Closeout
The settlement operating system for personal injury firms. Here is how we protect the medical records, lien data, and PHI behind every case.
Vendors and sub-processors
Sub-processors
These process your firm's data on your behalf. Each is named in our Data Processing Agreement and, where it handles protected health information, covered by a Business Associate Agreement.
Amazon Web Services
Cloud infrastructure
Application hosting, database, encrypted file storage (S3), transactional email (SES), SMS (SNS), and queues.
United States
Amazon Web Services (Amazon Bedrock)
Artificial intelligence
All model inference and text embeddings: document reading and extraction, document intelligence, search, and the assistant. Runs inside our AWS environment under a BAA, and no customer data is used to train models.
United States
Microsoft
Email (optional)
Sending correspondence from a user's connected Outlook / Microsoft 365 mailbox, when that feature is enabled.
United States
SRFax
Fax
Sending and receiving faxes on a firm's behalf, including payoff requests and lien correspondence, under a BAA.
Canada
Corporate vendors
These support Closeout's own operations: our website, scheduling, contracts and billing.
Vercel
Website hosting
Hosting for our public website, including the demo request form. It never receives case data or protected health information.
United States
Cal.com
Scheduling
Booking demos. Holds the name and work email of the person booking. It receives no data from the product.
United States
DocuSign
Contracts
Signing and storing our agreements with your firm. Holds the name, email and signature of whoever signs on your behalf, and nothing from the product.
United States
Stripe
Payments
Invoicing and collecting our own subscription fees. Holds your billing contact and payment method. Client settlement funds do not move through Stripe.
United States
Anthropic
Website assistant
The Ask Sol assistant on our public website only. It is unauthenticated, has no access to the product, and never receives case data or protected health information.
United States
Applications your firm chooses to connect, such as a case management system, are not listed here. Closeout exchanges data with them on your instruction, under access you grant and can revoke at any time.