Teryl Scott Privacy Policy

Purpose

This document outlines the categories of personal information collected, used, and retained by Teryl Scott Lawyers Inc., “Teryl Scott”, in the course of providing legal services and operating its business.

Categories of Personal Information

Client Identification Information

• Full name, date of birth, contact information (address, phone number, email)
• Government-issued identification (e.g., driver’s licence, passport)
• Occupation and employer information

Client File Information

• Information provided by clients in relation to legal matters
• Correspondence (emails, letters, notes, recordings where applicable)
• Court documents, pleadings, affidavits, and evidence
• Opposing party information and third-party records

Financial and Billing Information

• Billing addresses and payment details
• Banking information where required (e.g., trust transactions)
• Credit card or other payment method information
• Invoices, payment history, and retainer agreements

Sensitive Personal Information

Depending on the nature of the legal matter, this may include:

• Financial records and assets
• Employment history
• Family and relationship information
• Medical or health-related information
• Criminal history or allegations

This information is handled with heightened safeguards due to its sensitive nature.

Website and Communication Data

• Information submitted through website forms
• Email correspondence
• Basic technical data (e.g., IP address, browser type), where applicable

Use of Personal Information

Personal information is used strictly for:

• Providing legal advice and representation
• Communicating with clients and relevant parties
• Managing billing and financial obligations
• Complying with legal and regulatory requirements

Storage and Retention

Personal information may be stored:

• In physical files at Teryl Scott’s offices during the course of your file
• In secure digital systems and practice management software during and after your file is complete

Retention is governed by:

• Legal and regulatory requirements
• Teryl Scott’s file Retention and Destruction Policy

Safeguards

Teryl Scott employs administrative, technical, and physical safeguards appropriate to the sensitivity of the information to protect against unauthorized access, disclosure, or loss.

At Teryl Scott Lawyers Inc., “Teryl Scott”, we are committed to protecting your personal information while maintaining appropriate records to meet our professional and legal obligations.

At the conclusion of your matter, Teryl Scott will handle your file and personal information as follows:

1. Return of Original Documents

Teryl Scott will not retain original documents unless specifically requested or required by law.

Any physical copies of documents retained during the course of your matter will be securely destroyed in accordance with our confidentiality obligations.

2. Retention of Digital File

Teryl Scott will retain an electronic copy of your file for reference purposes. This allows us to:

• Respond to future inquiries
• Review past work if required
• Comply with professional and regulatory obligations

All digital records are stored securely and access is restricted to authorized personnel.

3. Conflict Check Information

Teryl Scott will retain your name and limited identifying information indefinitely for the sole purpose of conducting conflict of interest checks, as required by professional obligations.

4. Removal of Contact and Financial Information

Upon written request by the client at the conclusion of the file, Teryl Scott will remove the following personal information from its systems, where practicable:

• Phone number
• Email address
• Mailing address
• Credit card or payment information

This removal is subject to any legal, regulatory, or accounting requirements that may require retention of certain information.

5. Safeguards

All retained information is protected by appropriate physical, administrative, and technological safeguards to prevent unauthorized access, use, or disclosure.

6. Questions

If you have any questions about this policy or wish to make a request regarding your personal information, please contact Teryl Scott’s Privacy Officer at privacy@terylscott.ca 

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