Privacy Policy

We collect or use the following information to provide and improve products and services for clients:

• Names and contact details
• Addresses
• Occupation
• Date of birth
• Third party information (such as family members or other relevant parties)
• Financial data (including income and expenditure)
• Transaction data (including details about payments to and from you and details of products and services you have purchased)
• Usage data (including information about how you interact with and use our website, products and services)
• Employment details (including salary, sick pay and length of service)
• Health information (such as medical records or health conditions)
• Audio recordings (eg calls)
• Records of meetings and decisions
• Account access information
• Website user information

• Names and contact details
• Addresses
• Purchase or service history
• Account information, including registration details
• Information used for security purposes
• Marketing preferences
• Technical data, including information about browser and operating systems

We collect or use the following personal information for information updates or marketing purposes:

• Names and contact details
• Addresses
• Profile information
• Marketing preferences
• Website and app user journey information
• IP addresses

We collect or use the following personal information for research or archiving purposes:

• Names and contact details
• Website and app user journey information

We collect or use the following personal information to comply with legal requirements:

• Name
• Contact information
• Identification documents
• Client account information
• Racial or ethnic origin
• Religious or philosophical beliefs
• Trade union membership
• Health information
• Sexual orientation information

We collect or use the following personal information to protect client welfare:

• Names and contact information
• Client account information
• Health and wellbeing information
• Emergency contact details

We collect or use the following personal information for recruitment purposes:

• Contact details (eg name, address, telephone number or personal email address)
• Date of birth
• National Insurance number
• Copies of passports or other photo ID
• Employment history (eg job application, employment references or secondary employment)
• Education history (eg qualifications)
• Right to work information
• Details of any criminal convictions (eg Disclosure Barring Service (DBS), Access NI or Disclosure Scotland checks )
• Racial or ethnic origin
• Health information

We collect or use the following personal information for dealing with queries, complaints or claims:

• Names and contact details
• Address
• Payment details
• Account information
• Purchase or service history
• Call recordings
• Customer or client accounts and records
• Information relating to health and safety (including incident investigation details and reports and accident book records)
• Correspondence

We collect or use the following personal information to verify the identity of clients:

• Identification documents (passport or driving licence images)
• Facial images (selfie) and biometric data used for facial matching (collected by our identity verification provider only with your explicit consent)
• Name, date of birth, nationality and document number extracted from identification documents
• Verification outcomes and fraud indicators

Referral links

Refer a Colleague. If you take part in our Refer a Colleague scheme, as a client or as someone who has spoken to us about your own settlement agreement, we keep your personal referral code, a record of the scheme emails we send you, how many people contact us through your link and whether their referrals qualify, and the gift cards we send you. We do this under our legitimate interests in running the scheme and rewarding referrals.

Referral links. When someone opens a Refer a Colleague link, we count it, so that we can see how many people each link reaches. We do this using a scrambled identifier made from the visitor’s connection and browser. We do not store the connection address or browser details themselves, and we do not use a cookie. The identifier is deleted after 13 months. We do this under our legitimate interests in understanding how far our referral scheme reaches. If you would rather not be counted, switch on Global Privacy Control in your browser before opening the link; your visit is then never counted. Because we keep no connection address or browser details, we cannot pick out a particular person’s visit afterwards. For any questions, email privacy@settlementagreement.com.

Website enquiries and advertising

Enquiry forms. When you send an enquiry through a form on our website (a callback request, starting your agreement or our calculator), our website passes it directly to our Zoho CRM account. Zoho holds it in its EU data centre and handles it for us under its data processing agreement with us. We also create a “Web Enquiry” record in Zoho. It shows which form you used, which page you were on, when you sent it and whether Zoho received it. We use it to reply to you and to make sure no enquiry is lost. The lawful bases are the ones listed below for dealing with queries, complaints or claims.

Where you came from. The Web Enquiry records the page you were on when you sent the enquiry, the website that sent you to it, any campaign details in the link (UTM source, medium, campaign, term and content) and any Refer a Colleague code. We do that in our legitimate interests in knowing which campaigns and pages lead to enquiries. If you have also accepted advertising cookies on our cookie banner, we add the click identifiers that Google and Microsoft put on advert links (GCLID, GBRAID, WBRAID and MSCLKID) and your Google Analytics client ID, and the campaign details can come from an earlier visit. We use those to see which marketing leads to enquiries, and we rely on your consent for them. If you have not accepted advertising cookies, we send no click identifiers and no Google Analytics client ID, and we store nothing on your device for any of this. We keep a separate record for each enquiry you send.

Cookies that hold advertising details. When you accept advertising cookies, we set a cookie called sas_attrib. It keeps the campaign details, click identifiers and any ref value from the link you arrived on, for up to 90 days. Our tag manager also sets five cookies for 90 days: gclid, refcode, reftype, ga_client_id and ga_session_id. They hold the Google click identifier, any Refer a Colleague code and its type, and your Google Analytics client and session IDs. These cookies let us attach the details to an enquiry you send on a later visit and fill in the hidden fields of our forms. We do not set any of them until you accept advertising cookies. You can withdraw your consent at any time through the cookie settings (see our Cookie Policy) and you can delete the cookies in your browser.

Google Ads. If you arrived from a Google advert and accepted advertising cookies, Zoho’s built-in Google Ads connection tells Google when that click led to an enquiry or a closed case. It sends the Google click identifier and, for a closed case, the value of the case as recorded in our CRM. We rely on your consent. Google LLC is listed below as a processor and in the table of transfers.

Microsoft Advertising. If you arrived from a Microsoft advert and accepted advertising cookies, we tell Microsoft Advertising when that click led to an enquiry and, later, when it led to a won case. Each day our Zoho CRM sends Microsoft the click identifier (MSCLKID), the name of the conversion, the time and, for a won case, the value of the case as recorded in our CRM. We do not send your name, email address or phone number. Microsoft uses this to measure how well our adverts work. It also uses data from its advertising services for its own purposes, as its Privacy Statement explains. We rely on your consent. Our website also runs Microsoft Advertising’s tracking tag (UET). It sets cookies when you accept advertising cookies and not before. It does not load until you accept advertising cookies.

Call tracking. If you accept advertising cookies, our call tracking provider, WildJar UK Ltd, sets a cookie to link a phone call to the visit to our website that it came from. For the visit, WildJar collects your IP address, browser details and the pages you viewed. For the call, it collects the caller’s phone number and the name shown on caller ID. WildJar acts for us as processor, and the WildJar group stores the data in Australia. We use this to see which advertising leads to calls, and we rely on your consent for the cookie.

Booking and cookie choices. You book a consultation through Calendly on our booking page. Calendly’s booking window loads when you press “See available times”, and Calendly receives what you type to book. If you have just sent us an enquiry, the booking page fills in your name, email address and phone number from your browser’s session storage, which is cleared once used. They are not put in the page address. Our cookie banner is provided by CookieYes. It keeps your choice in a cookie on your device and keeps a record of your choices on its servers, so that we can show what you agreed to.

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

• Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.
• Your right to rectification– You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.
• Your right to erasure– You have the right to ask us to delete your personal information. You can read more about this right here.
• Your right to restriction of processing– You have the right to ask us to limit how we can use your personal information. You can read more about this right here.
• Your right to object to processing– You have the right to object to the processing of your personal data. You can read more about this right here.
• Your right to data portability– You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this right here.
• Your right to withdraw consent– When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • Core Service Delivery We have a legitimate interest in collecting and using personal information to ensure the efficient delivery of our legal services and compliance with professional obligations. This includes: -Managing and processing client cases accurately and effectively. -Ensuring timely communication and updates on legal matters. -Maintaining accurate case records to provide continuity and consistency in legal representation. -Enhancing service quality through internal performance monitoring and audits. We take appropriate measures to balance these interests against the privacy rights of individuals, ensuring that data is used fairly, securely, and only for the stated purposes.
  • Service Improvement & Innovation We have a legitimate interest in improving our legal services by analysing client interactions and service performance. This includes: -Using anonymised data to identify trends and refine legal strategies. -Implementing AI-assisted tools for document analysis and case research, ensuring accuracy and efficiency. -Automating administrative processes to reduce delays and improve response times. -Conducting service feedback surveys to understand client needs and enhance the client experience. We ensure that all data used for service improvement is handled with appropriate safeguards, including anonymisation where necessary, to protect individual rights.
  • Client reviews: we have a legitimate interest in inviting clients to review our service after their matter has finished, so that prospective clients can see independent feedback and we can keep improving our service. You can unsubscribe from review invitations at any time.

Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • We have a legitimate interest in collecting and processing personal information to ensure the smooth operation and management of client accounts. This includes:
    • Account administration and maintenance – Ensuring accurate record-keeping, billing, and service continuity.
    • Security and fraud prevention – Verifying client identities, detecting fraudulent activity, and protecting sensitive legal data.
    • Efficient service delivery – Streamlining client interactions, document processing, and communications to improve response times.
    • Regulatory compliance support – Retaining account-related records to meet industry, legal, and regulatory obligations.

We balance these interests with strict security measures and transparent client controls to ensure fairness and data protection.

• • We also have a legitimate interest in leveraging technology, including AI-driven tools, to enhance the efficiency and security of client account management. This includes:
    • Automating routine administrative processes, such as document verification and case tracking, to reduce delays and improve accuracy.
    • Enhancing client support through AI-assisted chatbots and smart case management, ensuring faster and more effective responses to client inquiries.
    • Using AI for risk detection and security monitoring, helping to identify unusual activity or potential breaches in client accounts.
    • Improving data accessibility and organisation, enabling clients to securely access their case files and legal documents with ease.

We ensure that all AI and automation processes are used in compliance with data protection laws, with human oversight where necessary, to safeguard client rights and privacy.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • We have a legitimate interest in using personal information to provide relevant updates and marketing communications that benefit our clients. This includes:
    • Keeping clients informed about legal updates, regulatory changes, and industry developments that may affect their rights or obligations.
    • Providing information about relevant services that could support clients in their legal matters. Personalising communications based on past interactions to ensure that clients receive only relevant and useful information.
    • Improving our client engagement and service offerings through insights gained from marketing analytics.

We ensure that all marketing communications comply with data protection regulations, provide clear opt-out options, and do not override the rights or freedoms of individuals. Clients can withdraw their consent or opt out of marketing communications at any time.

Our lawful bases for collecting or using personal information for research or archiving purposes:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • We have a legitimate interest in collecting and using personal information for research and archiving purposes to enhance our legal services and ensure compliance with professional obligations. This includes:
    • Improving legal services by analysing case outcomes and refining our legal strategies to benefit future clients.
    • Maintaining historical records to ensure continuity in legal representation and accurate case referencing.
    • Using anonymised data for legal research and trend analysis to identify emerging employment law issues and best practices.
    • Enhancing compliance and risk management by reviewing past cases for internal auditing and quality assurance purposes.
    • Ensuring regulatory and professional compliance, as required by the Solicitors Regulation Authority (SRA) and other governing bodies.

All research and archiving activities are conducted with strict data protection measures, and personal data is retained only as long as necessary for these legitimate purposes. Where possible, data is anonymised to protect individual privacy.

• Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Our lawful bases for collecting or using personal information to comply with legal requirements:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information to protect client welfare are:

• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • We have a legitimate interest in collecting and using personal information to safeguard client welfare, ensuring that they receive appropriate legal support, protection, and security. This includes:
    • Providing clear and accurate legal guidance to help clients understand their rights and options.
    • Ensuring confidentiality and data security to protect sensitive client information from unauthorised access or misuse.
    • Identifying and mitigating risks to client well-being, including cases where a client may be in a vulnerable position or at risk of unfair treatment.
    • Maintaining effective communication to keep clients informed about their legal matters and any necessary actions they need to take.
    • Complying with professional duties and ethical obligations, including those set by the Solicitors Regulation Authority (SRA).

We balance these interests with strong privacy protections, ensuring that personal data is handled securely and in accordance with clients’ rights under data protection laws.

• Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.

Our lawful bases for collecting or using personal information for recruitment purposes are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • We have a legitimate interest in collecting and using personal information for recruitment purposes to attract, assess, and hire qualified candidates who meet the needs of our organisation. This includes:
    • Processing job applications to evaluate suitability for open positions based on skills, experience, and qualifications.
    • Managing interview and selection processes to ensure fair and effective hiring decisions.
    • Maintaining a talent pool of qualified candidates for future job openings (where appropriate and subject to retention policies).
    • Ensuring compliance with fair hiring practices and diversity policies to promote equal opportunities in recruitment.
    • Protecting the integrity of our recruitment process, including verifying references and conducting background checks where necessary and lawful.

We balance these interests with appropriate safeguards to protect candidate privacy, including data minimisation, security measures, and clear retention policies. Candidates can request the deletion of their data if no longer needed for recruitment purposes.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • We have a legitimate interest in collecting and using personal information to manage and resolve queries, complaints, and claims efficiently. This includes:

• Providing timely responses to client and third-party inquiries to ensure high-quality service and transparency.
• Investigating complaints fairly and thoroughly, ensuring appropriate resolutions and service improvements.
• Maintaining accurate records of complaints and claims to monitor trends, prevent recurring issues, and improve our services.
• Defending or pursuing legal claims, where necessary, in accordance with our professional duties and legal rights.
• Complying with regulatory and insurance obligations, including reporting and resolving complaints under SRA requirements and professional indemnity coverage.

We ensure that personal data used for these purposes is processed lawfully, securely, and proportionately, with clear rights for individuals to access and rectify their information where necessary.

Our lawful bases for collecting or using personal information to verify the identity of clients are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. Biometric facial matching is carried out only with your explicit consent, requested before any images are captured. If you prefer not to use facial recognition, document-only verification is available and the service you receive is unaffected.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
  • We have a legitimate interest in verifying the identity of clients before providing legal advice. This includes:
    • Preventing fraud and impersonation in matters involving the waiver of statutory employment claims.
    • Confirming that the person instructing us is the individual named in the settlement agreement.
    • Meeting our professional and regulatory obligations as an SRA-regulated firm.

We balance these interests with appropriate safeguards, including a non-biometric verification option, minimal retention of identification documents, and strict limits on who can access them.

Where we get personal information from

• Directly from you
• Regulatory authorities
• Legal bodies or professionals (such as courts or solicitors)
• Publicly available sources
• Previous employment
• Providers of marketing lists and other personal information
• Suppliers and service providers
• Third parties:
  • Referring law firms and solicitors – Where legal matters involve collaboration with other professionals or referrals.
  • Employers or former employers – For employment law cases or when advising employees on settlement agreements.
  • Regulatory bodies and government agencies – Such as the Solicitors Regulation Authority (SRA), HMRC, or the Information Commissioner’s Office (ICO) when necessary for compliance and verification purposes.
  • Financial institutions and payment providers – For processing transactions and verifying payment details.
  • Professional indemnity insurers – For handling complaints, claims, or legal disputes.
  • Marketing and analytics service providers – To improve client engagement and understand service performance.

All data received from third parties is processed in accordance with UK GDPR requirements and handled securely.

How long we keep information

We will not retain your data for longer than necessary for the purposes set out in this policy. Different retention periods apply for different types of data. We generally keep your personal data so that we can:

• respond to any questions, complaints or claims made by you or on your behalf;
• show that we treated you fairly;
• keep records required by law;
• prevent fraud;
• comply with our regulatory requirements.

When it is no longer necessary to retain your personal data, we will delete securely in accordance with our Data Retention Policy.

In summary your data will be retained as follows:

• Website Users: your data will be aggregated and retained for 6 years.
• Prospective Clients: enquiries will be retained for 6 years from our last contact with you, so that we can deal with any complaint or claim and check for conflicts of interest. After that the data may be aggregated.
• Promotional: If you enquired about our services or subscribed to receive our promotional notifications, we will retain your name, email address, organisation and your contacting preferences until you withdraw your consent or until you request us to stop processing data.
• Third Parties: information will be retained for 6 years from our last contact with the Prospective Client if such information is provided by Prospective Client and 7 – 12 years depending on the nature of the matter if the Prospective Client becomes a Client or if such information is provided by a Client.
• Identity Verification: identification document images are deleted within 30 days. Selfies are not stored by the firm. Our verification provider retains verification data for the minimum period its service allows.
• Website form copies: our website keeps a copy of each enquiry form. We delete it 90 days after Zoho confirms it has received the enquiry. We keep a copy that Zoho has not confirmed until it has.
• Advertising cookies: sas_attrib, gclid, refcode, reftype, ga_client_id and ga_session_id last up to 90 days on your device.
• Microsoft Advertising: Microsoft sets its own retention periods for the data it receives, as its Privacy Statement explains.
• Cookie consent records: CookieYes keeps the record of your cookie choices for up to 5 years.

Who we share information with

Data processors

Cloud Storage and IT Service Providers (Technology Sector, UK & EEA) 

• These data processors provide us with secure cloud-based services to store and manage client files, emails, and case-related data. 

Case Management and CRM Software Providers (Legal Tech Sector, UK & EEA) 

• These platforms help us manage client information, automate documentation, and streamline case handling.
• Our Zoho CRM account is hosted in Zoho’s EU data centre. Website enquiries reach it directly from our website through a Zoho CRM function, under Zoho’s data processing agreement with us.

Cybersecurity & Compliance Services (Cybersecurity Sector, UK & EEA) 

• Our cybersecurity partners monitor and protect against threats, ensuring compliance with data protection laws.

Payroll & HR Systems (Finance & HR Sector, UK)

• These providers manage payroll, employee records, and HR compliance.

Marketing & Analytics Services (Marketing Technology Sector, UK & EEA) 

• We use analytics tools to improve service delivery and client engagement while ensuring compliance with data protection regulations.

Communication & Collaboration Services (Telecom & Tech Sector, UK & EEA) 

• Our business communication platforms facilitate secure emails, video calls, and messaging.

Identity Verification Services (Financial Technology Sector, UK, EEA & USA)

• These providers verify the authenticity of client identification documents and, with your explicit consent, perform biometric facial matching to confirm identity.

Online Review Services (Marketing Sector, UK & EEA)

• When your matter has finished, we may invite you to review our service. To do this, we share your name, email address and matter reference with our review partners, Trustpilot and ReviewSolicitors (Professional Reviews Ltd), who send the invitation on our behalf. You can unsubscribe from review invitations at any time using the link in the invitation email.

Advertising Measurement Services (Marketing Technology Sector, EEA & USA)

• Microsoft Advertising (contracted through Microsoft Ireland Operations Limited) runs the tracking tag on our website and receives the conversion details described under “Website enquiries and advertising”. It also uses this data for its own purposes, as set out in the Microsoft Privacy Statement.

Call Tracking Services (Marketing Technology Sector, UK & Australia)

• WildJar UK Ltd acts for us as processor, and the WildJar group stores the data in Australia. It links phone calls to the website visits they came from, for visitors who accept advertising cookies.

Appointment Booking Services (Technology Sector, USA)

• Calendly runs the booking page where you choose a consultation time. It acts for us as processor, and uses some data for its own purposes as set out in its privacy notice.

Cookie Consent Services (Technology Sector, UK)

• CookieYes acts for us as processor. It runs our cookie banner and keeps the record of your cookie choices.

Others we share personal information with

• Other financial or fraud investigation authorities
• Insurance companies, brokers or other intermediaries
• Professional or legal advisors
• Emergency services
• Regulatory authorities
• External auditors
• Organisations we’re legally obliged to share personal information with
• Publicly on our website, social media or other marketing and information media
• Previous employers
• Suppliers and service providers
• Professional consultants

Sharing information outside the UK

Where necessary, our data processors may share personal information outside of the UK. When doing so, they comply with the UK GDPR, making sure appropriate safeguards are in place.

For further information or to obtain a copy of the appropriate safeguard for any of the transfers below, please contact us using the contact information provided above.

Organisation name: Google LLC
Category of recipient: Marketing & Analytics Services, Cloud Storage & IT Services (Technology Sector)
Country the personal information is sent to: EEA, USA
How the transfer complies with UK data protection law: Addendum to the EU Standard Contractual Clauses (SCCs)

Organisation name: Zoho Corporation
Category of recipient: Case Management & CRM Software (Legal Tech Sector)
Country the personal information is sent to: EEA, USA, India
How the transfer complies with UK data protection law: Addendum to the EU Standard Contractual Clauses (SCCs)

Organisation name: RingCentral Inc.
Category of recipient: VoIP & Business Communication Services (Telecom Sector)
Country the personal information is sent to: EEA, USA
How the transfer complies with UK data protection law: Addendum to the EU Standard Contractual Clauses (SCCs)

Organisation name: Trustpilot A/S
Category of recipient: Online Review & Reputation Management Services (Marketing Sector)
Country the personal information is sent to: EEA, USA
Transfer mechanism: UK data bridge (Adequacy Regulations) (EEA-based processing)

Organisation name: Stripe, LLC
Category of recipient: Identity Verification Services (Financial Technology Sector)
Country the personal information is sent to: EEA, USA
How the transfer complies with UK data protection law: UK data bridge (UK Extension to the EU-U.S. Data Privacy Framework), with the Addendum to the EU Standard Contractual Clauses as fallback

Organisation name: Anthropic PBC
Category of recipient: AI-Powered Legal Research, Document Analysis & Identity Document Reading (AI Technology Sector)
Country the personal information is sent to: EEA, USA
How the transfer complies with UK data protection law: Addendum to the EU Standard Contractual Clauses (SCCs)

Organisation name: OpenAI LLC
Category of recipient: AI-Powered Content Support & Automation (AI Technology Sector)
Country the personal information is sent to: EEA, USA
How the transfer complies with UK data protection law: Addendum to the EU Standard Contractual Clauses (SCCs)

Organisation name: n8n GmbH
Category of recipient: Workflow Automation Platform (Technology Sector)
Country the personal information is sent to: Germany (EEA)
Transfer mechanism: EEA-based processing

Organisation name: Microsoft Ireland Operations Limited and Microsoft Corporation
Category of recipient: Advertising Measurement Services (Marketing Technology Sector)
Country the personal information is sent to: EEA, USA
How the transfer complies with UK data protection law: UK data bridge (Adequacy Regulations) for the EEA; UK data bridge (UK Extension to the EU-U.S. Data Privacy Framework) for the USA, where Microsoft Corporation is certified

Organisation name: Calendly LLC
Category of recipient: Appointment Booking Services (Technology Sector)
Country the personal information is sent to: USA
How the transfer complies with UK data protection law: UK data bridge (UK Extension to the EU-U.S. Data Privacy Framework), with the Addendum to the EU Standard Contractual Clauses as fallback

Organisation name: WildJar UK Ltd (the WildJar group stores the data in Australia)
Category of recipient: Call Tracking Services (Marketing Technology Sector)
Country the personal information is sent to: Australia
How the transfer complies with UK data protection law: WildJar’s privacy notice says it relies on standard contractual clauses for personal data transferred from the UK to Australia. We have asked WildJar to confirm the safeguards that apply to our account.

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:           

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Last updated 2^nd November 2026