Privacy & data
This notice explains how Samson Lead Flow handles personal data on behalf of the firms that use it. It sits alongside the main Samson Consulting privacy policy. Read the Samson Consulting privacy policy.
Who we are
Samson Lead Flow is provided by Samson Consulting Limited, Channel Court, 8 Hill Road, Clevedon, North Somerset, BS21 7NE. Company number 05180177. ICO registration 00013424962.
For enquiries made to a client firm, that firm is the data controller and Samson Consulting acts as its data processor, following the firm's written instructions.
What Lead Flow collects
Details a visitor gives in website forms and chat, such as name, email, phone number and a description of their matter.
Chat transcripts with the firm's AI assistant.
Call details and, where the firm has turned it on, call recordings and transcripts.
Text messages sent and received, where the firm uses text follow up.
Basic visit details, such as the page and the advert or search that brought the visitor to the site.
How we use it
We use this data only to capture, answer, route and report on enquiries for the firm the visitor contacted. We never sell it, and we never use it to market Samson's own services to a firm's enquirers.
Where data is stored
The Lead Flow database and call recordings are held in the European Economic Area (Dublin, Ireland). The UK recognises the EEA as giving adequate protection.
The database is backed up automatically once a day, and each backup is kept for about 14 days. The Lead Flow software code is stored separately on GitHub and contains no personal data.
How we protect it
Data travels over encrypted connections. Logins for connected services are stored encrypted. Each firm's data is kept separate, and access is limited to named Samson staff who are bound by confidentiality.
How long we keep it
Data is kept for the period agreed with each firm. When a firm's contract ends, its data is returned or deleted as agreed.
Your rights
You can ask to see, correct or delete your data, or object to how it is used. Please contact the firm you made your enquiry to, or email info@samsonconsulting.co.uk and we will pass your request on. You can also complain to the Information Commissioner's Office at ico.org.uk.
Providers we use
Lead Flow relies on these outside services. Some are used for every firm; others only when a firm turns that feature on.
| Provider | What it does | Where | When used |
|---|---|---|---|
| Lovable Cloud | Hosting, database and file storage | EEA (Ireland) | All firms |
| Cloudflare | Delivering the website and app | Global network | All firms |
| Lovable AI (AI model providers) | Writing chat replies and summaries | To confirm | All firms using the AI assistant |
| Invoco | Call tracking and recording | EEA (per Invoco privacy policy) | Firms using call tracking |
| Twilio | Phone numbers and text messages | To confirm | Only if turned on |
| Retell | AI voice agent for calls | To confirm | Only if turned on |
| Email delivery service | Lead alerts and reports by email | To confirm | All firms |
| Keap | Adding enquirers to the firm's own Keap account | To confirm | Only if the firm connects it |
| MailerLite | Adding enquirers to the firm's own mailing list | To confirm | Only if the firm connects it |
| Calendly | Booking calls into the firm's calendar | To confirm | Only if the firm connects it |
| WhatConverts | Importing the firm's past enquiries | To confirm | Only if the firm connects it |
| Google (Ads, Analytics, Business Profile, Maps) | Marketing reports | To confirm | Reporting only |
| Ahrefs | Website search reports | To confirm | Reporting only |
Changes to this notice
We will update this page when our providers or practices change. The date at the top shows the latest version.
