How and why we process your personal data

The table below explains how we use your information and why:

What we use your personal data for

Our reasons for using your data

To provide legal services to you

To perform our contractual obligations to you or take pre-contract steps requested by you

Conducting checks to identify you, and to verify your identity

Screening for financial and other sanctions or embargos

Other processing necessary to comply with professional, legal and regulatory obligations that apply to our business, such as, rules issued by our professional regulators (Solicitors Regulation Authority (“SRA”))

To comply with mandatory legal and regulatory obligations

Gathering and providing information required by or relating to audits, enquiries or investigations by regulatory bodies, for example, the Information Commissioners Office (“ICO”), the SRA or the National Crime Agency

To comply with mandatory legal and regulatory obligations

Ensuring compliance with this firm’s own policies, procedures, systems and controls and ensuring that such measures are in effective operation, such as, policies and controls relating to information security

For our legitimate interests and ensuring that we follow internal procedures so that high levels of service to our clients are maintained

Operational reasons, such as: improving efficiency; training; quality control, for example, to respond to any shortcomings identified in an audit, or to changes in recommended best practice and for risk management purposes

To administer and protect our business and this website including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data

For our legitimate interests in striving to deliver the best possible service to you and for: running our business; provision of administration and IT services; network security and to prevent fraud

Ensuring our risk management and quality control procedures and policies and controls are in effective operation  

Statistical analysis to help us manage our practice, for example, in relation to our financial performance, client base, work type or other efficiency measure

For our legitimate interests, and particularly so that we can deliver a high quality service at a competitive price

Ensuring our risk management and quality control procedures and policies and controls are in effective operation  

Manage payments, fees and charges

Performance of a contract with you and in order to comply with regulatory record keeping requirements in relation to client account

Funding in relation to the legal services being provided to you either from a litigation funder, After the Event insurer, Legal Expense insurer or (public funding) from the Legal Aid Agency

Performance of a contract with you

Legitimate interest

Collect and recover money owed to us

Necessary for our legitimate interests in recovering debts to us, for example, unpaid fees, disbursements and VAT

Investigations into, and prevention of unauthorised access and modifications to systems or any other form of criminal activity

For our legitimate interests in preventing and detecting criminal activity that could be damaging for this firm and its clients and in order to comply with legal and regulatory obligations

Submitting reports to insurers in respect of potential claims against and by this firm, and in order to fulfil statutory disclosure obligations. Investigation and processing of complaints, and cooperating with the Legal Ombudsman and SRA as required

For our legitimate interests in responding to claims/allegations made against this firm

To comply with legal and regulatory obligations in respect of insurance arrangements

Updating and enhancing client records

Performance of a contract with you or to take pre-contract steps requested by you

To comply with legal and regulatory obligations

For our legitimate interests, such as, keeping in touch with clients about existing and new services

Statutory returns

To comply with mandatory and regulatory obligations

Ensuring our risk management and quality control procedures and policies and controls are in effective operation  

Staff administration and performance review

To comply with legal and regulatory requirements

For our legitimate interests, for example, to ensure that our internal procedures are in effective operation so that we can deliver a high quality service to you

Marketing activities to existing and former clients

Please note that your information will not be used for marketing by electronic means, such as email, unless you have specifically consented to this

For our legitimate interests in promoting our business to existing and former clients

Credit reference checks via external credit reference agencies (as required)

For our legitimate interests, usually, for credit control and to ensure clients are likely to be able to pay for our services

External audits and quality checks for accreditation purposes such as: Lexcel Practice Management Standard; CQS; Association of Personal Injury Lawyers membership and audit and various (practice area specific) specialist panel memberships

Audit of our accounts

For our legitimate interests in maintaining our accreditations so we can demonstrate the level of expertise that we can maintain and offer, and the high standards to which we operate

To comply with our legal and regulatory obligations

Ensuring safe working practices, staff administration and assessments

For our legitimate interests, for example, to make sure that our internal procedures are adhered to and in effective operation so that we can deliver an excellent service to you

Manage our relationship with you which will include:

†  Notifying you about changes to our terms or business or privacy information;

†  Asking you to leave a review or some other form of feedback.

Performance of a contract with you

Necessary to comply with the legal obligation

Necessary for legitimate interests (to keep our records updated and to understand how clients use our services)

Deliver relevant website content to you

Necessary for our legitimate interests to understand how clients use our services, to develop them, to grow our business and to inform our marketing strategy