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Website Legal Pack – Client Intake Questionnaire
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Thank you for instructing us to assist with your website legal documents.
Please complete the questions below so we can understand your business and prepare or review your
Website Terms and Privacy Policy
(as applicable).
Most questions require only a short answer or selection. If you are unsure about anything, simply select “
Unsure
” and we can address it as part of our review.
Please note that, by using this online questionnaire, you are not receiving legal advice or a legal service. No engagement for legal services is formed unless and until you enter into a costs agreement with us.
Please check the box below to continue with questionnaire.
(Required)
I understand that this questionnaire is not providing me with any legal advice
Information Collection Statement
(Required)
We collect your personal information to provide our services, communicate with you and manage our relationship with you. By submitting this form, you consent to us collecting, using and disclosing your personal information in accordance with our
Privacy policy
Business Details
Legal entity name
ABN/ACN
Trading/business name
Website URL
Tell us briefly about your business
What products or services do you provide and who are your typical customers?
Your customers are primarily:
Consumers
Businesses
Both
Is your business currently operating only in Australia and selling to Australian customers?
Yes
No
Please identify the other countries involved
Does your business operate in a regulated or specialised industry?
For example, health, financial services, education or professional services.
Yes
No
Unsure
Please provide details of the industry
Your Website
What can customers do through your website?
Select all that apply
Browse information
Submit an enquiry/request a quote
Book services or appointments
Purchase services
Purchase physical products
Purchase or access digital products
Create an account or profile
Purchase a subscription or membership or ongoing product or service
Upload content, documents, images or other material
Post reviews, comments or other content visible to others
Communicate or interact with other users
Access to online courses, training or educational content
Allow third parties to offer, advertise, sell or provide products or services to other users
Other
Does completing the course result in any qualification, certification, accreditation or recognised professional development?
Yes
No
Please provide details of the qualifications
Who creates or provides the educational or training material?
You or your employees
Contractors or external educators/trainers
A third-party provider
A combination of the above
Other
What qualifications, training or relevant experience do the person(s) creating or providing the educational or training content have in the subject matter?
Please provide details
If they do not have formal qualifications in the subject matter, please describe the experience or other expertise on which they rely in providing the content.
Does any of the course or training content use or incorporate material created by someone else?
Yes
No
Please briefly describe the material and the basis on which you are permitted to use it.
For example under a licence or with permission
Is the course or training intended to teach or provide guidance about a regulated or specialist area?
For example, health or medical matters, financial or investment matters, legal matters, workplace safety, professional services or another regulated activity
Yes
No
Please provide details of the regulated or specialist area
Are there any prerequisites, eligibility requirements, prior knowledge, qualifications, skills or other requirements a customer should have before enrolling in or undertaking the course or training.
Yes
No
Please provide details of these prerequisites
What happens to content or materials a customer has accessed when their subscription ends?
They retain access to content/materials they purchased or unlocked which subscribed, but do not receive new content
Access to all subscriptions content ends when the subscription ends
Other
Please provide details of who and how third parties use your website
Please include
– who offers the products or services,
– who purchases or receives the products or services,
– whether you are a party to the transaction or simply facilitate the transaction between uses,
– whether payments are made through your website/app/platform; and
– whether you charge or pay a commission fee, listing fee, transaction fee, or other fee
Please briefly describe how a typical customer purchases or engages your products/services through the website.
For example, what they purchase/book, how they pay and how the product or service is ultimately provided to them.
If you provide services, do customers enter into a separate service agreement, engagement agreement or other terms?
Yes
No
Not applicable
Where do you deliver products?
Do you accept change-of-mind returns?
Yes
No
Do you have an app available for clients to download?
Yes
No
Please briefly describe what the app does and how users use it?
Does the app include any of the following functionality?
Select all that apply
Users create an account or profile
Users upload or store content, documents, images or other information
Users create content through the app
Users create communicate or interact with other users
Users make payment through the app
Users purchase a subscription or membership
The app connects or integrates with third-party services or platforms
The app uses artificial intelligence (AI) as part of the service provided to users
The app provides personalised recommendations, results, reports or other outputs
None of the above
Other
Please specify what other functions the app has
Does the app provide users with information, recommendations or outputs that they may rely on to make decisions?
Yes
No
Please briefly describe what information/outputs the app provides
Are there any important limitations to the app's functionality or results that users should understand?
For example, results may not always be accurate, particular functionality depends on third-party services, or the app is not intended to replace professional advice
Yes
No
Please explain these limitations in the app
Do you have a shipping, returns or refund policy?
Select all that apply
Shipping Policy
Returns Policy
Refund Policy
Select All
Payments, subscriptions and cancellations
How do customers pay you?
For example, Stripe, PayPal, Shopify, credit card, invoice or bank transfer
Do you offer subscriptions, memberships, recurring payments or free trials?
Yes
No
How often are customers charged?
For example, weekly, fortnightly, monthly or yearly
Is there a minimum term for the subscription?
Yes
No
What is the minimum term?
Does it automatically renew?
Yes
No
Can customers change between different subscription plans?
Yes
No
What happens when a customer upgrades?
When does the upgrade take effect?
Is any additional fee charged immediately or from the next billing date?
Can customers downgrade?
Yes
No
When does a downgrade take effect?
How do customers cancel their subscription?
What are your cancellation and refund arrangements?
Please briefly describe when customers can cancel an order, booking or service and whether any deposits, cancellation fees or other amounts are non-refundable. If you already have a cancellation/refund policy, you can simply upload it at the end of the form.
Accounts and customer content
Can customers create an account?
Yes
No
Briefly describe what customers can do through their account?
Can customers upload or publish content through your website?
For example, reviews, comments, photographs, videos, documents or listings.
Yes
No
Briefly describe what they can upload
Risk and website content
Does your website contain information customers might rely upon when making decisions?
For example, health, financial, professional, educational or technical information.
Yes
No
Unsure
Briefly describe what information you provide
Are there any particular risks, limitations or outcomes associated with your products/services that you think customers should be made aware of?
For example, results that cannot be guaranteed or important limitations on how a product should be used.
Yes
No
Briefly explain these risks, limitations or outcomes
Intellectual property and third parties
Is the website content and branding owned by your business?
Yes
No
Mostly
Unsure
If you use material owned by others or customers receive rights to use your software, digital content or other intellectual property, please provide brief details.
Does your website promote or link to third-party products/services for which you receive a commission, referral fee or other benefit?
Yes
No
Please provide details of the third-party products/services
Privacy Policy
Does your business have an annual turnover of more than $3 million?
Yes
No
Unsure
Does your business provide health services, collect health information, buy or sell personal information, or otherwise know that it is subject to specific privacy requirements?
Yes
No
Unsure
Briefly describe how it is subject to specific privacy requirements
Whose personal information do you collect?
Select all that apply
Customers
Prospective customers/enquiries
Website visitors
Account holders
Newsletter subscribers
Suppliers/contractors
Employees/job applicants
Other
What types of personal information do you collect?
Select all that apply
Name and contact details
Address/delivery information
Date of birth/age
Payment/billing information
Account/login information
Purchase/transaction history
Communications and enquiried
Photographs/video
Employment information
Location information
Website, IP address or device information
Other
Do you collect sensitive information, such as health information, biometric information, racial or ethnic information, religious beliefs or criminal record information?
Yes
No
Please describe what you collect and why?
Do you collect personal information about children?
Yes
No
Please provide details of the information you collect
How do you collect personal information?
Select all that apply
Website forms
Account registration
Online purchases
Email/telephone
In person
Social media
Cookies or website tracking
Third parties/referrals
Other
If you regularly receive information about a person from someone other than that person, please briefly explain
What do you use personal information for?
Select all that apply
Providing products/services
Processing order/payments
Responding to enquiries
Customer support/account management
Communicating with customers
Improving products/services
Website analytics
Marketing
Advertising
Security/fraud prevention
Legal/compliance purposes
Recruitment/employment
Other
Do you send marketing emails or SMS messages?
Yes
No
Technology and third parties
Please identify the main third-party platforms or service providers you use that may handle customer or website-user information.
For example, website platform/host, payment provider, CRM, email marketing platform, cloud storage, accounting software, booking system, delivery/logistics provider or analytics/advertising tools
Do any of these providers store, process or access personal information outside Australia?
Yes
No
Unsure
If known, please identify the relevant countries
Does your website use analytics, advertising or tracking technologies such as Google Analytics, Google Ads, Meta Pixel or similar?
Yes
No
Unsure
Please tell us which analytics you use, if known
Do you use AI tools in a way that involves customer or other personal information?
Yes
No
Unsure
Please briefly explain how
Does your business use any software, AI or other automated system to make, recommend or assist with decisions about individuals?
For example, decisions about eligibility, access to a service, applications, pricing, credit, insurance, employment, healthcare or other significant decisions.
Yes
No
Unsure
Please briefly explain what decision is made or assisted by the system
Does your website or app automatically collect information about how users access it or use it?
For example, device information, IP address, location information, usage/activity data, log data, cookies, analytics or similar technical information
Yes
No
Please describe what is collected and any tools or providers used
Storage and privacy enquiries
Where is personal information generally stored and who within your business has access to it?
What measures do you generally use to protect personal information?
Select all that apply
Password protection
Multi-factor authentication
Restricted staff access
Secure cloud platforms
Encryption
Security software
Backups
Other
Unsure
Do you have a process for deleting personal information when it is no longer required?
Yes
No
Unsure
What email address or contact details should customers use for privacy enquiries, requests to access or correct their information, and privacy complaints?
Existing documents
Please upload any of the documents listed below. You do not need to update or correct those documents before sending them to us.
Website Terms
Max. file size: 100 MB.
Privacy Policy
Max. file size: 100 MB.
Customer or Service Terms
Max. file size: 100 MB.
Returns/Refund Policy
Max. file size: 100 MB.
Shipping Policy
Max. file size: 100 MB.
Subscription Terms
Max. file size: 100 MB.
Disclaimer
Max. file size: 100 MB.
Cookie Policy
Max. file size: 100 MB.
Privacy collection notices
Max. file size: 100 MB.
