The table below contains a non-exhaustive list of the information that we routinely need to ask our clients to provide to us:
| Personal data we will need | Personal data we may need |
| Your name, address and telephone number | Your national insurance number and tax details |
| Your email address and mobile number (if you have one) | Your bank or building society details |
| Details to enable us to check and verify your identity such as your date of birth | Details of your spouse/partner and dependents or other family members, for example, if you instruct us on a family matter or a Will |
| Information relating to the matter in respect of which you are seeking our advice or representation | Your employment status and details, including salary and benefits and records relating to sickness, attendance, performance, disciplinary, conduct and grievance if appropriate, for example, if you instruct us on an employment matter |
| Information to enable us to undertake a credit or other financial checks on you | Details of your pension arrangements, for example, if you instruct us on a matrimonial finances matter |
| Your financial details insofar as they are relevant to your matter, for example, the source of funds if we are acting for you on the purchase of property | Your racial or ethnic origin, gender and sexual orientation, religious or similar beliefs or trade union membership if, for example, you instruct us on a discrimination claim |
| Information about your use of our IT communications and other systems and other monitoring information if you are using our online client portal or website | Your medical records if, for example, we are acting for you on a personal injury or clinical negligence claim |
