Legal
Subprocessors
Last updated: July 7, 2026
BriefCase uses a small number of third-party service providers (“subprocessors”) to deliver the service. Each subprocessor processes firm data only as needed to provide its function, under agreements that require confidentiality and appropriate data protection. This page lists every subprocessor currently in use, what it does, and where data is processed.
Infrastructure subprocessors
These providers form the platform itself and are involved in operating BriefCase for every firm.
| Subprocessor | Purpose | Data processed | Location |
|---|---|---|---|
| Microsoft Azure (Microsoft Corporation) | Cloud infrastructure: application hosting, SQL database, encrypted file storage, message queues, secrets management, document OCR and classification (Azure Document Intelligence), document search indexing (Azure AI Search), and service telemetry (Application Insights). | All firm data stored in BriefCase, including documents, matters, contacts, and billing records. | United States |
| Stripe, Inc. | Payment processing for online invoice and trust payments. | Payer name, email, payment card / bank details, and payment amounts. Card numbers are entered directly with Stripe and never touch BriefCase servers. | United States |
AI subprocessors
AI features are off by default and enabled per firm by a firm administrator. When enabled, the providers below process the content involved in an AI request — nothing more. Under our agreements with these providers, firm data is not used to train their models.
| Subprocessor | Purpose | Data processed | Location |
|---|---|---|---|
| Microsoft Azure OpenAI Service | AI document processing: text extraction, summarization, classification, and search embeddings for firm documents. | Document text and related matter context, only for documents processed by AI features. | United States |
| Anthropic, PBC | AI assistant features: matter-scoped question answering over firm documents and drafting assistance (Claude). | The prompts, document excerpts, and matter context involved in an AI request. | United States |
Customer-connected integrations
The services below are not subprocessors. Data flows to them only when your firm chooses to connect them, at your direction, and their handling of that data is governed by your firm's own agreement with each provider. Disconnecting an integration stops the data flow.
| Service | Purpose |
|---|---|
| Microsoft 365 (Microsoft Graph) | Per-user email and calendar sync, Word editing in the browser, and Teams meeting links. |
| Google Workspace | Per-user Gmail and calendar sync. |
| Clio | Practice-management data sync (matters, contacts, custom fields). |
| Lawmatics | Lead and intake sync. |
| OnePageCRM | Lead and intake sync. |
| Twilio | SMS messaging and telephony. |
| RingCentral | Telephony and call logging. |
| Zoom | Video-conference links for matter meetings. |
Changes to this list
Before engaging a new subprocessor that will process firm data — including any new AI provider — we update this page and notify firm administrators by email. Questions about a subprocessor or this page can be sent to hello@briefcase.esq.