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Draft for legal review, not yet in force. This document is a working draft for a lawyer to review. It does not apply to anyone yet. Words in [square brackets] are still to be filled in.

Legal documents

Sub-processor list

The providers that may handle personal information so that Valufield can run.

Last updated: [LAST UPDATED DATE]

1. These providers may handle personal information so that we can run Valufield. "All firms" means the provider is used for every account. "If turned on" means only when the firm, or our platform, enables that feature.

2. We will update this list at least [SUBPROCESSOR NOTICE DAYS] days before a new provider starts handling firm data. To be told of changes, email [PRIVACY EMAIL].

ProviderWhat it does for ValufieldWhere data is handledUsed forTerms and data protection
Supabase (Supabase Pte. Ltd.), on Amazon Web ServicesDatabase, sign-in, file storage, backupsSydney, Australia (AWS ap-southeast-2). Supabase staff may access it from other countries for support and operationsAll firmsTerms, DPA, Sub-processors
Vercel Inc.Runs the application, content delivery, request logsApplication functions in Sydney (syd1). Builds, logs and cached content in the United States and a global networkAll firmsTerms, DPA
Stripe (Stripe Payments Australia Pty Ltd; Stripe, LLC)Subscription billing and card payments to us; payments firms take from their clients through Stripe ConnectAustralia and the United States, and other countries where Stripe's affiliates operateAll paying firms; Connect if turned onAustralian terms, Privacy, DPA, Connected Account Agreement
ResendSends sign-in, invitation and notification emails, and firms' own emails and campaigns; records delivery, bounce, open and click eventsUnited States (Resend stores all account and email data there)All firmsLegal, DPA, Sub-processors
Anthropic PBCAI features: call summaries, call notes, call scoring, knowledge base answers, drafting and automation AI stepsUnited States. Model processing may also run in other countriesIf turned onCommercial Terms, DPA, Trust Center
Twilio Inc.Phone numbers, SMS, calls, voicemail and call recordings (one Twilio account per firm); Australian number registrationUnited States (Twilio's US1 region)If turned onTerms, DPA, Sub-processors
ElevenLabs (Eleven Labs Inc.)Call transcription, the AI receptionist, and voices for the training simulatorUnited StatesIf turned onTerms, DPA, Privacy
Cloudflare, Inc. (Turnstile)Bot protection on public formsCloudflare's global networkIf turned onTurnstile privacy addendum

3. Services a firm or user connects. These are the firm's own providers, not ours. When a user connects one, data moves between Valufield and that provider under the firm's own agreement with it.

ProviderWhat it does in ValufieldWhere data is handledUsed forTerms
Google (Gmail, Google Calendar, Sign in with Google)Mailbox sync and sending, calendar busy times, sign-inGoogle's global infrastructureIf a user connects itAPI Services User Data Policy, Privacy
Microsoft (Outlook, Microsoft 365 calendar, sign-in)Mailbox sync and sending, calendar busy times, sign-inMicrosoft's global infrastructureIf a user connects itPrivacy statement
Xero, MYOB, QuickBooks, HubSpot, Pipedrive, Salesforce, DocuSignSyncing contacts, invoices, deals or signaturesSet by each providerIf a firm connects itThe firm's own agreement with that provider

4. Not used at launch. The software can also use Sentry (error tracking), OpenAI or Voyage AI (knowledge base search), and OpenAI or Google (alternative AI providers). None is turned on. We will add any of them to the table above, with notice under item 2, before it handles personal information.