We rely on different lawful bases depending on the purpose of processing.
6.1 To provide the Service
Purpose:
To create accounts, authenticate users, provide workspaces, operate the app, provide access to features, manage subscriptions, provide customer-facing pages and deliver the Service.
Personal data:
Account data, user data, workspace administration data, login data, app data, subscription data and technical data.
Lawful basis:
Contract, where processing is necessary to enter into or perform a contract with you as an individual, sole trader or business user.
Legitimate interests, where processing is necessary to operate and administer a B2B SaaS service for a business customer, including where the user acts for a business or organisation.
6.2 To manage SaaS subscriptions and billing
Purpose:
To manage trials, subscriptions, renewals, invoices, payment attempts, billing events, cancellations, downgrades and Read-Only Mode.
Personal data:
Billing contact details, business details, plan information, invoices, payment status, billing events and safe billing-provider identifiers for Joqiva subscriptions.
Lawful basis:
Contract, where applicable.
Legal obligation, where records must be kept for tax, accounting or compliance purposes.
Legitimate interests in managing billing, payment recovery, subscription administration and financial administration.
6.3 To provide support
Purpose:
To respond to support requests, troubleshoot issues, investigate bugs, communicate with users and improve support quality.
Personal data:
Contact details, support messages, screenshots, attachments, workspace identifiers, technical logs and issue history.
Lawful basis:
Contract, where support is part of the Service.
Legitimate interests in supporting users, troubleshooting issues and improving the Service.
6.4 To send service communications
Purpose:
To send account messages, security notices, product notices, billing notices, trial notices, subscription notices, legal updates, operational messages and support communications.
Personal data:
Name, email address, account information, workspace role, subscription status and communication history.
Lawful basis:
Contract, where communications are needed to provide or administer the Service.
Legal obligation for required notices.
Legitimate interests in operating and administering the Service.
6.5 To secure and protect the Service
Purpose:
To authenticate users, prevent unauthorised access, detect abuse, investigate incidents, maintain audit records, apply security and abuse-prevention controls, and protect Joqiva, customers, End Customers and third parties.
Personal data:
IP addresses, login events, audit logs, access logs, device or browser information, security events and technical logs.
Lawful basis:
Legitimate interests in security, fraud prevention, abuse prevention and service protection.
Legal obligation where security or breach-related processing is required by law.
6.6 To operate websites, apps and documented interfaces
Purpose:
To deliver website pages, app functionality, documented interfaces, customer-facing pages, redirects, product availability pages and technical infrastructure.
Personal data:
IP address, browser data, device data, app data, page request data, session information, interface request data and technical logs.
Lawful basis:
Contract, where the processing is necessary to provide the Service.
Legitimate interests in operating websites, apps and documented interfaces.
6.7 To use cookies and similar technologies
Purpose:
To run the site and Service, keep sessions secure, remember preferences, store cookie consent choices, protect against abuse, measure performance where permitted, use analytics cookies or similar storage where consent has been given, use limited low-risk or exempt storage/access technologies where permitted by law, and support marketing or advertising where selected, configured and permitted.
Personal data:
Cookie identifiers, device or browser information, consent preferences, route or page groups, analytics event metadata, page events and usage data.
Lawful basis:
Consent, where required for non-essential cookies, analytics cookies, similar storage/access technologies, marketing technologies or advertising technologies.
Legitimate interests, where technologies are strictly necessary, lawfully exempt, or where limited analytics or operational measurement is permitted without consent under applicable law.
More information is available in the
Cookie Policy.
6.8 To send marketing or product availability communications
Purpose:
To send product and regional availability updates, business communications, offers and information about Joqiva.
Personal data:
Name, email address, business name, role, product interest, communication preferences and engagement data.
Lawful basis:
For Joqiva's own marketing, the UK GDPR basis is consent where required, or legitimate interests where that basis is appropriate following the necessary assessment. A PECR soft opt-in or an exception for corporate subscribers concerns permission to send a communication; neither is a separate UK GDPR lawful basis. Provider restrictions also apply. Where the delivery provider requires prior affirmative consent for a message, Joqiva will obtain it even if PECR would allow another route. You can stop Joqiva's own marketing at any time using the refusal facility or our privacy contact.
6.9 To improve the Service and understand product usage
Purpose:
To understand usage, improve features, fix bugs, improve workflows, analyse performance, understand trial conversion, monitor plan and usage boundaries, and make the Service more useful for small service businesses.
Personal data:
Product usage data, safe internal product analytics events, usage counters, feedback, support history, technical logs and aggregated statistics. Consent-based persistent analytics may include pseudonymous browser-device, distinct, session and window identifiers. Cookieless analytics may include a provider-generated privacy-preserving server-side hash and limited request metadata, but no cookie, localStorage, sessionStorage or persistent browser identifier.
Lawful basis:
Legitimate interests in improving, securing and administering the Service, including internal product analytics and limited operational measurement where appropriate.
Consent, where improvement activity relies on non-essential cookies, analytics cookies, similar storage/access technologies, marketing technologies or tracking that requires consent.
6.10 To comply with law and protect legal rights
Purpose:
To comply with legal obligations, maintain records, respond to lawful requests, handle complaints, enforce terms, resolve disputes and protect legal rights.
Personal data:
Account data, billing records, support records, complaint records, security logs, legal correspondence, audit logs and relevant workspace records.
Lawful basis:
Legal obligation.
Legitimate interests in legal compliance, dispute resolution and protection of rights.
6.11 To process Customer Personal Data as processor
Purpose:
To process customer, job, quote, invoice, file, email, payment report, reminder and workspace data on behalf of Joqiva customers.
Lawful basis:
The Joqiva customer is responsible for identifying the lawful basis where it acts as controller.
Joqiva processes this data as processor under the DPA and the Joqiva customer's documented instructions.
When a Business Customer enables Next Service Due, Joqiva processes the relevant customer and service identifiers, email address, service-due information, consent evidence, communication preferences, suppression records, reminder content, delivery information and enquiry responses on that Business Customer's instructions. The Business Customer determines its purposes and acts as controller for this workflow. Joqiva provides processing services under the DPA; our separate controller activities, including account administration and security, remain described elsewhere in this Policy.
Marketing permission for one Business Customer is not permission for Joqiva's own marketing or for another independent business. Where the same controller operates several Workspaces, Joqiva uses the controller mapping to apply the appropriate preference consistently. Information is not shared between independent businesses merely because they use Joqiva.
The customer-facing enquiry page identifies the relevant Business Customer and links to its privacy information. An enquiry does not create marketing consent and is not a confirmed booking. The initial Next Service Due workflow does not use its email links or enquiry pages for advertising, open tracking or click tracking.
6.12 To provide AI-assisted features
Purpose:
To help create suggestions, classifications, summaries or extracted fields from submitted email or message text and manually submitted enquiry, customer or contact text.
Personal data:
Submitted text, limited attachment metadata where an inbound email contains attachments, customer and contact details, business identifiers, submitted address details, enquiry or job details, extracted fields, reviewed or validated AI-assisted output, usage metadata and operational logs. The current implementation does not send attachment file contents to the AI service provider.
Lawful basis:
Where Joqiva acts as processor, the Joqiva customer is responsible for the lawful basis and Joqiva processes under the DPA and documented instructions.
Where Joqiva processes limited technical, security or operational AI metadata as controller, Joqiva relies on legitimate interests in providing, securing, monitoring and improving the Service.