CARET Subprocessors

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 
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.