Service Providers

Last updated: October 15, 2026

This page lists the third-party software Patten Consulting, LLC, doing business as Elevate Online, uses to deliver client engagements. It is referenced by Section 8.1 of the Elevate Online Purchase Terms and is updated as providers change. A dated copy of this page as it stood on any past date is available on request.

Each provider below is used under its own commercial terms, which include confidentiality and security obligations. Elevate Online does not grant any provider the right to use client confidential information for the provider's own purposes, including training artificial intelligence models on it.

Communication and Documents

Google Workspace (Google LLC). Email, calendar, documents, and file storage. Handles correspondence with the client team, intake responses, engagement documents, and deliverables.
Zoom (Zoom Communications, Inc.) and Google Meet (Google LLC). Videoconferencing for remote sessions and calls. The platform used for a given session is named in the calendar invitation.
Slack (Salesforce, Inc.). Internal Elevate Online communication about engagements. Where a client runs a shared channel, that channel operates under the client's own Slack workspace and terms.

Meeting Notes and Transcription

Granola (Granola Inc.). Automated notes and transcripts for calls and working sessions, under the recording and retention terms in Section 6.7 of the Purchase Terms.

AI Assistance

Claude (Anthropic PBC). Used to prepare curriculum, deliverables, analysis, and internal operations. Handles engagement notes, transcripts, and documents. Elevate Online uses an Anthropic commercial plan. Anthropic does not train its models on content from its commercial products by default. The stated exception is content a user submits through Anthropic's feedback controls, and Elevate Online does not submit client content that way.

Client Records and Scheduling

Airtable (Formagrid, Inc.). Client-record system holding contact details, engagement status, and meeting records.
Calendly (Calendly LLC). Scheduling. Handles name, work email, and the answers given on a booking form.

Delivery Platform

Vercel (Vercel Inc.). Hosting for the client microsite and for Elevate Online's websites.
Supabase (Supabase, Inc.). Database hosting for microsite access records, session transcripts, and engagement data.
GitHub (Microsoft Corporation). Private source control for microsite content and client configuration files.

Contracting and Payment

PandaDoc (PandaDoc Inc.). Electronic signature for proposals and Statements of Work.
Stripe (Stripe, Inc.) and FreshBooks (2ndSite Inc.). Payment processing and invoicing. Handle billing contact details and transaction records. Elevate Online does not store client card numbers.

Objecting to a Provider

A client may object in writing to a named provider under Section 8.1 of the Purchase Terms. Elevate Online will agree a reasonable alternative with the client or exclude the affected work from scope. Send objections and questions about this page to nicole@elevateonline.com.

Marketing and website analytics tools are covered separately in the Privacy Policy.

Patten Consulting, LLC