Confidentiality Policy | BMS Legal
Last Updated:
July 12, 2026
Why This Policy?
At BMS Legal we treat client information, case summaries, and documents as inherently sensitive. This policy explains how we minimize information sharing from the outset, and how we keep it confidential throughout our communication.What Do We Mean by Confidentiality Here?
Confidentiality includes, for example:
- Case summaries sent by the client.
- Documents, correspondence, official notices, photos, and digital evidence.
- Details of the parties to the dispute and any identifying information related to the case.
Our Basic Rules for Handling Client Cases
- WhatsApp: Suitable for a brief summary; we recommend sending documents only when requested.
- Phone Call: Suitable for the initial assessment and determining what's needed.
- Website Form: A short summary without excess details is preferred.
Internal Access Controls
We restrict access to case information to those who need it within the relevant team, and apply a “need to know” principle as part of our internal organization.
Sharing Case Information
Case information is not shared outside the scope of work except:
- With the client's consent or at their request, within the scope of representation.
- Or based on a legal obligation or a request from a competent authority, in accordance with the relevant procedures.
Retention of Information
We retain case information for as long as necessary to complete the work or communication, then minimize or delete it whenever possible, in accordance with legal and practical requirements.
Practical Advice Before Sending Information
To maintain confidentiality from the outset:
- Start with a general summary.
- Don't send full identification, addresses, or documents before we specify exactly what's needed.
- If you have an upcoming deadline, just mention the date and why it matters.
Contact
Contact Information
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Frequently Asked Questions About Confidentiality
Do I need to send my documents in the first message?
No, it’s best to start with a summary; we’ll request the necessary documents later.
Is WhatsApp a secure channel?
It’s a common channel for quick contact, but it’s best to send as few sensitive documents as possible unless we specifically request them.
Who has access to my case within the firm?
Only the relevant team, and only to the extent needed to carry out the work.
Can my messages/data be deleted?
You can request that, and it will be handled according to what’s legally and practically possible.
Do you share my data with any other party?
No, except with your consent/request within the scope of work, or as required by law.
How do I keep things confidential when sending information?
Send a summary without unnecessary identifying details, and wait for us to specify the documents required.
How do I verify I'm contacting the right firm?
Check the License & Registration page and the official contact details on the website.