is used here as a general description of a case-management hearing. The precise purpose, powers exercised, documents required and orders available depend on the type and stage of proceedings and the latest court order. Applications for expert evidence, disclosure, variation of directions or other procedural orders are governed by specific statutory provisions, Family Procedure Rules and Practice Directions. A party should not assume that a particular direction will be granted merely because it could potentially produce additional evidence. JSH Law provides non-reserved legal services, litigation support and McKenzie Friend assistance to litigants in person. JSH Law is not an SRA-authorised solicitors' firm and does not provide regulated solicitor representation or conduct litigation on your behalf.

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