Follow up verbal conversations with emails to create a paper trail. So you are aware, you can record conversations for personal use. LAs and some schools will tell you that you can’t, but you can. You don’t need permission. You can then transcribe the recording &/or compile minutes.
The caseworker is confusing their knowledge of the law. ARs must be held at least annually. The legislation around phase transfer reviews is in addition to that.
In these types of cases, actually getting to JR proceedings themselves is extremely unusual. More commonly, LAs concede on receipt of a pre-action letter (particularly if it is from a firm with a legal aid contract who would then be able to take the case further. Sadly, LAs are often ignoring pre-action letters when they aren’t written by a firm with a legal aid contract because they know even if they ignore it, parents will then have to find someone with capacity to take the case on. It kicks the can down the road) or when the case is lodged and they are served. So there would be time to complete the process correctly by Feb.
If you want to go down the JR route but can’t afford the pre-action letter and you aren't eligible for legal aid in your name, have a look at SOSSEN. Although there is a wait. Depending on where you live, Mark Small (yes, the Mark Small for any old timers) may do you a pre-action letter. He is doing some for free for people in some areas. If you can bite your tongue at his previous, err, transgressions. Mostly breaches of EHCP timescales for those going through the EHCNA process, but it is worth approaching for other things.
BTW, JR is a remedy of last resort, so if you want to go down that route, you don’t really want to go down the complaint process because the complaint process timescales means it isn’t a suitable remedy and it acknowledges an alternative remedy.
You won't be able to appeal the placement for Y3 until the LA has issued the phase transfer EHCP. If they finalise without the phase transfer placement/type of placement, you can appeal B&F, but not the placement for Y3.