SubProcessorsCARET Subprocessors
Legal Tech
CARET provides legal technology solutions to enhance the efficiency and effectiveness of legal practices.
| Name | Category | Purpose | Country | Data Processed |
|---|---|---|---|---|
| SalesForce | CRM | We use SalesForce as an internal CRM | US | Your corporate and contact information |
| Financial Force | Project Management | 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 | ERP | We use NetSuite for billing and subscription tracking. | US | Your corporate and contact information |
| Hubspot | Marketing | We use Hubspot as a system for communication with clients. | US | Your corporate and contact information |
| Zoho | CRM | 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. | Payment Processing | 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 | Payment Processing | 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 | Payment Processing | 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 | Payment Processing | 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 | Customer Support | 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 | Customer Support | 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 | Sales | We use Salesloft as a means to track leads | US | Your corporate and contact information |
| Microsoft Azure | Cloud Infrastructure | 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 | Business Intelligence | We use Domo to develop our internal business intelligence | US | Corporate information, E-mail addresses |
| DocuSign | Documents | We use DocuSign as our E-signature system | US | Corporate and contact information |
| Zoom | Video | 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 | Scheduling | We use Calendly for appointment scheduling | US | Corporate and contact information |
| Checkappointments | Scheduling | We use Checkappointments as an appointment scheduling solution | US | Corporate and contact information |
| Invision | Collaboration | We use Invision as an online collaboration tool | US/UK | Corporate and contact information |
| Celigo | Integration | We use Celigo to help with integration between Salesforce & Netsuite | US | Subscription and customer contact information |
| Quosal | Quoting Tool | We use Quosal as a quoting tool for all products except Caret Legal | US | Subscription items, terms, pricing |
| DealHub | Quoting Tool | We use DealHub as a quoting tool for CARET Legal | US | Your corporate and contact information, subscription items, terms, pricing |
| MultiPrizm, LLC | Data Migration | 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 |
| GuideCX | Data Migration | We use GuideCX as a third-party data migration tool used to assist in select data migration projects. | US | Data selected by Client to be migrated into a CARET product |
| Amazon Web Services | Cloud Infrastructure | We use Amazon Web Services as a cloud presence for CARET Legal | US | Your corporate and contact information, Data stored within applicable service |
| Nylas | Integration | 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 | Fintech | We use Plaid to enable our bank/credit feed | US | Your transaction data for selected accounts get stored in CARET Legal. |
| NetDocs | DMS | 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 | DMS | 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 | Calendaring | 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 | Communications | 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 | AI | 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 | Payment Processing | We use as our processor to process your credit card payments to CARET for Caret Legal | US | Credit Card account related information |
| VIMAS | Payment Processing | We use as our processor to process your credit card payments to CARET for Caret Legal | US | Credit Card account related information |
| Payrix | Payment Processing | 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 | Payment Processing | 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 |
| 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. | US | Your connected information related to use of Microsoft Exchange and Office 365 | |
| Global Payments | Payment Processing | 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 | Payment Processing | 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 |
| QuickBooks Online | Accounting | We use QuickBooks Online for optional integration that authenticates directly with QuickBooks Online for Accounting. | US | Your corporate and contact information, Information concerning your clients, client payment, client invoice, and client trust |
| QuickBooks Desktop | Accounting | We use QuickBooks Desktop for optional bidirectional sync for Accounting. | null | Your corporate and contact information, Information concerning your clients, client files and matters, client payment, client invoice, and client trust |
| Dropbox | Storage | 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 | Storage | 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 | Viewer | We use Office Online Viewer as an embedded document viewer which leverages Microsoft Office Online for rendering documents. | US | Data related to documents selected for preview in the viewer, when enabled |
| Twillio | Communications | We use Twilio to send SMS with security code on login, if the firm enables multi-factor authentication. | US | Your mobile number |
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Summary
47
Total Subprocessors
7
Countries
25
Categories
87%
in United States
Subprocessors by Country
Subprocessors by Category
Biggest overlap with
Other companies using the most of the same subprocessors
Common in your industry
Top subprocessors used by other Legal Tech companies