Privacy Policy
Last updated: August 7, 2025
Introduction
ClientInvite ("us", "we", or "our") operates the https://clientinvite.com website (the "Service"). This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Service and the choices you have associated with that data.
We take our responsibilities under data protection very seriously, including upholding data subjects' right to transparency. This privacy notice details what data we collect/store about you, how we use it, the legal basis for processing, retention periods, third-party sharing, data protection measures, and how to contact us.
Who We Are?
ClientInvite (trading as SocialMate Pty Ltd), hereinafter "ClientInvite", collects, uses, and is responsible for certain categories of your personal information. When doing so, we act as the 'controller' under the GDPR and applicable data protection laws (e.g., UK Data Protection Act 2018).
We also process data provided by clients during service delivery. In these cases, we act as a data processor (accounting for most processing activities).
Information Collected by Us
We may collect:
- Your name, email, Business affiliation and role, and Communications with us
How We Use Your Personal Information
Purposes include:
- Providing our software services
- Complying with legal/regulatory obligations
- Promoting ClientInvite's services
- Handling queries/complaints
- Staff training and service quality monitoring
- Handling queries/complaints
- Staff training and service quality monitoring
Legal Bases for Processing
We rely on:
- Consent
- Sending marketing communications
- Processing job applications (withdrawable at any time; may affect application)
- Legal Obligations
- Regulatory compliance, employer dutierroses, HMRC record-keeping, legal defense
- Contract Performance
- Delivering services under contract
- Pre-contract arrangements
- Supplier/customer agreements
- Legitimate Interests
- Staff training to improve client services (rights/freedoms assessed)
Third-Party Sharing
We share data with:
- Professional advisers/consultants
- Training agencies
- Accountants/solicitors (for legal/financial compliance)
- Data processors (e.g., CRM, email platforms, help desk systems)
- Cloud hosting/storage providers
- Advertising platforms (e.g., Meta, Google) for ad optimization (opt-out via jordan@clientinvite.com)
End-user note: Audit tool users' names, emails, industry, and audit reports are shared only with the referring client—no raw data.
All third parties are bound by GDPR-compliant agreements. We disclose data to authorities (e.g., police, ICO) if legally required.
International Transfers
Data is not routinely transferred outside the EEA. When necessary, we'll inform you of the basis, safeguards, and risks. Clients accessing our systems globally do so under their own controller responsibilities.
Data Retention
We retain data only as long as necessary:
- Client data: 1 year post-contract
- Advice records: 7 years post-advice (or limitation period + 1 year)
- Audit data: 24 months maximum
- Financial records: 7 years (HMRC compliance)
- Marketing data: 30 days post-consent withdrawal
Your Rights
Under GDPR, you have the right to:
- Transparency/access to your data
- Correction/completion of data
- Erasure (in specific circumstances)
- Data portability (to you/third parties)
- Object to direct marketing/other processing
- Restrict processing
- Avoid automated decision-making
Contact us to exercise these rights (response within 1 month).
Complaints
Contact Jordan at jordan@clientinvite.com with concerns. You may also lodge complaints with the UK ICO (ico.org.uk/concerns).
7. Contact Us
If you have any questions about this Privacy Policy, please contact us:
By visiting this page on our website: https://clientinvite.com
By mail: 2201 Collins Street, Melbourne, Victoria, 3000, AUSTRALIA