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Preparation PackLabour LawMedium
Lawyer CCMA Preparation Checklist
Prepare for a CCMA-lawyer consultation by organising referral dates, forum questions, employment records, evidence, witness notes, settlement limits, and representation questions.
Time to prepare2-4 hours
Before you contact a lawyer
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Before the consultation
0/4 completedDuring the consultation
0/3 completedAfterwards
0/3 completedWhen It Applies
You need to brief a lawyer before a CCMA referral, conciliation, con-arb, arbitration, rescission, enforcement, or late-referral question.
You need a lawyer-specific preparation pack alongside the CCMA process checklist.
Not For
- Final advice on prospects, compensation, reinstatement, representation rights, or Labour Court strategy without tailored legal advice.
Documents
- CCMA referral forms
- Proof of service
- CCMA notices
- Certificate or award
- Employment contract
- Payslips
- Warnings
- Minutes
- Outcome letter
- Emails and messages
- Witness list
- Settlement offers
Timeline
- Immediately: save the CCMA notice and trigger date.
- Before consultation: prepare CCMA and employment records.
- During consultation: confirm forum, deadline, evidence, and representation questions.
- Afterwards: send an indexed bundle and calendar all dates.
Tips
- Lead with the CCMA date and stage.
- Use one timeline for workplace and CCMA events.
- Ask about representation rules before assuming a lawyer may appear.
- Keep settlement limits separate from evidence notes.
Warning Signs
- The referral may be late.
- A con-arb or arbitration date is close.
- A bargaining council may have jurisdiction.
- A settlement is being pushed before evidence and fee scope are clear.
Official sources
- CCMACCMA dispute-resolution and process context.
- Labour Relations Act 66 of 1995Labour-dispute and CCMA statutory context.
- Department of Employment and LabourEmployment-law public-service context.
- Legal Practice Council list of legal practitionersLegal-practitioner discovery and verification context.
This checklist is for general information only and does not constitute legal advice.
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