This is the Privacy Policy of AT YOUR WILL (ABN 60 909 220235) (“I”, “we”, “me”, “us” and when relating to me or us, “our” or “my”).

We are committed to protecting the privacy of our contacts, clients, suppliers and employees (“you” and when relating to you, “your”) and complying with the Australian Privacy Principles set out in the Privacy Act 1988 (Cth) (Privacy Act).

In this policy, we describe how we manage your personal information, including personal information that we collect through our website www.atyourwill.com.au, Microsoft Forms and Microsoft Bookings.

This Privacy Policy is supplemented by any further lawyer-client service agreement and any professional duties, including the duty of confidentiality.

Please read this Privacy Policy carefully and contact us using the details below if you have any questions.

By providing us with personal information, you indicate that you have had sufficient opportunity to access this Privacy Policy and that you have read and accepted it.

The type of personal information AT YOUR WILL collects

The personal information we collect includes:

• contact details such as name, residential and postal address, email address, phone number;
• information relating to your circumstances and affairs relevant to the matter/s in which we are instructed;
• information about your legal interests and requirements and the legal services that you may wish to purchase;
• information about your experience and satisfaction with legal products and/or services that you have purchased from us;
• nominations for ‘Giving Back’ donations;
• information regarding our information sessions and other promotional events held by us; and
• statistical information regarding views, access and use of our website or other services by our customers.

How AT YOUR WILL collects personal information

3. We collect personal information by various means including when:
   • you contact us with a question or inquiry;
   • you subscribe to our newsletter or legal updates service;
   • you provide your email address to access a download or other document provided by us electronically;
   • you attend a seminar or event where we present;
   • you attend a meeting by phone, video conference or person and provide instructions and details relevant to the legal service you seek;
   • you attend video conferences we may request your permission to record the meeting, or a screenshot saved as a record of that meeting, but will only do so with your verbal consent prior to the meeting being recorded or screen shot being saved;
   • you instruct us to act for you and we open a file and conduct a conflict check;
   • you provide information in hardcopy, email, online shared document, social media, during our meetings via phone, Zoom or in person;
   • our clients provide us with information about related or adverse parties relevant to the advice or services we are providing;
   • we undertake a search or investigation;
   • we verify your identity;
   • you visit our website;
   • you complete a AT YOUR WILL booking via Microsoft Bookings or intake form via Microsoft Forms.
4. Where practicable, we collect personal information about you directly from you. However, we may collect information about you from a third party such as a client, a third-party information provider or supplier or contractor; the courts or a person responding to our questions or inquiries. If we receive your personal information from third parties, we will protect it as set out in this Privacy Policy.
5. We are required to collect the full name and address of our clients by the Legal Profession Uniform Rules made under the Legal Profession Uniform Law Application Act 2014, and to comply with our duty to the courts.
6. If you are a client and do not provide us with name and address information we cannot act for you.
7. If you do not provide us with accurate personal information we may not be able to carry out our instructions or achieve the purpose for which the information has been sought.
8. If you do not wish to provide personal information to us when using our website, then you do not have to do so, however, it may affect your use of the website or any products and services offered on it.

The purposes for which AT YOUR WILL collects, holds, uses and discloses personal information

1. We collect, hold, and use personal information to:
   • contact and communicate with you, including by responding to your enquiries;
   • provide legal services;
   • verifying identity of clients;
   • internal record keeping; and analysis;
   • seeking consent in relation to publication of reviews and testimonials;
   • assess our clients’ needs or improve the use of and satisfaction with our legal services; and
   • letting you know about legal developments, our expertise, legal services and special offers that may be of interest to you.
2. We disclose personal information for purposes including:
   • to provide our products and services to you;
   • to carry out your instructions as our client;
   • verifying identity of clients;
   • to third parties including agents and sub-contractors, who assist us in providing legal services or marketing;
   • as required by law; and
   • when using services in support of our legal practice, subject to our confidentiality obligations.
3. Where we disclose your personal information to third parties for the purposes referred to above, we will request that the third party follow this or a similar Privacy Policy regarding the handling of your personal information.

The parties to whom your personal information is disclosed

1. Subject to our confidentiality obligations, we may share some relevant personal information with:
   • parties related to a matter you have with us, government authorities and service providers as reasonably required to carry out your instructions;
   • our email marketing provider for the purposes of providing you with our newsletter, invitations and legal updates; and
   • third party service providers who assist us with archival, auditing, accounting, legal, business consulting, website, design or technology services.
2. We also will disclose your information if required by law to do so or in circumstances permitted by the Privacy Act – for example, in response to a subpoena, discovery request or a court order, or where we have reasonable grounds to suspect that unlawful activity or misconduct of a serious nature that relates to our functions or activities has been, is being or may be engaged in.

Disclosure of information outside the jurisdiction of collection

Some of the third parties described above including our service providers and related bodies corporate may be in countries other than Australia.

Opting out of marketing communications

We may, from time to time, send you newsletters, invitations and legal updates about our services. You can opt out of receiving further such communications by notifying us using our contact details below or by clicking the “Unsubscribe” option at the bottom of any marketing email received from us.

Security

1. We take reasonable physical, technical and administrative safeguards to protect your personal information from misuse, interference, loss, and unauthorised access, modification and disclosure. For example, we:
   • have strict password protocols to protect access to electronic documents;
   • collect client data using Microsoft Bookings and Microsoft Forms;
   • store electronic data using OneDrive Microsoft 365 Business Standard with appropriate security protections against unauthorised access to data;
   • limit access to personal information to individuals with a need to know; and
   • protect devices that we use to collect, store and access personal information with industry-standard antivirus and malware software.
2. Our website is managed by WordPress.

Access to personal information

1. Unless we are subject to confidentiality obligation or some other restriction on giving access to the information and we are permitted to refuse you access under the Privacy Act, we will endeavour to make your information available to you within 30 days, or such other reasonable time as the circumstances permit. Examples of circumstances where we may refuse to give you access to your personal information include where:
   • giving access would be unlawful;
   • we reasonably believe that giving you access would pose a serious threat to the life, health or safety of any individual or to public health or public safety;
   • giving access would have an unreasonable impact on the privacy of others;
   • the information could reveal the intentions of a party in negotiations;
   • giving access could prejudice the taking of appropriate action in relation to unlawful activity; and
   • giving access could reveal evaluative information in a commercially sensitive decision-making process.
2. We will not charge you to make a request to access your record but we may charge an administrative fee for access, depending on the costs associated with obtaining and providing the material.
3. These actions can be taken by contacting us using the contact information below.

Notification of Changes

If we decide to change our Privacy Policy, we will post a copy of our revised policy on our website or otherwise make a copy of it available to you.

Complaints / Contact us

For any questions or notice, or if you believe that we have breached this Privacy Policy or the Australian Privacy Principles, please contact us using the following details:

Donna Farrell, Principal Lawyer

AT YOUR WILL

info@atyourwill.com.au

0413 656 164

We will endeavour to respond to any complaint within 30 days. If you are not satisfied with our response to your complaint you may seek a review by contacting the Office of the Australian Information Commissioner using the information available at http://www.oaic.gov.au/privacy/privacy-complaints.

Last Updated: 02 September 2021