We use third-party subprocessors to help provide services to clients as well as assisting with our internal business systems.
Third parties
We use a few different third-party subprocessors to help us provide our services to you. These subprocessors process data that you input into the services, which may include personal data.
Below is some information on who the subprocessors are and what services they provide.
Business Operations
| Name | Reason for Use | Location | Data Shared |
| SalesForce | We use SalesForce as an internal CRM | US | Your corporate and contact information |
| Financial Force | We use Financial Force as an internal project management system related to projects for clients. | UK | Your corporate and contact information. Data related to the specific projects |
| NetSuite | We use NetSuite for billing and subscription tracking. | US | Your corporate and contact information |
| Hubspot | We use Hubspot as a system for communication with clients. | US | Your corporate and contact information |
| Zoho | We use Zoho for billing and subscription tracking for CARET Legal | US | Your corporate and contact information Payment data supplied by client for payment processing |
| Vantage Card Services, Inc. | We use Vantage as our payment processor to process your credit card payments to CARET for products other than CARET Legal. | US | Your corporate and contact information Payment data supplied by client for payment processing |
| American Express | We use American Express as our processor to process your credit card payments to CARET for products | US | Your corporate and contact information Payment data supplied by client for payment processing |
| Authorize.net | We use Authorize.net as a gateway to our processor to process your credit card payments to CARET | US | Your corporate and contact information Payment data supplied by client for payment processing |
| Wells Fargo Merchant Services | We use Wells Fargo Merchant Services as our processor to process your credit card payments to CARET for products | US/CAN | Your corporate and contact information Payment data supplied by client for payment processing |
| ZenDesk | We use ZenDesk as our support ticket system for customer support tickets | US | Your corporate and contact information Data supplied by client or client’s data (stored within applicable service) necessary to provide support |
| Buwelo | We use Buwelo for supplemental customer support | Philippines/Ghana | Your corporate and contact information Data supplied by client or client’s data (stored within applicable service) necessary to provide support |
| Salesloft | We use Salesloft as a means to track leads | US | Your corporate and contact information |
| Microsoft Azure | We also use Microsoft Azure to facilitate certain client related professional services projects | US | Your corporate and contact information Data stored within applicable service |
| Domo | We use Domo to develeop our internal business intelligence | US | Corporate information E-mail addresses |
| DocuSign | We use DocuSign as our E-signature system | US | Corporate and contact information |
| Zoom | We use Zoom as an online meeting software | US | Corporate and contact information |
| Mailchimp | We use Mailchimp for marketing automation | US | Corporate and contact information |
| Calendly | We use Calendly for appointment scheduling | US | Corporate and contact information |
| Checkappointments | We use Checkappointments as an appointment scheduling solution | US | Corporate and contact information |
| Invision | We use Invision as an online collaboration tool | US/UK | Corporate and contact information |
| Celigo | We use Celigo to help with integration between Salesforce & Netsuite | US | Subscription and customer contact information |
| Quosal | We use Quosal as a quoting tool for all products except Caret Legal | US | Subscription items, terms, pricing |
| DealHub | We use DealHub as a quoting tool for CARET Legal | US | Your corporate and contact information, subscription items, terms, pricing |
| MultiPrizm, LLC | We use MultiPrizm as a third-party data migrator used to assist in select data migration projects. | US/Philippines | Data selected by Client to be migrated into a CARET product |
CARET Legal
| Name | Reason for Use | Location | Data Shared |
| Amazon Web Services | We use Amazon Web Services as a cloud presence for CARET Legal | US | Your corporate and contact information Data stored within applicable service |
| Nylas | We use Nylas for an optional integration between Gmail and CARET Legal | US | Your corporate and contact information Gmail emails that get stored within CARET Legal. |
| Plaid | We use Plaid to enable our bank/credit feed | US | Your transaction data for selected accounts get stored in CARET Legal. |
| NetDocs | We use NetDocs for an optional integration with this Legal DMS | US | Contact/Matter information for selected matters are pushed to ND as a workspace |
| Worldox | We use Worldox for an optional integration with this Legal DMS | US | Contact/Matter information for selected matters are pushed to WD as a new matter |
| LawToolbox | We use LawToolbox as an optional tool to perform court rule calendaring/docketing | US | Matter information is pushed to LTB to generate docket events |
| Twilio | We use Twilio as an optional tool within CARET Legal to enable Client Texting | US | All texts will be sent/received through Twilio |
| OpenAI via Microsoft Azure | We use OpenAI for an optional tool within CARET Legal to generate document summaries | US | Document text for selected documents will be sent to OpenAI for summaries |
| Forte/Dex | We use as our processor to process your credit card payments to CARET for Caret Legal | US | Credit Card account related information |
| VIMAS | We use as our processor to process your credit card payments to CARET for Caret Legal | US | Credit Card account related information |
HotDocs
| Name | Reason for Use | Location | Data Shared |
| Microsoft Azure | We use Microsoft Azure as a cloud presence for HotDocs Advanced | US/UK | Your corporate and contact information Data stored within applicable service |
| SendGrid | We use SendGrid to send Email notifications | US/UK | Your name and email address provided to send notifications |
| CyberSource | We use CyberSource for payment processing for HotDocs Market only. | US/UK | Your corporate and contact information Payment data supplied by client for payment processing |
| iManage | We use iManage as part of an Opt-in integration to store assembled documents | US/UK | Your contact information, including email address and SSO credentials Any assembled documents you have opted in for integration |
Abacus Payment Exchange
| Name | Reason for Use | Location | Data Shared |
| Payrix | We use Payrix as our payment processor for Abacus Payment Exchange (2.0). | US | Your corporate and contact information Payment data supplied by Client for payment processing |
| Stripe | We use Payrix as our payment processor for Abacus Payment Exchange (3.0). | US | Your corporate and contact information Payment data supplied by client for payment processing |
Amicus Cloud
| Name | Reason for Use | Location | Data Shared |
| Microsoft Azure | We use Microsoft Azure as a cloud presence for Amicus Cloud | US | Your corporate and contact information Data stored within applicable service |
| Twillio | We use Twilio to send SMS with security code on login, if the firm enables multi-factor authentication, | US | Your mobile number |
| SendGrid | We use SendGrid to assist with automated email notifications | US | Your name and email address provided to send notifications |
| Intermedia | We use Intermedia to assist with creation of an Exchange account and mailbox for each user, if the Client does not have own Exchange/Office 365 then we create | US | Your connected information related to use of Microsoft Exchange and Office 365 (including but not limited to emails, contacts, appointments, and tasks) |
| Global Payments | We use Global Payments for credit card payment processing of Client’s payments | US | Your corporate and contact information Payment data supplied by client for payment processing |
| EasyPay | We use EasyPay as an integrated tool in Amicus Cloud licensing for processing Amicus Cloud subscriptions. | US | Your corporate and contact information Payment data supplied by client for payment processing |
| Hubspot | We use Hubspot with new free trial data for integration with SalesForce (no longer offer free trials or new accounts) | US | Your corporate and contact information |
| QuickBooks Online | We use QuickBooks Online for optional integration that authenticates directly with QuickBooks Online for Accounting (invoicing and payments handled in Amicus Cloud, QB for all other accounting). | US | Your corporate and contact information Information (including but not limited to) concerning your clients, client payment, client invoice, and client trust (optional) |
| QuickBooks Desktop | We use QuickBooks Desktop for optional bidirectional sync (via QuickBooks WebConnect) for Accounting (invoicing and payments handled in Amicus Cloud, QB for all other accounting). | Data resides locally as on-prem installation. | Your corporate and contact information Information (including but not limited to) concerning your clients, client files and matters, client payment, client invoice, and client trust (optional) |
| Dropbox | We use Dropbox as an optional alternate document repository for matter-related documents. | US | Data and documents related to each matter selected for storage in Dropbox |
| Box | We use box as an optional alternate document repository for matter-related documents. | US | Data and documents related to each matter selected for storage in Box |
| Office Online Viewer | We use Office Online Viewer as an embedded document viewer which leverages Microsoft Office Online for rendering documents, if the firm specifically opts in to turn on | US | Data related to documents selected for preview in the viewer, when enabled |
CARET Affiliates
The following entities are members of CARET and may act as subprocessors to provide support and similar services to you:
- ZS18, LLC, United States
- Abacus Data Systems Canada, Inc., Canada
- AbacusNext International Ltd., United Kingdom
- HotDocs Limited, United Kingdom
- HotDocs Corporation, United States
- RTB Global, United States
Note: These subprocessors may change over time. Check back regularly for updates.