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Trusted Legal and Compliance Solutions Purpose-Built for Every Industry — So You Can Stay Aligned, Audit-Ready, and Ahead of What’s Next

Business, Consulting & Technology Services
Modern Compliance Solutions for Consulting and Technology Firms That Can’t Miss a Deadline
Education
Dynamic Compliance Solutions Designed to Safeguard Your Institution — and the Learners and Leaders Who Depend on It
Energy & Utilities
Compliance Solutions to Help You Stay Current and Compliant Across Pipelines, Platforms, and Plants
Financial Services
Proactive Compliance Software Built for Banks, Insurers, Credit Unions, and Investment Firms
Government
Defensible Compliance Software Built to Help Federal, State, and Local Teams Respond Stay Audit-Ready
Healthcare
Automated Compliance Solutions to Protect People, Data, and Patient Care Delivery
Hospitality & Retail
Compliance Software Built to Keep Up With Every Shift, Store, and Staff Member
Insurance
Compliance Solutions to Keep Every Policy Defensible and Audit-Ready — Including Your Own
Law Firm Practice & Management
Automation & Compliance Built to Empower Law Firms — and the Teams Running Them
Manufacturing & Construction
Compliance Software to Keep Your Worksites Safe and Your Factories Running Smoothly
Media & Entertainment
Technology Solutions Built for Content, Confidentiality, and Everything Behind the Scenes
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ENTERPRISE LEGAL MANAGEMENT
Matter Management & eBilling
The #1 most-used legal software
Legal Spend Management
Deep spend analytics & proven ROI
Document Automation for In-House & Corporate Legal
Premier document assembly & automation
Legal Hold
~75% faster legal hold management
Outside Counsel & Panel Management
A data-driven marketplace for outside counsel selection
Legal Intake & Workflow Automation
Technology-leading automation
LAW FIRM OPERATIONS
Document Automation & Assembly
30+ years of trusted document creation & automation
Immigration Practice Management
Cloud-based solutions built by immigration case management experts
Case & Matter Management
Law firm & public sector case solution
Process and Workflow Automation
Streamlined intake, seamless workflows
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MITRATECH GRC SOLUTIONS
Ethics Hotline
Anonymous reporting and secure communications
Compliance Training
Employee education focused on laws, regulations, and policies
Enterprise Risk Management
Fully integrated GRC software
Cyber & IT Risk Management
Holistic defense from IT & cyber threats
Business Continuity & Disaster Recovery
Continuity & incident management, disaster recovery
Third Party Risk Management
AI-powered third-party vendor and supplier management
EUC & Model Risk Management
Shadow IT & EUC
Policy Management
Best-in-class policy software
MITRATECH GRC POPULAR USE CASES
AI Governance
Connected Compliance
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HR COMPLIANCE INTELLIGENCE
HR Compliance Hub
Centralized, secure workplace regulation management.
Compliance Tracking
Robust compliance monitoring
HR Expert Assisted Services
On-demand HR experts
Employee Handbook Mgmt
Comprehensive, easy to implement handbooks
Employee Law Monitoring & Alerting
Reliable workplace compliance & alerts
Workplace Training & Safety
Comprehensive courses to reduce workplace risk
EMPLOYEE LIFECYCLE MANAGEMENT
Background Screening
PBSA-accredited screening & ongoing monitoring
Employee Verification
Effortless, fast hiring
Inclusive Recruiting & Hiring
Software for equitable hiring
Performance Management
Real-time goal tracking
Federal Contractor Compliance
Build diverse, high-performing teams and ensure compliance
Leave Management
Multi-stated administration solution
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Legal iconLEGAL PRODUCTS

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ENTERPRISE LEGAL MANAGEMENT
Matter Management & eBilling
Mitratech TeamConnect
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Outside Counsel & Panel Management
Mitratech AdvanceLaw
Case Management
Mitratech CaseCloud™
Legal Hold
Mitratech LegalHold
Immigration Case Management
Mitratech INSZoom
AUTOMATION, ANALYTICS, & AI for Legal
AI Invoice Management
InvoiceIQ
ARIES ™
AI Digital Assistant
Document Automation
Mitratech HotDocs
Workflow Automation
Mitratech TAP
Contract Automation
Mitratech HotDocs
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MITRATECH GRC PRODUCTS
The Mitratech GRC Platform
Decisions Powered by Intelligence
ARIES ™
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Ethics Hotline
Mitratech Syntrio
Compliance Training
Mitratech Syntrio
Enterprise Risk Management
Mitratech Alyne
Cyber & IT Risk Management
Mitratech Alyne
Business Continuity & Alerting
Mitratech Preparis
Third-Party & Vendor Risk Management
Mitratech Prevalent
EUC & Model Risk Management
Mitratech ClusterSeven
Policy Management
Mitratech PolicyHub
OTHER MITRATECH GRC PRODUCTS
CMO
Integrum
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Human Resources iconWORKFORCE COMPLIANCE PLATFORM

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HR COMPLIANCE INTELLIGENCE
ARIES ™
AI Digital Assistant
HR Compliance Platform
Mineral Elite
Compliance Tracking
Mineral Elite
Employee Law Monitoring & Alerting
Mineral Elite
Employee Handbook Management
Mineral Elite
HR Expert Assisted Services
Mineral Elite
EMPLOYEE LIFECYCLE MANAGEMENT
Background Screening
Mitratech AssureHire
Employee Verification
Mitratech I-9 Compliance
Performance Management
Mitratech Perform
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Mitratech Circa
Talent Management
Mitratech Trakstar
Federal Contractor Compliance
Mitratech Circa
Leave Management
Mitratech Leave
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Syntrio’s ClearView Services Agreement

Last updated on July 23, 2026

“Additional Services”

 “Additional Services” includes data and analytics using Non-Sensitive Customer Report Data in order to: 

  • Provide reporting and analytics to customers surrounding the state and flow of reports in the application and statistics surrounding those reports;
  • Provide aggregated benchmark reporting to customers across organizations, enabling comparisons between a single organization and a cohort of similar organizations; and 
  • Provide data and analytics for use by ClearView pertaining to the operation of the application, such as: 
    • Number of unique logins 
    • Time and date of logins 
    • Login attempts 
    • The frequency of views of specific pages in the application 
    • The frequency of use of specific functionality in the application 
    • Application performance metrics 
    • Application error logs. 

 

“Sensitive Customer Report Data”

 Except as otherwise specified in this Agreement, “Sensitive Customer Report Data” includes the following: 

a) Any and all information pertaining to the identity of the Reporter, including but not limited to the RReporter’s 

i. Name 

ii. Location/Address 

iii. Relationship to the Organization (for example: employee, vendor, citizen, volunteer, patient, etc.) 

iv. Function/Department/Title/Role/Supervisor 

v. Contact information including but not limited to:  Email address, telephone number, ISP information, etc. (whether or not the Reporter wishes to remain anonymous) 

b) Any and all information pertaining to the Customer Profile/Reporting Entity/Company/Organization including but not limited to: 

i. Name – except when reporting back to the Customer their own data 

ii. Departments (or equivalent) – except when reporting back to the Customer their own data 

c) Any and all information pertaining to Reports/Cases/Issues such as: 

i. Individuals, Groups, and/or Organizations identified 

ii. Details such as a description of the incident 

iii. Date of incident 

iv. Location of incident 

v. Uploaded files 

vi. Any dialog between the Organization’s Reviewers/Investigators and Reporters (excluding text provided by the application in the “stepper” or “form”) 

vii. Any dialog between the Organization’seviewers/Investigators 

viii. Information regarding resolution of the Report/Case/Issue 

d) Any Flex Field data identified as sensitive by the customer; and 

e) Any and all personal information and personal data that is subject to the Personal Information Protection & Electronic Documents Act (PIPEDA), Health Insurance Portability and Accountability Act (HIPPA), the California Consumer Privacy Act (2018) (CCPA), the California Privacy Rights Act of 2020 (CPRA), Virginia Consumer Data Protection Act (VCDPA), EU General Data Protection Regulations (GDPR), or other similar federal, country, state or provincial legislation. 

“Non-Sensitive Customer Data” All data other than Sensitive Customer Report Data is considered Non-Sensitive Customer Report Data. 

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©2026 Mitratech, Inc. All rights reserved.

Empower. Automate. Elevate. Mitratech

©2026 Mitratech, Inc. All rights reserved.