Collecting customer data? What to have ready
For education only. Not legal advice. Tellbrief is not a law firm.
Emails, payment details, accounts, location: once your business collects them, your lawyer will want to know what you collect, where it goes and what you’ve told people.
Records to have ready
- Your privacy policy and website terms, if you have them.
- A list of what you collect: names, emails, payment details, location, health or anything else.
- The services that handle it: payments, email, analytics, hosting, support tools.
- Any privacy or security questions a customer has sent you.
Send them only if your lawyer asks. For the first call, knowing where each one is is enough.
Write down where you sell
Note the states and countries your customers are in, and whether any are children or students.
Questions worth asking your lawyer
- What personal information do we collect, and does our privacy notice match it?
- What should our terms with customers cover before the first one signs?
- Which services need agreements with us about the data they handle?
- What should we do if a customer asks us to delete their information?
Tellbrief adds questions like these to your brief when your answers point to them.
Questions
Can I copy another company’s privacy policy?
That’s a question for your lawyer. Bring a list of what you actually collect, so the notice can match it.
We only collect emails. Does this apply to us?
Bring that to the first call. Your lawyer can tell you what applies.
Get your lawyer up to speed before the first call
About 30 questions, most of them one tap, free and with no account. Tellbrief turns your answers into a brief your lawyer can work from, and you keep a copy.
Start your brief →For education only. This article is general information for founders, not legal advice, and reading it doesn’t make you anyone’s client. Tellbrief is not a law firm. For advice about your situation, talk to a licensed lawyer.