Legal and privacy notices

PLEASE READ THESE TERMS OF USE CAREFULLY BEFORE USING THIS SITE AS THEY CONTAIN IMPORTANT INFORMATION REGARDING YOUR LEGAL RIGHTS, REMEDIES AND OBLIGATIONS.

Introduction

The MyLawyer website (Website) is provided by Epoq Legal Ltd (ELL), registered in England and Wales, company number 3707955, whose registered office is at Unit 2, Imperial Place, Maxwell Road, Borehamwood, Herts, WD6 1JN. ELL is authorised and regulated by the Solicitors Regulation Authority (SRA number 645296).

Our VAT number is GB247994645.

These terms of use form part of the conditions (Conditions) that govern your use of the Website, and the services provided or offered to users of the Website (Services).

Our notice of ownership of intellectual property rights (Intellectual Property Rights Notice) as detailed on the Website forms a part of the Conditions. It is important that you read and understand the Conditions before you start to use the Website. You can print and keep a copy for your reference.

Reference to our, us and we on the Website is a reference to ELL.

Reference to you on the Website means the individual or business that has registered to use the Services.

By using the Website, you indicate that you accept the Conditions and that you agree to abide by them. If you do not agree to the Conditions, please refrain from using the Website.

Privacy Notice

We respect your privacy and permit you to control the treatment of your personal information. Please refer to the Privacy Notice on the Website for information about how we collect and deal with your personal information when you use the Website.

Licence

We grant to you a non-exclusive, non-transferable, limited licence only to use the Website, and the Services, in accordance with the provisions set out in the Conditions. In particular: (1) the Services available on the Website for consumers are for use by you only in connection with your direct personal legal needs or for use by you in connection with the direct personal legal needs of a Household Member. A Household Member means an adult living, otherwise than on a basis that is intended to be temporary, under the same roof as you; or (2) the Services available on the Website for businesses are for use by you and your authorised personnel only in connection with your direct business legal needs. You may not use or exploit the Website, or any of the Services, for any professional or commercial purpose (including use of the Document Preparation Service to create legal forms or documents for resale). All rights not expressly granted to you in the Conditions are reserved by us and, if applicable, our licensors.

Legal capacity

You represent and warrant that you possess the legal right, capacity and ability to agree to the Conditions and use the Website in accordance with them. Individuals using the Website (whether on their own behalf or on behalf of a business) represent and warrant that they are at least 18 years old. Authorised personnel using the Website on behalf of a business represent and warrant that they have the ability to agree to the Conditions on behalf of that business.

Minors are not eligible to use the Website and we ask that they do not submit any personal information to us.

Website limitations

We do not in any way recommend that the products and services available on the Website are suitable for you in your particular circumstances.

Reasonable efforts will be made to keep the Website available for use and functioning efficiently and reliably; however, we cannot guarantee any minimum levels regarding the performance, speed, reliability, availability, use or consistency of the Website because the Website depends on the internet, including networks, cabling, facilities and equipment that are not within our control. We will not be liable for any damage or loss suffered as a result of any interruption in the availability of the Website or reduction in performance levels.

Due to the nature of the internet and the possibility of third-party interference, the Website is not guaranteed to be free of all viruses and technical defects of any description or any forms of computer misuse. We will not be liable for any damage or loss caused by such third-party interference as a result of your use of the Website. You acknowledge that you are responsible for taking back up copies of your data and taking appropriate precautions to protect your computer systems against technical defects, viruses or computer misuse. In particular, without limitation, we will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of the Website or to your downloading of any material posted on it, or on any website linked to it.

Non-legal Website content

We may change the non-legal content on the Website at any time. Any of the non-legal content on the Website may be out of date at any given time and we are under no obligation to update such material. The non-legal content displayed on the Website is provided without any guarantees, conditions or warranties as to its accuracy.

Website use

You warrant to us that you will not use the Website for any purpose that is unlawful or prohibited by the Conditions, and any other notices appearing on the Website.

Without limitation, you must not, directly or indirectly:

  • misuse the Website by knowingly introducing viruses, Trojans, worms, logic bombs, keystroke loggers, spyware, Adware or any other harmful programs or similar computer code designed to adversely affect the operation of any computer software or hardware;
  • attempt to gain unauthorised access to the Website, the server on which the Website is stored or any server, computer or database connected to the Website or disable or circumvent any access control or related process or procedure established with respect to the Website;
  • scan or probe another computer system, obstruct or bypass computer identification procedures or engage in unauthorised computer or network trespass without the express permission of the owners of such computer systems;
  • forge headers or otherwise manipulate any protocols or identifiers used in any system or protocol in such a manner to disguise the origin of any data transmitted using the Website;
  • impersonate or falsely represent your association with any person, including a representative of ours;
  • disrupt or threaten the integrity, operation or security of any website, any computer or any internet system;
  • extract, gather, collect, or store personal information about others without their express consent;
  • attack the Website via a denial-of-service attack or a distributed denial-of-service attack;
  • use the Website in any way that breaches any applicable local, national or international law or regulation, or which is in any way unlawful or fraudulent, or has any unlawful or fraudulent purpose or effect; or
  • use the Website to transmit, or procure the sending of, any unsolicited or unauthorised advertising or promotional material or any other form of similar solicitation (spam).

Website access arrangements and security

You are responsible for making all arrangements necessary for you to have access to the Website. You are also responsible for ensuring that all persons who access the Website through your internet connection are aware of the Conditions, and that they comply with them.

You are responsible for the security of any usernames, passwords or access codes that are required for you to access the Services and for ensuring that they are not misused. You must treat such information as confidential and you must not disclose it to any third party. You agree to notify us immediately of any unauthorised use of your access information and to provide assistance to us, as requested, to stop or remedy any breach of security related to your access information.

We shall not be liable for any losses you incur as a result of someone else's use of your access information, either with or without your knowledge. You may be held liable for any losses incurred by us, our affiliates, officers, directors, employees, consultants, agents and representatives due to someone else's use of your access information.

On no account should access information be used for gain - for example, by selling access to others to our services.

You may not use a third party's access information at any time.

You agree to provide true, current, accurate and complete customer information as requested by us from time to time and you agree to promptly notify us of any changes to this information as required to keep such information held by us current, complete and accurate.

Our Remedies

Without limiting any of our other rights, we may suspend, restrict or terminate your use of the Website and disable your access information without notice if, in our sole and absolute discretion, we determine or believe that you have failed to comply with any of the Conditions.

We will have no responsibility to notify any third party, including any third-party providers of services, merchandise or information, of any suspension, restriction or termination of your access to the Website.

Third party websites

If there are links from the Website to other websites operated by third parties, these are provided as a convenience only and we do not guarantee you will be able to access those other websites via any link on the Website. We are not responsible for and do not endorse or accept any responsibility for the availability, contents, products, services or use of any third-party websites or any changes or updates to such sites. We make no guarantees about the content or quality of the products or services provided by such sites, nor do we accept any responsibility for any damage or loss you may suffer as a result of your use of any third-party websites. You acknowledge that you bear all risks associated with access to and use of content provided on a third-party website.

You may not establish a link to this Website from any other website without our prior written consent.

Website access facility

We have a facility that enables us to access your user account, or any documents you have created or started, and perform actions as if we were you. We will only ever use that facility when it is necessary in order to action a support request that you have made to us, whether by email or by telephone. You consent to us using this facility in this way when you accept the Conditions. By accepting the Conditions, you also agree to comply with the instructions we may give you to ensure that the use of this facility is effective. For the avoidance of doubt, we shall not ever, unless you are on a telephone call with us at the time and specifically provide your consent, use this facility to accept any contractual terms or other legal acknowledgements, or to make any payments, on your behalf.

The Services

The services that may be available are detailed below and comprise a legal information guide (Law Guide); a document preparation service (Document Preparation Service); a telephone document preparation service (Telephone Document Preparation Service); a document review service (Document Review Service); a legal advice helpline (Helpline); and the Small Claims Service.

You may not have full access to all of these services. Therefore, reference in the Conditions to the provision to you of these services is only to the service or services to the extent to which you do have access.

Subscribing for membership

The MyLawyer Business Law Plan service is an annual subscription-based membership and is for use by companies, firms and sole traders that are based in and operate in the United Kingdom.

The subscription fee (Fee) is payable annually or in monthly instalments. If you select the monthly payment option when you subscribe, it will amount to a 12-month obligation to make such monthly payments. The current Fee is detailed on the Subscribe now page of the Website. In subscribing to the MyLawyer Business Law Plan, you agree to pay the Fee at the rate applicable from time to time.

The Fee may be paid by credit card, debit card or direct debit. In providing us with card details, you warrant to us that you are an authorised user of the relevant card. By submitting bank account details, you warrant to us that you are an authorised signatory of that account.

Only when you have paid the Fee will you become a MyLawyer Business Law Plan Only when you have paid the Fee will you become a MyLawyer Business Law Plan Member and receive a username and password to access the Member services, including the Members' section of the Website (Members' Area).Member and receive a username and password to access the Member services, including the Members' section of the Website (Members' Area).

Once you are a Member, you will be entitled to receive a Welcome Pack containing details of the Member services, access the Members' Area of the Website, and be able to use the Member services. The Member services are for use only by you or by your authorised personnel in connection with your business. You shall not use or permit your authorised personnel to use the Member services for any other purpose. You shall not permit any party other than your authorised personnel to have access to the Members' Area. You shall not sell, license or otherwise commercially exploit any of the Member services. If you breach this term, we can, without notice, revoke your username or password and refuse access to all or any part of the Website.

The current Fee for renewals will be advised to you by email at least two weeks before your renewal date as detailed on the My Subscriptions page of the Website, and may be varied from time to time. If you do not cancel your membership within four weeks of us sending you a renewal notice, and/or you use the Member services after your renewal date, your subscription will automatically be renewed for a further 12 months upon the terms and conditions (as amended) that apply at the date of renewal, and you will be deemed to have accepted the obligation to pay the relevant renewal Fee for a further year of membership.

If you do not pay the Fee or any instalment of the Fee for whatever reason, we reserve the right to terminate your MyLawyer Business Law Plan membership, and any unpaid balance of the Fee will become immediately due and payable.

We reserve the right not to accept an application for membership for any reason and without giving any explanation.

The Law Guide

The information contained in the Law Guide is provided by us. It provides general legal information only and should not be understood as providing legal advice to be applied to a specific situation.

Although every effort is made to ensure that the Law Guide is accurate and reflects the law at the time of use, it may or may not reflect very recent events or changes in the law. We will endeavour to place a guidance note on the Law Guide to indicate where a change in law has taken place affecting information contained in the Law Guide and we will endeavour to update that information within six weeks of the change in law. However, we do not promise, warrant, or guarantee that the Law Guide is correct, complete, or up-to-date. We are not responsible for any errors or omissions in the information provided in the Law Guide. Further, we cannot be held responsible for any action taken or not taken by you as a result, direct or otherwise, of information contained in or accessed through the Law Guide. Before you act or rely on the Law Guide, you should take specific legal advice from a licensed legal practitioner.

Document Preparation Service

The Document Preparation Service does not provide legal advice nor does it represent a legal service; it is an automated software solution provided to persons who choose to prepare their own legal documents. It is designed to collect relevant information and data to assist you in preparing a legal document (Document) online from a document template.

When using the Document Preparation Service, you will be asked a series of questions by a document assembly and drafting system (System). The answers you give will dictate the content of the Document produced automatically by the System from the document template. You alone are responsible for ensuring the answers or any information that you give are correct. You should make sure that all information supplied, including the identity of any parties or signatories, their age and capacity, is accurate. Since it is automated, the System can only use the answers which you supply, to produce your Document. You must carefully check that the Document produced, fully reflects your wishes. If it does not, you should not sign it.

All Documents should be used in conjunction with proper advice as to their suitability for your particular requirements and circumstances. We cannot be responsible if you use a Document, or alter or amend it, without seeking proper advice.

We disclaim all liability for actions taken or not taken based on a Document.

It is your responsibility to ensure that any Document is properly signed.

The document templates available on this Website from which Documents can be created by you using the System have been prepared by us. Please note that these document templates have been prepared to produce Documents that comply with the law of a particular jurisdiction only, as is clearly indicated on every document template or on the Website. A reference in the Conditions to the chosen jurisdiction is a reference to the jurisdiction chosen by you when selecting a template and/or while using the System to create a Document from a template.

If any person or entity that is to sign a Document is outside the chosen jurisdiction, it is your responsibility to ensure that any Document is properly signed in accordance with the requirements of that jurisdiction where those requirements prevail.

Documents are prepared for use in accordance with the law of the chosen jurisdiction. You should not use them in any other jurisdiction, or if property the Document deals with is outside the chosen jurisdiction.

Where we assume responsibility for sending the Document to you once it has been completed, please note the following. In some cases, you may have selected a product that includes a document that is for use by another person. All such documents will, however, be sent to you once completed. For example, if you are married or in a civil partnership, you may have selected a pair of wills, one for you and one for your spouse/civil partner. In such a case, both wills will be sent to you. Whenever you have selected a product that includes a document that is for use by a third party, you confirm that you are authorised by the third party to receive their document on their behalf.

We recommend that before reusing a Document you check the Website to ensure that it was created from the latest version of the relevant template. If we have replaced the template with a revised version, we recommend that you obtain the latest version.

Documents that you have completed online using the Try Before You Buy service (Trial Documents) will be stored online for a minimum period of two years; other Documents completed online will be stored online for a minimum period of six years. After these periods you may not be able to obtain online access to your Documents or Trial Documents, and they may be deleted. We reserve the right to levy a reasonable recovery charge in respect of any Documents or Trial Documents that are capable of being recovered. If you have not logged in to the Website for a period of 12 months or more, then we reserve the right to store your Documents or Trial Documents offline and levy a reasonable recovery charge for you to access them again.

We will not have any responsibility for the following:

  • verifying your authority or capacity to create a Document, or your answers or any information given by you when using the Document Preparation Service, or whether you (or any other person) were subject to undue influence when using the Document Preparation Service;
  • proofreading data you have input for typographical errors;
  • any alterations made by you or on your behalf to a Document once it has been made available to you;
  • supervising or checking the due and proper signing of any Document;
  • any use of a Document or signing of a Document by a person or entity outside of the chosen jurisdiction;
  • any adverse consequences if you use any Document without taking appropriate legal advice as to its suitability for your particular circumstances; or
  • undertaking any future review of any document or for providing any ongoing advice, legal or otherwise, as to the continued effectiveness for legal, taxation or any other purpose of any Document.

Where the Document is a will:

There is no obligation or duty to supervise its signing.

Also, with respect to a will, we have no responsibility and will accept no liability for verifying:

  • the identity of the testator;
  • that the testator is of sufficient age;
  • the testamentary and/or mental capacity of the testator;
  • whether the testator knew, understood and approved the contents of their will; or
  • whether there were or might be any actual or potential third-party beneficiary or beneficiaries who might have a claim in law against the estate.

We do not assume any responsibility nor will we accept liability for failing to provide later advice on the terms of any will prepared using the Document Preparation Service should future taxation changes or any other changes in the law render their terms inappropriate. The responsibility for future reviews of the terms of your will rests with you.

Where the document is a power of attorney:

We have no responsibility and will accept no liability for verifying the capacity of the donor.

Document packs

A document pack consists of access to a range of Documents that may be created using the Document Preparation Service. The details of what is included in the pack will be outlined on the Website.

Telephone Document Preparation Service

The purpose of the Telephone Document Preparation Service is to collect by telephone, using the Document Preparation Service, the relevant information required to create a Document.

You will be provided with a separate, written engagement letter setting out the terms of the Telephone Document Preparation Service.

A telephone operative will either collect the information from you, if appropriate, when you telephone, or book an appointment for that purpose. In the latter case, a telephone operative will call you at the appointed time. If you do not have available all the information required to complete the Document, the operative will arrange for you to call back or email in with the missing information.

If you are not available at the appointed time, the operative will leave telephone messages and/or send email messages to advise you to arrange another appointment.

Telephone operatives will not enter into correspondence with you other than as indicated here.

The Document will be sent by a telephone operative for review under a Limited Engagement when complete.

Telephone operatives will provide general information relevant to the creation of the Document, but it is not part of the Telephone Document Preparation Service for operatives to suggest any particular choice or course of action, or to give any other advice (legal or otherwise).

Document Review Service

The document templates may be available with Document review. This means that once you have drafted a Document using the Document Preparation Service, you are given the opportunity to send it electronically using the Website for review. If you have drafted a Document using the Telephone Document Preparation Service, the telephone operative will send it for review when all required information has been collected.

When you submit a Document for review, we may telephone you or email you to clarify your requirements.

The Document review is performed by us only as part of a Limited Engagement.

You will be provided with a separate, written engagement letter setting out the terms of the Limited Engagement.

We will exercise all due skill and care when carrying out a Document review in accordance with Limited Engagement terms. We will perform our work as quickly as is reasonably possible, but shall not be liable in respect of any failure to meet any specified deadline or completion date.

A Limited Engagement is so called because there are limitations on the work that will be done, as follows:

What work will be done

The scope of the work that will be done by us is:

  1. to indicate to you whether or not we are satisfied, based on the answers that you gave the System or a telephone operative, that the Document created by you is effective, so far as has been disclosed, to meet your requirements and suitable for your circumstances; and
  2. if necessary, to amend the Document to ensure that it is suitable for your disclosed requirements and circumstances.

To that intent, we shall:

  • review the answers you gave the System or a telephone operative;
  • review the Document; and
  • engage in reasonable correspondence and/or communications with you that is relevant to our work under the Document Review Service or that is required to clarify your requirements or to resolve ambiguities in information provided by you that is material to the performance of the Document Review Service. Subject to the fair use policy (see below), we will endeavour to respond to your correspondence and communications as fast as we can, but do not guarantee any particular response time.

What we will not do

We will not have responsibility for, and exclude liability for:

  • undertaking any investigation of your particular circumstances beyond those that you disclosed in the answers that you gave the System or a telephone operative, or that you conveyed via subsequent communications;
  • the provision of legal advice about the suitability of the Document to your particular circumstances save to the extent that they are disclosed by the answers that you gave the System or a telephone operative and/or in any subsequent communications;
  • verifying your answers or any information given by you when using the Document Preparation Service or the Telephone Document Preparation Service;
  • proofreading data you have input for typographical errors;
  • any alterations made by you or on your behalf to a Document after it has been approved by us, unless such alteration is approved by us;
  • supervising or checking the due and proper signing of any Document;
  • any use of or signing of a Document by a person or entity outside of the jurisdiction in which they operate;
  • any adverse consequences if you use any Document without taking appropriate legal advice as to its suitability for your particular circumstances from us; or
  • undertaking any future review of any Document or for providing any ongoing advice, legal or otherwise, as to the continued effectiveness for legal, taxation or any other purpose of any Document.

Work outside the scope of the Limited Engagement

On first receiving a Document and each time that you provide additional information or make a new request with respect to that Document, we will assess, in good faith, if it will be practical or appropriate for us to provide, or continue our work under, the Limited Engagement, or if any work you want us to do, or request you have made, falls within the scope of the Limited Engagement. If the result of any such assessment is that we consider it appropriate to take any of the steps referred to in the fair use policy below, we will, if possible, consider and discuss with you if and how we might perform a modified Document Review Service with respect to the Document if you change or limit your requirements or requests. If this is not possible, or if you do not agree, we will discuss with you your options.

Fair use restrictions applicable to the Document Review Service

We will aim to complete a Limited Engagement quickly and efficiently. We expect that in most cases the work that we undertake as part of a Limited Engagement will take no more than one hour in total. We reserve the right to manage a Limited Engagement to ensure that, so far as possible, that expectation is fulfilled.

What this means in practice is as follows:

  • We will expect that correspondence and communications between you and us will take place by email or by telephone. We are not able to offer face-to-face interviews.
  • We may limit the extent to which we engage in communications with you or to which we respond to correspondence from you if we reasonably consider, and have explained to you, that to do so would be incompatible with the efficient conduct of a Limited Engagement.
  • You may provide us with additional information about your requirements and circumstances beyond that revealed by the answers that you gave the System or a telephone operative, but we reserve the right to terminate a Limited Engagement at any time if, by reason of the volume and/or complexity of that additional information, we reasonably consider, and have explained to you, that it is impractical or inappropriate to continue to work on the Document on the basis of that Limited Engagement.
  • We may decline to deal with, as part of a Limited Engagement, any requests, issues or questions made or raised by you if they are not essential to our work on the Document.

Helpline

The Helpline is provided by us during normal business hours (9am to 5.30pm, Monday to Friday excluding public holidays in England).

Outside of normal business hours, the Helpline is provided by Irwin Mitchell LLP. Irwin Mitchell LLP is a limited liability partnership registered in England & Wales with number OC343897. Its registered office and principal place of business is at Riverside East, 2 Millsands, Sheffield, S3 8DT. Irwin Mitchell LLP is authorised and regulated by the Solicitors Regulation Authority. Their SRA number is 570654.

You will be provided with a separate, written engagement letter setting out the terms of the Helpline provided by us.

References to 'we' in this section include Irwin Mitchell LLP.

The following terms and conditions apply to the Helpline.

All advice is given in good faith and is based upon the information supplied by you during the call. We cannot be held liable for any loss suffered if inaccurate or incomplete information is given. We may ask questions to elicit information to assist us in answering your questions, but we are not obliged to do so and a failure by us to ask questions that may have altered our advice will not incur any liability on our part.

Advice is provided solely by telephone and will not be provided in writing. We will not enter into correspondence with you.

Advice given is specific to the individual issue being discussed and is not intended to be applied to other situations. If you do so then it is at your own risk.

The Helpline does not include:

  • drafting or amendment of documents or clauses;
  • preparation of letters; or
  • advising, supporting or representing you in any further way.

A Helpline call will be discontinued immediately if you are rude or abusive, and your future access to the Helpline may be withdrawn

You must not facilitate the use of the Helpline by unauthorised persons. If you do, your access to the Helpline may be withdrawn.

Fair use restrictions applicable to the Helpline

Your use of the Helpline is subject to fair use in line with its intended purpose. As a guideline, any question asked on the Helpline should be answerable within approximately 20 minutes.

We shall have no obligation to provide advice to you through the Helpline if, in our absolute discretion, a question being asked by you is outside the scope of the service or if it is inappropriate to deal with your question through the Helpline (for example, if it is a complex issue that requires a face-to-face meeting or if you need written advice or a document drafted).

In this event, we will inform you immediately during the call and discuss your options with you.

If, in our absolute discretion, we consider that you have made, or are making, inappropriate or excessive use of the Helpline, your access to it may be restricted or suspended (either for a fixed period or indefinitely), or conditions may be imposed upon your access to it, which may include a condition of payment or an additional charge.

You will be notified before any such action is taken.

Small Claims Service

The Small Claims Service comprises a Document Preparation Service provided with respect to a limited range of document templates and modified forms of Document Review Service and Helpline.

You will be provided with a separate, written engagement letter setting out the terms of the Small Claims Service.

A Small Claim means a claim by a consumer for the breach of a contract for the sale of goods or provision of services having a monetary value of less than £500.

The purpose of the Small Claims Service is to provide advice, guidance and assistance to enable those having access to the service ("Eligible Persons") to make Small Claims themselves. The intention is that, wherever possible, Eligible Persons wishing to pursue a Small Claim will be supported at all stages of the process from preliminary advice and pre-action correspondence through to preparation, commencement and conduct of proceedings.

Eligible Persons will have access on the Website, free of any additional charge, to a range of document templates from which they will be able to create for themselves Documents relevant to the Small Claim that they wish to pursue. They may also ask us for advice using the Helpline or to review the Documents they have created under a Limited Engagement. Limited Engagements and Helpline services will be subject to the usual conditions and policies as to fair use described above.

However, we shall endeavour at all times to implement and operate these conditions and policies with reasonable flexibility and to give effect to the purpose of, and intention behind, the Small Claims Service. For example, it may, on occasion and to facilitate the pursuit by an Eligible Person of their Small Claim, be appropriate for us either to adapt a Document created by that Eligible Person in order to create an additional legal document or to provide bespoke drafting assistance.

The extent to which we implement and operate the conditions and policies as to fair use applicable to Limited Engagements and Helpline services according to their strict terms will, however, remain a matter within our absolute discretion.

Subject to the applicable fair use policy, there will be no formal limitation upon when, and how often, Eligible Persons may make use of the Helpline with respect to each Small Claim that they wish to pursue. Advice given through the Helpline may include advice on the law relating to each Small Claim, advice on the selection of an appropriate document template, advice on adapting Documents in order to create additional legal documents and advice on procedure.

The Small Claims Service is subject to the following exclusions and limitations:

  • We will not under any circumstances act for, or otherwise represent, Eligible Persons in the pursuit of their Small Claims.
  • There are no document templates suitable for use in the conduct of proceedings once a Small Claim has begun. We will not provide any bespoke drafting assistance once such proceedings have begun, although we will continue to provide Helpline services.
  • It will be the responsibility of Eligible Persons to print, sign and despatch Documents, once we have approved them, and to pay any applicable fees.
  • There will be limitations on the Small Claims Service where an Eligible Person wishes to pursue a Small Claim in Northern Ireland or Scotland, as follows:
    1. Eligible Persons will be provided with information rather than advice.
    2. We may suggest changes to Documents, but we will not amend or adapt them, or provide any bespoke drafting assistance.
    3. The available document templates will not include a claim form. Eligible Persons wishing to commence court proceedings in Northern Ireland or Scotland will be directed to the appropriate court website.

Lawyer/client relationship

A lawyer/client relationship may only be established between us and you with respect to the Telephone Document Preparation Service; the Document Review Service; the Helpline; and the Small Claims Service (excluding the Document Preparation Service element of that service).

A lawyer/client relationship will only be established between us and you in relation to the above services by your express or implied acceptance of our engagement letter and our confirmation of our agreement to act for you after conflict checking and other verification processes have been completed.

A lawyer/client relationship will not be established at any time between us and a Household Member.

The Law Guide provides general legal information only. The Document Preparation Service provides an automated software solution to persons who choose to prepare their own legal documents.

The law is a personal matter, and no general information or automated solution of the sort that we provide can fit every circumstance. Because of this, except in the circumstances where a lawyer/client relationship is established, we cannot, and do not, provide legal advice, opinions or recommendations about your legal rights, remedies, defences, options, or strategies, or apply the law to the facts of your particular situation. Nor, when you use the Document Preparation Service (except as part of the Document Review Service), can we provide you with any legal advice about which template to select, whether a template is appropriate for your situation, draw legal conclusions from your answers or review your answers for legal sufficiency.

Therefore, where no lawyer/client relationship is established, if you need legal advice for your specific problem, or if your specific problem is too complex to be addressed by our automated solution, you should consult a licensed legal practitioner.

Scope of regulation

Only some of the work we perform will be regulated by the SRA. All work performed by us where a lawyer/client relationship is established will be regulated by the SRA, but our other, non-legal activities will not be. For example, the provision by us of the Law Guide or Document Preparation Service will not be regulated by the SRA. However, this will not affect how we must deal with any complaint you make about any service provided by us or your right to take that complaint to the Legal Ombudsman.

Right to cancel

You have the right to cancel any service that you purchased on the Website within 14 days without giving any reason.

The cancellation period will expire after 14 days from the day that you purchased the service.

To exercise the right to cancel, you must inform us of your decision to cancel the service by a clear statement (e.g. a letter sent by email or post). A cancellation form can be downloaded from the 'Contact us' page - you may use this form, but it is not obligatory.

To meet the cancellation deadline, it is sufficient for you to send your communication concerning your exercise of the right to cancel before the cancellation period has expired.

If you cancel a service, we will reimburse to you all payments received from you for that service. Any ancillary service, e.g. the legal review of a document that you have created on the Website will also be cancelled.

We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to cancel the service.

We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of the reimbursement.

If you asked us to begin to provide the service during the cancellation period, you shall pay us an amount for what has been performed up to the date that you exercised your right to cancel that is in proportion to the full amount payable for the service.

You can cancel a subscription/request a refund:

  • by e-mail: support@mylawyer.co.uk or
  • by post to:

    MyLawyer Customer Relations
    Unit 2
    Imperial Place
    Maxwell Road
    Borehamwood
    Herts
    WD6 1JN

Intellectual property

Use of the Website and the content on the Website and the User Services is subject to the Intellectual Property Rights Notice on the Website.

Liability limitations

We exclude all liability to Household Members.

The following provisions set out our entire financial liability (including any liability for the acts or omissions of our employees, agents and sub-contractors) to you, howsoever arising (except where and to the extent that there is a lawyer/client relationship between us), in respect of:

  1. any breach of the Conditions; or
  2. your use of the Website or any software accessed through the Website;
  3. your use of the Services; or
  4. any representation, statement or tortious act or omission (including without limitation negligence) arising under or in connection with the Conditions, the Website or the Services.

Except as expressly and specifically provided in the Conditions, all warranties, conditions and other terms implied by statute or common law are, to the fullest extent permitted by law, excluded from the Conditions.

Nothing in the Conditions shall exclude or limit:

  1. liability arising from death or injury to persons caused by negligence; or
  2. liability arising as a result of fraud or gross negligence to which no limit applies; or
  3. any other liability which cannot be excluded or limited under applicable law.

We shall not be liable for:

  1. any loss for which liability is disclaimed elsewhere in the Conditions;
  2. loss of profits;
  3. loss of business;
  4. depletion of goodwill or similar losses;
  5. loss of anticipated savings;
  6. loss of goods;
  7. loss of use;
  8. loss or corruption of data or information;
  9. any special, indirect, consequential or pure economic loss, costs, damages, charges or expenses.

If we are held liable to you for any loss or damage, such liability shall in all cases be limited to the payment of an amount not exceeding £50,000, including costs and expenses in respect of any one claim. For the avoidance of doubt, a claim shall be defined as a claim or a series of claims (whether by one or more claimant) arising from, or in connection with, or attributable to, any one act, error, omission or originating cause or source or the dishonesty of any person or group of persons acting together, and any such series of claims shall be deemed to be one claim for all purposes under this clause.

Modifications

From time to time, we may restrict access to some parts, or all, of the Website.

We reserve the right to change the terms, conditions, and disclaimers under which the Website or any Service is offered. You are expected to check this page from time to time to take notice of any changes we make, as they are binding on you.

This right shall not affect the then existing terms and conditions accepted by you when using the Website or accessing a Service on a previous occasion.

These terms and conditions shall not affect your statutory rights as a consumer (where applicable).

Waiver of rights and remedies

Our failure to insist upon or enforce strict performance of any provision of the Conditions will not be construed as a waiver of any provision or right. Neither the course of conduct between you and us nor trade practice will act to modify any provision of the Conditions. Our rights, powers and remedies in the Conditions, including without limitation the right to suspend, restrict or terminate any use of the Website, are cumulative and in addition to and not in substitution for any right, power or remedy that may be available to us at law or in equity.

Severability

If any provision of the Conditions is determined to be invalid or unenforceable in whole or in part, such invalidity or unenforceability will attach only to such provision or part thereof and the remaining part of such provision and all other provisions hereof will continue in full force and effect.

Assignment

We may at any time assign our rights or sub-contract our obligations under the Conditions, in whole or in part, without notice to you.

Force majeure

Neither of us will be responsible for a failure to fulfil our obligations under the Conditions or for delay in doing so if such failure or delay is due to circumstances beyond our reasonable control, such as acts of nature, acts of government, war, riots, strikes and accidents in transportation, but excluding a lack of financing, cash or credit.

Entire agreement

The Conditions, as amended from time to time, including any and all documents, websites, rules, terms and policies referenced herein constitute the entire agreement between us and you with respect to the matters referred to in the Conditions and supersedes all prior and contemporaneous agreements and understandings, whether electronic, oral or written, between us and you with respect to such matters.

English language

The Conditions (and all communications) are in English.

Governing law

The Conditions shall be governed by, and will be construed in accordance with, English Law, and the English courts shall have jurisdiction in any legal proceedings. We retain the right to bring proceedings against you for breach of the Conditions in your country of residence or any other relevant country.

Contact us

If you have any questions about the Conditions, please contact us at support@mylawyer.co.uk. We are committed to providing quality services and products. However, in the event that you have a complaint in relation to services or products available from the Website, please follow the Complaints Procedure.

Your agreement

Your use, or use by authorised personnel on your behalf, of the Website or any Service signifies your consent and agreement to the Conditions.

Updated 20 May 2022

ToU_ML

Privacy Notice

INTRODUCTION

This is Epoq Legal Ltd's privacy notice.

We respect your privacy and are committed to protecting your personal data. This privacy notice will tell you how we look after your personal data when you visit this website (wherever you visit it from), or someone visits it for you, or when we provide legal services to you, and tell you about your privacy rights and how the law protects you.

This privacy notice is provided in a layered format so you can click through to the specific areas set out below. You can also download a pdf version of the notice here.

  1. [IMPORTANT INFORMATION AND WHO WE ARE]
  2. [THE DATA WE COLLECT ABOUT YOU]
  3. [HOW IS YOUR PERSONAL DATA COLLECTED]
  4. [HOW WE USE YOUR PERSONAL DATA]
  5. [DISCLOSURES OF YOUR PERSONAL DATA]
  6. [INTERNATIONAL TRANSFERS]
  7. [DATA SECURITY]
  8. [DATA RETENTION]
  9. [YOUR LEGAL RIGHTS]

IMPORTANT INFORMATION AND WHO WE ARE

  1. Who this privacy notice affects
  2. This privacy notice affects:
    1. our registered customers; i.e. those that have created an account to use those products and services that are only available to account holders; and
    2. visitors to our website to the much more limited extent that personal data about such visitors is collected automatically as a result of their interaction with our website.
  3. This privacy notice also applies to the following. For some services, we treat non-account holders as customers (deemed customers) even though they have not registered as such. This will only be the case where, e.g., a registered customer purchases a mirror wills template or paired wills templates and one of the wills created from that template or those templates relates to a non-account holder. In these circumstances, that non-account holder will be a deemed customer. In relation to a deemed customer, any reference in this privacy notice to you completing a legal document template or entering information to complete a legal document template includes a registered customer performing these acts for a deemed customer.
  4. In certain circumstances, we treat information you provide about another person as your personal data and, in these cases, you warrant that you have the consent of that other person to disclose information about them to us. This happens in the following circumstances:
    1. We have developed technology (Online by Invitation), that allows you to share a document that you have created with a third party (Invitee) online for collaboration purposes. If this technology is offered on this website, any information collected about your Invitee shall be considered to be your personal data.
    2. Similarly, any information collected about a Household Member of yours (as defined in the Terms of Use) shall be considered to be your personal data.
    3. When you complete one of our automated legal document templates, you may include information about another person. We will treat that information as your personal data.
  5. Any reference, therefore, in this privacy notice to you or your personal data shall concern only registered customers, deemed customers and (to a limited extent) visitors.
  6. Purpose of this privacy notice
  7. This privacy notice gives you information about how Epoq Legal Ltd collects and deals with your personal data when you use this website or when we provide legal services to you. In this privacy notice, we use the word process to cover all the different ways in which we handle your personal data, such as collection, use, storage and transfer.
  8. This website is not intended for children and we do not knowingly collect data relating to children on this website.
  9. It is important that you read this privacy notice, as well as any other privacy notice we may give you on specific occasions when we are processing personal data about you, so you know how and why we are using your personal data.
  10. Controller
  11. Epoq Legal Ltd (referred to as we, our, us in this privacy notice) is the controller. In other words, we decide when, why and how to process your personal data and we are responsible for looking after it and protecting your rights. Other organisations may also be a data controller of some of your personal data for specific purposes (see section 5).
  12. We have appointed a data privacy manager who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the data privacy manager using the details set out below.
  13. Contact details
  14. Our full details are:

    Full name of legal entity: Epoq Legal Ltd

    Data privacy manager: dataprivacy@epoq.co.uk

    Postal address: 2 Imperial Place, Maxwell Road, Borehamwood, Hertfordshire, WD6 1JN
  15. You have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us first.
  16. Epoq Legal Ltd is authorised and regulated by the Solicitors Regulation Authority (SRA number 645296).
  17. Changes to the privacy notice and your duty to inform us of changes
  18. This version was last updated on 24/03/2022.
  19. It is important that the personal data we hold about you is accurate and current. Please tell us if your personal data changes during your relationship with us.
  20. Third-party links
  21. This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third parties and are not responsible for how they deal with your personal data, so we encourage you to read their privacy notices before allowing them to process your personal data.

THE DATA WE COLLECT ABOUT YOU

  1. Personal data means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).
  2. We may process different kinds of personal data about you (including information about your Invitees) which we have grouped together as follows:
    1. Contact Data includes address, email address and telephone numbers.
    2. Identity Data includes name(s), date of birth, gender and photographic identification.
    3. Marketing and Communications Data includes your preferences in receiving marketing from us and your communication preferences.
    4. Profile Data includes, your interests, preferences, feedback and survey responses.
    5. Service Data includes your username and password, security questions, and identifiers and metadata specific to you.
    6. Support Data includes information passing between you and support teams in connection with the provision of services you have requested and information about legal services performed for you.
    7. Technical Data includes internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.
    8. Template Data includes information you enter when completing our automated legal document templates.
    9. Transaction Data includes details about payments to and from you and details of products and services you have purchased from us.
    10. Usage Data includes information about how you use our website, your session activity, and how you use our products and services.
  3. When (if applicable) you purchase a product or service on this website, the payment is processed by a payment gateway service. Some information is passed back to us by the payment gateway service - for card purchases, this includes your name, the last 4 digits of the card and its expiry date; for direct debits, this includes a payment mandate identifier and payment dates. Otherwise, we do not store your financial data, such as bank account and payment card details.
  4. We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific website feature or the frequency with which certain enquiries are made, so that we develop resources to deal with common questions more efficiently. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy notice.
  5. When you complete some of our automated legal document templates, you may have to, or choose to, provide Special Categories of Personal Data about yourself in order to complete your document fully. We may also need to process Special Categories of Personal Data about you or information about criminal convictions and offences when it is necessary to act in your best interests, and for the establishment, exercise, or defence of your legal matter. Special Categories of Personal Data include details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data. For example, when you use one of our templates to make a will, you will be asked about your capacity to sign. In these cases, unless otherwise authorised by data protection law, you will be asked before being asked to provide it to consent to us processing this kind of information about you (for the purpose only of creating your document or to act in your best interests in the establishment, exercise, or defence of your legal matter). If you do not give your consent when necessary, you may not be able to complete your document or we may not be able to act for you.
  6. In certain circumstances, for example, where we provide personal services to you which involve children, we may need to process personal data relating to children. Where this is the case, we shall explain to you why we need the information and how it will be used, both at the time we collect the personal data and as your matter progresses.
  7. If you fail to provide personal data
  8. Where we need to collect personal data by law, or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with products or services). In this case, we may have to cancel the contract you have with us but we will notify you if this is the case at the time.

HOW IS YOUR PERSONAL DATA COLLECTED?

  1. We use different methods to collect data from and about you including through:
    1. Direct interactions. You may give us your personal data by filling in forms on this website; by uploading documents to this website; by corresponding with us by post, phone, email or otherwise; or when entering information to create a legal document. This includes personal data you provide when you:
      1. create an account on our website;
      2. purchase a product or service (if applicable);
      3. subscribe to a service (if applicable);
      4. use or enquire about our products or services;
      5. request marketing or our publications to be sent to you;
      6. enter a competition, promotion or survey; or
      7. give us some feedback.
    2. Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns and Usage Data about how you use our products and services. We collect this personal data by using cookies, server logs and other similar technologies. Please see our Cookie notice for further information.
    3. Third parties. We may receive personal data about you from various third parties or publicly available sources as set out below:
      1. Technical and Usage Data from analytics providers such as Google based outside the UK.
      2. Identity and Contact Data from organisations based inside the UK that have facilitated your access to our products and services. This may be because of an existing relationship you have with that organisation; for example, where an employer, membership organisation or insurer arranges for its employees, members or insured to have access to our products and services. Or, it may be the result only of an introduction that you have asked them to make. Such organisations may share your Identity and Contact Data with us via a single sign-on mechanism, which allows an account to be created for you on this website without you having to input your details.
      3. If you are a deemed customer, we may receive Identity and Contact Data, Support Data and Template Data about you from the associated registered customer.
  2. When we obtain information about you from third parties or publicly available sources rather than from you directly, we will notify you of any relevant information obtained, for example, the type of personal data, within a reasonable period. Some examples of third parties or publicly available sources include:
    1. other parties involved in your legal matter (for example, a lawyer acting on behalf of the other party or financial institutions) and/or other professional services firms (such as accountants and tax specialists); and
    2. Companies House and HM Land Registry.

HOW WE USE YOUR PERSONAL DATA

  1. We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:
    1. Where we need to perform the contract we are about to enter into or have entered into with you. Performance of Contract means processing your personal data where it is necessary for the performance of a contract that we have with you or to take steps at your request before entering into such a contract.
    2. Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests. Legitimate Interests means our interests in developing our business, products and services; protecting our business; and managing it efficiently. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law). You can obtain further information about how we assess our legitimate interests against any potential impact on you in respect of specific activities by contacting us.
    3. Where we need to comply with a legal or regulatory obligation. Comply with a legal or regulatory obligation means processing your personal data where it is necessary for compliance with a legal or regulatory obligation that we are subject to.
  2. We may share Template Data that you give to us when completing one of our automated legal document templates with third parties so that they can provide a service or assistance that you have requested. For example, when you create a document on this website, we may offer the facility for you to request that the document be reviewed by a lawyer of your choice. If you request this review service, using the Online by Invitation technology, the lawyer can be given online access to your electronic document file, and the associated questionnaire that you completed, so that the lawyer may undertake the requested review. This technology may be used in other circumstances, but it will only ever be used to share your document with a third party so that the third party can provide a service or assistance that you have requested. We rely on consent as a legal ground for processing your personal data in this way.
  3. We rely on consent as a legal ground for processing your personal data in relation to notifying our insurers about any claim you may make against us or about any circumstances that may give rise to a claim by you against us.
  4. We also rely on consent as a legal ground for processing your personal data in relation to sending direct marketing communications to you via email or text message. You have the right to withdraw your consent to receive such communications at any time. You can do this by editing your preferences yourself from the 'My Account' page of this website or, alternatively, by contacting us.
  5. We also rely on consent as a legal ground for processing your personal data in relation to the disclosure of your information to external firms or organisations who conduct audit or quality checks on us.
  6. Generally, however, we do not rely on consent as a legal ground for processing your personal data except in the circumstances described above.
  7. Purposes for which we will use your personal data
  8. We have set out below a description of all the ways we plan to use your personal data, and which of the legal grounds we rely on to do so. We have also identified what our legitimate interests are where appropriate.
  9. Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out below.
    Purpose/Activity Legal ground for processing and (where applicable) nature of legitimate interest
    To create, validate and (if necessary) recover an account for you, we will process Contact Data and Identity Data
    • Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
    • Necessary for our legitimate interests where you are acting on behalf of an incorporated business (to perform a contract with that incorporated business)
    To perform checks for conflicts of interest and money laundering (if applicable), we will process Contact Data and Identity Data Necessary to comply with a legal obligation
    To provide or perform the product or service you have requested, we will process Contact Data, Identity Data, Service Data, Support Data and Template Data
    • Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
    • Necessary for our legitimate interests where you are acting on behalf of an incorporated business (to perform a contract with that incorporated business)
    • Where this involves processing Special Categories of Personal Data or information about criminal convictions and offences, we will obtain your explicit consent
    To provide management information (including Contact Data, Identity Data and Usage Data) to any organisation that has facilitated your access to this website Necessary for our legitimate interests (for running our business and to meet our contractual obligations to that organisation)
    To share Template Data with third parties at your request using the Online by Invitation functionality Consent
    To manage payments (where applicable), we will process Contact Data, Identity Data, Service Data and Transaction Data
    1. Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
    2. Necessary for our legitimate interests where you are acting on behalf of an incorporated business (to perform a contract with that incorporated business)
    To deliver legal services to you where we have contracted directly with you or to deliver services to an incorporated business where you are acting on its behalf, we will process Contact Data, Identity Data and Support Data
    1. Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
    2. Where this involves processing Special Categories of Personal Data or information about criminal convictions and offences, we will obtain your explicit consent
    3. Necessary for our legitimate interests where you are acting on behalf of an incorporated business (to run our business effectively and to enable us to act in the best interests of our client as their legal adviser and provide the best possible service to them)
    To make statutory returns and for legal and regulatory compliance, we will process Contact Data, Identity Data and Support Data Necessary to comply with a legal obligation
    To manage our relationship, which will include:
    1. Notifying you about changes to our terms of business or privacy notice and sending other service communications to you
    2. Asking you to complete a survey, we will process Contact Data, Identity Data and Support Data
    1. Performance of a contract with you where we have contracted directly with you as an individual/consumer, sole trader or a general or limited partnership
    2. Necessary for our legitimate interests where you are acting on behalf of an incorporated business (to perform a contract with that incorporated business)
    3. Necessary to comply with a legal or regulatory obligation
    4. Necessary for our legitimate interests (to keep our records updated, to evaluate client feedback for the purposes of developing and growing our business, and to protect our business)
    To collect and recover money owed to us, we will process Contact Data, Identity Data, Service Data and Transaction Data Necessary for our legitimate interests (to recover debts due to us)
    To be able to respond to or defend complaints and claims, we will process Contact Data, Identity Data, Support Data, Template Data, Transaction Data and Usage Data
    1. Necessary for our legitimate interests (to protect our business)
    2. Consent in relation to the disclosure of personal data to our insurers in connection with notified claims or circumstances
    To participate in quality assurance schemes involving external firms or organisations conducting audits or quality checks. Consent
    To send marketing communications to you by email or text message, we will process Contact Data, Identity Data and Marketing and Communications Data, Profile Data, Support Data, Transaction Data and Usage Data Consent
    To ensure that we do not send marketing communications to you if you have indicated that you do not wish to receive these, we will process Contact Data, Identity Data, and Marketing and Communications Data Necessary to comply with a legal obligation
    To send legal bulletins to you by email, we will process Contact Data, Identity Data and Marketing and Communications Data Necessary for our legitimate interests (to support our products/services and to grow our business)
    To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data), we will process Contact Data, Identity Data, Service Data and Technical Data
    1. Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise)
    2. Necessary to comply with a legal obligation
    To identify possible developments and improvements to our website, products/services, marketing, customer relationships and experiences, we will process Contact Data, Identity Data, Profile Data, Support Data, Technical Data, Transaction Data and Usage Data Necessary for our legitimate interests (to study how customers use our products/services, to develop them and to inform our business development strategy)
    To make suggestions and recommendations to you about products or services that may be of interest to you, we will process Contact Data, Identity Data, Profile Data, Support Data, Transaction Data and Usage Data Necessary for our legitimate interests (to develop our products/services and grow our business)
    To determine whether data entered on this website (e.g. information entered into a contact form) is being provided by a human user or by an automated program, we use Google reCAPTCHA, which processes Technical Data. Necessary to comply with a legal obligation
  10. Marketing to registered customers
  11. We may use your Contact Data, Identity Data, Profile Data, Support Data, Transaction Data and Usage Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you (we call this marketing).
  12. You may receive marketing communications from us if you have requested information from us or purchased products or services from us or if you provided us with your details when you entered a competition or registered for a promotion and, in each case, you have not opted out of receiving that marketing.
  13. You can ask us to stop sending you marketing messages at any time by editing your preferences from the 'My Account' page of this website or by following the opt-out links on any marketing message sent to you or by contacting us at any time.
  14. Marketing to deemed customers and visitors
  15. We do not market to deemed customers or visitors.
  16. Third-party marketing
  17. We do not share your personal data with any outside company for marketing purposes.
  18. Cookies
  19. Please see our cookie notice for further information.
  20. Change of purpose
  21. We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us.
  22. If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal ground which allows us to do so.
  23. Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.

DISCLOSURES OF YOUR PERSONAL DATA

  1. We may have to share your personal data with the parties set out below for the purposes set out in the table in paragraph 4 above:
    1. Our service providers based in the UK and the Republic of Ireland who provide IT and system administration services.
    2. Any organisation that has facilitated your access to this website.
    3. If you have accessed our services through a website that we do not operate, the operator of that website is a data controller of your personal data for the purpose of administering that website and delivering any other services offered to you on that website.
    4. GoCardless. If applicable, GoCardless processes direct debit payments made for the subscription services offered on our website. GoCardless is a data controller of some of your personal data for this purpose. It processes that personal data in accordance with its own privacy notice, which can be found here.
    5. Law firms or legal contact centres that fulfil the helpline service outside of normal business hours as our outsourced service provider.
    6. Other service providers based in the UK providing services offered on our website direct to you.
    7. If we are instructed by you and another person jointly, your personal data will be shared with that other person.
    8. Some of the personal data that we hold about a deemed customer in the circumstances described in section 3.1(c)(iii) (i.e. that which can be viewed or accessed from the associated registered customer's account page) is necessarily shared with the associated registered customer.
    9. An Invitee of yours with whom you share Template Data using the Online by Invitation functionality.
    10. Professional advisers including lawyers, bankers, auditors and insurers based in the UK who provide consultancy, banking, legal, insurance and accounting services.
    11. HM Revenue & Customs, regulators and other authorities based in the UK who require reporting of processing activities in certain circumstances, including where disclosure is required to a law enforcement agency, e.g. where we know or suspect that a transaction may involve such illegal activities as money laundering or terrorist financing.
    12. External firms or organisations for the purpose of conducting audit or quality checks on us. These external firms and organisations are required to maintain confidentiality in relation to your personal data.
    13. Third parties to whom we may choose to sell, transfer, or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice.
    14. The data collected during the analysis performed by Google reCAPTCHA of the behaviour of each website visitor is encrypted and forwarded to Google. Google's privacy policy can be found at: https://policies.google.com/privacy.
  2. We require all third-party service providers processing your personal data for us to respect the security of your personal data and to treat it in accordance with the law. We do not allow them to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

INTERNATIONAL TRANSFERS

  1. We do not transfer your personal data outside the UK or European Economic Area except, subject to appropriate safeguards, to you or as management information to any organisation that has facilitated your access to this website.

DATA SECURITY

  1. We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
  2. We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

DATA RETENTION

  1. How long will you use my personal data for?
  2. We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements or to be able to respond to or defend complaints and claims.
  3. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.
  4. Details of retention periods for different aspects of your personal data are available in our retention policy which you can request from us by contacting us.
  5. In some circumstances you can ask us to delete your data: see below for further information.
  6. In some circumstances we may anonymise your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.

YOUR LEGAL RIGHTS

  1. Under certain circumstances, you have rights under data protection laws in relation to your personal data.
  2. You have the right to:
    1. Request access to your personal data (commonly known as a "data subject access request"). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
    2. Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.
    3. Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request for erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
    4. Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.
    5. Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following situations:
      1. if you want us to establish the data's accuracy;
      2. where our use of the data is unlawful but you do not want us to erase it;
      3. where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or
      4. you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.
    6. Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
    7. Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent.
  3. If you wish to exercise any of the rights set out above, please contact us.
  4. No fee usually required
  5. You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.
  6. What we may need from you
  7. We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
  8. Time limit to respond
  9. We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

Privacy notice E

Introduction

The MyLawyer website (Website) is provided by Epoq Legal Ltd (ELL), registered in England and Wales, company number 3707955, whose registered office is at Unit 2, Imperial Place, Maxwell Road, Borehamwood, Herts, WD6 1JN. ELL is authorised and regulated by the Solicitors Regulation Authority (SRA number 645296).

This notice forms part of the conditions (Conditions) that govern your use of the Website, and the services provided or offered to users of the Website (Services). See also the Terms of use. It is important that you read and understand the Conditions before you start to use the Website. You can print and keep a copy for your reference.

Reference to our, us and we on the Website is a reference to ELL.

By using the Website, you indicate that you accept the Conditions and that you agree to abide by them. If you do not agree to the Conditions, please refrain from using the Website.

Ownership and control of copyright and intellectual property rights

Content means all document templates, information guides and documents, materials and content, including designs, editorial, text, graphics, audio-visual materials, multimedia elements, photographs, videos, music, sound recordings, reports, software, information, formulae, patterns, data and any other work.

Content accessed or available through the Website may be owned by parties other than you or us (Third-Party Content) and may be protected by applicable copyrights, trademarks, patents, trade secrets or other proprietary rights and laws. Nothing in your use of the Website or in the Conditions grants you any right, title or interest in or to this Third-Party Content except for the limited right to use the Website and the services available on it as set out in the Conditions.

Specifically:

  • RAPIDOCS and MYLAWYER and their associated logos are either registered trade marks or other trade marks, service marks or trade dress of our parent company, Epoq Group Ltd (Company number 4265146), whose registered office is at Unit 2, Imperial Place, Maxwell Road, Borehamwood, Herts, WD6 1JN.
  • Rapidocs software and (except as stated below) document templates and the Law Guide are copyright Epoq Group Ltd.
  • Some of the Law Guide and document templates offered on the Website include public sector information reproduced under license from various third-party providers.

Except where expressly stated otherwise, all right, title and interest in and to the Website and all Content, source code, processes, designs, technologies, URLs, domain names, marks and logos forming any part of this Website (Our Content) is fully vested in us, our licensors or our suppliers and are protected by applicable copyrights, trade marks, patents, trade secrets or other proprietary rights and laws. You agree that Our Content is licensed subject to the terms of the Conditions, including the disclaimers and limitations of liability herein. Nothing in your use of the Website or in the Conditions grants you any right, title or interest in or to Our Content except the limited right to use the Website as set out in the Conditions.

Your use of Our Content

We grant you permission to view, download, copy and print any of Our Content solely for your personal, informational, non-commercial use provided that any copyright and trade mark notices appearing on such Content are not altered or removed; such Content is not used on any other website and such Content is not modified in any way. This permission terminates automatically without notice if you breach any of the Conditions. On any such termination, you agree to immediately destroy any downloaded or printed Content.

Subject to that, unless otherwise expressly authorised by us in writing, you agree not to:

  • deep link, rent, lease, loan, share, sell, resell or exploit for any commercial purpose, assign, sublicense, grant a security interest in or otherwise transfer any right or interest in Our Content;
  • distribute, redistribute, create a derivative work of, decompile, reverse engineer, reverse assemble or otherwise attempt to discover the source code, of Our Content, to the maximum extent that such prohibition is permitted by applicable law;
  • copy, reproduce, broadcast, download, store (in any medium), transmit in any form or by any means, electronic, mechanical, recording or otherwise, show or play in public, adapt or change in any way, Our Content or any other part of the Website for any purpose whatsoever in breach of the Conditions;
  • use any data mining, robots or similar extraction methods in relation to Our Content;
  • remove any proprietary notices or labels on or in Our Content, or
  • allow any other person or entity to engage in any of the foregoing.

The reproduction of all trade marks, both registered and unregistered is strictly prohibited.

Any application in relation to the licensing of Our Content should be addressed to us at support@mylawyer.co.uk

We shall have no responsibility for any damage to your computer system or loss of data that results from downloading any of Our Content.

Updated May 31 2019

TERMS OF ENGAGEMENT

SUMMARY

This section summarises our Terms of Engagement but does not replace our full terms, which you can read beneath this Summary.

WHAT ARE 'TERMS OF ENGAGEMENT'?

These Terms of Engagement set out clearly the legal services work we'll do for you; how we will do that work and what rights you will have. When you instruct us to carry out work on your behalf, it will be done in accordance with these terms, along with the website's Terms of Use, which you can read here.

ABOUT US

'We', 'our' and 'us' refers to Epoq Legal Ltd whose registered office address is at 2 Imperial Place, Maxwell Road, Borehamwood, Hertfordshire, WD6 1JN. Epoq Legal Ltd is authorised and regulated by the Solicitors Regulation Authority (SRA number 645296), and is registered in England and Wales under company number 3707955.

OUR WORK

We may provide some or all of the following services depending upon the terms of your access to the MyLawyer website. Check the website for details of the services available to you:

  1. Legal Document Review. The review and, where appropriate, amendment of legal documents created on the website or over the phone
  2. Legal advice. The provision of legal advice relating to your document over the phone or via email, within the scope of the Legal Document Review
  3. Legal Helpline. The provision of a helpline you can call to obtain information about, and guidance for, any legal issues you may have
  4. Telephone Document Preparation Service. A telephone interview where we ask you all the necessary questions to prepare your legal document, then send it for Legal Document Review
  5. Small Claims Service. Advice, guidance and assistance to support you when you're making a small claim (a claim by a consumer for the breach of a contract for the sale of goods or provision of services for less than £500)

ACCEPTANCE OF INSTRUCTIONS

We're not obliged to provide any services to you until your instructions have been accepted by us. Note there may be circumstances where we're unable to accept your instructions because our professional rules prevent us acting for you. If this happens, we'll tell you straightaway and discuss your options with you.

LEGAL DOCUMENT REVIEW

We'll review your document under a Limited Engagement. This means our work is restricted to:

  1. Reviewing the answers that you give when preparing a document on the website or over the phone
  2. Indicating whether or not we're satisfied that the document will meet your disclosed requirements and circumstances
  3. If appropriate, amending your document to ensure it's suitable for your disclosed circumstances

Legal Document Reviews are subject to a fair use policy. Under this, you agree that we may manage Limited Engagements so that, as far as possible, they can be completed within one hour. For example, we'll enter into reasonable communications with you by either phone or e-mail in order to complete the work required, but we won't offer face-to face meetings. We may also decline to deal with your requests if they're not essential to our work on your document.

In exceptional cases, we may decline to continue the Legal Document Review under a Limited Engagement if we consider that the work involved goes beyond our fair use policy, e.g. because of the volume or complexity of additional information that you provide. In that situation, we'll inform you of this and discuss your options.

LEGAL HELPLINE

We will provide telephone legal advice in good faith based only on the information given during your call. We won't engage in correspondence, draft documents or provide any legal representation.

The Legal Helpline is also subject to a fair use policy. In general, any question asked should be answerable within approximately 20 minutes. We may decline to provide advice to you if, for example, it's a complex issue that requires a face-to-face meeting, written advice or a document drafted.

In rare cases, we may also restrict, suspend or impose conditions on your access to the Legal Helpline if we consider you're making excessive or inappropriate use of it.

TELEPHONE DOCUMENT PREPARATION SERVICE

If you use this service, one of our telephone operatives will help you input all the information required to create your chosen legal document, either when you contact them or at another mutually agreeable date and time. It will then be sent for Legal Document Review.

SMALL CLAIMS SERVICE

You'll have access on the MyLawyer website to a range of templates from which you can create documents relevant to your small claim. You can also seek advice via the Legal Helpline or ask for a Legal Document Review of the documents you've created, subject to certain exclusions and limitations as part of the fair use policy (outlined above).

However, we'll try at all times to implement and operate these conditions and policies with reasonable flexibility so that you're able to pursue your small claim.

COMPLAINTS

We're committed to providing a first-class service, but if you have any questions or concerns, or if you'd like to request a copy of our written complaints procedure, our full terms tell you who to contact and how, and what you can do if we are unable to resolve matters for you.

FULL TERMS

Thank you for your interest in our services.

ABOUT US

  1. We are Epoq Legal Ltd, a private limited company registered in England and Wales. In these terms of engagement, 'we', 'our' and 'us' refers to Epoq Legal Ltd.
  2. Our registered office address is at 2 Imperial Place, Maxwell Road, Borehamwood, Hertfordshire, WD6 1JN.
  3. Our company number is 3707955.
  4. Our VAT number is 247 9946 45.
  5. We are authorised and regulated by the Solicitors Regulation Authority. Our SRA number is 645296.
  6. The standards and requirements that we are expected to achieve and to observe can be found in the SRA Standards and Regulations (https://www.sra.org.uk/solicitors/standards-regulations/).
  7. In relation to work performed by us under these terms of engagement, you are entitled to the protections offered by the SRA Compensation Fund (https://www.sra.org.uk/solicitors/standards-regulations/compensation-fund-rules/). You are not entitled to these protections in relation to our other, non-legal activities.
  8. We hold professional indemnity insurance that covers our legal practice carried out from offices in England and Wales and extends to acts or omissions wherever in the world they occur. Our liability for negligence with respect to your matter is limited to the maximum of our indemnity insurance.
  9. When performing work for you under these terms of engagement, we do not expect to provide any financial services which are 'regulated activities' under the Financial Services and Markets Act 2000.

DEFINITIONS

  1. Document: a legal document created either by you or by one of our telephone operatives on your behalf using the System.
  2. Document Preparation Service: the provision by us of access to the System on the Website.
  3. Document Review Service: the work that we will do on your behalf in connection with reviewing and approving a Document.
  4. Helpline: the provision by us to you of a telephone legal advice line.
  5. Services: the services listed at paragraph 3.1.
  6. System: the document assembly and drafting system used to create a Document.
  7. Telephone Document Preparation Service: the collection from you by telephone of the information required for our telephone operatives to create a Document on your behalf using the System.
  8. Website: the MyLawyer website hosted at the site www.mylawyer.co.uk.

OUR SERVICES

  1. These terms of engagement explain the operation of:
    1. the Telephone Document Preparation Service;
    2. the Document Review Service;
    3. the Helpline; and
    4. the Small Claims Service.
  2. You may not have access to all of the Services. Therefore, reference in these terms to the provision to you of the Services is only to the Service or Services to which you do have access.
  3. The work that we do for you in connection with the Services will be governed by these terms of engagement and either by the Terms of Use appearing on the Website or the Terms of Use relating to the Telephone Document Preparation Service sent to you by email (as applicable).
  4. Responsibility for any legal information provided by us or any other third party on the Website is governed by the Website Terms of Use, not by these terms of engagement.

STARTING WORK

  1. Prior to carrying out any work on your behalf under these terms of engagement, there are certain steps which we are required to take in order to be sure that it is proper and in your best interests for us to act for you. We will notify you by separate email, after completing these steps, if we are unable to accept your instructions. Further information can be found below under 'Acceptance of instructions'.
  2. We shall not be obliged to carry out any work on your behalf unless and until:
    1. you have signified your consent and agreement to these terms of engagement either expressly or impliedly by you telephoning us to make use of the Helpline or Small Claims Service or in order to proceed with the Telephone Document Preparation Service, or by you submitting a Document to us for review under the Document Review Service; and
    2. we have accepted your instructions.
  3. A contract is made between us for the provision of the Services when, and if, we accept your instructions. This contract is ancillary to a separate contract between you and us for the provision of the Document Preparation Service.
  4. 4.4 By telephoning us to make use of the Helpline or Small Claims Service or in order to proceed with the Telephone Document Preparation Service, or by submitting a Document to us for review under the Document Review Service, you request that we begin to provide that Service as soon as practically possible

ACCEPTANCE OF INSTRUCTIONS

Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017

  1. Before we can accept your instructions and begin work on your behalf, we may be required to obtain information and documents to enable us to verify your identity and to understand the nature and purpose of the work you want us to do for you. Unless you are an existing client of the firm and we hold all relevant and required information about you already, we will tell you separately which information and documents we need you to provide, and will be obliged if you will kindly supply us with them as soon as possible. We do hope that the impact on you will be minimal and that you will promptly provide all requested documents so that we may commence our work on your behalf. If you cannot provide us with the specific identification documentation that we request, please contact us as soon as possible to discuss other ways to verify your identity.
  2. If we are unable to complete the verification process to our satisfaction because of any failure on your part to supply any requested information or documents, we will not be able to carry out any work for you and will be required to refuse your instructions. If this should occur, any payment (if applicable) already made with respect to those instructions will not be refundable.

    Conflict

  3. Similarly, before we can accept your instructions and begin work on your behalf, we are required to undertake a conflict check to ensure there are no reasons why we may not or should not accept your instructions because either the interests of another client may be in conflict with your interests, or our own interests may be in conflict with your best interests. We will let you know as quickly as we can if we are unable to act for you, and in that event (if applicable) any payment already made with respect to your instructions will be refunded in full.

    Joint instructions

  4. If you want us to act for both you and another person, we will need to conduct a similar verification and checking process in relation to that other person before we can accept instructions from, and begin work on behalf of, both of you. We will also need to assess the risk of a conflict of interests arising between the two of you. If we are satisfied that it is proper and appropriate for us to act for both of you, we will inform you and send a separate engagement letter to the other person. Otherwise, we will contact you to discuss your options.

TELEPHONE DOCUMENT PREPARATION SERVICE

  1. The purpose of the Telephone Document Preparation Service is to collect by telephone the information required for our telephone operatives to create a Document for you using the System.
  2. Our telephone operatives will either collect that information, if appropriate, when you telephone, or book an appointment for that purpose. In the latter case, one of our telephone operatives will call you at the appointed time. If you do not have available all the information required to complete the Document during the call, the operative will arrange for you to call back or email in with the missing information.
  3. If you are not available at the appointed time, the operative will leave telephone messages and/or send email messages to advise you to arrange another appointment.
  4. Our telephone operatives will not enter into correspondence with you other than as indicated here.
  5. The Document will be sent by a telephone operative for review under the Document Review Service when complete.
  6. Our telephone operatives will provide general information relevant to the creation of a Document, but it is not part of the Telephone Document Preparation Service for our operatives to suggest any particular choice or course of action, or to give any other advice (legal or otherwise).
  7. However, we would be very happy to provide such advice under the Document Review Service, where appropriate.

DOCUMENT REVIEW SERVICE

  1. There are limitations on the work that we will do under the Document Review Service.

    What we will do

  2. The scope of our work is:
    1. to indicate to you whether or not we are satisfied, based on the answers that you gave the System or one of our telephone operatives, that the Document created by or for you is effective, so far as has been disclosed, to meet your requirements and suitable for your circumstances; and
    2. if necessary, to amend the Document to ensure that it is suitable for your disclosed requirements and circumstances.
  3. This means that it is very important that you inform us about any information that you think may be material to the preparation of the Document or about the purpose for which the Document is to be used. The possible damage to you or to your interests if the Document is not correct is one such important material piece of information that you should disclose to us.

    How we will perform our work

  4. We shall:
    1. review the answers you gave the System or one of our telephone operatives;
    2. review the Document; and
    3. engage in reasonable correspondence and/or communications with you that are relevant to our work under the Document Review Service or that are required to clarify your requirements or to resolve ambiguities in information provided by you that is material to the performance of the Document Review Service. Subject to our fair use restrictions (see paragraph 8), we will endeavour to respond to your correspondence and communications as fast as we can, but do not guarantee any particular response time.

    What we will not do

  5. The Document Review Service does not include:
    1. undertaking any investigation of your particular circumstances beyond those that you disclosed in the answers you gave the System, or that you informed us of via subsequent communications;
    2. the provision of legal advice about the suitability of the Document to your particular circumstances save to the extent that they are disclosed by the answers you gave the System or one of our telephone operatives and/or in any subsequent communications;
    3. verifying your answers or any information given by you when using the System or the Telephone Document Preparation Service. You alone are responsible for ensuring the answers, and any information you give, are correct (this includes information in relation to the identity of any parties or signatories, their age and capacity). We rely on you providing the correct information;
    4. proofreading data you have inputted for typographical errors;
    5. supervising or checking the due and proper signing of the Document. It is your responsibility to ensure that the Document is properly signed, and, if any person or entity who is to sign it is outside the jurisdiction in which we operate, it is your responsibility to ensure that the Document is properly signed in accordance with the requirements of that jurisdiction where those requirements prevail;
    6. undertaking any future review of the Document or providing any ongoing advice, legal or otherwise, as to the continued effectiveness for legal, taxation or any other purpose of the Document;
    7. sending your completed Document to you.

    Exclusions

  6. Where the Document is a will or a trust:
    1. We do not give personal, corporate or specialised tax advice and we strongly recommend that you engage a specialist to provide this advice for you.
    2. We will not supervise the signing of any will or take responsibility for the will being correctly signed. You will be provided with instructions on how to sign the will. If the will is not correctly signed it will be invalid.
    3. To make a valid will you must have the requisite mental capacity at the time of signing. If you instruct us to review a will, we shall proceed on the basis that the testator has mental capacity, and is of the minimum age for the relevant jurisdiction to make a will. If this is not the case, this could be grounds for challenging the will's validity which could adversely affect the intended beneficiaries. If you are concerned about this, we would suggest that you contact us to discuss the matter further.
    4. We do not assume any responsibility nor will we accept liability for failing to provide later advice on the terms of any will or trust prepared using the System or Telephone Document Preparation Service should future taxation changes or any other changes in the law render their terms inappropriate. The responsibility for future reviews of the terms of your will or trust rests with you. We advise you to have your will reviewed regularly and at least every 2-3 years to make sure that the Document continues to meet your requirements.
  7. Where the Document is a power of attorney, we do not assume any responsibility for verifying that the donor has capacity or that the donor has not been subjected to undue influence with respect to the creation or the terms of the power.

    Alterations to the Document:

  8. We do not have any liability for:
    1. any alterations made by you or on your behalf to the Document once it has been returned to you by us unless such alteration has been approved by us;
    2. any use of the Document or signing of the Document by a person or entity outside of the jurisdiction in which we operate; or
    3. any adverse consequences resulting from the use of the Document which are attributable to circumstances pertaining to you which were not disclosed in the answers that you gave the System or one of our telephone operatives, or in subsequent communications.

    Work outside the scope of the Document Review Service

  9. On first receiving a Document and each time that you provide additional information or make a new request with respect to that Document, we shall assess, in good faith, if it will be practical or appropriate for us to provide, or continue our work under, the Document Review Service, or if any work you want us to do, or request you have made, falls within the scope of the Document Review Service. If the result of any such assessment is that we consider it appropriate to take any of the steps referred to in paragraphs 8.2(b), 8.2(c) or 8.2(d) below, we will, if possible, consider and discuss with you if and how we might perform a modified Document Review Service with respect to the Document if you change or limit your requirements or requests. If this is not possible, or if you do not agree, we will discuss with you your options.

FAIR USE RESTRICTIONS APPLICABLE TO THE DOCUMENT REVIEW SERVICE

  1. Our aim is to complete our work under the Document Review Service quickly and efficiently. We expect that in most cases the work that we undertake under the Document Review Service will take no more than one hour in total. We reserve the right to manage the work we agree to do to ensure that, so far as possible, that expectation is fulfilled.
  2. What this means in practice is as follows:
    1. We will expect that correspondence and communications between us will take place by email or by telephone. Face-to-face interviews will not be offered.
    2. We may limit the extent to which we engage in communications with you or to which we respond to correspondence from you if we reasonably consider, and have explained to you, that to do so would be incompatible with the efficient conduct of our work under the Document Review Service.
    3. You may provide us with additional information about your requirements and circumstances beyond that revealed by the answers that you gave the System or one of our telephone operatives, but we reserve the right to terminate our work under the Document Review Service at any time if, by reason of the volume and/or complexity of that additional information, we reasonably consider, and have explained to you, that it is impractical or inappropriate to continue to work on the Document under the Document Review Service.
    4. As part of the Document Review Service, we may decline to deal with any requests, issues or questions made or raised by you if they are not essential to our work on the Document under the Document Review Service.

HELPLINE

  1. The Helpline is provided by us on the following terms and conditions:
    1. All advice is given in good faith and is based upon the information supplied by you during the call. We cannot be held liable for any loss suffered if inaccurate or incomplete information is given. We may ask questions to elicit information to assist us in answering your questions, but we are not obliged to do so and a failure by us to ask questions that may have altered our advice will not incur any liability on our part.
    2. Advice is provided solely by telephone and will not be provided in writing. We will not enter into correspondence with you.
    3. Advice given is specific to the individual issue being discussed and is not intended to be applied to other situations. If you do so then it is at your own risk.
  2. The Helpline does not include:
    1. drafting or amendment of documents or clauses;
    2. preparation of letters; or
    3. advising, supporting or representing you in any further way.
  3. A Helpline call will be discontinued immediately if you are rude or abusive to our staff, and your future access to the Helpline may be withdrawn
  4. You must not facilitate the use of the Helpline by unauthorised persons. If you do, your access to the Helpline may be withdrawn.
  5. In some cases, the Helpline is not provided by us - see the Terms of Use for details. We do not have any liability for advice given by other legal services providers.

FAIR USE RESTRICTIONS APPLICABLE TO THE HELPLINE

  1. Your use of this Service is subject to fair use in line with its intended purpose. As a guideline, any question asked on the Helpline should be answerable within approximately 20 minutes.
  2. We shall have no obligation to provide advice to you through this Service if, in our absolute discretion, a question being asked by you is outside the scope of the Service or if it is inappropriate to deal with your question through the Service (for example, if it is a complex issue that requires a face-to-face meeting or if you need written advice or a document drafted).
  3. In this event, we will inform you immediately during the call and discuss your options with you.
  4. If, in our absolute discretion, we consider that you have made, or are making, inappropriate or excessive use of this Service, your access to the Service may be restricted or suspended (either for a fixed period or indefinitely), or conditions may be imposed upon your access to it, which may include a condition of payment or an additional charge.
  5. You will be notified before any such action is taken.

SMALL CLAIMS SERVICE

  1. A Small Claim means a claim by a consumer for the breach of a contract for the sale of goods or provision of services having a monetary value of less than £500.
  2. The purpose of the Small Claims Service is to provide advice, guidance and assistance to enable those having access to the service (Eligible Persons) to make Small Claims themselves. The intention is that, wherever possible, Eligible Persons wishing to pursue a Small Claim will be supported at all stages of the process from preliminary advice and pre-action correspondence through to preparation, commencement and conduct of proceedings.
  3. Eligible Persons will have access on the Website, free of any additional charge, to a range of document templates from which they will be able to create for themselves Documents relevant to the Small Claim that they wish to pursue. They may also ask us for advice using the Helpline or to review the Documents they have created under the Document Review Service. Document Review and Helpline services will be subject to the usual conditions and policies as to fair use described above.
  4. However, we shall endeavour at all times to implement and operate these conditions and policies with reasonable flexibility and to give effect to the purpose of, and intention behind, the Small Claims Service. For example, it may, on occasion and to facilitate the pursuit by an Eligible Person of their Small Claim, be appropriate for us either to adapt a Document created by that Eligible Person in order to create an additional legal document or to provide bespoke drafting assistance.
  5. The extent to which we implement and operate the conditions and policies as to fair use applicable to Document Review and Helpline services according to their strict terms will, however, remain a matter within our absolute discretion.
  6. Subject to the applicable fair use policy, there will be no formal limitation upon when, and how often, Eligible Persons may make use of the Helpline with respect to each Small Claim that they wish to pursue. Advice given through the Helpline may include advice on the law relating to each Small Claim, advice on the selection of an appropriate document template, advice on adapting Documents in order to create additional legal documents and advice on procedure.
  7. The Small Claims Service is subject to the following exclusions and limitations:
    1. We will not under any circumstances act for, or otherwise represent, Eligible Persons in the pursuit of their Small Claims.
    2. There are no document templates suitable for use in the conduct of proceedings once a Small Claim has begun. We will not provide any bespoke drafting assistance once such proceedings have begun, although we will continue to provide Helpline services.
    3. It will be the responsibility of Eligible Persons to print, sign and despatch Documents, once we have approved them, and to pay any applicable fees.
    4. There will be limitations on the Small Claims Service where an Eligible Person wishes to pursue a Small Claim in Northern Ireland or Scotland, as follows:
      1. Eligible Persons will be provided with information rather than advice.
      2. We may suggest changes to Documents, but we will not amend or adapt them, or provide any bespoke drafting assistance.
      3. The available document templates will not include a claim form. Eligible Persons wishing to commence court proceedings in Northern Ireland or Scotland will be directed to the appropriate court website.

SCOPE OF REGULATION

Only some of the work we perform will be regulated by the SRA. All work performed by us under these terms of engagement will be regulated by the SRA, but our other, non-legal activities will not be. For example, the provision by us of the Document Preparation Service will not be regulated by the SRA. However, this will not affect how we must deal with any complaint you make about any service provided by us or your right to take that complaint to the Legal Ombudsman (see paragraph 18).

WEBSITE ACCESS FACILITY

We have a facility that enables us to access your account, or any Documents you have created or started, and perform actions as if we were you. We will only ever use that facility when it is necessary in order to action a support request that you have made to us, whether by email or by telephone. You consent to us using this facility in this way when you accept these terms of engagement. By accepting these terms of engagement, you also agree to comply with the instructions we may give you to ensure that the use of this facility is effective. For the avoidance of doubt, we shall not ever, unless you are on a telephone call with us at the time and specifically provide your consent, use this facility to accept any contractual terms or other legal acknowledgements, or to make any payments, on your behalf.

COST

Where applicable, the price charged to you for any of the Services is an agreed fee; in other words, it is fixed, we cannot increase it, and it does not cease to be payable if the Service is lawfully terminated before the Service is fully performed. It is your responsibility to investigate other ways of funding the provision of an equivalent service. By using the Service, you acknowledge that you are satisfied that it is appropriate for you to pay the price and that the price is reasonable.

CANCELLATION

  1. The Services are ancillary to the contract between you and us for access to the Document Preparation Service (whether that contract is for access on a single occasion or multiple occasions).
  2. If you have a right to cancel that contract and have validly notified us that you wish to exercise that right, the contract with us for the provision of the Services will automatically be cancelled.

RESPONSIBILITY FOR THE WORK

  1. We will advise you separately of the name of the file handler who will be assigned to doing most of the work under the Document Review Service as well as the identity of the partner (Client Partner) with overall responsibility for your business relationship with us. The file handler may not be a solicitor, but the Client Partner will be an experienced solicitor.
  2. From time to time, and if we consider it to be of importance in relation to our work for you under the Document Review Service, it may be necessary for us to involve other staff, including trainees and paralegals, with different levels of experience or with other areas of expertise. We will, in each case, let you know in advance why we consider it necessary, what the area of specialisation is, and the name of that person.

DATA PROTECTION, CONFIDENTIALITY AND DISCLOSURE

  1. We use the information you provide primarily for the provision of legal services to you and for related purposes including:
    1. Updating and enhancing client records
    2. Analysis to help us manage our practice
    3. Statutory returns
    4. Legal and regulatory compliance
  2. Our use of your information is subject to your instructions, data protection law and our duty of confidentiality.
  3. For information about how we look after your information, about your privacy rights and how the law protects you, see our Privacy notice. However, please note the following in particular:
    1. Although we are professionally and legally obliged to keep your affairs confidential, there may be circumstances where we are required by law to make a disclosure, e.g. where we know or suspect that a transaction may involve such illegal activities as money laundering or terrorist financing.
    2. If we have to notify our insurers about a claim you have made, or about any circumstances that may give rise to a claim by you, we will pass information about you and your matter to our insurers. By instructing us to perform work for you, you are agreeing to disclosure of your information to our insurers, and any assessors appointed by them, in that situation.
    3. External firms or organisations may conduct audit or quality checks on us, and by instructing us to perform work for you, you are agreeing to disclosure of your information to these firms or organisations for that purpose. These external firms or organisations are required to maintain confidentiality in relation to your information.

COMPLAINTS

  1. This firm is committed to providing a first-class service and consistently excellent advice of the utmost quality to its clients, but if you have any questions or concerns, or in the unlikely event that you have any cause to complain about our service (including a complaint about any bill delivered by us), please initially contact the Client Partner. We have a written complaints procedure to which we shall adhere when dealing with any complaint. A copy of our complaints procedure is available on request by emailing support@lawassure.co.uk.
  2. If we fail to respond to your complaint within eight weeks or if at the conclusion of our complaints process we are unable to resolve matters to your satisfaction you may have a right to make a complaint to the Legal Ombudsman. If you wish to do so, you must contact the Legal Ombudsman within six months of our final response or, if we haven't responded within 8 weeks, within 6 months of your last contact with us. Additionally, you must raise your complaint with the Legal Ombudsman within 1 year of the relevant act or omission or, if the act or omission took place more than 1 year ago, 1 year from when you should reasonably have known there was a cause for complaint.
  3. In relation to a complaint about any bill delivered by us, which we have not resolved to your satisfaction, you may have a right to object to the bill by making a complaint to the Legal Ombudsman and/or by applying to the court for an assessment of the bill under Part III of the Solicitors Act 1974. Please note, however, that if all or part of a bill remains unpaid we may be entitled to charge interest. In addition, the Legal Ombudsman may not consider a complaint about the bill if you have applied to the court for assessment of the bill.
  4. You can contact the Legal Ombudsman as below:

    Postal address
    Legal Ombudsman
    PO Box 6806
    Wolverhampton
    WV1 9WJ

    Website
    http://www.legalombudsman.org.uk

    Telephone
    0300 555 0333

    Email
    enquiries@legalombudsman.org.uk

Thank you for your interest in our services.

Yours sincerely

Richard Cohen
Senior Partner

ToE_ML

Complaints procedure

Complaints procedure

We aim to please - but we know that sometimes things go wrong. If you have a problem or complaint we want to know. Most problems can be dealt with by sending an email to support@mylawyer.co.uk. We will endeavour to investigate your complaint and respond to you as quickly as possible. We undertake to either deal with your complaint, or acknowledge its receipt and confirm the timescale for a full response, within three working days of receipt.

If you are not satisfied with the response to your complaint, you may send a further email for the attention of the Chief Executive Officer to support@mylawyer.co.uk or write to the Chief Executive Officer, Epoq Legal Ltd, Unit 2, Imperial Place, Maxwell Road, Borehamwood, Herts, WD6 1JN, giving the reasons for your continued dissatisfaction. We will acknowledge receipt of your further email or letter within three working days of its receipt and will again confirm the timescale for a full response. A separate and thorough review of your complaint will be conducted and a full response sent directly to you.

If we fail to respond to your complaint within eight weeks or if at the conclusion of our complaints process we are unable to resolve matters to your satisfaction you may have a right to make a complaint to the Legal Ombudsman. If you wish to do so, you must contact the Legal Ombudsman within six months of our final response or, if we haven't responded within 8 weeks, within 6 months of your last contact with us. Additionally, you must raise your complaint with the Legal Ombudsman within 1 year of the relevant act or omission or, if the act or omission took place more than 1 year ago, 1 year from when you should reasonably have known there was a cause for complaint.

You can contact the Legal Ombudsman as below:

Postal address:

Legal Ombudsman
PO Box 6806
Wolverhampton
WV1 9WJ

Website:
http://www.legalombudsman.org.uk

Telephone:
0300 555 0333

Email:
enquiries@legalombudsman.org.uk


What to do if you are unhappy with our behaviour

Our regulators, the Solicitors Regulation Authority (SRA) can deal with any concerns about our behaviour. This could be things like dishonesty, concerns about our ethics or integrity. There are no time limits for making a report but there are limits on what the SRA will consider. Please note that the SRA is not able to deal with issues of poor service (complaints of this nature should instead be referred to the Legal Ombudsman). For further information about the SRA's role, please contact the SRA or visit:

https://www.sra.org.uk/consumers/problems/report-solicitor.page#report

Solicitors Regulation Authority
The Cube, 199 Wharfside Street
Birmingham
B1 1RN
Tel: 03706062555
Email: report@sra.org.uk
www.sra.org.uk - your right to complain

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