Privacy & data

Data privacy and consent templates

Consent forms for processing personal data, with the data collected, purposes, retention, and an optional marketing consent.

Consent forms must explain what data you collect, why and for how long. Generate a clear, signed consent for each client from a form, with optional consent for marketing.

Ideas to get you started

  • Consent to personal data processing
  • Data categories, purposes and retention period in plain language
  • Optional marketing consent answered by the client

Templates in this area

Samples are generic drafts for demonstration only. They are not legal advice and are not ready for use: have a qualified lawyer review and adapt them before relying on them.

Automate your own documents

Turn your firm’s Word and Excel documents into forms your clients fill in, and get finished documents back automatically.

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