Legal
Terms of Service
The agreement that governs use of the service.
In force · August 18, 2026Privacy Policy
What information we handle and how.
In force · August 18, 2026Data Processing Addendum
How we process personal data on your firm's behalf.
Available on requestBusiness Associate Addendum
Required before capabilities that process Protected Health Information are enabled.
Available on requestSub-processors
Third parties that process customer data, and what each receives.
Reviewed September 30, 2026Security & data
Contact
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