These are the third parties that process customer data to deliver Clientlyy today. Services your firm connects under its own account, such as Google Drive or Clio, are listed separately because your firm chooses and contracts with them directly.
| Provider | Purpose | Data received | Location | Receives PHI |
|---|---|---|---|---|
| Fly.io | Application hosting: runs the service and stores its database and uploaded case documents on an encrypted disk. | All customer data held by the service; Uploaded case documents; Application logs | United States | Yes |
| Twilio | Text messaging: delivers client updates and receives client replies; sends sign-in codes. | Client phone numbers; Message text; Client replies; User phone numbers | Not stated | Not determined |
| Twilio SendGrid | Email delivery: email copies of client updates, sign-in codes, and account notices. | Client and user email addresses; Message text | Not stated | Not determined |
| Anthropic | AI model processing: drafting, summaries and document reading, only for a firm that has passed the service's model-access checks. | Case document text; Client names and case facts in prompts | Not stated | Yes |
| Google (Sign in with Google) | Authentication for users who choose to sign in with a Google account. | User name and email address | Not stated | Not determined |
| Google Workspace | Company email: receives support requests submitted from inside the service. | Support request text, which may include client details a user types in | Not stated | Not determined |
| Stripe | Payment processing and subscription billing. | Firm billing contact and payment details; Plan and case count | Not stated | No |
Services your firm connects
These run under your firm's own account and terms. Clientlyy uses them only when your firm connects them.
- Google Drive: Read-only access to case folders your firm connects, checked on a recurring interval.
- Slack: Optional notifications to your firm's own workspace. Counts only; no client names or document content.