Draft for legal review. This page is a structured draft, not a binding document, and is not in effect. Items marked TBD need confirmed company and legal details.
Current list
Every entry below is a placeholder. Provider names, data categories and locations are TBD until vendors are selected and verified.
| Category | Provider | Purpose | Data | Location |
|---|---|---|---|---|
| Cloud hosting | TBD | Runs the application | TBD | TBD |
| Database | TBD | Stores transactional records | TBD | TBD |
| File storage | TBD | Stores uploaded documents, privately | TBD | TBD |
| Email delivery | TBD | Sends notifications and reminders | TBD | TBD |
| Payment processing | TBD | Client payments through each firm's own account | TBD | TBD |
| OCR | TBD | Reads text from documents for staff to confirm | TBD | TBD |
| AI drafts (optional) | TBD | Drafts that staff accept, edit or reject; switchable off | TBD | TBD |
| SMS (optional) | TBD | Optional reminder channel | TBD | TBD |
| Calendar and email connections | TBD | Google and Microsoft, only when a firm connects them | TBD | TBD |
| Error monitoring | TBD | Detects faults, with sensitive data excluded | TBD | TBD |
| Customer support tooling | TBD | Handles support requests | TBD | TBD |
About AI providers
Any AI provider is evaluated for data use, retention, processing region, subprocessors and deletion before use. Firms can switch AI off.
Changes and notice
How and when firms are told about a new subprocessor: TBD.
Questions
Use the contact form.