What personal information will we use?
- Your name and contact details (e.g. postal address, email address and telephone number(s));
- Proof of identity;
- Your bank or credit card details (if you make payment by card);
- Your financial details (so far as relevant to your instructions);
- Personal information relevant to the legal matter(s) you have instructed us to advise upon. The type of personal information we will need you to provide to us will depend upon the nature of the legal matter we are handling. Such personal information may include special category personal information;
- Personal information relating to any complaint you may make.
How will we obtain it?
- The majority of the personal information listed above will be provided by you to us when you instruct us or during the course of a matter;
- Sometimes we may need to obtain information about you from a third party, for example:
- from publicly accessible sources (such as Companies House or HM Land Registry); or
- from third parties with your consent (such as your bank, other professional advisers, your employer or medical professionals).
What purposes will we use it for and what legal bases will we rely upon to do so?
- We will use the personal information listed above to provide legal services to you, to contact you about those legal services and to take payment. Our legal basis for doing so will be that our use of your personal information is necessary for the performance of the contract between you and us (or to take steps at your request before entering into that contract);
- We will use personal information that you provide to us to verify your identity, for the purposes of credit control, to prevent fraud and to carry out checks prescribed by law. Our legal bases for doing so will either be (i) compliance with our legal and regulatory obligations or (ii) our legitimate interests in protecting our business;
- In the event that you make a complaint, we will use your personal information to the extent necessary to deal with your complaint (in accordance with our contractual and regulatory duties). Our legal bases for doing so will either be (i) that such use is necessary to enable us to perform the contract between you and us or (ii) to enable us to comply with our regulatory obligations;
- We will also use your personal information to comply with other professional, legal and regulatory obligations that apply to our business (e.g. rules issued by the SRA);
- In addition, we will use your personal information to send you marketing material. Further details of when and how we will do this, our legal basis for doing so and the marketing material we will send to you are set out here.
- We will also use your personal information for a variety of internal purposes (such as those listed below). Our legal basis for doing so will be our legitimate interests in ensuring that our business is run effectively and efficiently and to the highest standards so that we can deliver the best service possible to you:
- To operate and maintain our internal IT systems, such as our document management system;
- For the purposes of internal record keeping;
- For the purposes of complying with our internal policies and procedures;
- For the purposes of external audits and quality checks;
- For the purposes of training and quality control;
- To ensure confidentiality and the security of personal data;
- To create and update client records; and
- To carrying out statistical analysis.
The conditions we will generally rely upon to use any special category personal data
- If we need to obtain or collect any special category personal data about you, the legal bases we will rely upon to use such personal data will generally either be:
- that the processing is necessary for the purpose of establishing, exercising or defending a legal claim on your behalf; or
- your explicit consent.
Important consequences if you do not provide or permit us to obtain the personal information we require
- If you do not permit us to collect or provide us with the personal information we require, this may delay or prevent the provision of legal services to you.